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 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31.9K+ 2.33% |
$5.18M - $6.54M
|
1.4M
$320M
|
|
|
Feb 14, 2024
Q4 2023
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
31.4KNew |
$5.09M - $6.42M
|
31.4K
$7.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
31.2K+ 5.63% |
$5.06M - $6.39M
|
586K
$134M
|
|
|
Jan 22, 2024
Q4 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
30.9KNew |
$5.01M - $6.33M
|
30.9K
$7.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
30.4K+ 185.06% |
$4.92M - $6.22M
|
46.8K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30.1K+ 145.56% |
$4.89M - $6.18M
|
50.9K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Qvr LLC
|
BUY
|
- |
30.1K+ 640.23% |
$4.88M - $6.16M
|
34.8K
$7.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
29.7KNew |
$4.81M - $6.08M
|
29.7K
$6.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
29.7K+ 182.1% |
$4.81M - $6.07M
|
45.9K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
28.6K+ 33.46% |
$4.64M - $5.85M
|
114K
$26M
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
28.3KNew |
$4.6M - $5.8M
|
28.3K
$6.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
28.1K+ 72.0% |
$4.56M - $5.76M
|
67.2K
$15.3M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27.7K+ 62.04% |
$4.49M - $5.67M
|
72.3K
$16.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
27.5KNew |
$4.47M - $5.64M
|
27.5K
$6.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
27.5K+ 1611.35% |
$4.47M - $5.64M
|
29.2K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
27.5KNew |
$4.46M - $5.63M
|
27.5K
$6.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
26.8K+ 66.29% |
$4.34M - $5.48M
|
67.1K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
26.8KNew |
$4.34M - $5.48M
|
26.8K
$6.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
26KNew |
$4.22M - $5.33M
|
26K
$5.94M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
26KNew |
$4.21M - $5.32M
|
26K
$5.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
25.8K+ 32.45% |
$4.19M - $5.29M
|
105K
$24.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
25.8K+ 79.83% |
$4.18M - $5.28M
|
58.1K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.6KNew |
$4.16M - $5.25M
|
25.6K
$5.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
25.2K+ 45.61% |
$4.09M - $5.17M
|
80.6K
$18.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
25KNew |
$4.06M - $5.13M
|
25K
$5.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.7K+ 42.82% |
$4.01M - $5.06M
|
82.5K
$18.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
24.5KNew |
$3.97M - $5.02M
|
24.5K
$5.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24.4K+ 152.97% |
$3.95M - $4.99M
|
40.3K
$9.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
24.1KNew |
$3.91M - $4.93M
|
24.1K
$5.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
24.1K+ 27.08% |
$3.9M - $4.93M
|
113K
$25.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
24.1K+ 956.8% |
$3.9M - $4.93M
|
26.6K
$6.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
23.9KNew |
$3.88M - $4.9M
|
23.9K
$5.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 6.81% |
$3.82M - $4.82M
|
369K
$84.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
22.9KNew |
$3.71M - $4.69M
|
22.9K
$5.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.7K+ 8.85% |
$3.69M - $4.65M
|
279K
$63.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
22.7K+ 4.0% |
$3.68M - $4.64M
|
589K
$134M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.5K+ 320.66% |
$3.66M - $4.62M
|
29.6K
$6.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
22.2K+ 10.88% |
$3.61M - $4.56M
|
227K
$51.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
21.9KNew |
$3.55M - $4.48M
|
21.9K
$4.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.8K+ 238.17% |
$3.54M - $4.46M
|
30.9K
$7.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
21.8K+ 119.39% |
$3.53M - $4.46M
|
40K
$9.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
21.3K+ 68.74% |
$3.46M - $4.36M
|
52.3K
$11.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
21.2K+ 37205.26% |
$3.44M - $4.34M
|
21.3K
$4.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
21.2KNew |
$3.44M - $4.34M
|
21.2K
$4.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
21.2KNew |
$3.43M - $4.33M
|
21.2K
$4.83M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
21.1KNew |
$3.42M - $4.32M
|
21.1K
$4.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.9K+ 8.61% |
$3.4M - $4.29M
|
264K
$60.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
20.9KNew |
$3.39M - $4.29M
|
20.9K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20K+ 383.84% |
$3.24M - $4.09M
|
25.2K
$5.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
19.9K+ 29.58% |
$3.23M - $4.07M
|
87.2K
$19.9M
|