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
Aug 04, 2023 Q2 2023
Ballast Advisors LLC

BUY
 -
252
+ 2.01%
$42.9K - $47.4K
12.8K $2.94M
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
251
+ 6.54%
$42.8K - $47.2K
4.09K $942K
Jul 18, 2023 Q2 2023
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
250
New
$42.6K - $47K
250 $57.6K
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
247
+ 3.12%
$42.1K - $46.4K
8.16K $1.88M
Aug 11, 2023 Q2 2023
Monetary Management Group Inc

St Louis, MO
BUY
 -
245
+ 4.23%
$41.7K - $46K
6.04K $1.39M
Aug 10, 2023 Q2 2023
True North Advisors, LLC

BUY
 -
244
+ 14.42%
$41.6K - $45.9K
1.94K $446K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
241
+ 30.86%
$41.1K - $45.3K
1.02K $235K
Jul 31, 2023 Q2 2023
Klingman & Associates, LLC

BUY
 -
240
+ 0.73%
$40.9K - $45.1K
33.2K $7.65M
Jul 31, 2023 Q2 2023
Courier Capital LLC

BUY
 -
236
+ 0.41%
$40.2K - $44.4K
58.4K $13.5M
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
236
+ 1.67%
$40.2K - $44.4K
14.4K $3.31M
Jul 03, 2023 Q2 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
235
+ 0.09%
$40K - $44.2K
251K $57.9M
Jul 18, 2023 Q2 2023
Culbertson A N & CO Inc

BUY
 -
232
+ 0.62%
$39.5K - $43.6K
37.7K $8.69M
Aug 09, 2023 Q2 2023
Ellevest, Inc.

BUY
 -
232
+ 12.13%
$39.5K - $43.6K
2.15K $494K
Jul 18, 2023 Q2 2023
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
229
+ 12.5%
$39K - $43K
2.06K $475K
Jul 28, 2023 Q2 2023
Traynor Capital Management, Inc.

BUY
 -
227
+ 12.19%
$38.7K - $42.7K
2.09K $481K
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
224
New
$38.2K - $42.1K
224 $51.6K
Jul 25, 2023 Q2 2023
Godsey & Gibb Associates

BUY
 -
215
New
$36.6K - $40.4K
215 $49.5K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
215
+ 20.0%
$36.6K - $40.4K
1.29K $297K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
215
+ 20.0%
$36.6K - $40.4K
1.29K $297K
Aug 11, 2023 Q2 2023
Peak Asset Management, LLC

Louisville, CO
BUY
 -
212
+ 1.22%
$36.1K - $39.8K
17.6K $4.06M
Jul 21, 2023 Q2 2023
North Crest Asset Manangement, LLC

BUY
 -
210
+ 5.72%
$35.8K - $39.5K
3.88K $894K
Aug 14, 2023 Q2 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
209
+ 17.91%
$35.6K - $39.3K
1.38K $317K
Aug 04, 2023 Q2 2023
Smith, Salley & Associates

BUY
 -
208
+ 13.0%
$35.4K - $39.1K
1.81K $416K
Jul 26, 2023 Q2 2023
Red Cedar Investment Management, LLC

BUY
 -
206
+ 0.16%
$35.1K - $38.7K
127K $29.2M
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
205
+ 7.04%
$34.9K - $38.5K
3.12K $718K
Aug 01, 2023 Q2 2023
Chesapeake Wealth Management

BUY
 -
203
+ 1.33%
$34.6K - $38.1K
15.4K $3.55M
Aug 02, 2023 Q2 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
202
+ 0.53%
$34.4K - $38K
38.4K $8.84M
Aug 10, 2023 Q2 2023
Davidson Trust CO

BUY
 -
201
+ 1.51%
$34.3K - $37.8K
13.5K $3.11M
Jul 20, 2023 Q2 2023
Bourgeon Capital Management LLC

BUY
 -
200
New
$34.1K - $37.6K
200 $46.1K
Aug 14, 2023 Q2 2023
Tcm Advisors, LLC

Martinsburg, WV
BUY
 -
200
New
$34.1K - $37.6K
200 $46.1K
Aug 07, 2023 Q2 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
199
+ 4.17%
$33.9K - $37.4K
4.98K $1.15M
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
188
+ 2.47%
$32K - $35.3K
7.8K $1.8M
Jul 27, 2023 Q2 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
184
+ 3.11%
$31.4K - $34.6K
6.1K $1.4M
Aug 14, 2023 Q2 2023
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
184
+ 2.23%
$31.4K - $34.6K
8.43K $1.94M
Aug 14, 2023 Q2 2023
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
181
+ 16.13%
$30.8K - $34K
1.3K $300K
Jul 26, 2023 Q2 2023
Joel Isaacson & Co., LLC

BUY
 -
179
+ 1.56%
$30.5K - $33.6K
11.6K $2.68M
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
174
+ 1087.5%
$29.6K - $32.7K
190 $43.8K
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

BUY
 -
174
+ 5.44%
$29.6K - $32.7K
3.38K $777K
Aug 08, 2023 Q2 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
174
+ 4.33%
$29.6K - $32.7K
4.2K $966K
Aug 14, 2023 Q2 2023
Apexium Financial, LP

BUY
 -
173
+ 3.53%
$29.5K - $32.5K
5.07K $1.17M
Jul 10, 2023 Q2 2023
Mechanics Bank Trust Department

BUY
 -
169
+ 4.12%
$28.8K - $31.8K
4.27K $983K
Jul 18, 2023 Q2 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
168
+ 6.9%
$28.6K - $31.6K
2.6K $600K
Aug 15, 2023 Q2 2023
Crestwood Advisors Group LLC

BUY
 -
167
+ 2.75%
$28.5K - $31.4K
6.24K $1.44M
Aug 11, 2023 Q2 2023
Stone X Group Inc.

BUY
 -
163
+ 1.14%
$27.8K - $30.6K
14.4K $3.32M
Jul 28, 2023 Q2 2023
Paces Ferry Wealth Advisors, LLC

BUY
 -
162
+ 1.48%
$27.6K - $30.4K
11.1K $2.56M
Aug 08, 2023 Q2 2023
Family Firm, Inc.

BUY
 -
156
+ 2.6%
$26.6K - $29.3K
6.15K $1.42M
Jul 13, 2023 Q2 2023
Greenfield Ftc, Inc.

BUY
 -
152
+ 0.27%
$25.9K - $28.6K
56.8K $13.1M
Jul 25, 2023 Q2 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
151
+ 0.55%
$25.7K - $28.4K
27.6K $6.35M
Aug 03, 2023 Q2 2023
Dumont & Blake Investment Advisors LLC

BUY
 -
150
+ 0.46%
$25.6K - $28.2K
32.9K $7.57M

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