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 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-53- 0.64% |
$9.03K - $9.96K
|
8.27K
$1.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-53- 1.68% |
$9.03K - $9.96K
|
3.11K
$740K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-54- 1.68% |
$9.2K - $10.1K
|
3.16K
$754K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-55- 10.26% |
$9.37K - $10.3K
|
481
$115K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-55- 4.03% |
$9.37K - $10.3K
|
1.31K
$312K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-55- 0.67% |
$9.37K - $10.3K
|
8.19K
$1.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-56- 7.2% |
$9.54K - $10.5K
|
722
$172K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-56- 0.81% |
$9.54K - $10.5K
|
6.85K
$1.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-57- 1.77% |
$9.71K - $10.7K
|
3.17K
$755K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-57- 1.76% |
$9.71K - $10.7K
|
3.18K
$758K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-57- 2.95% |
$9.71K - $10.7K
|
1.88K
$448K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-58- 0.25% |
$9.88K - $10.9K
|
23.5K
$5.61M
|
|
|
Aug 14, 2023
Q2 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-58- 2.25% |
$9.88K - $10.9K
|
2.52K
$600K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-60- 2.36% |
$10.2K - $11.3K
|
2.49K
$593K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-61- 0.9% |
$10.4K - $11.5K
|
6.75K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-62- 1.23% |
$10.6K - $11.7K
|
4.99K
$1.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-63- 1.6% |
$10.7K - $11.8K
|
3.88K
$926K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-63- 0.72% |
$10.7K - $11.8K
|
8.66K
$2.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-64- 0.59% |
$10.9K - $12K
|
10.7K
$2.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-66- 0.11% |
$11.2K - $12.4K
|
59.4K
$14.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-66- 0.2% |
$11.2K - $12.4K
|
32.6K
$7.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-66- 0.2% |
$11.2K - $12.4K
|
32.9K
$7.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-67- 0.36% |
$11.4K - $12.6K
|
18.3K
$4.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-69- 0.52% |
$11.8K - $13K
|
13.1K
$3.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-69- 25.0% |
$11.8K - $13K
|
207
$49.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-69- 1.51% |
$11.8K - $13K
|
4.5K
$1.07M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-69- 0.74% |
$11.8K - $13K
|
9.25K
$2.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-70- 8.68% |
$11.9K - $13.2K
|
736
$176K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-70- 4.85% |
$11.9K - $13.2K
|
1.37K
$328K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-70- 2.6% |
$11.9K - $13.2K
|
2.62K
$626K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-70- 1.67% |
$11.9K - $13.2K
|
4.13K
$985K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-71- 3.01% |
$12.1K - $13.3K
|
2.29K
$545K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-73- 8.36% |
$12.4K - $13.7K
|
800
$191K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-74- 1.43% |
$12.6K - $13.9K
|
5.1K
$1.22M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-75- 4.5% |
$12.8K - $14.1K
|
1.59K
$380K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-75- 2.73% |
$12.8K - $14.1K
|
2.68K
$638K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-75- 4.5% |
$12.8K - $14.1K
|
1.59K
$380K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-78- 0.68% |
$13.3K - $14.7K
|
11.4K
$2.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-80- 18.96% |
$13.6K - $15K
|
342
$81.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-80- 1.75% |
$13.6K - $15K
|
4.49K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-80- 0.53% |
$13.6K - $15K
|
15.1K
$3.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-85- 3.35% |
$14.5K - $16K
|
2.45K
$585K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-86- 0.45% |
$14.7K - $16.2K
|
18.9K
$4.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-89- 3.43% |
$15.2K - $16.7K
|
2.51K
$598K
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-90- 3.38% |
$15.3K - $16.9K
|
2.57K
$613K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-90- 58.44% |
$15.3K - $16.9K
|
64
$15.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-90- 6.4% |
$15.3K - $16.9K
|
1.32K
$314K
|
|
|
Aug 15, 2023
Q2 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-90- 0.1% |
$15.3K - $16.9K
|
91.8K
$21.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-91- 1.9% |
$15.5K - $17.1K
|
4.71K
$1.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-92- 1.99% |
$15.7K - $17.3K
|
4.53K
$1.08M
|