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 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-209- 13.26% |
$35.6K - $39.3K
|
1.37K
$326K
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-210- 3.29% |
$35.8K - $39.5K
|
6.18K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-212- 11.93% |
$36.1K - $39.8K
|
1.57K
$373K
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-214- 5.9% |
$36.5K - $40.2K
|
3.41K
$814K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-216- 13.53% |
$36.8K - $40.6K
|
1.38K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-216- 2.05% |
$36.8K - $40.6K
|
10.3K
$2.46M
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-220- 6.08% |
$37.5K - $41.3K
|
3.4K
$811K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-224- 81.75% |
$38.2K - $42.1K
|
50
$11.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-227- 5.05% |
$38.7K - $42.7K
|
4.27K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-227- 2.69% |
$38.7K - $42.7K
|
8.22K
$1.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-229- 2.0% |
$39K - $43K
|
11.2K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-231- 6.54% |
$39.4K - $43.4K
|
3.3K
$788K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-232- 2.43% |
$39.5K - $43.6K
|
9.31K
$2.22M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-237- 6.53% |
$40.4K - $44.5K
|
3.39K
$809K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-247- 0.5% |
$42.1K - $46.4K
|
49.2K
$11.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-247- 2.94% |
$42.1K - $46.4K
|
8.16K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-248- 7.12% |
$42.3K - $46.6K
|
3.24K
$772K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-250- 3.23% |
$42.6K - $47K
|
7.48K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-250- 0.75% |
$42.6K - $47K
|
33.1K
$7.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-250- 2.78% |
$42.6K - $47K
|
8.75K
$2.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-252- 16.58% |
$42.9K - $47.4K
|
1.27K
$302K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-253- 8.53% |
$43.1K - $47.5K
|
2.71K
$647K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-254- 8.24% |
$43.3K - $47.7K
|
2.83K
$675K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-254- 1.62% |
$43.3K - $47.7K
|
15.4K
$3.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-255- 8.68% |
$43.5K - $47.9K
|
2.68K
$640K
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-255- 7.29% |
$43.5K - $47.9K
|
3.24K
$774K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-265- 1.35% |
$45.2K - $49.8K
|
19.4K
$4.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-270- 16.41% |
$46K - $50.7K
|
1.38K
$328K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-271- 8.15% |
$46.2K - $50.9K
|
3.05K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-272- 3.52% |
$46.3K - $51.1K
|
7.45K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-276- 0.85% |
$47K - $51.9K
|
32.1K
$7.65M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-277- 8.67% |
$47.2K - $52.1K
|
2.92K
$696K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-277- 13.29% |
$47.2K - $52.1K
|
1.81K
$431K
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-278- 2.78% |
$47.4K - $52.2K
|
9.71K
$2.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-280- 1.35% |
$47.7K - $52.6K
|
20.5K
$4.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-281- 12.53% |
$47.9K - $52.8K
|
1.96K
$468K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-285- 3.06% |
$48.6K - $53.6K
|
9.03K
$2.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-290- 14.14% |
$49.4K - $54.5K
|
1.76K
$420K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-294- 2.09% |
$50.1K - $55.3K
|
13.8K
$3.29M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-295- 2.25% |
$50.3K - $55.4K
|
12.8K
$3.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-295- 0.36% |
$50.3K - $55.4K
|
81.3K
$19.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-297- 4.58% |
$50.6K - $55.8K
|
6.18K
$1.47M
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-298- 6.86% |
$50.8K - $56K
|
4.04K
$964K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-300- 2.35% |
$51.1K - $56.4K
|
12.5K
$2.97M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-300- 0.14% |
$51.1K - $56.4K
|
217K
$51.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-300- 13.04% |
$51.1K - $56.4K
|
2K
$477K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-303- 6.65% |
$51.6K - $56.9K
|
4.25K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-305- 10.13% |
$52K - $57.3K
|
2.71K
$646K
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-308- 4.03% |
$52.5K - $57.9K
|
7.33K
$1.75M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-312- 7.2% |
$53.2K - $58.6K
|
4.02K
$959K
|