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 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
160+ 33.26% |
$27.9K - $31.8K
|
641
$154K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
158+ 13.5% |
$27.5K - $31.4K
|
1.33K
$320K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
157+ 0.75% |
$27.4K - $31.2K
|
21.1K
$5.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
156+ 6.03% |
$27.2K - $31K
|
2.74K
$661K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
156+ 2.07% |
$27.2K - $31K
|
7.7K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
153New |
$26.7K - $30.4K
|
153
$36.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
150+ 6.37% |
$26.2K - $29.8K
|
2.51K
$603K
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
150+ 2.13% |
$26.2K - $29.8K
|
7.18K
$1.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150+ 2.48% |
$26.2K - $29.8K
|
6.19K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
150+ 11.76% |
$26.2K - $29.8K
|
1.43K
$343K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
148+ 2.74% |
$25.8K - $29.4K
|
5.55K
$1.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
147+ 19.97% |
$25.6K - $29.2K
|
883
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
147+ 0.94% |
$25.6K - $29.2K
|
15.7K
$3.79M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
146+ 1.04% |
$25.5K - $29K
|
14.3K
$3.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
144+ 0.88% |
$25.1K - $28.6K
|
16.5K
$3.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
143+ 5.41% |
$24.9K - $28.4K
|
2.78K
$671K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
143+ 8.54% |
$24.9K - $28.4K
|
1.82K
$438K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
142+ 3.76% |
$24.8K - $28.2K
|
3.91K
$943K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
142+ 1.03% |
$24.8K - $28.2K
|
13.9K
$3.34M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
141+ 0.32% |
$24.6K - $28K
|
44.6K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
141+ 1.43% |
$24.6K - $28K
|
9.98K
$2.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
140+ 5.53% |
$24.4K - $27.8K
|
2.67K
$644K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
140+ 7.98% |
$24.4K - $27.8K
|
1.9K
$457K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
138+ 6.8% |
$24.1K - $27.4K
|
2.17K
$522K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
137+ 8.18% |
$23.9K - $27.2K
|
1.81K
$436K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
137+ 9.68% |
$23.9K - $27.2K
|
1.55K
$374K
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
137+ 4.22% |
$23.9K - $27.2K
|
3.38K
$815K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
136+ 28.16% |
$23.7K - $27K
|
619
$149K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
135+ 0.94% |
$23.5K - $26.8K
|
14.5K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
135+ 7.19% |
$23.5K - $26.8K
|
2.01K
$485K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
134+ 3.86% |
$23.4K - $26.6K
|
3.61K
$870K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
134+ 326.83% |
$23.4K - $26.6K
|
175
$42.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
131+ 10.2% |
$22.8K - $26K
|
1.42K
$341K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
131+ 111.02% |
$22.8K - $26K
|
249
$60K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
130+ 3.24% |
$22.7K - $25.8K
|
4.14K
$997K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
129+ 8.01% |
$22.5K - $25.6K
|
1.74K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
128+ 2.98% |
$22.3K - $25.4K
|
4.43K
$1.07M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
128+ 1.69% |
$22.3K - $25.4K
|
7.7K
$1.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
127+ 0.39% |
$22.1K - $25.2K
|
33K
$7.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
126+ 7.96% |
$22K - $25K
|
1.71K
$412K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
125+ 1.56% |
$21.8K - $24.8K
|
8.12K
$1.96M
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
125+ 98.43% |
$21.8K - $24.8K
|
252
$60.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
125+ 9.04% |
$21.8K - $24.8K
|
1.51K
$363K
|
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
123+ 0.25% |
$21.4K - $24.4K
|
50K
$12M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
118+ 9.18% |
$20.6K - $23.4K
|
1.4K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
112+ 42.75% |
$19.5K - $22.3K
|
374
$90.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
111+ 1.67% |
$19.4K - $22.1K
|
6.74K
$1.62M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
110+ 1.62% |
$19.2K - $21.9K
|
6.88K
$1.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
110New |
$19.2K - $21.9K
|
110
$26.5K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
107+ 1.47% |
$18.7K - $21.3K
|
7.37K
$1.78M
|