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 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-1.08K- 3.11% |
$184K - $203K
|
33.7K
$8.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.09K- 11.97% |
$186K - $205K
|
8.03K
$1.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1.09K- 19.7% |
$186K - $205K
|
4.45K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.09K- 4.99% |
$186K - $205K
|
20.8K
$4.96M
|
|
|
Jul 19, 2023
Q2 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.1K- 23.05% |
$187K - $207K
|
3.67K
$875K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.1K- 10.48% |
$187K - $207K
|
9.39K
$2.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.11K- 16.37% |
$188K - $208K
|
5.65K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.12K- 10.17% |
$191K - $210K
|
9.89K
$2.36M
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.13K- 1.32% |
$192K - $211K
|
84.4K
$20.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.15K- 4.34% |
$195K - $215K
|
25.2K
$6.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-1.17K- 5.76% |
$200K - $220K
|
19.2K
$4.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.18K- 1.53% |
$200K - $221K
|
75.5K
$18M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.19K- 13.01% |
$202K - $223K
|
7.93K
$1.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 4.46% |
$204K - $225K
|
25.7K
$6.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-1.21K- 22.5% |
$206K - $227K
|
4.17K
$994K
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.24K- 9.62% |
$210K - $232K
|
11.6K
$2.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 8.5% |
$211K - $233K
|
13.3K
$3.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.24K- 5.33% |
$212K - $234K
|
22.1K
$5.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.26K- 49.3% |
$215K - $237K
|
1.3K
$310K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.28K- 36.92% |
$218K - $240K
|
2.19K
$521K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.3K- 15.36% |
$221K - $244K
|
7.15K
$1.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.31K- 5.88% |
$223K - $246K
|
21K
$5M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.31K- 39.34% |
$224K - $247K
|
2.02K
$482K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 66.94% |
$226K - $249K
|
654
$156K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.35K- 6.14% |
$229K - $253K
|
20.6K
$4.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 2.59% |
$231K - $254K
|
50.9K
$12.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.38K- 10.5% |
$234K - $258K
|
11.7K
$2.79M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.41KClosed |
$240K - $264K
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.42K- 11.86% |
$242K - $267K
|
10.6K
$2.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.43K- 2.95% |
$244K - $269K
|
46.9K
$11.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.43K- 17.18% |
$244K - $269K
|
6.9K
$1.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.47K- 11.44% |
$251K - $277K
|
11.4K
$2.72M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.47K- 11.44% |
$251K - $277K
|
11.4K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.49K- 70.08% |
$255K - $281K
|
638
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-1.5K- 11.9% |
$256K - $282K
|
11.1K
$2.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.5K- 3.9% |
$256K - $282K
|
37K
$8.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.51K- 6.42% |
$257K - $284K
|
22K
$5.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.52K- 7.07% |
$259K - $286K
|
20K
$4.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.52K- 18.27% |
$259K - $286K
|
6.8K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.53K- 36.75% |
$261K - $288K
|
2.64K
$630K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.55K- 4.93% |
$264K - $291K
|
29.9K
$7.13M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.55K- 4.51% |
$265K - $292K
|
32.9K
$7.84M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-1.56K- 1.25% |
$266K - $294K
|
124K
$29.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.61K- 50.71% |
$274K - $303K
|
1.57K
$373K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.61K- 24.25% |
$275K - $303K
|
5.04K
$1.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.62K- 3.78% |
$276K - $304K
|
41.2K
$9.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.65K- 8.87% |
$280K - $309K
|
16.9K
$4.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.65K- 9.56% |
$281K - $310K
|
15.6K
$3.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.66K- 2.28% |
$282K - $311K
|
70.9K
$16.9M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.66K- 21.27% |
$282K - $311K
|
6.13K
$1.46M
|