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 14, 2023
Q2 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-93- 0.29% |
$15.8K - $17.5K
|
32.3K
$7.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-97- 2.13% |
$16.5K - $18.2K
|
4.46K
$1.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-97- 7.03% |
$16.5K - $18.2K
|
1.28K
$306K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-99- 6.31% |
$16.9K - $18.6K
|
1.47K
$351K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-100- 5.24% |
$17K - $18.8K
|
1.81K
$431K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 11.76% |
$17K - $18.8K
|
750
$179K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-100- 16.67% |
$17K - $18.8K
|
500
$119K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-100- 0.73% |
$17K - $18.8K
|
13.6K
$3.25M
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-100- 3.64% |
$17K - $18.8K
|
2.65K
$631K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-101- 0.33% |
$17.2K - $19K
|
30.5K
$7.27M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-101- 19.06% |
$17.2K - $19K
|
429
$102K
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-103- 7.97% |
$17.6K - $19.4K
|
1.19K
$284K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-103- 1.72% |
$17.6K - $19.4K
|
5.89K
$1.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-104- 0.73% |
$17.7K - $19.5K
|
14.2K
$3.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-105- 3.13% |
$17.9K - $19.7K
|
3.26K
$776K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-105- 4.93% |
$17.9K - $19.7K
|
2.03K
$483K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-106- 2.92% |
$18.1K - $19.9K
|
3.52K
$840K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-106- 12.86% |
$18.1K - $19.9K
|
718
$171K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-106- 0.59% |
$18.1K - $19.9K
|
17.8K
$4.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-107- 2.58% |
$18.2K - $20.1K
|
4.04K
$964K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-108- 0.93% |
$18.4K - $20.3K
|
11.5K
$2.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-110- 5.71% |
$18.7K - $20.7K
|
1.82K
$433K
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-110- 7.03% |
$18.7K - $20.7K
|
1.46K
$347K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-110- 4.19% |
$18.7K - $20.7K
|
2.51K
$599K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-110- 3.29% |
$18.7K - $20.7K
|
3.24K
$772K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-110- 8.18% |
$18.7K - $20.7K
|
1.24K
$294K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-112- 1.43% |
$19.1K - $21K
|
7.69K
$1.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-112- 9.21% |
$19.1K - $21K
|
1.1K
$263K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-115- 6.77% |
$19.6K - $21.6K
|
1.58K
$378K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-118- 3.83% |
$20.1K - $22.2K
|
2.96K
$706K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-118- 1.96% |
$20.1K - $22.2K
|
5.91K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-118- 5.5% |
$20.1K - $22.2K
|
2.03K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-120- 0.56% |
$20.4K - $22.6K
|
21.2K
$5.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-121- 0.42% |
$20.6K - $22.7K
|
28.9K
$6.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-121- 9.1% |
$20.6K - $22.7K
|
1.21K
$288K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-122- 16.31% |
$20.8K - $22.9K
|
626
$149K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-123- 15.91% |
$21K - $23.1K
|
650
$155K
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-124- 1.75% |
$21.1K - $23.3K
|
6.96K
$1.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
SELL
|
- |
-128- 6.04% |
$21.8K - $24.1K
|
1.99K
$475K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-128- 2.61% |
$21.8K - $24.1K
|
4.78K
$1.14M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-131- 2.05% |
$22.3K - $24.6K
|
6.25K
$1.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-135- 1.95% |
$23K - $25.4K
|
6.79K
$1.62M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-135- 0.43% |
$23K - $25.4K
|
31.3K
$7.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-136- 8.57% |
$23.2K - $25.6K
|
1.45K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-140- 1.09% |
$23.9K - $26.3K
|
12.7K
$3.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-140- 4.58% |
$23.9K - $26.3K
|
2.92K
$695K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-141- 5.07% |
$24K - $26.5K
|
2.64K
$630K
|
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-141- 0.37% |
$24K - $26.5K
|
37.8K
$9.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-141- 7.64% |
$24K - $26.5K
|
1.71K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-143- 2.07% |
$24.4K - $26.9K
|
6.75K
$1.61M
|