Purchases and Sales Made in Q2 2023 in Ishares Russell 2000 ETF (IWM)

IWM Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q2 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
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
881
+ 8.64%
$150K - $166K
11.1K $2.55M
Jul 31, 2023 Q2 2023
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
881
+ 11.43%
$150K - $166K
8.59K $1.98M
Aug 14, 2023 Q2 2023
Private Capital Management, LLC

Naples, FL
BUY
 -
880
+ 73.52%
$150K - $165K
2.08K $478K
Jul 11, 2023 Q2 2023
Legacy Bridge, LLC

BUY
 -
875
+ 11.36%
$149K - $164K
8.58K $1.98M
Aug 11, 2023 Q2 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
867
+ 61.75%
$148K - $163K
2.27K $523K
Aug 08, 2023 Q2 2023
Financial Advisory Group

Houston, TX
BUY
 -
857
New
$146K - $161K
857 $197K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
841
+ 2473.53%
$143K - $158K
875 $202K
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
835
+ 13.43%
$142K - $157K
7.05K $1.62M
Aug 07, 2023 Q2 2023
Surience Private Wealth LLC

BUY
 -
825
+ 31.98%
$141K - $155K
3.41K $784K
Aug 10, 2023 Q2 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
823
+ 0.44%
$140K - $155K
188K $43.4M
Jul 20, 2023 Q2 2023
Sabal Trust CO

BUY
 -
818
+ 9.15%
$139K - $154K
9.76K $2.25M
Sep 05, 2023 Q2 2023
Westshore Wealth, LLC

BUY
 -
817
+ 1.85%
$139K - $154K
45K $10.4M
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
816
+ 5.27%
$139K - $153K
16.3K $3.75M
Jul 31, 2023 Q2 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
808
+ 53.58%
$138K - $152K
2.32K $533K
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
808
+ 31.26%
$138K - $152K
3.39K $781K
Aug 23, 2023 Q2 2023
Dunhill Financial, LLC

London, X0
BUY
 -
802
New
$137K - $151K
802 $185K
Aug 11, 2023 Q2 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
797
+ 53.17%
$136K - $150K
2.3K $529K
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
795
+ 3.86%
$135K - $149K
21.4K $4.92M
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
788
+ 9.16%
$134K - $148K
9.39K $2.16M
Jul 28, 2023 Q2 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
785
+ 10.0%
$134K - $148K
8.64K $1.99M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
780
+ 15.45%
$133K - $147K
5.83K $1.34M
Sep 18, 2023 Q2 2023
Washington Capital Management Inc

BUY
 -
770
+ 65.25%
$131K - $145K
1.95K $449K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
763
+ 0.44%
$130K - $143K
176K $40.4M
Jul 21, 2023 Q2 2023
E&G Advisors, LP

BUY
 -
755
+ 16.9%
$129K - $142K
5.22K $1.2M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
754
New
$128K - $142K
754 $174K
Aug 14, 2023 Q2 2023
Aft, Forsyth & Company, Inc.

BUY
 -
745
+ 31.04%
$127K - $140K
3.15K $724K
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
721
+ 103.74%
$123K - $135K
1.42K $326K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
702
+ 7.51%
$120K - $132K
10.1K $2.32M
Jul 28, 2023 Q2 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
700
+ 2.78%
$119K - $132K
25.9K $5.96M
Jul 19, 2023 Q2 2023
Weaver Consulting Group

BUY
 -
687
+ 24.73%
$117K - $129K
3.47K $798K
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
687
+ 3.26%
$117K - $129K
21.8K $5.01M
Jul 26, 2023 Q2 2023
Diversified, LLC

BUY
 -
677
+ 14.37%
$115K - $127K
5.39K $1.24M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
674
+ 13.72%
$115K - $127K
5.59K $1.29M
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
672
+ 4.66%
$115K - $126K
15.1K $3.47M
Sep 18, 2023 Q2 2023
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
667
+ 11.21%
$114K - $125K
6.62K $1.52M
Jul 17, 2023 Q2 2023
Brewster Financial Planning LLC

BUY
 -
660
+ 0.97%
$112K - $124K
69K $15.9M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
659
+ 9.59%
$112K - $124K
7.53K $1.74M
Aug 04, 2023 Q2 2023
Adviser Investments LLC

BUY
 -
655
+ 31.78%
$112K - $123K
2.72K $626K
Jul 27, 2023 Q2 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
646
+ 8.49%
$110K - $121K
8.26K $1.9M
Jul 27, 2023 Q2 2023
Mandatum Life Insurance CO LTD

BUY
 -
640
+ 9.83%
$109K - $120K
7.15K $1.65M
Jul 13, 2023 Q2 2023
Central Bank & Trust CO

BUY
 -
631
+ 1.32%
$108K - $119K
48.5K $11.2M
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
629
+ 31.53%
$107K - $118K
2.62K $604K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
627
+ 16.31%
$107K - $118K
4.47K $1.03M
Jul 17, 2023 Q2 2023
Avantax Planning Partners, Inc.

BUY
 -
626
+ 5.76%
$107K - $118K
11.5K $2.65M
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
619
+ 4.64%
$105K - $116K
14K $3.22M
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
600
+ 476.19%
$102K - $113K
726 $167K
Aug 28, 2023 Q2 2023
Dt Investment Partners, LLC

BUY
 -
600
+ 4.15%
$102K - $113K
15.1K $3.47M
Aug 28, 2024 Q2 2023
Farmers National Bank

Danville, KY
BUY
 -
588
+ 10.5%
$100K - $111K
6.19K $1.42M
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
587
+ 0.11%
$100K - $110K
555K $128M

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