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 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
8.38K+ 14.6% |
$1.46M - $1.67M
|
65.8K
$15.7M
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
8.38KNew |
$1.46M - $1.67M
|
8.38K
$2M
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
8.34KNew |
$1.45M - $1.66M
|
8.34K
$1.99M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.21K+ 7.82% |
$1.43M - $1.63M
|
113K
$27M
|
|
Nov 13, 2023
Q3 2023
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
8.2K+ 248.48% |
$1.43M - $1.63M
|
11.5K
$2.74M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.18K+ 20.7% |
$1.43M - $1.63M
|
47.7K
$11.4M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.92K+ 34.29% |
$1.38M - $1.57M
|
31K
$7.39M
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
7.75K+ 5.87% |
$1.35M - $1.54M
|
140K
$33.3M
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
7.62K+ 4.01% |
$1.33M - $1.51M
|
198K
$47.2M
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.58K+ 32.33% |
$1.32M - $1.51M
|
31K
$7.4M
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
7.57K+ 7.53% |
$1.32M - $1.5M
|
108K
$25.8M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
7.43KNew |
$1.29M - $1.48M
|
7.43K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
7.24K+ 25.93% |
$1.26M - $1.44M
|
35.2K
$8.38M
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
7.19K+ 261.95% |
$1.25M - $1.43M
|
9.93K
$2.37M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
7.19KNew |
$1.25M - $1.43M
|
7.19K
$1.71M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.17KNew |
$1.25M - $1.42M
|
7.17K
$1.71M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.14K+ 10.18% |
$1.24M - $1.42M
|
77.2K
$18.4M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.01K+ 18.17% |
$1.22M - $1.39M
|
45.6K
$10.9M
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
6.98K+ 75.05% |
$1.22M - $1.39M
|
16.3K
$3.88M
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
6.83K+ 3.95% |
$1.19M - $1.36M
|
180K
$42.9M
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.82K+ 239.52% |
$1.19M - $1.36M
|
9.67K
$2.31M
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.71KNew |
$1.17M - $1.33M
|
6.71K
$1.6M
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.6K+ 150.0% |
$1.15M - $1.31M
|
11K
$2.62M
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.6K+ 150.0% |
$1.15M - $1.31M
|
11K
$2.62M
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
6.59K+ 25.96% |
$1.15M - $1.31M
|
32K
$7.63M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
6.41KNew |
$1.12M - $1.27M
|
6.41K
$1.53M
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
6.28K+ 30.19% |
$1.1M - $1.25M
|
27.1K
$6.46M
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
6.23K+ 271.67% |
$1.09M - $1.24M
|
8.53K
$2.03M
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.94KNew |
$1.03M - $1.18M
|
5.94K
$1.42M
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
5.88KNew |
$1.03M - $1.17M
|
5.88K
$1.4M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.82K+ 7.39% |
$1.02M - $1.16M
|
84.6K
$20.2M
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5.68K+ 18.49% |
$991K - $1.13M
|
36.4K
$8.68M
|
|
Oct 19, 2023
Q3 2023
|
P&S Credit Management, L.P.
New York, NY |
BUY
|
- |
5.62KNew |
$980K - $1.12M
|
5.62K
$1.34M
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.58K+ 34.42% |
$973K - $1.11M
|
21.8K
$5.19M
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
5.58K+ 48.61% |
$972K - $1.11M
|
17K
$4.07M
|
|
Oct 30, 2023
Q3 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
5.38K+ 5.25% |
$938K - $1.07M
|
108K
$25.7M
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.35K+ 209.8% |
$933K - $1.06M
|
7.9K
$1.88M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
5.33K+ 8.78% |
$929K - $1.06M
|
66K
$15.7M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.28K+ 158.39% |
$920K - $1.05M
|
8.61K
$2.05M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.21K+ 34.08% |
$909K - $1.04M
|
20.5K
$4.89M
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5.19K+ 7.07% |
$904K - $1.03M
|
78.5K
$18.7M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.17K+ 11.15% |
$901K - $1.03M
|
51.6K
$12.3M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
5.16K+ 1.45% |
$900K - $1.03M
|
362K
$86.3M
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.13KNew |
$895K - $1.02M
|
5.13K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.03K+ 0.81% |
$877K - $1M
|
625K
$149M
|
|
Nov 13, 2023
Q3 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
5K+ 4.63% |
$872K - $994K
|
113K
$26.9M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.94K+ 36.8% |
$862K - $982K
|
18.4K
$4.38M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.94K+ 36.8% |
$862K - $982K
|
18.4K
$4.38M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.92K+ 1.95% |
$858K - $978K
|
257K
$61.2M
|
|
Nov 13, 2023
Q3 2023
|
Qvr LLC
|
BUY
|
- |
4.7KNew |
$819K - $934K
|
4.7K
$1.12M
|