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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
239+ 3.87% |
$41.7K - $47.5K
|
6.42K
$1.55M
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
239+ 5.67% |
$41.7K - $47.5K
|
4.45K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
237+ 5.21% |
$41.3K - $47.1K
|
4.78K
$1.15M
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
236+ 1.93% |
$41.1K - $46.9K
|
12.5K
$3M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
235+ 13.29% |
$41K - $46.7K
|
2K
$483K
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
235+ 21.66% |
$41K - $46.7K
|
1.32K
$318K
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
235+ 0.81% |
$41K - $46.7K
|
29.1K
$7.01M
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
234+ 7.47% |
$40.8K - $46.5K
|
3.37K
$811K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
233+ 7.25% |
$40.6K - $46.3K
|
3.45K
$830K
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
231+ 2.86% |
$40.3K - $45.9K
|
8.3K
$2M
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
225New |
$39.2K - $44.7K
|
225
$54.2K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
224+ 3.96% |
$39.1K - $44.5K
|
5.88K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
221+ 12.3% |
$38.5K - $43.9K
|
2.02K
$486K
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
216+ 3.33% |
$37.7K - $42.9K
|
6.71K
$1.62M
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
215+ 9.36% |
$37.5K - $42.7K
|
2.51K
$605K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
214+ 0.57% |
$37.3K - $42.5K
|
37.6K
$9.06M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
214+ 0.22% |
$37.3K - $42.5K
|
98.2K
$23.7M
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
211+ 7.77% |
$36.8K - $41.9K
|
2.93K
$705K
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
209+ 12.38% |
$36.4K - $41.5K
|
1.9K
$457K
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
206+ 14.49% |
$35.9K - $40.9K
|
1.63K
$392K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
206+ 2.92% |
$35.9K - $40.9K
|
7.26K
$1.75M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
204New |
$35.6K - $40.5K
|
204
$49.1K
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
200+ 13.05% |
$34.9K - $39.7K
|
1.73K
$417K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
198+ 0.57% |
$34.5K - $39.3K
|
34.7K
$8.35M
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
195New |
$34K - $38.7K
|
195
$47K
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
195+ 5.71% |
$34K - $38.7K
|
3.61K
$869K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
192+ 1.99% |
$33.5K - $38.2K
|
9.82K
$2.37M
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
192+ 16.38% |
$33.5K - $38.2K
|
1.36K
$329K
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
190+ 6.57% |
$33.1K - $37.8K
|
3.08K
$742K
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
190+ 7.24% |
$33.1K - $37.8K
|
2.81K
$678K
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
189+ 7.37% |
$33K - $37.6K
|
2.75K
$663K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
186+ 10.24% |
$32.4K - $37K
|
2K
$483K
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
186+ 10.67% |
$32.4K - $37K
|
1.93K
$465K
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
184+ 6.99% |
$32.1K - $36.6K
|
2.82K
$678K
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
184+ 2.07% |
$32.1K - $36.6K
|
9.09K
$2.19M
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
183+ 0.82% |
$31.9K - $36.4K
|
22.5K
$5.43M
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
183+ 201.1% |
$31.9K - $36.4K
|
274
$66K
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
180+ 2.95% |
$31.4K - $35.8K
|
6.28K
$1.51M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
177+ 4.08% |
$30.9K - $35.2K
|
4.51K
$1.09M
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
175+ 0.96% |
$30.5K - $34.8K
|
18.5K
$4.45M
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
175+ 14.5% |
$30.5K - $34.8K
|
1.38K
$333K
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
174+ 22.54% |
$30.3K - $34.6K
|
946
$228K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
174+ 362.5% |
$30.3K - $34.6K
|
222
$53.5K
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
173+ 1.62% |
$30.2K - $34.4K
|
10.8K
$2.61M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
173+ 1.84% |
$30.2K - $34.4K
|
9.6K
$2.31M
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
167+ 2.09% |
$29.1K - $33.2K
|
8.16K
$1.97M
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
166+ 3.71% |
$28.9K - $33K
|
4.64K
$1.12M
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
164+ 8.45% |
$28.6K - $32.6K
|
2.11K
$507K
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
161+ 0.84% |
$28.1K - $32K
|
19.3K
$4.66M
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
161+ 0.57% |
$28.1K - $32K
|
28.3K
$6.82M
|