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 03, 2024
Q4 2023
|
Stairway Partners, LLC
|
BUY
|
- |
4.17K+ 2.39% |
$676K - $853K
|
178K
$38.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.13KNew |
$670K - $845K
|
4.13K
$886K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
4.09K+ 18.05% |
$664K - $838K
|
26.8K
$5.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
4.05KNew |
$656K - $828K
|
4.05K
$868K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.01K+ 0.64% |
$650K - $821K
|
629K
$135M
|
|
|
Jan 26, 2024
Q4 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
4KNew |
$649K - $819K
|
4K
$858K
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Securities Usa LLC
|
BUY
|
- |
4KNew |
$649K - $819K
|
4K
$858K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4KNew |
$649K - $819K
|
4K
$858K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4K+ 5.85% |
$648K - $819K
|
72.3K
$15.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4KNew |
$648K - $818K
|
4K
$858K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.98K+ 13.95% |
$645K - $815K
|
32.5K
$6.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.96K+ 71.59% |
$642K - $810K
|
9.48K
$2.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
BUY
|
- |
3.95K+ 202.31% |
$640K - $808K
|
5.9K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.94KNew |
$640K - $808K
|
3.94K
$846K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
3.93K+ 7.97% |
$638K - $806K
|
53.3K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.9K+ 2.06% |
$633K - $800K
|
194K
$41.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.88KNew |
$629K - $794K
|
3.88K
$832K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.88K+ 73.98% |
$629K - $794K
|
9.12K
$1.96M
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.85KNew |
$624K - $788K
|
3.85K
$825K
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3.83KNew |
$621K - $784K
|
3.83K
$822K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.82KNew |
$620K - $783K
|
3.82K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.82K+ 17.4% |
$619K - $782K
|
25.7K
$5.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.81K+ 184.94% |
$618K - $780K
|
5.87K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.78K+ 164.25% |
$613K - $773K
|
6.08K
$1.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
3.74KNew |
$607K - $766K
|
3.74K
$802K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.74K+ 12.26% |
$606K - $765K
|
34.2K
$7.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.73K+ 92.11% |
$604K - $763K
|
7.77K
$1.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3.68KNew |
$597K - $754K
|
3.68K
$790K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.64K+ 20.27% |
$591K - $746K
|
21.6K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.63K+ 13.25% |
$589K - $744K
|
31.1K
$6.67M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.63K+ 32.56% |
$589K - $744K
|
14.8K
$3.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.62K+ 13.77% |
$587K - $741K
|
29.9K
$6.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.61K+ 198.57% |
$586K - $739K
|
5.43K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.59K+ 32.43% |
$582K - $734K
|
14.6K
$3.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.58KNew |
$581K - $733K
|
3.58K
$768K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
3.57K+ 10.36% |
$579K - $731K
|
38K
$8.16M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.57K+ 255.92% |
$578K - $730K
|
4.96K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.56K+ 9.66% |
$578K - $730K
|
40.5K
$8.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.55KNew |
$576K - $727K
|
3.55K
$762K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.54KNew |
$575K - $725K
|
3.54K
$760K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.54KNew |
$574K - $725K
|
3.54K
$760K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
3.53K+ 234.84% |
$573K - $723K
|
5.04K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
3.5KNew |
$568K - $717K
|
3.5K
$751K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
3.49KNew |
$566K - $715K
|
3.49K
$749K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.49K+ 30.79% |
$566K - $714K
|
14.8K
$3.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.47KNew |
$563K - $711K
|
3.47K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.46K+ 44.81% |
$560K - $708K
|
11.2K
$2.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.45KNew |
$559K - $706K
|
3.45K
$740K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
3.43K+ 46.62% |
$556K - $702K
|
10.8K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
3.43KNew |
$556K - $702K
|
3.43K
$735K
|