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 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-734- 27.87% |
$125K - $138K
|
1.9K
$453K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-735- 20.27% |
$125K - $138K
|
2.89K
$689K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-735- 29.59% |
$125K - $138K
|
1.75K
$417K
|
|
|
Aug 11, 2023
Q2 2023
|
Rk Capital Management, LLC
Denver, CO |
SELL
|
- |
-735- 3.65% |
$125K - $138K
|
19.4K
$4.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-735- 2.45% |
$125K - $138K
|
29.3K
$6.99M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-745- 16.42% |
$127K - $140K
|
3.79K
$904K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-754- 2.19% |
$128K - $142K
|
33.7K
$8.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-758- 28.51% |
$129K - $142K
|
1.9K
$453K
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-766- 7.0% |
$131K - $144K
|
10.2K
$2.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-777- 7.27% |
$132K - $146K
|
9.92K
$2.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-781- 56.8% |
$133K - $147K
|
594
$142K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-790- 4.5% |
$135K - $148K
|
16.8K
$4M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-797- 59.17% |
$136K - $150K
|
550
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-800- 9.4% |
$136K - $150K
|
7.71K
$1.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-806- 4.39% |
$137K - $151K
|
17.6K
$4.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-829- 29.28% |
$141K - $156K
|
2K
$477K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-833- 8.43% |
$142K - $157K
|
9.05K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-835- 98.47% |
$142K - $157K
|
13
$3.1K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-847- 4.73% |
$144K - $159K
|
17.1K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-847- 2.76% |
$144K - $159K
|
29.9K
$7.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-860- 5.2% |
$147K - $162K
|
15.7K
$3.74M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-868- 10.6% |
$148K - $163K
|
7.32K
$1.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-870- 7.23% |
$148K - $163K
|
11.2K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-897- 25.27% |
$153K - $169K
|
2.65K
$633K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-910- 7.9% |
$155K - $171K
|
10.6K
$2.53M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-919- 1.57% |
$157K - $173K
|
57.8K
$13.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-929- 12.6% |
$158K - $175K
|
6.44K
$1.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-930- 3.83% |
$158K - $175K
|
23.4K
$5.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-935- 2.93% |
$159K - $176K
|
31K
$7.39M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-942- 13.26% |
$161K - $177K
|
6.16K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-949- 42.4% |
$162K - $178K
|
1.29K
$307K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-953- 14.32% |
$162K - $179K
|
5.7K
$1.36M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-965- 12.29% |
$164K - $181K
|
6.89K
$1.64M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-968- 3.68% |
$165K - $182K
|
25.3K
$6.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-971- 6.24% |
$165K - $182K
|
14.6K
$3.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-974- 8.41% |
$166K - $183K
|
10.6K
$2.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-980- 37.75% |
$167K - $184K
|
1.62K
$385K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-983- 34.22% |
$168K - $185K
|
1.89K
$451K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-986- 3.3% |
$168K - $185K
|
28.9K
$6.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-991- 10.04% |
$169K - $186K
|
8.88K
$2.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-999- 23.52% |
$170K - $188K
|
3.25K
$775K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-999- 1.65% |
$170K - $188K
|
59.5K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1K- 0.95% |
$170K - $188K
|
104K
$24.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1K- 22.68% |
$171K - $188K
|
3.41K
$814K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.05K- 7.12% |
$179K - $198K
|
13.7K
$3.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.06K- 3.51% |
$181K - $200K
|
29.2K
$6.97M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.06K- 10.82% |
$181K - $200K
|
8.75K
$2.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.07K- 7.85% |
$182K - $200K
|
12.5K
$2.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.07K- 22.77% |
$182K - $201K
|
3.62K
$863K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 5.23% |
$182K - $201K
|
19.3K
$4.61M
|