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 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-100- 7.55% |
$17.4K - $19.9K
|
1.23K
$295K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-100- 1.4% |
$17.4K - $19.9K
|
7.03K
$1.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-100- 3.09% |
$17.4K - $19.9K
|
3.14K
$756K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-100- 2.58% |
$17.4K - $19.9K
|
3.78K
$911K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-100- 8.09% |
$17.4K - $19.9K
|
1.14K
$274K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-100- 1.62% |
$17.4K - $19.9K
|
6.09K
$1.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-102- 2.4% |
$17.8K - $20.3K
|
4.15K
$1M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-102- 2.89% |
$17.8K - $20.3K
|
3.42K
$824K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-103- 2.47% |
$18K - $20.5K
|
4.07K
$981K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-104- 4.72% |
$18.1K - $20.7K
|
2.1K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-104- 7.15% |
$18.1K - $20.7K
|
1.35K
$325K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-106- 0.76% |
$18.5K - $21.1K
|
13.9K
$3.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-108- 0.27% |
$18.8K - $21.5K
|
40.1K
$9.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-109- 5.29% |
$19K - $21.7K
|
1.95K
$470K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-110- 2.58% |
$19.2K - $21.9K
|
4.16K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-110- 2.56% |
$19.2K - $21.9K
|
4.18K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-111- 0.94% |
$19.4K - $22.1K
|
11.7K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-115- 0.35% |
$20.1K - $22.9K
|
32.8K
$7.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-116- 0.66% |
$20.2K - $23.1K
|
17.4K
$4.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-117- 8.51% |
$20.4K - $23.2K
|
1.26K
$303K
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-117- 1.6% |
$20.4K - $23.2K
|
7.2K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-118- 5.05% |
$20.6K - $23.4K
|
2.22K
$535K
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-120- 1.4% |
$20.9K - $23.8K
|
8.47K
$2.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-120- 4.43% |
$20.9K - $23.8K
|
2.59K
$623K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-121- 62.05% |
$21.1K - $24K
|
74
$17.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-123- 5.01% |
$21.4K - $24.4K
|
2.33K
$562K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-123- 5.54% |
$21.4K - $24.4K
|
2.1K
$505K
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-125- 4.47% |
$21.8K - $24.8K
|
2.67K
$643K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-125- 0.4% |
$21.8K - $24.8K
|
30.9K
$7.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-125- 3.27% |
$21.8K - $24.8K
|
3.69K
$890K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-130- 19.15% |
$22.7K - $25.8K
|
549
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-131- 7.68% |
$22.8K - $26K
|
1.57K
$379K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-135- 6.59% |
$23.5K - $26.8K
|
1.92K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-136- 1.9% |
$23.7K - $27K
|
7.01K
$1.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-140- 7.33% |
$24.4K - $27.8K
|
1.77K
$426K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-140- 18.57% |
$24.4K - $27.8K
|
614
$148K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-140- 1.51% |
$24.4K - $27.8K
|
9.11K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-141- 6.21% |
$24.6K - $28K
|
2.13K
$513K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-142- 7.33% |
$24.8K - $28.2K
|
1.79K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-142- 0.8% |
$24.8K - $28.2K
|
17.5K
$4.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-143- 63.84% |
$24.9K - $28.4K
|
81
$19.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-144- 0.84% |
$25.1K - $28.6K
|
17K
$4.1M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-144- 2.02% |
$25.1K - $28.6K
|
6.98K
$1.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-147- 0.22% |
$25.6K - $29.2K
|
67.1K
$16.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-150- 4.01% |
$26.2K - $29.8K
|
3.59K
$864K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-150- 20.55% |
$26.2K - $29.8K
|
580
$140K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-150- 7.32% |
$26.2K - $29.8K
|
1.9K
$458K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-150- 2.08% |
$26.2K - $29.8K
|
7.05K
$1.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-151- 3.86% |
$26.3K - $30K
|
3.76K
$905K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-152- 71.36% |
$26.5K - $30.2K
|
61
$14.7K
|