Purchases and Sales Made in Q3 2023 in Ishares Russell 2000 ETF (IWM)
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 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
404+ 5.4% |
$70.4K - $80.3K
|
7.88K
$1.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
402+ 5.96% |
$70.1K - $79.9K
|
7.15K
$1.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
BUY
|
- |
400+ 5.69% |
$69.7K - $79.5K
|
7.43K
$1.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
400+ 4.8% |
$69.7K - $79.5K
|
8.74K
$2.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
397+ 3.54% |
$69.2K - $78.9K
|
11.6K
$2.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
389+ 6.31% |
$67.8K - $77.3K
|
6.55K
$1.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
389+ 1.61% |
$67.8K - $77.3K
|
24.5K
$5.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
388+ 5.74% |
$67.7K - $77.1K
|
7.15K
$1.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
385+ 3.15% |
$67.1K - $76.5K
|
12.6K
$3.01M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
376+ 3.29% |
$65.6K - $74.7K
|
11.8K
$2.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
375+ 5.31% |
$65.4K - $74.5K
|
7.43K
$1.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
374+ 16.22% |
$65.2K - $74.3K
|
2.68K
$639K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
365+ 14.8% |
$63.6K - $72.5K
|
2.83K
$675K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
361+ 0.73% |
$62.9K - $71.7K
|
50.1K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
348+ 2.41% |
$60.7K - $69.2K
|
14.8K
$3.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
345+ 1.67% |
$60.2K - $68.6K
|
20.9K
$4.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
344+ 5.09% |
$60K - $68.4K
|
7.1K
$1.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
343+ 9.05% |
$59.8K - $68.2K
|
4.13K
$986K
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
BUY
|
- |
337+ 4.92% |
$58.8K - $67K
|
7.19K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
332+ 1.71% |
$57.9K - $66K
|
19.7K
$4.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
331+ 6.79% |
$57.7K - $65.8K
|
5.21K
$1.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
331+ 1.71% |
$57.7K - $65.8K
|
19.7K
$4.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
330+ 10.39% |
$57.5K - $65.6K
|
3.51K
$836K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
330+ 0.73% |
$57.5K - $65.6K
|
45.7K
$10.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
325+ 44.22% |
$56.7K - $64.6K
|
1.06K
$253K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
324New |
$56.5K - $64.4K
|
324
$77.3K
|
|
|
Nov 29, 2023
Q3 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
323+ 1.02% |
$56.3K - $64.2K
|
31.9K
$7.6M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
322New |
$56.1K - $64K
|
322
$76.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
321+ 65.64% |
$56K - $63.8K
|
810
$193K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
319+ 1.0% |
$55.6K - $63.4K
|
32.2K
$7.68M
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
315+ 0.4% |
$54.9K - $62.6K
|
78.8K
$18.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
315+ 0.39% |
$54.9K - $62.6K
|
81.7K
$19.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
312+ 3.03% |
$54.4K - $62K
|
10.6K
$2.53M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
310+ 0.23% |
$54.1K - $61.6K
|
132K
$31.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
310+ 3.0% |
$54.1K - $61.6K
|
10.7K
$2.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
309+ 2.66% |
$53.9K - $61.4K
|
11.9K
$2.85M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
307+ 458.21% |
$53.5K - $61K
|
374
$89.2K
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
303+ 3.35% |
$52.8K - $60.2K
|
9.34K
$2.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
BUY
|
- |
295+ 2.64% |
$51.4K - $58.6K
|
11.5K
$2.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
293+ 3.62% |
$51.1K - $58.2K
|
8.38K
$2M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
291+ 0.89% |
$50.7K - $57.8K
|
32.9K
$7.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
284+ 24.85% |
$49.5K - $56.4K
|
1.43K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
275+ 5.73% |
$47.9K - $54.6K
|
5.08K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
274+ 3.55% |
$47.8K - $54.4K
|
7.98K
$1.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
270+ 0.15% |
$47.1K - $53.7K
|
180K
$43M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
259+ 4.42% |
$45.2K - $51.5K
|
6.13K
$1.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
252+ 7.76% |
$43.9K - $50.1K
|
3.5K
$835K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
252+ 5.19% |
$43.9K - $50.1K
|
5.11K
$1.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
247+ 0.36% |
$43.1K - $49.1K
|
69.3K
$16.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
247+ 5.05% |
$43.1K - $49.1K
|
5.14K
$1.23M
|