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
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
70.7K+ 561.39% |
$11.5M - $14.5M
|
83.3K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
70.2KNew |
$11.4M - $14.4M
|
70.2K
$16M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
69.8K+ 18.76% |
$11.3M - $14.3M
|
442K
$101M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
68.3K+ 6.56% |
$11.1M - $14M
|
1.11M
$253M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
68.2K+ 5.44% |
$11.1M - $14M
|
1.32M
$302M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
67.7KNew |
$11M - $13.9M
|
67.7K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
66KNew |
$10.7M - $13.5M
|
66K
$15.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
63.8K+ 9.05% |
$10.3M - $13.1M
|
768K
$175M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
62.9K+ 92426.47% |
$10.2M - $12.9M
|
62.9K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
61K+ 238.07% |
$9.9M - $12.5M
|
86.7K
$19.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
59KNew |
$9.56M - $12.1M
|
59K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.6K+ 46.18% |
$9.5M - $12M
|
185K
$42.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
57.6KNew |
$9.35M - $11.8M
|
57.6K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
57.6K+ 43982.44% |
$9.35M - $11.8M
|
57.7K
$13.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
57.2K+ 73.08% |
$9.28M - $11.7M
|
136K
$30.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56.5K+ 9.35% |
$9.17M - $11.6M
|
661K
$151M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
54.4KNew |
$8.82M - $11.1M
|
54.4K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
53.7KNew |
$8.71M - $11M
|
53.7K
$12.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
52.7K+ 530.28% |
$8.54M - $10.8M
|
62.6K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
52.1K+ 36.9% |
$8.45M - $10.7M
|
193K
$44.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
51.9K+ 73.89% |
$8.41M - $10.6M
|
122K
$27.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Luxor Capital Group, LP
New York, NY |
BUY
|
- |
50.3KNew |
$8.16M - $10.3M
|
50.3K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
49.7K+ 0.67% |
$8.06M - $10.2M
|
7.5M
$1.71B
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.9K+ 8.69% |
$7.93M - $10M
|
612K
$140M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
48.1KNew |
$7.81M - $9.86M
|
48.1K
$11M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47.7KNew |
$7.73M - $9.76M
|
47.7K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
47.5K+ 12.91% |
$7.71M - $9.74M
|
416K
$94.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
44.6KNew |
$7.24M - $9.14M
|
44.6K
$10.2M
|
|
|
Feb 21, 2024
Q4 2023
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
BUY
|
- |
44.6KNew |
$7.23M - $9.13M
|
44.6K
$10.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
44.6K+ 826.22% |
$7.23M - $9.13M
|
50K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
44.5K+ 9.56% |
$7.22M - $9.11M
|
510K
$116M
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
44.3KNew |
$7.19M - $9.08M
|
44.3K
$10.1M
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
44.2KNew |
$7.16M - $9.05M
|
44.2K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
43.2KNew |
$7.01M - $8.85M
|
43.2K
$9.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
41.3KNew |
$6.69M - $8.45M
|
41.3K
$9.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
41.1K+ 22.95% |
$6.66M - $8.41M
|
220K
$50.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
40.3KNew |
$6.54M - $8.25M
|
40.3K
$9.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
40.2K+ 314.5% |
$6.53M - $8.24M
|
53K
$12.1M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
39.3KNew |
$6.37M - $8.05M
|
39.3K
$8.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
37.1K+ 160.51% |
$6.01M - $7.59M
|
60.2K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
37K+ 284.62% |
$6M - $7.58M
|
50K
$11.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
35KNew |
$5.68M - $7.17M
|
35K
$7.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
34.8KNew |
$5.64M - $7.12M
|
34.8K
$7.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
34.4KNew |
$5.58M - $7.05M
|
34.4K
$7.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
34K+ 1739.81% |
$5.52M - $6.97M
|
36K
$8.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
34K+ 141.9% |
$5.52M - $6.97M
|
58K
$13.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
33.9K+ 511.24% |
$5.5M - $6.94M
|
40.5K
$9.25M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
33.4K+ 315.09% |
$5.42M - $6.84M
|
44K
$10M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
33.1KNew |
$5.37M - $6.78M
|
33.1K
$7.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
32.2KNew |
$5.23M - $6.6M
|
32.2K
$7.35M
|