Purchases and Sales Made in Q4 2023 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 2000 ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-7.01K- 40.11% |
$1.14M - $1.44M
|
10.5K
$2.36M
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.05K- 9.95% |
$1.14M - $1.44M
|
63.8K
$14.4M
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.06K- 5.73% |
$1.14M - $1.45M
|
116K
$26.2M
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-7.11K- 17.16% |
$1.15M - $1.46M
|
34.3K
$7.74M
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7.14K- 34.67% |
$1.16M - $1.46M
|
13.5K
$3.04M
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7.27K- 13.55% |
$1.18M - $1.49M
|
46.4K
$10.5M
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.3K- 7.24% |
$1.18M - $1.49M
|
93.5K
$21.1M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.4K- 16.23% |
$1.2M - $1.52M
|
38.2K
$8.62M
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7.55K- 10.44% |
$1.22M - $1.55M
|
64.7K
$14.6M
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-7.63K- 1.09% |
$1.24M - $1.56M
|
692K
$156M
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-7.75K- 5.92% |
$1.26M - $1.59M
|
123K
$27.8M
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.83K- 15.19% |
$1.27M - $1.6M
|
43.7K
$9.86M
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.01K- 1.53% |
$1.3M - $1.64M
|
516K
$117M
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-8.12K- 13.12% |
$1.32M - $1.66M
|
53.8K
$12.1M
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-8.35K- 7.73% |
$1.35M - $1.71M
|
99.7K
$22.5M
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.37K- 61.25% |
$1.36M - $1.71M
|
5.29K
$1.19M
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-8.41K- 88.08% |
$1.36M - $1.72M
|
1.14K
$257K
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-8.43K- 20.14% |
$1.37M - $1.73M
|
33.4K
$7.54M
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.46K- 49.78% |
$1.37M - $1.73M
|
8.54K
$1.93M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8.56K- 49.01% |
$1.39M - $1.75M
|
8.91K
$2.01M
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.66K- 1.22% |
$1.41M - $1.77M
|
702K
$158M
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.79K- 13.16% |
$1.43M - $1.8M
|
58K
$13.1M
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-8.86K- 8.44% |
$1.44M - $1.81M
|
96.1K
$21.7M
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-8.96K- 67.63% |
$1.45M - $1.84M
|
4.29K
$968K
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-9.28K- 48.65% |
$1.5M - $1.9M
|
9.79K
$2.21M
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.53K- 12.66% |
$1.55M - $1.95M
|
65.8K
$14.8M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-9.54K- 2.49% |
$1.55M - $1.95M
|
374K
$84.4M
|
|
Feb 13, 2024
Q4 2023
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-9.72K- 7.89% |
$1.58M - $1.99M
|
113K
$25.6M
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-9.97K- 5.38% |
$1.62M - $2.04M
|
175K
$39.5M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.1K- 4.73% |
$1.64M - $2.07M
|
203K
$45.8M
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-10.1K- 6.59% |
$1.65M - $2.08M
|
144K
$32.4M
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10.2K- 34.15% |
$1.66M - $2.1M
|
19.7K
$4.46M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-10.2K- 4.48% |
$1.66M - $2.1M
|
219K
$49.3M
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-10.4K- 54.62% |
$1.68M - $2.12M
|
8.6K
$1.94M
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-10.7K- 64.18% |
$1.74M - $2.2M
|
5.99K
$1.35M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.2K- 11.91% |
$1.82M - $2.3M
|
83.1K
$18.8M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.4K- 37.35% |
$1.84M - $2.33M
|
19.1K
$4.3M
|
|
Jan 25, 2024
Q4 2023
|
Strategic Investment Management, LLC
|
SELL
|
- |
-11.8K- 32.48% |
$1.91M - $2.41M
|
24.4K
$5.51M
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12.2K- 30.45% |
$1.98M - $2.49M
|
27.8K
$6.28M
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-12.8K- 6.08% |
$2.07M - $2.61M
|
197K
$44.5M
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-12.8K- 3.54% |
$2.08M - $2.62M
|
349K
$78.8M
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-12.8K- 40.06% |
$2.08M - $2.62M
|
19.2K
$4.33M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13K- 13.98% |
$2.11M - $2.66M
|
79.9K
$18M
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-13.1K- 65.92% |
$2.12M - $2.67M
|
6.75K
$1.52M
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-13.5K- 43.5% |
$2.19M - $2.76M
|
17.5K
$3.96M
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-13.6K- 32.66% |
$2.21M - $2.79M
|
28.1K
$6.35M
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-13.7K- 10.41% |
$2.22M - $2.8M
|
118K
$26.6M
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-13.8K- 36.81% |
$2.23M - $2.82M
|
23.6K
$5.33M
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-14.1K- 28.14% |
$2.28M - $2.88M
|
36K
$8.12M
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-14.2K- 55.24% |
$2.31M - $2.91M
|
11.5K
$2.6M
|