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 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
82+ 2.19% |
$14K - $15.4K
|
3.82K
$911K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
82+ 4.8% |
$14K - $15.4K
|
1.79K
$427K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
80+ 13.56% |
$13.6K - $15K
|
670
$160K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
79+ 3.63% |
$13.5K - $14.8K
|
2.26K
$538K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
78+ 2.87% |
$13.3K - $14.7K
|
2.8K
$666K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
71+ 11.66% |
$12.1K - $13.3K
|
680
$162K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
70New |
$11.9K - $13.2K
|
70
$16.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
69+ 11.31% |
$11.8K - $13K
|
679
$162K
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
67+ 1.67% |
$11.4K - $12.6K
|
4.09K
$975K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
67New |
$11.4K - $12.6K
|
67
$16K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
64+ 0.67% |
$10.9K - $12K
|
9.63K
$2.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
64+ 3.22% |
$10.9K - $12K
|
2.05K
$489K
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
62+ 0.26% |
$10.6K - $11.7K
|
23.6K
$5.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
62+ 0.96% |
$10.6K - $11.7K
|
6.55K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
62+ 2.37% |
$10.6K - $11.7K
|
2.67K
$637K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
60+ 4.14% |
$10.2K - $11.3K
|
1.51K
$360K
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
59+ 1.49% |
$10.1K - $11.1K
|
4.03K
$961K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
58+ 0.21% |
$9.88K - $10.9K
|
28.2K
$6.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
57+ 1.14% |
$9.71K - $10.7K
|
5.04K
$1.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
56+ 1.44% |
$9.54K - $10.5K
|
3.95K
$941K
|
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
56+ 1.21% |
$9.54K - $10.5K
|
4.7K
$1.12M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
55+ 3.51% |
$9.37K - $10.3K
|
1.62K
$387K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
54New |
$9.2K - $10.1K
|
54
$12.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
54+ 0.92% |
$9.2K - $10.1K
|
5.94K
$1.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
52+ 0.27% |
$8.86K - $9.77K
|
19.4K
$4.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
52+ 0.73% |
$8.86K - $9.77K
|
7.13K
$1.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
51+ 22.37% |
$8.69K - $9.58K
|
279
$66.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
50+ 0.41% |
$8.52K - $9.4K
|
12.2K
$2.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
50+ 0.28% |
$8.52K - $9.4K
|
17.8K
$4.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
50+ 2.53% |
$8.52K - $9.4K
|
2.03K
$484K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
50New |
$8.52K - $9.4K
|
50
$11.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
49+ 0.84% |
$8.35K - $9.21K
|
5.87K
$1.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
48+ 2.91% |
$8.18K - $9.02K
|
1.7K
$405K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
47+ 1.2% |
$8.01K - $8.83K
|
3.98K
$949K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
45+ 0.4% |
$7.67K - $8.46K
|
11.3K
$2.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
44+ 0.2% |
$7.5K - $8.27K
|
21.8K
$5.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
44+ 0.71% |
$7.5K - $8.27K
|
6.22K
$1.48M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
44+ 2.03% |
$7.5K - $8.27K
|
2.21K
$527K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
43+ 2.23% |
$7.33K - $8.08K
|
1.97K
$470K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
43+ 48.86% |
$7.33K - $8.08K
|
131
$31.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
42+ 2.1% |
$7.16K - $7.89K
|
2.04K
$487K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
42+ 1.68% |
$7.16K - $7.89K
|
2.55K
$607K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
41+ 2.51% |
$6.99K - $7.71K
|
1.67K
$399K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
39+ 0.18% |
$6.65K - $7.33K
|
21.2K
$5.06M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
38+ 0.31% |
$6.48K - $7.14K
|
12.2K
$2.91M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
38+ 2.42% |
$6.48K - $7.14K
|
1.61K
$383K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
37+ 0.55% |
$6.3K - $6.95K
|
6.74K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
37+ 2.47% |
$6.3K - $6.95K
|
1.53K
$366K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
35+ 0.17% |
$5.96K - $6.58K
|
21.1K
$5.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
35+ 0.36% |
$5.96K - $6.58K
|
9.84K
$2.35M
|