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 16, 2023 Q3 2023
Seelaus Asset Management LLC

BUY
 -
55
+ 4.0%
$9.59K - $10.9K
1.43K $341K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
54
+ 2.13%
$9.42K - $10.7K
2.6K $619K
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
54
+ 1.6%
$9.42K - $10.7K
3.43K $817K
Oct 19, 2023 Q3 2023
Flagship Private Wealth, LLC

BUY
 -
53
+ 2.13%
$9.24K - $10.5K
2.54K $606K
Jan 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
53
New
$9.24K - $10.5K
53 $12.6K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
52
+ 2.43%
$9.07K - $10.3K
2.19K $522K
Oct 10, 2023 Q3 2023
C2 C Wealth Management, LLC

BUY
 -
50
+ 0.21%
$8.72K - $9.94K
23.5K $5.6M
Oct 24, 2023 Q3 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
50
+ 1.52%
$8.72K - $9.94K
3.33K $795K
Nov 03, 2023 Q3 2023
Beaton Management Co. Inc.

Haverhill, MA
BUY
 -
50
+ 2.74%
$8.72K - $9.94K
1.88K $447K
Nov 07, 2023 Q3 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
50
+ 1.77%
$8.72K - $9.94K
2.88K $687K
Oct 13, 2023 Q3 2023
Tennessee Valley Asset Management Partners

BUY
 -
45
+ 3.88%
$7.85K - $8.94K
1.21K $288K
Nov 08, 2023 Q3 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
45
+ 1.35%
$7.85K - $8.94K
3.38K $806K
Nov 13, 2023 Q3 2023
West Hill Financial Advisors, Inc.

BUY
 -
45
+ 6.65%
$7.85K - $8.94K
722 $172K
Oct 11, 2023 Q3 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
43
+ 1.36%
$7.5K - $8.54K
3.21K $765K
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
43
+ 0.37%
$7.5K - $8.54K
11.5K $2.75M
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
40
+ 42.11%
$6.97K - $7.95K
135 $32.2K
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
39
+ 1.71%
$6.8K - $7.75K
2.33K $555K
Oct 10, 2023 Q3 2023
Green Square Capital Advisors LLC

BUY
 -
38
+ 0.61%
$6.63K - $7.55K
6.25K $1.49M
Oct 25, 2023 Q3 2023
E&G Advisors, LP

BUY
 -
38
+ 0.73%
$6.63K - $7.55K
5.26K $1.25M
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
36
New
$6.28K - $7.15K
36 $8.58K
Oct 10, 2023 Q3 2023
Bank Of New Hampshire

BUY
 -
35
+ 0.7%
$6.1K - $6.95K
5.01K $1.2M
Oct 27, 2023 Q3 2023
Princeton Global Asset Management LLC

BUY
 -
35
+ 12.07%
$6.1K - $6.95K
325 $77.5K
Oct 30, 2023 Q3 2023
Unionview, LLC

Seattle, WA
BUY
 -
35
+ 0.15%
$6.1K - $6.95K
22.7K $5.4M
Nov 14, 2023 Q3 2023
Petix & Botte CO

BUY
 -
35
+ 0.38%
$6.1K - $6.95K
9.22K $2.2M
Nov 15, 2023 Q3 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
35
+ 1.22%
$6.1K - $6.95K
2.9K $691K
May 28, 2024 Q3 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
35
+ 2.16%
$6.1K - $6.95K
1.66K $395K
Oct 24, 2023 Q3 2023
Vera Bank, N.A.

BUY
 -
34
+ 0.73%
$5.93K - $6.76K
4.71K $1.12M
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
33
+ 1.68%
$5.75K - $6.56K
2K $476K
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
33
+ 0.98%
$5.75K - $6.56K
3.39K $808K
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
33
+ 0.66%
$5.75K - $6.56K
5.07K $1.21M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
32
+ 0.93%
$5.58K - $6.36K
3.48K $829K
Nov 14, 2023 Q3 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
31
+ 1.28%
$5.41K - $6.16K
2.45K $584K
Oct 05, 2023 Q3 2023
Harbour Capital Advisors, LLC

BUY
 -
30
+ 0.2%
$5.23K - $5.96K
14.7K $3.51M
Oct 13, 2023 Q3 2023
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
30
+ 0.57%
$5.23K - $5.96K
5.33K $1.27M
Nov 14, 2023 Q3 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
30
+ 0.69%
$5.23K - $5.96K
4.36K $1.04M
Nov 14, 2023 Q3 2023
Smith Shellnut Wilson LLC

BUY
 -
30
+ 1.32%
$5.23K - $5.96K
2.3K $548K
Nov 13, 2023 Q3 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
29
New
$5.06K - $5.76K
29 $6.92K
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
27
+ 0.97%
$4.71K - $5.37K
2.82K $673K
Nov 09, 2023 Q3 2023
Roffman Miller Associates Inc

Philadelphia, PA
BUY
 -
27
+ 2.33%
$4.71K - $5.37K
1.19K $283K
Nov 13, 2023 Q3 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
27
+ 7.58%
$4.71K - $5.37K
383 $91.3K
Oct 30, 2023 Q3 2023
Mcdonald Partners LLC

BUY
 -
26
+ 1.29%
$4.53K - $5.17K
2.05K $488K
Oct 31, 2023 Q3 2023
Oakworth Capital, Inc.

BUY
 -
26
+ 1.86%
$4.53K - $5.17K
1.43K $340K
Nov 13, 2023 Q3 2023
Rice Partnership, LLC

BUY
 -
26
+ 1.32%
$4.53K - $5.17K
2K $476K
Oct 10, 2023 Q3 2023
Lvm Capital Management LTD

BUY
 -
25
+ 1.61%
$4.36K - $4.97K
1.58K $377K
Oct 13, 2023 Q3 2023
Thrive Wealth Management, LLC

BUY
 -
25
+ 0.77%
$4.36K - $4.97K
3.28K $782K
Nov 07, 2023 Q3 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
25
+ 2.19%
$4.36K - $4.97K
1.17K $278K
Nov 09, 2023 Q3 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
25
+ 0.83%
$4.36K - $4.97K
3.03K $722K
Nov 09, 2023 Q3 2023
Nicollet Investment Management, Inc.

Minneapolis, MN
BUY
 -
25
+ 1.59%
$4.36K - $4.97K
1.6K $380K
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
24
+ 1.2%
$4.18K - $4.77K
2.03K $483K

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