Purchases and Sales Made in Q2 2023 in Ishares Russell 2000 ETF (IWM)
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 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
7K+ 22.72% |
$1.19M - $1.32M
|
37.8K
$8.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.99K+ 339.72% |
$1.19M - $1.31M
|
9.05K
$2.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
6.89K+ 41.09% |
$1.17M - $1.3M
|
23.7K
$5.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.8K+ 12.07% |
$1.16M - $1.28M
|
63.1K
$14.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.78K+ 80.38% |
$1.16M - $1.27M
|
15.2K
$3.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.61K+ 16.61% |
$1.13M - $1.24M
|
46.4K
$11M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
6.57K+ 11.61% |
$1.12M - $1.23M
|
63.2K
$15M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
6.52K+ 3.8% |
$1.11M - $1.23M
|
178K
$42.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
6.51K+ 12.81% |
$1.11M - $1.22M
|
57.3K
$13.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.5K+ 12.88% |
$1.11M - $1.22M
|
56.9K
$13.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
6.5KNew |
$1.11M - $1.22M
|
6.5K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
6.42K+ 8.72% |
$1.09M - $1.21M
|
80K
$18.9M
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
6.38K+ 28.28% |
$1.09M - $1.2M
|
28.9K
$6.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
6.19K+ 9.29% |
$1.05M - $1.16M
|
72.8K
$17.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6.13K+ 248.72% |
$1.04M - $1.15M
|
8.6K
$2.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
6.13K+ 187.84% |
$1.04M - $1.15M
|
9.4K
$2.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
6.12K+ 0.52% |
$1.04M - $1.15M
|
1.19M
$282M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.12K+ 113.21% |
$1.04M - $1.15M
|
11.5K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
6.08K+ 502.9% |
$1.04M - $1.14M
|
7.28K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.89K+ 13.08% |
$1M - $1.11M
|
50.9K
$12.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.77K+ 6.62% |
$983K - $1.08M
|
92.9K
$22M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.76K+ 443.19% |
$981K - $1.08M
|
7.06K
$1.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
5.58K+ 10.14% |
$952K - $1.05M
|
60.7K
$14.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.57K+ 12.44% |
$949K - $1.05M
|
50.3K
$11.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.51K+ 116.16% |
$938K - $1.03M
|
10.2K
$2.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
BUY
|
- |
5.5K+ 4.14% |
$938K - $1.03M
|
138K
$32.8M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.46K+ 4.79% |
$930K - $1.03M
|
119K
$28.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
5.43K+ 11.03% |
$924K - $1.02M
|
54.6K
$12.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5.22K+ 566.96% |
$889K - $980K
|
6.14K
$1.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.13K+ 188.49% |
$873K - $963K
|
7.84K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Nwi Management LP
New York, NY |
BUY
|
- |
5KNew |
$852K - $940K
|
5K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.99K+ 5.44% |
$851K - $939K
|
96.7K
$22.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
4.95KNew |
$843K - $930K
|
4.95K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
4.8K+ 109.54% |
$818K - $902K
|
9.18K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
4.78K+ 33.88% |
$815K - $899K
|
18.9K
$4.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.75K+ 51.59% |
$810K - $893K
|
14K
$3.31M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.7K+ 31.97% |
$801K - $883K
|
19.4K
$4.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
4.7K+ 18.0% |
$801K - $883K
|
30.8K
$7.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
4.63K+ 3.91% |
$788K - $869K
|
123K
$29.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.57KNew |
$779K - $859K
|
4.57K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
4.51KNew |
$768K - $847K
|
4.51K
$1.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
4.48K+ 4.66% |
$763K - $841K
|
101K
$23.8M
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.46K+ 2.52% |
$761K - $839K
|
182K
$43M
|
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
4.44KNew |
$757K - $834K
|
4.44K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.42K+ 4.39% |
$752K - $830K
|
105K
$24.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.34K+ 3.62% |
$740K - $816K
|
124K
$29.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.3K+ 7.59% |
$732K - $808K
|
60.9K
$14.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
4.27K+ 8.24% |
$728K - $803K
|
56.1K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
4.27KNew |
$727K - $802K
|
4.27K
$1.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
4.26K+ 80.43% |
$726K - $800K
|
9.55K
$2.26M
|