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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 33.33% |
$174 - $199
|
4
$964
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.14% |
$174 - $199
|
727
$175K
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1- 4.76% |
$174 - $199
|
20
$4.82K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-1- 0.03% |
$174 - $199
|
3.69K
$890K
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1- 0.07% |
$174 - $199
|
1.53K
$370K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1- 0.03% |
$174 - $199
|
3K
$722K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1- 0.07% |
$174 - $199
|
1.47K
$354K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1- 0.01% |
$174 - $199
|
10.2K
$2.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-2- 0.08% |
$349 - $397
|
2.55K
$613K
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-2- 0.07% |
$349 - $397
|
2.74K
$660K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3- 0.03% |
$523 - $596
|
8.87K
$2.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-3- 0.1% |
$523 - $596
|
3.09K
$743K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-3- 0.07% |
$523 - $596
|
4.19K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.62% |
$523 - $596
|
480
$116K
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-3- 0.13% |
$523 - $596
|
2.26K
$544K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-4- 0.1% |
$697 - $795
|
3.97K
$957K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-4- 0.31% |
$697 - $795
|
1.27K
$305K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-4- 0.12% |
$697 - $795
|
3.2K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-4- 0.27% |
$697 - $795
|
1.45K
$350K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5- 0.15% |
$872 - $994
|
3.37K
$812K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-5- 0.33% |
$872 - $994
|
1.49K
$360K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5- 0.3% |
$872 - $994
|
1.66K
$399K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5- 0.12% |
$872 - $994
|
4.1K
$988K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-5- 0.04% |
$872 - $994
|
13.5K
$3.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5- 0.24% |
$872 - $994
|
2.04K
$491K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5- 0.87% |
$872 - $994
|
573
$138K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-6- 0.03% |
$1.05K - $1.19K
|
23.1K
$5.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-6- 0.49% |
$1.05K - $1.19K
|
1.23K
$296K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.23% |
$1.05K - $1.19K
|
2.64K
$635K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-6- 0.08% |
$1.05K - $1.19K
|
7.2K
$1.74M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-7- 0.01% |
$1.22K - $1.39K
|
78.2K
$18.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7- 0.02% |
$1.22K - $1.39K
|
29.2K
$7.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-7- 0.14% |
$1.22K - $1.39K
|
5.06K
$1.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-7- 0.55% |
$1.22K - $1.39K
|
1.26K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 35.0% |
$1.22K - $1.39K
|
13
$3.13K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-8- 0.33% |
$1.39K - $1.59K
|
2.42K
$583K
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-8- 0.42% |
$1.39K - $1.59K
|
1.92K
$461K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-8- 0.6% |
$1.39K - $1.59K
|
1.34K
$322K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8- 0.08% |
$1.39K - $1.59K
|
9.51K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 1.49% |
$1.39K - $1.59K
|
529
$127K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-9- 0.1% |
$1.57K - $1.79K
|
8.87K
$2.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-9- 75.0% |
$1.57K - $1.79K
|
3
$723
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-9- 0.08% |
$1.57K - $1.79K
|
10.7K
$2.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-10- 0.11% |
$1.74K - $1.99K
|
9.3K
$2.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-10- 0.24% |
$1.74K - $1.99K
|
4.13K
$995K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Financial Advisory
|
SELL
|
- |
-10- 0.5% |
$1.74K - $1.99K
|
1.98K
$477K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-10- 0.24% |
$1.74K - $1.99K
|
4.19K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-10- 0.49% |
$1.74K - $1.99K
|
2.02K
$487K
|
|
|
Nov 08, 2023
Q3 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-10- 0.11% |
$1.74K - $1.99K
|
9.4K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-10- 10.0% |
$1.74K - $1.99K
|
90
$21.7K
|