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 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-329- 3.43% |
$56.1K - $61.8K
|
9.25K
$2.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-332- 0.82% |
$56.6K - $62.4K
|
40.1K
$9.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-332- 10.4% |
$56.6K - $62.4K
|
2.86K
$682K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-337- 13.71% |
$57.4K - $63.3K
|
2.12K
$506K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-337- 11.71% |
$57.4K - $63.3K
|
2.54K
$606K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-340- 19.57% |
$57.9K - $63.9K
|
1.4K
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-349- 2.78% |
$59.5K - $65.6K
|
12.2K
$2.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-350- 17.43% |
$59.6K - $65.8K
|
1.66K
$395K
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-351- 13.27% |
$59.8K - $66K
|
2.29K
$547K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-351- 8.85% |
$59.8K - $66K
|
3.61K
$862K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-354- 3.77% |
$60.3K - $66.5K
|
9.03K
$2.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-357- 5.24% |
$60.8K - $67.1K
|
6.46K
$1.54M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-359- 94.97% |
$61.2K - $67.5K
|
19
$4.53K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-360- 4.54% |
$61.3K - $67.7K
|
7.58K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-361- 7.96% |
$61.5K - $67.8K
|
4.18K
$996K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-364- 11.76% |
$62K - $68.4K
|
2.73K
$651K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-367- 6.75% |
$62.5K - $69K
|
5.07K
$1.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-369- 0.91% |
$62.9K - $69.3K
|
40.2K
$9.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-370- 2.85% |
$63K - $69.5K
|
12.6K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-372- 1.35% |
$63.4K - $69.9K
|
27.1K
$6.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-375- 8.95% |
$63.9K - $70.5K
|
3.82K
$910K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-386- 0.63% |
$65.8K - $72.5K
|
60.9K
$14.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-386- 23.1% |
$65.8K - $72.5K
|
1.29K
$306K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-394- 2.02% |
$67.1K - $74K
|
19.1K
$4.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-399- 1.36% |
$68K - $75K
|
28.9K
$6.88M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-402- 35.26% |
$68.5K - $75.5K
|
738
$176K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-403- 4.44% |
$68.7K - $75.7K
|
8.67K
$2.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-404- 9.53% |
$68.8K - $75.9K
|
3.83K
$914K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-416- 14.23% |
$70.9K - $78.2K
|
2.51K
$598K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-420- 15.31% |
$71.6K - $78.9K
|
2.32K
$554K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-421- 0.83% |
$71.7K - $79.1K
|
50.5K
$12M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-423- 11.98% |
$72.1K - $79.5K
|
3.11K
$741K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-431- 3.87% |
$73.4K - $81K
|
10.7K
$2.55M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-431- 2.5% |
$73.4K - $81K
|
16.8K
$4.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-438- 6.58% |
$74.6K - $82.3K
|
6.22K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-447- 2.03% |
$76.2K - $84K
|
21.6K
$5.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-453- 5.87% |
$77.2K - $85.1K
|
7.26K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-461- 15.11% |
$78.6K - $86.6K
|
2.59K
$618K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-470- 0.69% |
$80.1K - $88.3K
|
67.3K
$16M
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-473- 9.97% |
$80.6K - $88.9K
|
4.27K
$1.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-483- 1.15% |
$82.3K - $90.8K
|
41.4K
$9.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-485- 25.67% |
$82.6K - $91.1K
|
1.4K
$335K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-485- 25.67% |
$82.6K - $91.1K
|
1.4K
$335K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-488- 1.98% |
$83.2K - $91.7K
|
24.1K
$5.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-489- 2.49% |
$83.3K - $91.9K
|
19.2K
$4.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-489- 18.4% |
$83.3K - $91.9K
|
2.17K
$517K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-490- 27.56% |
$83.5K - $92.1K
|
1.29K
$307K
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-493- 25.53% |
$84K - $92.6K
|
1.44K
$343K
|
|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-496- 5.4% |
$84.5K - $93.2K
|
8.69K
$2.07M
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-500- 5.29% |
$85.2K - $94K
|
8.96K
$2.14M
|