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 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-10- 0.41% |
$1.74K - $1.99K
|
2.46K
$592K
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-11- 0.06% |
$1.92K - $2.19K
|
17.6K
$4.24M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11- 12.79% |
$1.92K - $2.19K
|
75
$18.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-12- 0.51% |
$2.09K - $2.38K
|
2.36K
$568K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-12- 0.59% |
$2.09K - $2.38K
|
2.02K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-12- 14.29% |
$2.09K - $2.38K
|
72
$17.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-12- 2.83% |
$2.09K - $2.38K
|
412
$99.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-12- 0.67% |
$2.09K - $2.38K
|
1.78K
$428K
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-13- 0.62% |
$2.27K - $2.58K
|
2.1K
$506K
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-14- 0.66% |
$2.44K - $2.78K
|
2.11K
$507K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15- 0.3% |
$2.62K - $2.98K
|
5.06K
$1.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-15- 15.63% |
$2.62K - $2.98K
|
81
$19.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-15- 0.42% |
$2.62K - $2.98K
|
3.58K
$862K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15- 2.31% |
$2.62K - $2.98K
|
635
$153K
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-16- 0.98% |
$2.79K - $3.18K
|
1.62K
$390K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-17- 0.19% |
$2.96K - $3.38K
|
8.94K
$2.15M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-17- 0.82% |
$2.96K - $3.38K
|
2.07K
$498K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-18- 0.53% |
$3.14K - $3.58K
|
3.36K
$808K
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-20- 0.47% |
$3.49K - $3.97K
|
4.25K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-20- 0.13% |
$3.49K - $3.97K
|
15.4K
$3.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-20- 0.23% |
$3.49K - $3.97K
|
8.85K
$2.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-21- 0.47% |
$3.66K - $4.17K
|
4.46K
$1.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
SELL
|
- |
-21- 0.15% |
$3.66K - $4.17K
|
13.7K
$3.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-21- 55.26% |
$3.66K - $4.17K
|
17
$4.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-22- 1.22% |
$3.84K - $4.37K
|
1.78K
$429K
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-23- 0.37% |
$4.01K - $4.57K
|
6.15K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-23- 13.45% |
$4.01K - $4.57K
|
148
$35.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 31.65% |
$4.36K - $4.97K
|
54
$13K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-25- 1.46% |
$4.36K - $4.97K
|
1.69K
$406K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-25- 0.55% |
$4.36K - $4.97K
|
4.53K
$1.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-25- 1.72% |
$4.36K - $4.97K
|
1.43K
$344K
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-25- 0.7% |
$4.36K - $4.97K
|
3.53K
$849K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-25- 0.37% |
$4.36K - $4.97K
|
6.76K
$1.63M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-26- 0.37% |
$4.53K - $5.17K
|
7.06K
$1.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
SELL
|
- |
-27- 14.44% |
$4.71K - $5.37K
|
160
$38.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-27- 0.37% |
$4.71K - $5.37K
|
7.27K
$1.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-27- 1.59% |
$4.71K - $5.37K
|
1.67K
$402K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-28- 1.13% |
$4.88K - $5.56K
|
2.46K
$592K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-29- 0.44% |
$5.06K - $5.76K
|
6.52K
$1.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-31- 0.14% |
$5.41K - $6.16K
|
22K
$5.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-31- 1.93% |
$5.41K - $6.16K
|
1.58K
$380K
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-32- 1.39% |
$5.58K - $6.36K
|
2.27K
$547K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-33- 0.15% |
$5.75K - $6.56K
|
21.7K
$5.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-33- 1.31% |
$5.75K - $6.56K
|
2.48K
$597K
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-33- 1.54% |
$5.75K - $6.56K
|
2.1K
$507K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-34- 0.62% |
$5.93K - $6.76K
|
5.46K
$1.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-34- 3.57% |
$5.93K - $6.76K
|
919
$221K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-35- 22.88% |
$6.1K - $6.95K
|
118
$28.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-35- 0.38% |
$6.1K - $6.95K
|
9.09K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-35- 1.39% |
$6.1K - $6.95K
|
2.48K
$597K
|