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 $563K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
627
+ 16.31%
$107K - $118K
4.47K $960K
Jul 17, 2023 Q2 2023
Avantax Planning Partners, Inc.

BUY
 -
626
+ 5.76%
$107K - $118K
11.5K $2.46M
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
619
+ 4.64%
$105K - $116K
14K $3M
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
600
+ 476.19%
$102K - $113K
726 $156K
Aug 28, 2023 Q2 2023
Dt Investment Partners, LLC

BUY
 -
600
+ 4.15%
$102K - $113K
15.1K $3.24M
Aug 28, 2024 Q2 2023
Farmers National Bank

Danville, KY
BUY
 -
588
+ 10.5%
$100K - $111K
6.19K $1.33M
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
587
+ 0.11%
$100K - $110K
555K $119M
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
586
+ 1.5%
$99.9K - $110K
39.6K $8.5M
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
585
+ 2.09%
$99.7K - $110K
28.6K $6.13M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
576
+ 2.16%
$98.2K - $108K
27.2K $5.85M
Jul 24, 2023 Q2 2023
Country Club Bank

BUY
 -
575
+ 2.29%
$98K - $108K
25.7K $5.51M
Aug 07, 2023 Q2 2023
Arbor Investment Advisors, LLC

BUY
 -
574
+ 1.17%
$97.8K - $108K
49.8K $10.7M
Aug 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
573
+ 12.71%
$97.6K - $108K
5.08K $1.09M
Aug 09, 2023 Q2 2023
Texas Capital Bancshares Inc

BUY
 -
571
+ 3.81%
$97.3K - $107K
15.6K $3.34M
Aug 14, 2023 Q2 2023
Mma Asset Management LLC

New York, NY
BUY
 -
568
+ 28.16%
$96.8K - $107K
2.59K $555K
Nov 08, 2023 Q2 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
568
+ 13.29%
$96.8K - $107K
4.84K $1.04M
Aug 03, 2023 Q2 2023
Mv Capital Management, Inc.

BUY
 -
564
+ 2.43%
$96.1K - $106K
23.7K $5.1M
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
562
+ 1.0%
$95.8K - $106K
56.8K $12.2M
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
559
+ 5.87%
$95.3K - $105K
10.1K $2.16M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
553
+ 18.1%
$94.2K - $104K
3.61K $774K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
552
+ 8.45%
$94.1K - $104K
7.08K $1.52M
Aug 01, 2023 Q2 2023
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
550
+ 44.0%
$93.7K - $103K
1.8K $386K
Jul 27, 2023 Q2 2023
Sage Financial Group Inc

BUY
 -
549
+ 30.16%
$93.5K - $103K
2.37K $508K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
547
+ 4.24%
$93.2K - $103K
13.4K $2.88M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
547
+ 4.24%
$93.2K - $103K
13.4K $2.88M
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
540
+ 3.77%
$92K - $101K
14.8K $3.19M
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
534
+ 22.11%
$91K - $100K
2.95K $633K
Aug 01, 2023 Q2 2023
Abbrea Capital, LLC

BUY
 -
530
+ 17.65%
$90.3K - $99.6K
3.53K $758K
Aug 10, 2023 Q2 2023
Exodus Point Capital Management, LP

New York, NY
BUY
 -
529
New
$90.1K - $99.4K
529 $114K
Aug 11, 2023 Q2 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
524
+ 5.62%
$89.3K - $98.5K
9.84K $2.11M
Jul 19, 2023 Q2 2023
Tap Consulting, LLC

BUY
 -
520
+ 1.37%
$88.6K - $97.7K
38.4K $8.24M
Jul 14, 2023 Q2 2023
Enzi Wealth

Austin, TX
BUY
 -
507
+ 25.34%
$86.4K - $95.3K
2.51K $538K
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
507
+ 7.85%
$86.4K - $95.3K
6.97K $1.5M
Aug 14, 2023 Q2 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
503
+ 6.69%
$85.7K - $94.5K
8.03K $1.72M
Aug 14, 2023 Q2 2023
Css LLC

Chicago, IL
BUY
 -
500
New
$85.2K - $94K
500 $107K
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
498
+ 14.61%
$84.9K - $93.6K
3.91K $838K
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
492
+ 17.08%
$83.8K - $92.5K
3.37K $724K
Jul 13, 2023 Q2 2023
Rtd Financial Advisors, Inc.

BUY
 -
490
+ 0.69%
$83.5K - $92.1K
71.8K $15.4M
Aug 14, 2023 Q2 2023
Federated Hermes, Inc.

Pittsburgh, PA
BUY
 -
490
+ 101.66%
$83.5K - $92.1K
972 $209K
Jul 18, 2023 Q2 2023
Atwood & Palmer Inc

BUY
 -
480
New
$81.8K - $90.2K
480 $103K
Aug 02, 2023 Q2 2023
Shufro Rose & CO LLC

BUY
 -
476
+ 5.17%
$81.1K - $89.5K
9.69K $2.08M
Jul 13, 2023 Q2 2023
Cambridge Advisors Inc.

BUY
 -
471
+ 6.91%
$80.3K - $88.5K
7.29K $1.56M
Jul 31, 2023 Q2 2023
Curi Wealth Management, LLC

BUY
 -
470
+ 38.37%
$80.1K - $88.3K
1.7K $364K
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
470
+ 12.58%
$80.1K - $88.3K
4.21K $903K
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
467
+ 2.68%
$79.6K - $87.8K
17.9K $3.84M
Jul 03, 2023 Q2 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
464
+ 21.4%
$79.1K - $87.2K
2.63K $565K
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
464
+ 2.17%
$79.1K - $87.2K
21.8K $4.68M
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
455
+ 4.8%
$77.5K - $85.5K
9.94K $2.13M

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