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 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-153- 0.73% |
$26.7K - $30.4K
|
20.8K
$4.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-153- 1.34% |
$26.7K - $30.4K
|
11.3K
$2.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-155- 1.13% |
$27K - $30.8K
|
13.6K
$3.25M
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-157- 8.14% |
$27.4K - $31.2K
|
1.77K
$422K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-158- 1.67% |
$27.5K - $31.4K
|
9.29K
$2.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-159- 1.41% |
$27.7K - $31.6K
|
11.1K
$2.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-160- 0.58% |
$27.9K - $31.8K
|
27.2K
$6.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-161- 0.62% |
$28.1K - $32K
|
25.8K
$6.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-161- 21.58% |
$28.1K - $32K
|
585
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-161- 3.77% |
$28.1K - $32K
|
4.11K
$980K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-164- 1.55% |
$28.6K - $32.6K
|
10.4K
$2.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-165- 0.28% |
$28.8K - $32.8K
|
59.3K
$14.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-166- 3.41% |
$28.9K - $33K
|
4.7K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-173- 0.09% |
$30.2K - $34.4K
|
188K
$44.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-175- 8.74% |
$30.5K - $34.8K
|
1.83K
$436K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-177- 3.91% |
$30.9K - $35.2K
|
4.35K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-178- 4.23% |
$31K - $35.4K
|
4.03K
$961K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-178- 5.98% |
$31K - $35.4K
|
2.8K
$668K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-179- 8.18% |
$31.2K - $35.6K
|
2.01K
$479K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-180- 10.44% |
$31.4K - $35.8K
|
1.54K
$368K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-183- 8.63% |
$31.9K - $36.4K
|
1.94K
$462K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-183- 2.69% |
$31.9K - $36.4K
|
6.61K
$1.58M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-184- 96.84% |
$32.1K - $36.6K
|
6
$1.43K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-184- 0.98% |
$32.1K - $36.6K
|
18.7K
$4.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-187- 1.4% |
$32.6K - $37.2K
|
13.2K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-189- 0.89% |
$33K - $37.6K
|
21K
$5.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-191- 3.1% |
$33.3K - $38K
|
5.96K
$1.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-191- 5.75% |
$33.3K - $38K
|
3.13K
$746K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-195- 9.45% |
$34K - $38.7K
|
1.87K
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-197- 3.33% |
$34.3K - $39.1K
|
5.71K
$1.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-198- 6.69% |
$34.5K - $39.3K
|
2.76K
$658K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-198- 1.15% |
$34.5K - $39.3K
|
17.1K
$4.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-198- 0.22% |
$34.5K - $39.3K
|
91.6K
$21.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-199- 10.95% |
$34.7K - $39.5K
|
1.62K
$386K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-199- 0.26% |
$34.7K - $39.5K
|
76.6K
$18.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-199- 0.51% |
$34.7K - $39.5K
|
38.7K
$9.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-203- 3.32% |
$35.4K - $40.3K
|
5.91K
$1.41M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-203- 0.25% |
$35.4K - $40.3K
|
79.8K
$19M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-204- 5.5% |
$35.6K - $40.5K
|
3.5K
$835K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-207- 11.29% |
$36.1K - $41.1K
|
1.63K
$388K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-209- 1.87% |
$36.4K - $41.5K
|
11K
$2.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-210- 9.46% |
$36.6K - $41.7K
|
2.01K
$479K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-212- 5.62% |
$37K - $42.1K
|
3.56K
$849K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-213- 7.3% |
$37.1K - $42.3K
|
2.7K
$645K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-213- 6.01% |
$37.1K - $42.3K
|
3.33K
$794K
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-215- 13.31% |
$37.5K - $42.7K
|
1.4K
$334K
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-216- 0.78% |
$37.7K - $42.9K
|
27.6K
$6.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-216- 2.77% |
$37.7K - $42.9K
|
7.59K
$1.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-222- 3.03% |
$38.7K - $44.1K
|
7.11K
$1.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-224- 0.77% |
$39.1K - $44.5K
|
28.7K
$6.85M
|