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 13, 2023 Q3 2023
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
106
+ 6.93%
$18.5K - $21.1K
1.64K $394K
Nov 13, 2023 Q3 2023
Addison Capital CO

BUY
 -
102
+ 4.03%
$17.8K - $20.3K
2.64K $635K
Oct 20, 2023 Q3 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
101
+ 0.52%
$17.6K - $20.1K
19.5K $4.7M
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
101
+ 1.72%
$17.6K - $20.1K
5.97K $1.44M
Oct 10, 2023 Q3 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
100
+ 7.55%
$17.4K - $19.9K
1.43K $343K
Nov 13, 2023 Q3 2023
Main Management LLC

San Francisco, CA
BUY
 -
100
+ 9.35%
$17.4K - $19.9K
1.17K $282K
Nov 15, 2023 Q3 2023
Ramirez Asset Management, Inc.

New York, NY
BUY
 -
100
New
$17.4K - $19.9K
100 $24.1K
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
98
+ 0.24%
$17.1K - $19.5K
40.2K $9.68M
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

BUY
 -
96
+ 64.86%
$16.7K - $19.1K
244 $58.8K
Nov 06, 2023 Q3 2023
Sonata Capital Group Inc

BUY
 -
95
+ 2.78%
$16.6K - $18.9K
3.51K $847K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
94
New
$16.4K - $18.7K
94 $22.6K
Oct 13, 2023 Q3 2023
Optimum Investment Advisors

BUY
 -
93
+ 1.28%
$16.2K - $18.5K
7.38K $1.78M
Nov 01, 2023 Q3 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
92
+ 11.02%
$16K - $18.3K
927 $223K
Nov 07, 2023 Q3 2023
Pointe Capital Management LLC

BUY
 -
92
+ 1.3%
$16K - $18.3K
7.2K $1.73M
Oct 10, 2023 Q3 2023
Marcum Wealth, LLC

BUY
 -
89
+ 3.0%
$15.5K - $17.7K
3.06K $737K
Oct 18, 2023 Q3 2023
Rda Financial Network

BUY
 -
86
+ 2.65%
$15K - $17.1K
3.33K $802K
Nov 13, 2023 Q3 2023
Nwk Group, Inc.

San Francisco, CA
BUY
 -
86
+ 2.86%
$15K - $17.1K
3.09K $744K
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
85
+ 6.5%
$14.8K - $16.9K
1.39K $336K
Oct 12, 2023 Q3 2023
Essex Savings Bank

BUY
 -
83
+ 0.9%
$14.5K - $16.5K
9.28K $2.24M
Sep 26, 2024 Q3 2023
Paragon Capital Management Inc

Provo, UT
BUY
 -
83
+ 1.77%
$14.5K - $16.5K
4.78K $1.15M
Oct 10, 2023 Q3 2023
Evensky & Katz LLC

BUY
 -
82
+ 2.14%
$14.3K - $16.3K
3.92K $943K
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

BUY
 -
80
+ 1.37%
$13.9K - $15.9K
5.94K $1.43M
Nov 06, 2023 Q3 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
80
+ 1.75%
$13.9K - $15.9K
4.65K $1.12M
Nov 15, 2023 Q3 2023
Monograph Wealth Advisors, LLC

BUY
 -
80
+ 5.9%
$13.9K - $15.9K
1.44K $346K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
80
New
$13.9K - $15.9K
80 $19.3K
Nov 13, 2023 Q3 2023
Stevard, LLC

Chicago, IL
BUY
 -
77
+ 7.13%
$13.4K - $15.3K
1.16K $279K
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
76
+ 0.09%
$13.3K - $15.1K
82.7K $19.9M
Oct 30, 2023 Q3 2023
Wolff Wiese Magana LLC

BUY
 -
71
+ 6.51%
$12.4K - $14.1K
1.16K $280K
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
68
+ 0.13%
$11.9K - $13.5K
53.9K $13M
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

BUY
 -
66
+ 1.51%
$11.5K - $13.1K
4.42K $1.07M
Oct 19, 2023 Q3 2023
Progressive Investment Management Corp

BUY
 -
65
New
$11.3K - $12.9K
65 $15.7K
Nov 09, 2023 Q3 2023
Kovitz Investment Group Partners, LLC

BUY
 -
65
+ 3.7%
$11.3K - $12.9K
1.82K $439K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
65
+ 7.78%
$11.3K - $12.9K
900 $217K
Nov 13, 2023 Q3 2023
Lws Wealth Advisors, Inc.

BUY
 -
64
+ 3.54%
$11.2K - $12.7K
1.87K $451K
Oct 10, 2023 Q3 2023
Revolve Wealth Partners, LLC

BUY
 -
62
+ 0.54%
$10.8K - $12.3K
11.5K $2.77M
Nov 13, 2023 Q3 2023
Institutional & Family Asset Management, LLC

BUY
 -
62
+ 0.09%
$10.8K - $12.3K
72.3K $17.4M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
61
New
$10.6K - $12.1K
61 $14.7K
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
60
+ 7.31%
$10.5K - $11.9K
881 $212K
Oct 19, 2023 Q3 2023
Country Club Bank

BUY
 -
60
+ 0.23%
$10.5K - $11.9K
25.7K $6.2M
Oct 25, 2023 Q3 2023
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
60
+ 0.91%
$10.5K - $11.9K
6.68K $1.61M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
60
+ 1.66%
$10.5K - $11.9K
3.67K $884K
Oct 10, 2023 Q3 2023
Pacifica Partners Inc.

BUY
 -
59
+ 22.69%
$10.3K - $11.7K
319 $76.9K
Oct 18, 2023 Q3 2023
Culbertson A N & CO Inc

BUY
 -
59
+ 0.16%
$10.3K - $11.7K
37.8K $9.11M
Oct 30, 2023 Q3 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
58
+ 1.42%
$10.1K - $11.5K
4.14K $997K
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

BUY
 -
57
+ 0.83%
$9.94K - $11.3K
6.91K $1.67M
Nov 08, 2023 Q3 2023
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
57
+ 1.26%
$9.94K - $11.3K
4.57K $1.1M
Nov 13, 2023 Q3 2023
Meeder Asset Management Inc

BUY
 -
57
+ 1.69%
$9.94K - $11.3K
3.42K $824K
Oct 25, 2023 Q3 2023
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
56
+ 21.13%
$9.76K - $11.1K
321 $77.3K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
56
New
$9.76K - $11.1K
56 $13.5K

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