Purchases and Sales Made in Q3 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 Q3 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
Nov 08, 2023 Q3 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
591
+ 32.56%
$103K - $117K
2.41K $580K
Nov 14, 2023 Q3 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
584
+ 33.51%
$102K - $116K
2.33K $561K
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
578
+ 2.62%
$101K - $115K
22.7K $5.46M
Oct 24, 2023 Q3 2023
Summit Financial Strategies, Inc.

BUY
 -
576
+ 10.59%
$100K - $114K
6.02K $1.45M
Oct 31, 2023 Q3 2023
Selway Asset Management

Boise, ID
BUY
 -
575
New
$100K - $114K
575 $139K
Oct 10, 2023 Q3 2023
Sabal Trust CO

BUY
 -
573
+ 5.87%
$99.9K - $114K
10.3K $2.49M
Oct 10, 2023 Q3 2023
Woodstock Corp

BUY
 -
570
+ 2.46%
$99.4K - $113K
23.8K $5.72M
Nov 14, 2023 Q3 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
570
+ 1.94%
$99.4K - $113K
29.9K $7.2M
Oct 13, 2023 Q3 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
561
+ 2.03%
$97.8K - $111K
28.1K $6.78M
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
558
+ 17.91%
$97.3K - $111K
3.67K $885K
Nov 15, 2023 Q3 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
550
+ 18.7%
$95.9K - $109K
3.49K $841K
Nov 14, 2023 Q3 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
544
+ 2.5%
$94.9K - $108K
22.3K $5.37M
Nov 13, 2023 Q3 2023
Cadence Bank

Tupelo, MS
BUY
 -
534
+ 12.53%
$93.1K - $106K
4.8K $1.16M
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
529
+ 9.07%
$92.2K - $105K
6.36K $1.53M
Nov 01, 2023 Q3 2023
Autumn Glory Partners, LLC

BUY
 -
526
+ 15.25%
$91.7K - $105K
3.98K $958K
Nov 14, 2023 Q3 2023
Mma Asset Management LLC

New York, NY
BUY
 -
525
+ 20.31%
$91.5K - $104K
3.11K $749K
Oct 10, 2023 Q3 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
522
+ 1.91%
$91K - $104K
27.8K $6.7M
Oct 31, 2023 Q3 2023
Sharkey, Howes & Javer

BUY
 -
521
+ 9.24%
$90.8K - $104K
6.16K $1.48M
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
518
+ 25.89%
$90.3K - $103K
2.52K $607K
Oct 27, 2023 Q3 2023
Pvg Asset Management Corp

Golden, CO
BUY
 -
509
+ 20.93%
$88.7K - $101K
2.94K $709K
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
509
+ 10.81%
$88.7K - $101K
5.22K $1.26M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
507
+ 39.3%
$88.4K - $101K
1.8K $433K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
507
+ 268.25%
$88.4K - $101K
696 $168K
Oct 25, 2023 Q3 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
504
+ 1.75%
$87.9K - $100K
29.4K $7.07M
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
497
+ 0.69%
$86.7K - $98.8K
72.1K $17.4M
Oct 10, 2023 Q3 2023
Dbk Financial Counsel, LLC

BUY
 -
496
+ 5.71%
$86.5K - $98.6K
9.19K $2.21M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
492
+ 3.28%
$85.8K - $97.8K
15.5K $3.73M
Oct 24, 2023 Q3 2023
Bouchey Financial Group LTD

BUY
 -
488
+ 3.72%
$85.1K - $97K
13.6K $3.28M
Oct 13, 2023 Q3 2023
Mascoma Wealth Management LLC

BUY
 -
471
+ 18.19%
$82.1K - $93.6K
3.06K $737K
Nov 09, 2023 Q3 2023
Ellevest, Inc.

BUY
 -
468
+ 21.82%
$81.6K - $93K
2.61K $629K
Jan 18, 2024 Q3 2023
Flc Capital Advisors

BUY
 -
465
+ 34.57%
$81.1K - $92.4K
1.81K $436K
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
458
+ 2.69%
$79.9K - $91K
17.5K $4.21M
Oct 23, 2023 Q3 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
450
+ 67.16%
$78.5K - $89.4K
1.12K $270K
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
450
+ 11.01%
$78.5K - $89.4K
4.54K $1.09M
Oct 12, 2023 Q3 2023
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
447
+ 27.78%
$77.9K - $88.8K
2.06K $495K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
447
New
$77.9K - $88.8K
447 $108K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
444
+ 1.79%
$77.4K - $88.2K
25.3K $6.09M
Oct 10, 2023 Q3 2023
Centennial Wealth Advisory LLC

BUY
 -
438
+ 5.69%
$76.4K - $87K
8.13K $1.96M
Oct 18, 2023 Q3 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
437
+ 2.42%
$76.2K - $86.8K
18.5K $4.46M
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
425
+ 30.4%
$74.1K - $84.5K
1.82K $439K
Nov 14, 2023 Q3 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
420
+ 3.25%
$73.2K - $83.5K
13.3K $3.21M
Nov 09, 2023 Q3 2023
Investors Asset Management Of Georgia Inc

BUY
 -
416
+ 2.09%
$72.5K - $82.7K
20.3K $4.9M
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
414
+ 14.13%
$72.2K - $82.3K
3.34K $805K
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
408
+ 3.39%
$71.1K - $81.1K
12.4K $2.99M
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
408
+ 4.94%
$71.1K - $81.1K
8.66K $2.09M
Oct 25, 2023 Q3 2023
Kmg Fiduciary Partners, LLC

BUY
 -
407
+ 6.06%
$71K - $80.9K
7.12K $1.72M
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
406
+ 3.96%
$70.8K - $80.7K
10.7K $2.57M
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
405
+ 2.41%
$70.6K - $80.5K
17.2K $4.15M
Nov 09, 2023 Q3 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
405
+ 8.9%
$70.6K - $80.5K
4.96K $1.19M

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