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
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-31.6K- 4.14% |
$5.12M - $6.47M
|
732K
$157M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-31.8K- 96.44% |
$5.16M - $6.51M
|
1.17K
$252K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-34.1K- 27.36% |
$5.53M - $6.98M
|
90.4K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-34.8K- 21.23% |
$5.65M - $7.13M
|
129K
$27.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-38K- 84.84% |
$6.16M - $7.78M
|
6.79K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-40.3K- 36.71% |
$6.53M - $8.25M
|
69.4K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-42K- 22.1% |
$6.81M - $8.6M
|
148K
$31.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-47.7K- 81.07% |
$7.74M - $9.78M
|
11.1K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-49.2K- 14.56% |
$7.98M - $10.1M
|
289K
$62M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-51.9K- 37.88% |
$8.42M - $10.6M
|
85.1K
$18.3M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-52.9K- 80.65% |
$8.58M - $10.8M
|
12.7K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
SELL
|
- |
-55.7K- 84.77% |
$9.03M - $11.4M
|
10K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Engine Capital Management, LP
New York, NY |
SELL
|
- |
-56K- 62.96% |
$9.08M - $11.5M
|
33K
$7.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-57.9K- 60.6% |
$9.4M - $11.9M
|
37.7K
$8.08M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-61.5K- 13.45% |
$9.98M - $12.6M
|
396K
$84.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-62.6K- 49.67% |
$10.2M - $12.8M
|
63.5K
$13.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-63.4K- 6.76% |
$10.3M - $13M
|
874K
$188M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-63.6K- 23.61% |
$10.3M - $13M
|
206K
$44.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-72.4K- 91.89% |
$11.7M - $14.8M
|
6.4K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-72.9K- 31.68% |
$11.8M - $14.9M
|
157K
$33.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-73.3K- 99.99% |
$11.9M - $15M
|
10
$2.15K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-76.7K- 93.1% |
$12.4M - $15.7M
|
5.68K
$1.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-76.8K- 96.14% |
$12.5M - $15.7M
|
3.08K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-76.8K- 56.08% |
$12.5M - $15.7M
|
60.2K
$12.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-83K- 60.81% |
$13.5M - $17M
|
53.5K
$11.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-85.2K- 77.19% |
$13.8M - $17.5M
|
25.2K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-96.3K- 61.14% |
$15.6M - $19.7M
|
61.2K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-98.4K- 1.29% |
$16M - $20.1M
|
7.51M
$1.61B
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-110K- 33.27% |
$17.8M - $22.5M
|
220K
$47.3M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-114K- 93.35% |
$18.5M - $23.3M
|
8.12K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-115K- 91.21% |
$18.7M - $23.6M
|
11.1K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-129K- 3.78% |
$20.9M - $26.4M
|
3.28M
$704M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-139K- 7.27% |
$22.5M - $28.4M
|
1.77M
$380M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-160K- 3.72% |
$26M - $32.9M
|
4.15M
$891M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-221K- 47.68% |
$35.9M - $45.3M
|
243K
$52.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-237K- 15.22% |
$38.5M - $48.6M
|
1.32M
$283M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-237K- 15.22% |
$38.5M - $48.6M
|
1.32M
$283M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-274K- 46.07% |
$44.5M - $56.2M
|
321K
$68.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-275K- 23.85% |
$44.6M - $56.3M
|
878K
$188M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-329K- 55.67% |
$53.3M - $67.3M
|
262K
$56.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-384K- 86.68% |
$62.3M - $78.6M
|
59K
$12.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-406K- 39.36% |
$65.8M - $83.1M
|
625K
$134M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-424K- 9.06% |
$68.9M - $86.9M
|
4.26M
$915M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-471K- 81.2% |
$76.4M - $96.5M
|
109K
$23.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-601K- 66.92% |
$97.4M - $123M
|
297K
$63.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-780K- 14.74% |
$127M - $160M
|
4.51M
$968M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-974K- 39.06% |
$158M - $199M
|
1.52M
$326M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.63M- 36.34% |
$264M - $334M
|
2.86M
$613M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.92M- 42.99% |
$311M - $393M
|
2.54M
$546M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.07M- 42.48% |
$498M - $628M
|
4.15M
$891M
|