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 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.36K- 8.31% |
$237K - $270K
|
15K
$3.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.37K- 9.78% |
$238K - $271K
|
12.6K
$2.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.38K- 8.79% |
$240K - $273K
|
14.3K
$3.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.38K- 3.33% |
$240K - $273K
|
39.9K
$9.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.38K- 16.63% |
$240K - $273K
|
6.9K
$1.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.39K- 8.32% |
$242K - $275K
|
15.3K
$3.52M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.4K- 19.99% |
$244K - $278K
|
5.6K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-1.41K- 91.48% |
$245K - $279K
|
131
$30.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.41K- 9.92% |
$246K - $281K
|
12.8K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.45K- 81.45% |
$253K - $289K
|
331
$76.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.45K- 3.79% |
$254K - $289K
|
36.9K
$8.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-1.46K- 8.22% |
$254K - $290K
|
16.3K
$3.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.46K- 1.67% |
$255K - $291K
|
86.1K
$19.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.48K- 5.85% |
$257K - $293K
|
23.7K
$5.47M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.5K- 3.04% |
$261K - $297K
|
47.7K
$11M
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-1.51K- 18.59% |
$264K - $301K
|
6.63K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.53K- 45.48% |
$266K - $303K
|
1.83K
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.58K- 0.47% |
$276K - $314K
|
334K
$76.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.6K- 14.03% |
$279K - $318K
|
9.8K
$2.26M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.6K- 14.03% |
$279K - $318K
|
9.8K
$2.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.6K- 4.78% |
$280K - $319K
|
31.9K
$7.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.61K- 6.28% |
$281K - $320K
|
24K
$5.53M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.62K- 2.65% |
$282K - $321K
|
59.3K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.62K- 47.63% |
$282K - $321K
|
1.78K
$409K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.64K- 55.95% |
$285K - $325K
|
1.29K
$296K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.66K- 13.19% |
$290K - $330K
|
10.9K
$2.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 91.89% |
$294K - $335K
|
149
$34.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-1.69K- 50.6% |
$294K - $335K
|
1.65K
$380K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.7K- 2.27% |
$297K - $338K
|
73.5K
$16.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.74K- 2.86% |
$303K - $346K
|
59.2K
$13.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.76K- 2.39% |
$307K - $350K
|
71.9K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.77K- 4.42% |
$308K - $351K
|
38.2K
$8.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.77K- 1.58% |
$309K - $352K
|
110K
$25.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.82K- 2.59% |
$317K - $361K
|
68.2K
$15.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.85K- 2.9% |
$322K - $367K
|
61.8K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 2.01% |
$324K - $369K
|
90.4K
$20.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.89K- 2.46% |
$330K - $376K
|
74.9K
$17.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.93K- 42.59% |
$336K - $383K
|
2.6K
$598K
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.93K- 1.57% |
$336K - $383K
|
121K
$27.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.93K- 4.35% |
$337K - $384K
|
42.5K
$9.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.95K- 6.23% |
$341K - $388K
|
29.4K
$6.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-2K- 14.85% |
$349K - $397K
|
11.5K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Peak Management LLC
Radnor, PA |
SELL
|
- |
-2K- 80.0% |
$349K - $397K
|
500
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2K- 8.37% |
$349K - $398K
|
21.9K
$5.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-2K- 5.57% |
$349K - $398K
|
33.9K
$7.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.02K- 1.41% |
$352K - $401K
|
141K
$32.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.04K- 4.05% |
$355K - $405K
|
48.3K
$11.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.04K- 3.57% |
$356K - $405K
|
55.1K
$12.7M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.06K- 2.82% |
$358K - $408K
|
70.8K
$16.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.07K- 32.45% |
$362K - $412K
|
4.32K
$995K
|