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 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
2.81K
+ 337.26%
$478K - $527K
3.64K $873K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2.77K
+ 14.51%
$472K - $520K
21.9K $5.25M
Jul 14, 2023 Q2 2023
Copeland Capital Management, LLC

BUY
 -
2.74K
New
$468K - $516K
2.74K $659K
Jul 17, 2023 Q2 2023
Simpli Fi, Inc.

BUY
 -
2.74K
+ 4.07%
$467K - $515K
70K $16.8M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
2.72K
+ 6.45%
$463K - $511K
44.9K $10.8M
Aug 02, 2023 Q2 2023
Wealth Alliance

Mellville, NY
BUY
 -
2.72K
New
$463K - $511K
2.72K $652K
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
2.71K
+ 14.39%
$462K - $509K
21.5K $5.17M
Aug 10, 2023 Q2 2023
Private Wealth Group, LLC

BUY
 -
2.68K
+ 40.61%
$457K - $504K
9.29K $2.23M
Aug 02, 2023 Q2 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
2.67K
+ 1.43%
$455K - $502K
190K $45.5M
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
2.66K
+ 2.07%
$454K - $500K
131K $31.5M
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
2.66K
+ 93.69%
$453K - $499K
5.49K $1.32M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.66K
+ 28.42%
$452K - $499K
12K $2.88M
Jul 25, 2023 Q2 2023
Dupont Capital Management Corp

BUY
 -
2.65K
+ 9.89%
$452K - $499K
29.5K $7.08M
Aug 09, 2023 Q2 2023
Kennicott Capital Management LLC

BUY
 -
2.63K
+ 199.92%
$447K - $493K
3.94K $945K
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
2.58K
+ 1.08%
$440K - $485K
241K $57.9M
Aug 07, 2023 Q2 2023
Slate Stone Wealth, LLC

BUY
 -
2.52K
New
$430K - $474K
2.52K $605K
Jul 20, 2023 Q2 2023
Cannon Global Investment Management, LLC

BUY
 -
2.5K
New
$426K - $470K
2.5K $600K
Aug 09, 2023 Q2 2023
First Eagle Investment Management, LLC

BUY
 -
2.5K
New
$426K - $470K
2.5K $600K
Aug 14, 2023 Q2 2023
Noked Israel LTD

Ramat Hasharon, L3
BUY
 -
2.5K
New
$426K - $470K
2.5K $600K
Aug 14, 2023 Q2 2023
Symmetry Peak Management LLC

Radnor, PA
BUY
 -
2.5K
New
$426K - $470K
2.5K $600K
Jun 03, 2024 Q2 2023
Vontobel Holding Ltd.

BUY
 -
2.49K
+ 9.78%
$424K - $468K
27.9K $6.71M
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
2.44K
+ 11.81%
$415K - $458K
23.1K $5.54M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
2.43K
+ 13.07%
$414K - $457K
21K $5.05M
Aug 04, 2023 Q2 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
2.43K
+ 8.23%
$414K - $456K
31.9K $7.66M
Jul 28, 2023 Q2 2023
Welch & Forbes LLC

BUY
 -
2.42K
+ 2.68%
$412K - $454K
92.7K $22.2M
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
2.39K
+ 4.56%
$407K - $448K
54.8K $13.1M
Aug 10, 2023 Q2 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
2.37K
+ 1.54%
$403K - $444K
156K $37.4M
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

BUY
 -
2.36K
+ 2.37%
$402K - $443K
102K $24.5M
Jul 12, 2023 Q2 2023
Marshall & Sullivan Inc

BUY
 -
2.36K
+ 2.21%
$401K - $443K
109K $26.2M
Aug 11, 2023 Q2 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
2.35K
+ 117700.0%
$401K - $442K
2.36K $566K
Jul 13, 2023 Q2 2023
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
2.31K
+ 3.03%
$393K - $434K
78.5K $18.8M
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
2.31K
+ 63.12%
$393K - $434K
5.96K $1.43M
Aug 14, 2023 Q2 2023
Troluce Capital Advisors LLC

Dorado, PR
BUY
 -
2.3K
New
$392K - $432K
2.3K $552K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.27K
+ 9.24%
$387K - $427K
26.8K $6.44M
Aug 14, 2023 Q2 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
2.23K
+ 1.39%
$379K - $418K
162K $39M
Mar 11, 2024 Q2 2023
Gr Financial Group, LLC

Tucson, AZ
BUY
 -
2.21K
+ 1.09%
$377K - $416K
206K $49.4M
Jul 11, 2023 Q2 2023
Affiance Financial, LLC

BUY
 -
2.21K
New
$377K - $416K
2.21K $531K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
2.2K
+ 110.86%
$374K - $413K
4.18K $1M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
2.19K
New
$373K - $411K
2.19K $525K
Aug 14, 2023 Q2 2023
Macquarie Group LTD

Australia, C3
BUY
 -
2.18K
+ 497.49%
$372K - $410K
2.62K $630K
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
2.18K
+ 4.03%
$371K - $409K
56.3K $13.5M
Aug 10, 2023 Q2 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
2.11K
+ 96.75%
$360K - $397K
4.3K $1.03M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
2.11K
+ 1.19%
$360K - $397K
180K $43.2M
Aug 01, 2023 Q2 2023
Paulson Wealth Management Inc.

BUY
 -
2.1K
+ 2.3%
$357K - $394K
93.5K $22.4M
Aug 14, 2023 Q2 2023
Waters Parkerson & Co., LLC

BUY
 -
2.1K
+ 2.16%
$357K - $394K
99K $23.8M
Aug 14, 2023 Q2 2023
Aristotle Capital Boston, LLC

Boston, MA
BUY
 -
2.09K
+ 1.94%
$356K - $393K
110K $26.4M
May 17, 2024 Q2 2023
Cim, LLC

BUY
 -
2.08K
New
$354K - $391K
2.08K $499K
Aug 09, 2023 Q2 2023
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
2.06K
+ 685.0%
$350K - $386K
2.36K $565K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
2.05K
+ 3.37%
$350K - $386K
62.9K $15.1M

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