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 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
825+ 13.21% |
$144K - $164K
|
7.07K
$1.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
822+ 8.48% |
$143K - $163K
|
10.5K
$2.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
810+ 2.5% |
$141K - $161K
|
33.2K
$7.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
804+ 13.48% |
$140K - $160K
|
6.77K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
801+ 5.15% |
$140K - $159K
|
16.4K
$3.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
800+ 6.49% |
$139K - $159K
|
13.1K
$3.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
800+ 52.39% |
$139K - $159K
|
2.33K
$555K
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
787+ 1.07% |
$137K - $156K
|
74.3K
$17.7M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
774+ 9.76% |
$135K - $154K
|
8.7K
$2.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
767+ 5.08% |
$134K - $152K
|
15.9K
$3.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
764+ 36.78% |
$133K - $152K
|
2.84K
$677K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
763+ 12.23% |
$133K - $152K
|
7K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
755+ 1.27% |
$132K - $150K
|
60.3K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
753+ 19.74% |
$131K - $150K
|
4.57K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
749+ 1.05% |
$131K - $149K
|
72K
$17.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
733+ 1.06% |
$128K - $146K
|
69.7K
$16.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
726+ 0.78% |
$127K - $144K
|
94.2K
$22.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
725+ 26.95% |
$126K - $144K
|
3.42K
$814K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
710+ 1.35% |
$124K - $141K
|
53.1K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
710+ 7.0% |
$124K - $141K
|
10.9K
$2.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
708+ 47.29% |
$123K - $141K
|
2.21K
$526K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
707+ 0.77% |
$123K - $140K
|
92.9K
$22.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
700+ 1.7% |
$122K - $139K
|
41.9K
$9.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
699+ 6.07% |
$122K - $139K
|
12.2K
$2.91M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
697+ 20.18% |
$122K - $139K
|
4.15K
$990K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
686+ 2.82% |
$120K - $136K
|
25K
$5.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
681+ 5.47% |
$119K - $135K
|
13.1K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
675+ 14.75% |
$118K - $134K
|
5.25K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
673+ 4.82% |
$117K - $134K
|
14.6K
$3.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
672+ 14.26% |
$117K - $134K
|
5.39K
$1.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
669+ 3.85% |
$117K - $133K
|
18K
$4.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
668+ 13.17% |
$116K - $133K
|
5.74K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
662+ 6.16% |
$115K - $132K
|
11.4K
$2.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
655+ 19.39% |
$114K - $130K
|
4.03K
$962K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
651+ 6.46% |
$114K - $129K
|
10.7K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
631+ 45.17% |
$110K - $125K
|
2.03K
$484K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
624+ 0.33% |
$109K - $124K
|
190K
$45.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
623+ 1.98% |
$109K - $124K
|
32.1K
$7.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
621+ 3.24% |
$108K - $123K
|
19.8K
$4.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
621+ 0.63% |
$108K - $123K
|
99.6K
$23.7M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
615+ 15.04% |
$107K - $122K
|
4.7K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
610+ 2.01% |
$106K - $121K
|
30.9K
$7.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
609+ 7.42% |
$106K - $121K
|
8.82K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
609+ 86.63% |
$106K - $121K
|
1.31K
$313K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
604+ 66.74% |
$105K - $120K
|
1.51K
$360K
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
603+ 8.66% |
$105K - $120K
|
7.57K
$1.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
600+ 276.5% |
$105K - $119K
|
817
$195K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
598+ 8.03% |
$104K - $119K
|
8.05K
$1.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
597+ 11.08% |
$104K - $119K
|
5.98K
$1.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
595+ 6.87% |
$104K - $118K
|
9.26K
$2.21M
|