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 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.67K- 77.63% |
$284K - $313K
|
480
$114K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.7K- 1.41% |
$289K - $319K
|
118K
$28.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.74K- 22.18% |
$297K - $327K
|
6.11K
$1.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.77K- 20.16% |
$301K - $332K
|
7K
$1.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.78K- 28.02% |
$304K - $335K
|
4.58K
$1.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.8K- 13.76% |
$307K - $338K
|
11.3K
$2.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-1.8K- 5.86% |
$307K - $338K
|
28.9K
$6.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 1.43% |
$313K - $345K
|
127K
$30.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.86K- 6.26% |
$317K - $350K
|
27.9K
$6.64M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.88K- 4.74% |
$320K - $353K
|
37.8K
$9M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-1.89K- 23.9% |
$322K - $355K
|
6.01K
$1.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.89K- 6.09% |
$323K - $356K
|
29.2K
$6.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.91K- 27.47% |
$326K - $359K
|
5.05K
$1.2M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.93K- 21.92% |
$328K - $362K
|
6.86K
$1.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.93K- 4.75% |
$328K - $362K
|
38.6K
$9.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.94K- 25.08% |
$331K - $365K
|
5.79K
$1.38M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.96K- 32.8% |
$333K - $368K
|
4.01K
$956K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.96K- 3.04% |
$334K - $368K
|
62.5K
$14.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.99K- 27.63% |
$339K - $374K
|
5.21K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.99K- 3.37% |
$340K - $375K
|
57.2K
$13.6M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2K- 20.9% |
$341K - $376K
|
7.57K
$1.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-2.01K- 4.84% |
$342K - $377K
|
39.4K
$9.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-2.02K- 4.71% |
$345K - $380K
|
41K
$9.77M
|
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-2.05K- 6.61% |
$349K - $385K
|
29K
$6.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.05K- 12.88% |
$350K - $386K
|
13.9K
$3.31M
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.06K- 71.05% |
$352K - $388K
|
841
$201K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.09K- 12.15% |
$355K - $392K
|
15.1K
$3.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.09K- 26.6% |
$356K - $393K
|
5.77K
$1.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.09K- 11.83% |
$357K - $393K
|
15.6K
$3.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-2.11K- 46.49% |
$360K - $397K
|
2.43K
$580K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.15K- 5.43% |
$366K - $404K
|
37.4K
$8.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.16K- 24.8% |
$367K - $405K
|
6.54K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.16K- 95.74% |
$368K - $406K
|
96
$22.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.24K- 12.49% |
$381K - $420K
|
15.7K
$3.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.26K- 15.01% |
$385K - $425K
|
12.8K
$3.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-2.28K- 2.67% |
$388K - $428K
|
83.1K
$19.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.29K- 27.7% |
$389K - $429K
|
5.97K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-2.3K- 63.34% |
$392K - $432K
|
1.33K
$317K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.32K- 1.6% |
$396K - $437K
|
143K
$34M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.39K- 11.77% |
$407K - $449K
|
17.9K
$4.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-2.39K- 9.54% |
$408K - $450K
|
22.7K
$5.41M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.43K- 18.84% |
$414K - $457K
|
10.5K
$2.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.44K- 8.61% |
$416K - $459K
|
25.9K
$6.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.5K- 9.13% |
$425K - $469K
|
24.8K
$5.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2.53K- 36.91% |
$431K - $475K
|
4.32K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.54K- 9.09% |
$432K - $477K
|
25.4K
$6.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-2.54K- 15.86% |
$433K - $477K
|
13.5K
$3.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.56K- 2.02% |
$435K - $480K
|
124K
$29.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.56K- 13.53% |
$436K - $481K
|
16.4K
$3.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.61K- 13.31% |
$445K - $491K
|
17K
$4.06M
|