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 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-146- 4.68% |
$24.9K - $27.4K
|
2.97K
$708K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-146- 0.64% |
$24.9K - $27.4K
|
22.6K
$5.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-147- 6.68% |
$25K - $27.6K
|
2.05K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-147- 26.44% |
$25K - $27.6K
|
409
$97.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-149- 0.58% |
$25.4K - $28K
|
25.6K
$6.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-150- 62.5% |
$25.6K - $28.2K
|
90
$21.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-153- 0.7% |
$26.1K - $28.8K
|
21.7K
$5.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-154- 4.44% |
$26.2K - $28.9K
|
3.31K
$790K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-154- 0.22% |
$26.2K - $28.9K
|
69.5K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-155- 3.51% |
$26.4K - $29.1K
|
4.26K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-158- 7.79% |
$26.9K - $29.7K
|
1.87K
$446K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-158- 5.09% |
$26.9K - $29.7K
|
2.95K
$703K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-159- 6.73% |
$27.1K - $29.9K
|
2.2K
$526K
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-161- 0.94% |
$27.4K - $30.3K
|
17K
$4.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-166- 0.94% |
$28.3K - $31.2K
|
17.6K
$4.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-168- 3.93% |
$28.6K - $31.6K
|
4.11K
$979K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-170- 5.03% |
$29K - $31.9K
|
3.21K
$765K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-171- 4.54% |
$29.1K - $32.1K
|
3.6K
$857K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-172- 35.46% |
$29.3K - $32.3K
|
313
$74.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-172- 0.22% |
$29.3K - $32.3K
|
76.8K
$18.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-172- 13.68% |
$29.3K - $32.3K
|
1.09K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-172- 1.28% |
$29.3K - $32.3K
|
13.2K
$3.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-173- 2.09% |
$29.5K - $32.5K
|
8.09K
$1.93M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-175- 4.4% |
$29.8K - $32.9K
|
3.8K
$906K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-176- 7.22% |
$30K - $33.1K
|
2.26K
$540K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-179- 1.36% |
$30.5K - $33.6K
|
13K
$3.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-179- 6.76% |
$30.5K - $33.6K
|
2.47K
$588K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-180- 0.5% |
$30.7K - $33.8K
|
35.8K
$8.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-180- 3.57% |
$30.7K - $33.8K
|
4.87K
$1.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-180- 2.44% |
$30.7K - $33.8K
|
7.2K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-180- 2.15% |
$30.7K - $33.8K
|
8.2K
$1.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-184- 5.0% |
$31.4K - $34.6K
|
3.5K
$834K
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-185- 0.77% |
$31.5K - $34.8K
|
23.7K
$5.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-185- 1.77% |
$31.5K - $34.8K
|
10.3K
$2.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-186- 11.57% |
$31.7K - $35K
|
1.42K
$339K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-188- 8.3% |
$32K - $35.3K
|
2.08K
$495K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-188- 1.35% |
$32K - $35.3K
|
13.8K
$3.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-189- 12.12% |
$32.2K - $35.5K
|
1.37K
$327K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-190- 6.68% |
$32.4K - $35.7K
|
2.66K
$633K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-194- 5.41% |
$33.1K - $36.5K
|
3.39K
$809K
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-195- 4.01% |
$33.2K - $36.6K
|
4.67K
$1.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-196- 14.38% |
$33.4K - $36.8K
|
1.17K
$278K
|
|
|
Jul 17, 2023
Q2 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-197- 0.32% |
$33.6K - $37K
|
60.6K
$14.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-200- 3.46% |
$34.1K - $37.6K
|
5.59K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-200- 29.28% |
$34.1K - $37.6K
|
483
$115K
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
SELL
|
- |
-200- 7.32% |
$34.1K - $37.6K
|
2.53K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-204- 4.3% |
$34.8K - $38.3K
|
4.55K
$1.08M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-204- 2.95% |
$34.8K - $38.3K
|
6.72K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-206- 1.57% |
$35.1K - $38.7K
|
12.9K
$3.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-208- 3.68% |
$35.4K - $39.1K
|
5.44K
$1.3M
|