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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
9+ 0.15% |
$1.53K - $1.69K
|
6.17K
$1.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9+ 0.13% |
$1.53K - $1.69K
|
6.77K
$1.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
9+ 0.18% |
$1.53K - $1.69K
|
4.97K
$1.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9+ 3.52% |
$1.53K - $1.69K
|
265
$61K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
9+ 0.08% |
$1.53K - $1.69K
|
11.8K
$2.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.44% |
$1.53K - $1.69K
|
2.06K
$474K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
8+ 200.0% |
$1.36K - $1.5K
|
12
$2.76K
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
8+ 0.27% |
$1.36K - $1.5K
|
2.97K
$685K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 4.91% |
$1.36K - $1.5K
|
171
$39.4K
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
8+ 0.24% |
$1.36K - $1.5K
|
3.38K
$779K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
7+ 0.03% |
$1.19K - $1.32K
|
27.9K
$6.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6+ 0.09% |
$1.02K - $1.13K
|
6.36K
$1.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.07% |
$1.02K - $1.13K
|
8.27K
$1.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.17% |
$1.02K - $1.13K
|
3.54K
$814K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
6+ 0.29% |
$1.02K - $1.13K
|
2.1K
$484K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6+ 0.22% |
$1.02K - $1.13K
|
2.8K
$644K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$852 - $940
|
5.33K
$1.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
5+ 0.26% |
$852 - $940
|
1.91K
$440K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
5+ 0.22% |
$852 - $940
|
2.26K
$521K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5+ 0.2% |
$852 - $940
|
2.49K
$573K
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5+ 0.17% |
$852 - $940
|
2.86K
$660K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
5+ 0.3% |
$852 - $940
|
1.66K
$383K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5+ 0.05% |
$852 - $940
|
10.6K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
5+ 0.65% |
$852 - $940
|
774
$178K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5+ 0.21% |
$852 - $940
|
2.42K
$557K
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
5+ 0.26% |
$852 - $940
|
1.9K
$438K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
4+ 0.18% |
$682 - $752
|
2.23K
$514K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.06% |
$682 - $752
|
6.71K
$1.55M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
4+ 0.12% |
$682 - $752
|
3.32K
$765K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.27% |
$682 - $752
|
1.51K
$348K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4+ 0.2% |
$682 - $752
|
2.04K
$469K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.31% |
$682 - $752
|
1.3K
$299K
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
4+ 0.05% |
$682 - $752
|
7.33K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.24% |
$682 - $752
|
1.64K
$377K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4+ 0.0% |
$682 - $752
|
265K
$60.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.29% |
$682 - $752
|
1.39K
$320K
|
|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
4+ 0.25% |
$682 - $752
|
1.63K
$375K
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
3+ 0.1% |
$511 - $564
|
3.09K
$711K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
3+ 0.17% |
$511 - $564
|
1.77K
$407K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3New |
$511 - $564
|
3
$691
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.25% |
$511 - $564
|
1.21K
$279K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3+ 0.04% |
$511 - $564
|
8.44K
$1.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3+ 0.07% |
$511 - $564
|
4.38K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
3+ 0.03% |
$511 - $564
|
9.41K
$2.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3+ 0.09% |
$511 - $564
|
3.27K
$753K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.0% |
$511 - $564
|
205K
$47.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3+ 0.07% |
$511 - $564
|
4.49K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
3+ 0.16% |
$511 - $564
|
1.93K
$445K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3+ 0.17% |
$511 - $564
|
1.82K
$419K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 3.61% |
$511 - $564
|
86
$19.8K
|