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 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-36- 2.06% |
$6.28K - $7.15K
|
1.71K
$408K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-36- 1.59% |
$6.28K - $7.15K
|
2.23K
$531K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-36- 0.95% |
$6.28K - $7.15K
|
3.74K
$892K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-36- 3.47% |
$6.28K - $7.15K
|
1K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-36- 6.15% |
$6.28K - $7.15K
|
549
$131K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-37- 1.06% |
$6.45K - $7.35K
|
3.46K
$825K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-38- 13.43% |
$6.63K - $7.55K
|
245
$58.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-38- 0.94% |
$6.63K - $7.55K
|
4.01K
$955K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-38- 0.59% |
$6.63K - $7.55K
|
6.39K
$1.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-39- 5.43% |
$6.8K - $7.75K
|
679
$162K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-40- 2.14% |
$6.97K - $7.95K
|
1.83K
$437K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-40- 0.85% |
$6.97K - $7.95K
|
4.64K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 0.89% |
$6.97K - $7.95K
|
4.45K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-40- 1.84% |
$6.97K - $7.95K
|
2.13K
$508K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-41- 75.93% |
$7.15K - $8.15K
|
13
$3.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-42- 0.92% |
$7.32K - $8.35K
|
4.54K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-43- 0.54% |
$7.5K - $8.54K
|
7.99K
$1.9M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-45- 1.06% |
$7.85K - $8.94K
|
4.18K
$997K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-46- 8.98% |
$8.02K - $9.14K
|
466
$111K
|
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
SELL
|
- |
-48- 6.08% |
$8.37K - $9.54K
|
742
$177K
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-50- 1.79% |
$8.72K - $9.94K
|
2.74K
$652K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-50- 23.26% |
$8.72K - $9.94K
|
165
$39.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-50- 11.11% |
$8.72K - $9.94K
|
400
$95.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-50- 0.5% |
$8.72K - $9.94K
|
9.87K
$2.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-50- 4.14% |
$8.72K - $9.94K
|
1.16K
$276K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-51- 2.67% |
$8.89K - $10.1K
|
1.86K
$443K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-52- 0.23% |
$9.07K - $10.3K
|
22.8K
$5.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-52- 3.62% |
$9.07K - $10.3K
|
1.39K
$331K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-52- 82.54% |
$9.07K - $10.3K
|
11
$2.62K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-52- 2.79% |
$9.07K - $10.3K
|
1.81K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-52- 3.01% |
$9.07K - $10.3K
|
1.67K
$399K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-53- 4.15% |
$9.24K - $10.5K
|
1.22K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-53- 0.34% |
$9.24K - $10.5K
|
15.5K
$3.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-54- 2.58% |
$9.42K - $10.7K
|
2.04K
$485K
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-54- 1.21% |
$9.42K - $10.7K
|
4.41K
$1.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-55- 2.19% |
$9.59K - $10.9K
|
2.45K
$585K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-55- 2.91% |
$9.59K - $10.9K
|
1.84K
$438K
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-55- 0.42% |
$9.59K - $10.9K
|
13K
$3.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-55- 0.36% |
$9.59K - $10.9K
|
15K
$3.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-55- 3.38% |
$9.59K - $10.9K
|
1.57K
$375K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-56- 0.55% |
$9.76K - $11.1K
|
10.2K
$2.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-57- 1.87% |
$9.94K - $11.3K
|
3K
$714K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-57- 20.88% |
$9.94K - $11.3K
|
216
$51.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-58- 4.13% |
$10.1K - $11.5K
|
1.35K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-58- 0.18% |
$10.1K - $11.5K
|
33.1K
$7.89M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-59- 3.63% |
$10.3K - $11.7K
|
1.57K
$374K
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-60- 2.34% |
$10.5K - $11.9K
|
2.51K
$598K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-60- 1.79% |
$10.5K - $11.9K
|
3.29K
$784K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-61- 3.73% |
$10.6K - $12.1K
|
1.58K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-62- 0.87% |
$10.8K - $12.3K
|
7.05K
$1.68M
|