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 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-5- 0.26% |
$852 - $940
|
1.9K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-5- 0.12% |
$852 - $940
|
4.33K
$1.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-6- 0.25% |
$1.02K - $1.13K
|
2.43K
$579K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6- 0.07% |
$1.02K - $1.13K
|
8.87K
$2.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6- 0.47% |
$1.02K - $1.13K
|
1.26K
$300K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.37% |
$1.02K - $1.13K
|
1.63K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-6- 0.03% |
$1.02K - $1.13K
|
19.4K
$4.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-7- 0.4% |
$1.19K - $1.32K
|
1.76K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8- 0.39% |
$1.36K - $1.5K
|
2.03K
$483K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-9- 0.21% |
$1.53K - $1.69K
|
4.21K
$1M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-9- 0.15% |
$1.53K - $1.69K
|
6.15K
$1.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10- 0.08% |
$1.7K - $1.88K
|
12K
$2.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-10- 0.13% |
$1.7K - $1.88K
|
7.61K
$1.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-11- 2.57% |
$1.87K - $2.07K
|
417
$99.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11- 0.12% |
$1.87K - $2.07K
|
8.84K
$2.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-12- 0.75% |
$2.04K - $2.26K
|
1.58K
$377K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-12- 5.33% |
$2.04K - $2.26K
|
213
$50.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-12- 4.07% |
$2.04K - $2.26K
|
283
$67.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-12- 0.24% |
$2.04K - $2.26K
|
5.01K
$1.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-13- 0.62% |
$2.22K - $2.44K
|
2.1K
$500K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-13- 0.46% |
$2.22K - $2.44K
|
2.79K
$666K
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-14- 0.69% |
$2.39K - $2.63K
|
2K
$477K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-14- 17.07% |
$2.39K - $2.63K
|
68
$16.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-14- 0.19% |
$2.39K - $2.63K
|
7.45K
$1.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.71% |
$2.39K - $2.63K
|
1.96K
$466K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-15- 0.09% |
$2.56K - $2.82K
|
17.2K
$4.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-15- 0.21% |
$2.56K - $2.82K
|
7.03K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-15- 2.36% |
$2.56K - $2.82K
|
620
$148K
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-16- 0.83% |
$2.73K - $3.01K
|
1.92K
$459K
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.12% |
$2.73K - $3.01K
|
13K
$3.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-16- 1.46% |
$2.73K - $3.01K
|
1.08K
$257K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-17- 0.38% |
$2.9K - $3.19K
|
4.49K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-17- 0.43% |
$2.9K - $3.19K
|
3.9K
$930K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-17- 29.31% |
$2.9K - $3.19K
|
41
$9.78K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-18- 0.2% |
$3.07K - $3.38K
|
9.2K
$2.19M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-18- 0.39% |
$3.07K - $3.38K
|
4.55K
$1.08M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-19- 0.91% |
$3.24K - $3.57K
|
2.06K
$491K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-19- 2.22% |
$3.24K - $3.57K
|
838
$200K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-20- 0.28% |
$3.41K - $3.76K
|
7.16K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-20- 1.18% |
$3.41K - $3.76K
|
1.68K
$399K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-20- 21.98% |
$3.41K - $3.76K
|
71
$16.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-21- 0.08% |
$3.58K - $3.95K
|
27.6K
$6.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-22- 14.47% |
$3.75K - $4.13K
|
130
$31K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-22- 1.8% |
$3.75K - $4.13K
|
1.2K
$286K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-23- 0.14% |
$3.92K - $4.32K
|
16.8K
$4.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-23- 0.41% |
$3.92K - $4.32K
|
5.52K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-23- 0.5% |
$3.92K - $4.32K
|
4.56K
$1.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.49% |
$4.09K - $4.51K
|
4.88K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-24- 1.77% |
$4.09K - $4.51K
|
1.33K
$318K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-25- 1.4% |
$4.26K - $4.7K
|
1.76K
$419K
|