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 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-25- 0.34% |
$4.26K - $4.7K
|
7.33K
$1.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-25- 1.39% |
$4.26K - $4.7K
|
1.77K
$423K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-25- 2.78% |
$4.26K - $4.7K
|
875
$209K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-26- 0.46% |
$4.43K - $4.89K
|
5.66K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-26- 0.86% |
$4.43K - $4.89K
|
3K
$715K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-26- 0.23% |
$4.43K - $4.89K
|
11.5K
$2.74M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-26- 18.06% |
$4.43K - $4.89K
|
118
$28.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
SELL
|
- |
-27- 0.15% |
$4.6K - $5.07K
|
18.2K
$4.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-27- 0.84% |
$4.6K - $5.07K
|
3.18K
$758K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-28- 0.37% |
$4.77K - $5.26K
|
7.54K
$1.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-29- 0.65% |
$4.94K - $5.45K
|
4.46K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-29- 1.59% |
$4.94K - $5.45K
|
1.8K
$429K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-30- 5.54% |
$5.11K - $5.64K
|
512
$122K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-30- 0.37% |
$5.11K - $5.64K
|
8.08K
$1.93M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 0.57% |
$5.11K - $5.64K
|
5.21K
$1.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-30- 2.43% |
$5.11K - $5.64K
|
1.21K
$288K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-30- 0.89% |
$5.11K - $5.64K
|
3.33K
$795K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-30- 0.99% |
$5.11K - $5.64K
|
3K
$716K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-31- 6.03% |
$5.28K - $5.83K
|
483
$115K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-32- 5.62% |
$5.45K - $6.01K
|
537
$128K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-33- 0.67% |
$5.62K - $6.2K
|
4.87K
$1.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-34- 1.91% |
$5.79K - $6.39K
|
1.75K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-34- 2.88% |
$5.79K - $6.39K
|
1.15K
$273K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-35- 0.82% |
$5.96K - $6.58K
|
4.23K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-35- 2.79% |
$5.96K - $6.58K
|
1.22K
$291K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-36- 2.15% |
$6.13K - $6.77K
|
1.64K
$390K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-36- 2.96% |
$6.13K - $6.77K
|
1.18K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-36- 0.32% |
$6.13K - $6.77K
|
11.2K
$2.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-37- 0.19% |
$6.3K - $6.95K
|
19.5K
$4.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-37- 0.79% |
$6.3K - $6.95K
|
4.63K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-39- 2.09% |
$6.65K - $7.33K
|
1.83K
$436K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-40- 3.05% |
$6.82K - $7.52K
|
1.27K
$303K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-40- 0.17% |
$6.82K - $7.52K
|
23.5K
$5.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-40- 2.42% |
$6.82K - $7.52K
|
1.62K
$385K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-41- 1.65% |
$6.99K - $7.71K
|
2.44K
$582K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-42- 4.22% |
$7.16K - $7.89K
|
953
$227K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-42- 7.75% |
$7.16K - $7.89K
|
500
$119K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-42- 1.24% |
$7.16K - $7.89K
|
3.33K
$795K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-44- 0.28% |
$7.5K - $8.27K
|
15.5K
$3.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-44- 2.44% |
$7.5K - $8.27K
|
1.76K
$419K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-45- 1.05% |
$7.67K - $8.46K
|
4.24K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-47- 1.54% |
$8.01K - $8.83K
|
3K
$716K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-49- 1.87% |
$8.35K - $9.21K
|
2.57K
$614K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-49- 0.13% |
$8.35K - $9.21K
|
38.9K
$9.28M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-50- 0.99% |
$8.52K - $9.4K
|
5.02K
$1.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 1.04% |
$8.69K - $9.58K
|
4.86K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-51- 12.94% |
$8.69K - $9.58K
|
343
$81.8K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-53- 3.52% |
$9.03K - $9.96K
|
1.45K
$346K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-53- 2.97% |
$9.03K - $9.96K
|
1.73K
$413K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-53- 2.64% |
$9.03K - $9.96K
|
1.95K
$466K
|