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 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
23New |
$4.01K - $4.57K
|
23
$5.48K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
22+ 0.71% |
$3.84K - $4.37K
|
3.13K
$746K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
22+ 0.44% |
$3.84K - $4.37K
|
5.06K
$1.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
21+ 0.03% |
$3.66K - $4.17K
|
71.9K
$17.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
20+ 0.09% |
$3.49K - $3.97K
|
22.8K
$5.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
20+ 0.04% |
$3.49K - $3.97K
|
53.6K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
17+ 0.02% |
$2.96K - $3.38K
|
83.2K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
17+ 14.17% |
$2.96K - $3.38K
|
137
$32.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
16+ 0.27% |
$2.79K - $3.18K
|
5.96K
$1.42M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
16+ 0.6% |
$2.79K - $3.18K
|
2.7K
$643K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
16+ 0.08% |
$2.79K - $3.18K
|
18.9K
$4.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
15+ 0.59% |
$2.62K - $2.98K
|
2.56K
$611K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
14+ 0.89% |
$2.44K - $2.78K
|
1.58K
$377K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
13+ 0.49% |
$2.27K - $2.58K
|
2.69K
$641K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.27% |
$1.92K - $2.19K
|
4.09K
$976K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
11+ 0.49% |
$1.92K - $2.19K
|
2.24K
$535K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
11+ 4.17% |
$1.92K - $2.19K
|
275
$65.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
11+ 1.28% |
$1.92K - $2.19K
|
871
$208K
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
11+ 0.8% |
$1.92K - $2.19K
|
1.38K
$330K
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.23% |
$1.92K - $2.19K
|
4.79K
$1.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
10+ 0.2% |
$1.74K - $1.99K
|
5.05K
$1.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
10+ 0.76% |
$1.74K - $1.99K
|
1.32K
$315K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
10+ 38.46% |
$1.74K - $1.99K
|
36
$8.58K
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10+ 0.02% |
$1.74K - $1.99K
|
40.8K
$9.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
9+ 0.18% |
$1.57K - $1.79K
|
4.98K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
9+ 0.69% |
$1.57K - $1.79K
|
1.31K
$313K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8+ 0.49% |
$1.39K - $1.59K
|
1.64K
$390K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8+ 0.45% |
$1.39K - $1.59K
|
1.77K
$423K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
8+ 0.38% |
$1.39K - $1.59K
|
2.13K
$508K
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
8+ 0.61% |
$1.39K - $1.59K
|
1.32K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7+ 0.22% |
$1.22K - $1.39K
|
3.21K
$765K
|
|
|
Oct 18, 2023
Q3 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
6+ 0.16% |
$1.05K - $1.19K
|
3.68K
$876K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6+ 0.5% |
$1.05K - $1.19K
|
1.22K
$290K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6+ 0.12% |
$1.05K - $1.19K
|
4.97K
$1.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6+ 0.19% |
$1.05K - $1.19K
|
3.13K
$747K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
6+ 0.17% |
$1.05K - $1.19K
|
3.51K
$837K
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
5+ 11.11% |
$872 - $994
|
50
$11.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4+ 0.21% |
$697 - $795
|
1.88K
$448K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
4+ 0.98% |
$697 - $795
|
411
$98K
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
BUY
|
- |
4+ 0.05% |
$697 - $795
|
7.47K
$1.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 0.34% |
$697 - $795
|
1.18K
$282K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4New |
$697 - $795
|
4
$954
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 0.84% |
$523 - $596
|
360
$85.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3+ 0.07% |
$523 - $596
|
4.02K
$960K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 1.56% |
$523 - $596
|
195
$46.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
2+ 0.0% |
$349 - $397
|
58.4K
$13.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
2+ 0.13% |
$349 - $397
|
1.53K
$365K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
2+ 0.02% |
$349 - $397
|
8.77K
$2.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1+ 0.06% |
$174 - $199
|
1.81K
$431K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1+ 0.04% |
$174 - $199
|
2.44K
$582K
|