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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.53K- 29.52% |
$735K - $928K
|
10.8K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-4.6K- 1.81% |
$745K - $941K
|
250K
$53.8M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.85K- 9.16% |
$786K - $993K
|
48.1K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-4.89K- 4.85% |
$793K - $1M
|
95.9K
$20.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-4.91K- 33.38% |
$797K - $1.01M
|
9.81K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.93K- 1.56% |
$800K - $1.01M
|
311K
$67M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-5.02K- 3.57% |
$814K - $1.03M
|
136K
$29.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.11K- 79.54% |
$829K - $1.05M
|
1.31K
$283K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.42K- 16.41% |
$879K - $1.11M
|
27.6K
$5.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.43K- 8.49% |
$881K - $1.11M
|
58.5K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5.5K- 3.13% |
$892K - $1.13M
|
170K
$36.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-5.5K- 22.43% |
$892K - $1.13M
|
19K
$4.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.71K- 11.08% |
$926K - $1.17M
|
45.8K
$9.87M
|
|
|
Jan 08, 2024
Q4 2023
|
Campbell Capital Management Inc
|
SELL
|
- |
-5.9K- 29.65% |
$957K - $1.21M
|
14K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-5.99K- 14.86% |
$971K - $1.23M
|
34.3K
$7.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.05K- 12.0% |
$981K - $1.24M
|
44.4K
$9.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.28K- 6.5% |
$1.02M - $1.29M
|
90.3K
$19.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6.38K- 29.08% |
$1.03M - $1.31M
|
15.6K
$3.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-6.68K- 5.61% |
$1.08M - $1.37M
|
112K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-6.75K- 1.96% |
$1.09M - $1.38M
|
337K
$72.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-7.01K- 40.11% |
$1.14M - $1.44M
|
10.5K
$2.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.05K- 9.95% |
$1.14M - $1.44M
|
63.8K
$13.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.06K- 5.73% |
$1.14M - $1.45M
|
116K
$25M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-7.11K- 17.16% |
$1.15M - $1.46M
|
34.3K
$7.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7.14K- 34.67% |
$1.16M - $1.46M
|
13.5K
$2.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7.27K- 13.55% |
$1.18M - $1.49M
|
46.4K
$9.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.3K- 7.24% |
$1.18M - $1.49M
|
93.5K
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.4K- 16.23% |
$1.2M - $1.52M
|
38.2K
$8.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7.55K- 10.44% |
$1.22M - $1.55M
|
64.7K
$13.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-7.63K- 1.09% |
$1.24M - $1.56M
|
692K
$149M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-7.75K- 5.92% |
$1.26M - $1.59M
|
123K
$26.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.83K- 15.19% |
$1.27M - $1.6M
|
43.7K
$9.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.01K- 1.53% |
$1.3M - $1.64M
|
516K
$111M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-8.12K- 13.12% |
$1.32M - $1.66M
|
53.8K
$11.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-8.35K- 7.73% |
$1.35M - $1.71M
|
99.7K
$21.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.37K- 61.25% |
$1.36M - $1.71M
|
5.29K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-8.41K- 88.08% |
$1.36M - $1.72M
|
1.14K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-8.43K- 20.14% |
$1.37M - $1.73M
|
33.4K
$7.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.46K- 49.78% |
$1.37M - $1.73M
|
8.54K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8.56K- 49.01% |
$1.39M - $1.75M
|
8.91K
$1.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.66K- 1.22% |
$1.41M - $1.77M
|
702K
$151M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.79K- 13.16% |
$1.43M - $1.8M
|
58K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-8.86K- 8.44% |
$1.44M - $1.81M
|
96.1K
$20.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-8.96K- 67.63% |
$1.45M - $1.84M
|
4.29K
$924K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-9.28K- 48.65% |
$1.5M - $1.9M
|
9.79K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.53K- 12.66% |
$1.55M - $1.95M
|
65.8K
$14.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-9.54K- 2.49% |
$1.55M - $1.95M
|
374K
$80.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-9.72K- 7.89% |
$1.58M - $1.99M
|
113K
$24.4M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-9.97K- 5.38% |
$1.62M - $2.04M
|
175K
$37.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.1K- 4.73% |
$1.64M - $2.07M
|
203K
$43.7M
|