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 13, 2023
Q3 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-2.1K- 7.17% |
$366K - $417K
|
27.2K
$6.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.1K- 0.87% |
$366K - $417K
|
239K
$55.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-2.15K- 52.86% |
$374K - $427K
|
1.92K
$441K
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.15K- 4.58% |
$375K - $427K
|
44.8K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.22K- 18.48% |
$387K - $441K
|
9.78K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.27K- 3.13% |
$395K - $450K
|
70.2K
$16.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.28K- 0.97% |
$398K - $453K
|
233K
$53.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-2.3K- 28.64% |
$402K - $458K
|
5.74K
$1.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.33K- 3.29% |
$407K - $464K
|
68.6K
$15.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.39K- 10.86% |
$417K - $476K
|
19.6K
$4.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.4K- 1.35% |
$418K - $477K
|
176K
$40.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-2.4K- 11.03% |
$419K - $477K
|
19.4K
$4.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.45K- 93.4% |
$427K - $487K
|
173
$39.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.45K- 20.91% |
$427K - $487K
|
9.27K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-2.47K- 0.64% |
$431K - $491K
|
384K
$88.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.52K- 31.41% |
$440K - $501K
|
5.51K
$1.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-2.57K- 1.0% |
$448K - $510K
|
255K
$58.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-2.63K- 66.66% |
$458K - $522K
|
1.31K
$302K
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.69K- 26.4% |
$468K - $534K
|
7.49K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.74K- 12.52% |
$477K - $544K
|
19.1K
$4.4M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.95K- 15.02% |
$513K - $585K
|
16.7K
$3.84M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.98K- 29.58% |
$520K - $593K
|
7.1K
$1.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.99K- 35.65% |
$521K - $594K
|
5.4K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-3.09K- 2.81% |
$539K - $614K
|
107K
$24.6M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.14K- 14.13% |
$547K - $623K
|
19.1K
$4.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-3.21K- 16.45% |
$559K - $637K
|
16.3K
$3.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.21K- 55.64% |
$559K - $637K
|
2.56K
$589K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.24K- 18.95% |
$566K - $645K
|
13.9K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.29K- 17.38% |
$573K - $653K
|
15.6K
$3.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.31K- 3.71% |
$577K - $657K
|
86K
$19.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.33K- 5.63% |
$580K - $661K
|
55.8K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-3.37K- 47.8% |
$588K - $670K
|
3.68K
$848K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.44K- 8.98% |
$600K - $684K
|
34.9K
$8.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-3.45K- 17.37% |
$601K - $685K
|
16.4K
$3.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.49K- 5.42% |
$609K - $693K
|
61K
$14M
|
|
|
Oct 23, 2023
Q3 2023
|
Azarias Capital Management, L.P.
Berwyn, PA |
SELL
|
- |
-3.56K- 16.17% |
$621K - $708K
|
18.5K
$4.25M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-3.69K- 9.62% |
$644K - $734K
|
34.7K
$8M
|
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-3.7K- 3.54% |
$645K - $735K
|
101K
$23.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.7K- 41.03% |
$646K - $736K
|
5.32K
$1.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.76K- 4.52% |
$656K - $748K
|
79.6K
$18.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-3.82K- 7.87% |
$665K - $758K
|
44.7K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.82K- 40.87% |
$666K - $759K
|
5.53K
$1.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.85K- 89.89% |
$671K - $765K
|
433
$99.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.91K- 30.98% |
$682K - $778K
|
8.72K
$2.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.92K- 6.98% |
$683K - $778K
|
52.2K
$12M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.03K- 3.99% |
$703K - $801K
|
97K
$22.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.06K- 1.74% |
$708K - $807K
|
229K
$52.7M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-4.1K- 24.97% |
$715K - $815K
|
12.3K
$2.84M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-4.1K- 4.94% |
$715K - $815K
|
79K
$18.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-4.17K- 1.45% |
$727K - $829K
|
284K
$65.3M
|