Purchases and Sales Made in Q2 2023 in Ishares Russell 2000 ETF (IWM)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
400New |
$68.2K - $75.2K
|
400
$95.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
396+ 223.73% |
$67.5K - $74.4K
|
573
$137K
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
382+ 17.32% |
$65.1K - $71.8K
|
2.59K
$617K
|
|
|
Aug 02, 2023
Q2 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
381+ 2.24% |
$64.9K - $71.6K
|
17.4K
$4.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
378+ 36.56% |
$64.4K - $71K
|
1.41K
$337K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
374+ 13.18% |
$63.7K - $70.3K
|
3.21K
$766K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
373+ 12.29% |
$63.6K - $70.1K
|
3.41K
$813K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
370+ 11.8% |
$63K - $69.5K
|
3.51K
$836K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
365+ 0.5% |
$62.2K - $68.6K
|
73.7K
$17.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
362+ 12.56% |
$61.7K - $68K
|
3.24K
$774K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
356+ 118.67% |
$60.7K - $66.9K
|
656
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
354+ 30.2% |
$60.3K - $66.5K
|
1.53K
$364K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
349+ 5.56% |
$59.5K - $65.6K
|
6.63K
$1.58M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
349New |
$59.5K - $65.6K
|
349
$83.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
344+ 2.57% |
$58.6K - $64.6K
|
13.7K
$3.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
344+ 21.14% |
$58.6K - $64.6K
|
1.97K
$470K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
342+ 5.05% |
$58.3K - $64.3K
|
7.11K
$1.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
336+ 1.55% |
$57.3K - $63.1K
|
22K
$5.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
335+ 1.07% |
$57.1K - $63K
|
31.6K
$7.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
332+ 6.01% |
$56.6K - $62.4K
|
5.86K
$1.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
331+ 0.44% |
$56.4K - $62.2K
|
75.3K
$18M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
331+ 209.49% |
$56.4K - $62.2K
|
489
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
331+ 12.68% |
$56.4K - $62.2K
|
2.94K
$701K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
330+ 0.47% |
$56.2K - $62K
|
70.1K
$16.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
328+ 14.88% |
$55.9K - $61.6K
|
2.53K
$604K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
328+ 64.69% |
$55.9K - $61.6K
|
835
$199K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
326+ 4.67% |
$55.6K - $61.3K
|
7.3K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
325+ 85.98% |
$55.4K - $61.1K
|
703
$168K
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
318+ 22.32% |
$54.2K - $59.8K
|
1.74K
$416K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
318+ 13.62% |
$54.2K - $59.8K
|
2.65K
$633K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
309New |
$52.7K - $58.1K
|
309
$73.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
305+ 3.45% |
$52K - $57.3K
|
9.14K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
304+ 0.4% |
$51.8K - $57.1K
|
76.1K
$18.2M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
300+ 11.55% |
$51.1K - $56.4K
|
2.9K
$691K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
297+ 9.43% |
$50.6K - $55.8K
|
3.45K
$822K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
297+ 4.36% |
$50.6K - $55.8K
|
7.1K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
290+ 7.13% |
$49.4K - $54.5K
|
4.36K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
284+ 1.05% |
$48.4K - $53.4K
|
27.4K
$6.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
282+ 1.71% |
$48.1K - $53K
|
16.8K
$4.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
280+ 1.69% |
$47.7K - $52.6K
|
16.9K
$4.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
279+ 15.03% |
$47.5K - $52.4K
|
2.14K
$509K
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
279+ 2.85% |
$47.5K - $52.4K
|
10.1K
$2.4M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
275+ 16.64% |
$46.9K - $51.7K
|
1.93K
$460K
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
263+ 11.43% |
$44.8K - $49.4K
|
2.56K
$611K
|
|
|
Jul 28, 2023
Q2 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
262+ 13.86% |
$44.6K - $49.2K
|
2.15K
$513K
|
|
|
Aug 11, 2023
Q2 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
262New |
$44.6K - $49.2K
|
262
$62.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
261+ 1.64% |
$44.5K - $49K
|
16.2K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
257+ 1.2% |
$43.8K - $48.3K
|
21.7K
$5.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
256+ 7.79% |
$43.6K - $48.1K
|
3.54K
$845K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
253+ 22.04% |
$43.1K - $47.5K
|
1.4K
$334K
|