Purchases and Sales Made in Q2 2023 in Ishares Russell 2000 ETF (IWM)

IWM Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q2 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
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
629
+ 31.53%
$107K - $118K
2.62K $539K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
627
+ 16.31%
$107K - $118K
4.47K $919K
Jul 17, 2023 Q2 2023
Avantax Planning Partners, Inc.

BUY
 -
626
+ 5.76%
$107K - $118K
11.5K $2.36M
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
619
+ 4.64%
$105K - $116K
14K $2.87M
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
600
+ 476.19%
$102K - $113K
726 $149K
Aug 28, 2023 Q2 2023
Dt Investment Partners, LLC

BUY
 -
600
+ 4.15%
$102K - $113K
15.1K $3.1M
Aug 28, 2024 Q2 2023
Farmers National Bank

Danville, KY
BUY
 -
588
+ 10.5%
$100K - $111K
6.19K $1.27M
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
587
+ 0.11%
$100K - $110K
555K $114M
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
586
+ 1.5%
$99.9K - $110K
39.6K $8.14M
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
585
+ 2.09%
$99.7K - $110K
28.6K $5.88M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
576
+ 2.16%
$98.2K - $108K
27.2K $5.6M
Jul 24, 2023 Q2 2023
Country Club Bank

BUY
 -
575
+ 2.29%
$98K - $108K
25.7K $5.28M
Aug 07, 2023 Q2 2023
Arbor Investment Advisors, LLC

BUY
 -
574
+ 1.17%
$97.8K - $108K
49.8K $10.2M
Aug 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
573
+ 12.71%
$97.6K - $108K
5.08K $1.04M
Aug 09, 2023 Q2 2023
Texas Capital Bancshares Inc

BUY
 -
571
+ 3.81%
$97.3K - $107K
15.6K $3.2M
Aug 14, 2023 Q2 2023
Mma Asset Management LLC

New York, NY
BUY
 -
568
+ 28.16%
$96.8K - $107K
2.59K $531K
Nov 08, 2023 Q2 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
568
+ 13.29%
$96.8K - $107K
4.84K $995K
Aug 03, 2023 Q2 2023
Mv Capital Management, Inc.

BUY
 -
564
+ 2.43%
$96.1K - $106K
23.7K $4.88M
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
562
+ 1.0%
$95.8K - $106K
56.8K $11.7M
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
559
+ 5.87%
$95.3K - $105K
10.1K $2.07M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
553
+ 18.1%
$94.2K - $104K
3.61K $742K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
552
+ 8.45%
$94.1K - $104K
7.08K $1.46M
Aug 01, 2023 Q2 2023
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
550
+ 44.0%
$93.7K - $103K
1.8K $370K
Jul 27, 2023 Q2 2023
Sage Financial Group Inc

BUY
 -
549
+ 30.16%
$93.5K - $103K
2.37K $487K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
547
+ 4.24%
$93.2K - $103K
13.4K $2.76M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
547
+ 4.24%
$93.2K - $103K
13.4K $2.76M
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
540
+ 3.77%
$92K - $101K
14.8K $3.05M
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
534
+ 22.11%
$91K - $100K
2.95K $606K
Aug 01, 2023 Q2 2023
Abbrea Capital, LLC

BUY
 -
530
+ 17.65%
$90.3K - $99.6K
3.53K $726K
Aug 10, 2023 Q2 2023
Exodus Point Capital Management, LP

New York, NY
BUY
 -
529
New
$90.1K - $99.4K
529 $109K
Aug 11, 2023 Q2 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
524
+ 5.62%
$89.3K - $98.5K
9.84K $2.02M
Jul 19, 2023 Q2 2023
Tap Consulting, LLC

BUY
 -
520
+ 1.37%
$88.6K - $97.7K
38.4K $7.9M
Jul 14, 2023 Q2 2023
Enzi Wealth

Austin, TX
BUY
 -
507
+ 25.34%
$86.4K - $95.3K
2.51K $516K
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
507
+ 7.85%
$86.4K - $95.3K
6.97K $1.43M
Aug 14, 2023 Q2 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
503
+ 6.69%
$85.7K - $94.5K
8.03K $1.65M
Aug 14, 2023 Q2 2023
Css LLC

Chicago, IL
BUY
 -
500
New
$85.2K - $94K
500 $103K
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
498
+ 14.61%
$84.9K - $93.6K
3.91K $803K
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
492
+ 17.08%
$83.8K - $92.5K
3.37K $693K
Jul 13, 2023 Q2 2023
Rtd Financial Advisors, Inc.

BUY
 -
490
+ 0.69%
$83.5K - $92.1K
71.8K $14.8M
Aug 14, 2023 Q2 2023
Federated Hermes, Inc.

Pittsburgh, PA
BUY
 -
490
+ 101.66%
$83.5K - $92.1K
972 $200K
Jul 18, 2023 Q2 2023
Atwood & Palmer Inc

BUY
 -
480
New
$81.8K - $90.2K
480 $98.7K
Aug 02, 2023 Q2 2023
Shufro Rose & CO LLC

BUY
 -
476
+ 5.17%
$81.1K - $89.5K
9.69K $1.99M
Jul 13, 2023 Q2 2023
Cambridge Advisors Inc.

BUY
 -
471
+ 6.91%
$80.3K - $88.5K
7.29K $1.5M
Jul 31, 2023 Q2 2023
Curi Wealth Management, LLC

BUY
 -
470
+ 38.37%
$80.1K - $88.3K
1.7K $348K
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
470
+ 12.58%
$80.1K - $88.3K
4.21K $865K
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
467
+ 2.68%
$79.6K - $87.8K
17.9K $3.67M
Jul 03, 2023 Q2 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
464
+ 21.4%
$79.1K - $87.2K
2.63K $541K
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
464
+ 2.17%
$79.1K - $87.2K
21.8K $4.48M
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
455
+ 4.8%
$77.5K - $85.5K
9.94K $2.04M

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