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 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
1.33KNew |
$226K - $249K
|
1.33K
$284K
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.32K+ 5.09% |
$225K - $249K
|
27.3K
$5.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 201.07% |
$225K - $248K
|
1.98K
$424K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.31K+ 7.19% |
$224K - $247K
|
19.6K
$4.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.31K+ 5.8% |
$224K - $247K
|
23.9K
$5.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
1.31K+ 935.71% |
$223K - $246K
|
1.45K
$311K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 3.77% |
$220K - $243K
|
35.5K
$7.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.29KNew |
$219K - $242K
|
1.29K
$276K
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
1.28KNew |
$219K - $241K
|
1.28K
$276K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.27K+ 5.44% |
$216K - $238K
|
24.6K
$5.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.26K+ 11.41% |
$215K - $237K
|
12.3K
$2.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.25K+ 7.87% |
$213K - $235K
|
17.1K
$3.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
1.21KNew |
$206K - $228K
|
1.21K
$260K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.2K+ 6.17% |
$205K - $226K
|
20.7K
$4.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.2K+ 2.86% |
$205K - $226K
|
43.3K
$9.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.19KNew |
$202K - $223K
|
1.19K
$254K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.18K+ 1.88% |
$201K - $221K
|
63.6K
$13.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
1.17KNew |
$200K - $220K
|
1.17K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1.17K+ 459.22% |
$200K - $220K
|
1.43K
$306K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.16K+ 32.76% |
$198K - $219K
|
4.71K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.14K+ 5.51% |
$195K - $215K
|
21.9K
$4.69M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.14KNew |
$194K - $214K
|
1.14K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.13K+ 11.74% |
$193K - $212K
|
10.8K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
1.12KNew |
$191K - $210K
|
1.12K
$240K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.12KNew |
$191K - $210K
|
1.12K
$240K
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.12KNew |
$190K - $210K
|
1.12K
$240K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.11K+ 34.88% |
$190K - $209K
|
4.31K
$925K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.11KNew |
$189K - $209K
|
1.11K
$238K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.11KNew |
$189K - $208K
|
1.11K
$238K
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.11K+ 2.79% |
$188K - $208K
|
40.7K
$8.73M
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.11K+ 2.79% |
$188K - $208K
|
40.7K
$8.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.1KNew |
$188K - $207K
|
1.1K
$236K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.1KNew |
$187K - $207K
|
1.1K
$236K
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.09K+ 1.08% |
$186K - $206K
|
102K
$21.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.09KNew |
$186K - $205K
|
1.09K
$234K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
1.09K+ 2.81% |
$186K - $205K
|
39.9K
$8.56M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
1.09KNew |
$186K - $205K
|
1.09K
$234K
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.09KNew |
$185K - $204K
|
1.09K
$233K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
BUY
|
- |
1.09KNew |
$185K - $204K
|
1.09K
$233K
|
|
|
Aug 11, 2023
Q2 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
1.08KNew |
$184K - $203K
|
1.08K
$232K
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.08KNew |
$184K - $203K
|
1.08K
$231K
|
|
|
Aug 11, 2023
Q2 2023
|
Cardinal Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.08KNew |
$184K - $202K
|
1.08K
$231K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.07KNew |
$182K - $201K
|
1.07K
$230K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.06K+ 23.08% |
$181K - $200K
|
5.67K
$1.22M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.01K+ 4.74% |
$172K - $190K
|
22.4K
$4.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.01K+ 6.22% |
$172K - $190K
|
17.3K
$3.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
984+ 11.53% |
$168K - $185K
|
9.52K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
978+ 32.56% |
$167K - $184K
|
3.98K
$855K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
977+ 55.26% |
$166K - $184K
|
2.75K
$589K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
970+ 20.9% |
$165K - $182K
|
5.61K
$1.2M
|