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 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.06% |
$341 - $376
|
3.48K
$829K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.47% |
$341 - $376
|
427
$102K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.14% |
$341 - $376
|
1.39K
$332K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.12% |
$341 - $376
|
1.73K
$412K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2+ 0.15% |
$341 - $376
|
1.36K
$324K
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
BUY
|
- |
2+ 0.07% |
$341 - $376
|
2.74K
$654K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.19% |
$341 - $376
|
1.05K
$249K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
2+ 0.01% |
$341 - $376
|
14.9K
$3.54M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2+ 0.02% |
$341 - $376
|
9.04K
$2.16M
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
1+ 0.06% |
$170 - $188
|
1.6K
$380K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.08% |
$170 - $188
|
1.33K
$316K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1+ 0.01% |
$170 - $188
|
17.3K
$4.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$170 - $188
|
8K
$1.91M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1+ 0.53% |
$170 - $188
|
191
$45.5K
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1+ 0.06% |
$170 - $188
|
1.56K
$372K
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
1+ 0.03% |
$170 - $188
|
3.74K
$891K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
1+ 0.03% |
$170 - $188
|
3.34K
$797K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$170 - $188
|
3.42K
$815K
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.01% |
$170 - $188
|
18.2K
$4.33M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.23% |
$170 - $188
|
444
$106K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 5.26% |
$170 - $188
|
20
$4.77K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.12% |
$170 - $188
|
821
$196K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$170 - $188
|
3.77K
$900K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$170 - $188
|
4.19K
$1M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1+ 0.05% |
$170 - $188
|
2K
$477K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$170 - $188
|
3.71K
$884K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.08% |
$170 - $188
|
1.24K
$295K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.34% |
$170 - $188
|
299
$71.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.02% |
$170 - $188
|
4.29K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1+ 0.09% |
$170 - $188
|
1.17K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$170 - $188
|
3.62K
$863K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1+ 0.05% |
$170 - $188
|
2.03K
$484K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.01% |
$170 - $188
|
8.91K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.03% |
$170 - $188
|
3.13K
$747K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.04% |
$170 - $188
|
2.55K
$608K
|
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1+ 0.04% |
$170 - $188
|
2.26K
$539K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.07% |
$170 - $188
|
1.47K
$350K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1- 0.21% |
$170 - $188
|
480
$114K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2- 1.48% |
$341 - $376
|
133
$31.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 0.04% |
$341 - $376
|
5.08K
$1.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.11% |
$341 - $376
|
1.87K
$445K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2- 2.33% |
$341 - $376
|
84
$20K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.07% |
$511 - $564
|
4.34K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 2.44% |
$511 - $564
|
120
$28.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-4- 0.02% |
$682 - $752
|
17.9K
$4.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4- 0.44% |
$682 - $752
|
905
$216K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4- 0.23% |
$682 - $752
|
1.77K
$421K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4- 0.27% |
$682 - $752
|
1.51K
$359K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.02% |
$682 - $752
|
17.9K
$4.26M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-5- 0.11% |
$852 - $940
|
4.51K
$1.08M
|