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
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-2.3K- 63.34% |
$392K - $432K
|
1.33K
$253K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.32K- 1.6% |
$396K - $437K
|
143K
$27.1M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.39K- 11.77% |
$407K - $449K
|
17.9K
$3.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-2.39K- 9.54% |
$408K - $450K
|
22.7K
$4.32M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.43K- 18.84% |
$414K - $457K
|
10.5K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.44K- 8.61% |
$416K - $459K
|
25.9K
$4.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.5K- 9.13% |
$425K - $469K
|
24.8K
$4.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2.53K- 36.91% |
$431K - $475K
|
4.32K
$822K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.54K- 9.09% |
$432K - $477K
|
25.4K
$4.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-2.54K- 15.86% |
$433K - $477K
|
13.5K
$2.56M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.56K- 2.02% |
$435K - $480K
|
124K
$23.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.56K- 13.53% |
$436K - $481K
|
16.4K
$3.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.61K- 13.31% |
$445K - $491K
|
17K
$3.24M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.64K- 14.55% |
$450K - $496K
|
15.5K
$2.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.68K- 4.0% |
$457K - $504K
|
64.4K
$12.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.8K- 91.38% |
$477K - $526K
|
264
$50.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.83K- 13.79% |
$481K - $531K
|
17.7K
$3.36M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.88K- 3.68% |
$490K - $540K
|
75.2K
$14.3M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.9K- 34.59% |
$494K - $545K
|
5.48K
$1.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-2.95K- 46.03% |
$502K - $554K
|
3.45K
$657K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.02K- 3.5% |
$514K - $567K
|
83.2K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.03K- 54.26% |
$515K - $568K
|
2.55K
$485K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.03K- 0.84% |
$516K - $569K
|
360K
$68.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.04K- 3.52% |
$518K - $571K
|
83.3K
$15.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.15K- 3.11% |
$536K - $592K
|
98K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.22K- 13.22% |
$548K - $605K
|
21.1K
$4.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-3.35K- 7.37% |
$570K - $629K
|
42.1K
$8.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.36K- 12.12% |
$572K - $631K
|
24.3K
$4.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.37K- 35.41% |
$573K - $632K
|
6.14K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.38K- 8.11% |
$576K - $635K
|
38.3K
$7.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-3.4K- 34.08% |
$580K - $640K
|
6.58K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.42K- 1.43% |
$582K - $642K
|
235K
$44.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.46K- 10.23% |
$589K - $650K
|
30.3K
$5.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.5K- 14.34% |
$596K - $657K
|
20.9K
$3.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-3.5K- 21.14% |
$597K - $659K
|
13.1K
$2.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.54K- 10.64% |
$602K - $664K
|
29.7K
$5.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.54K- 12.66% |
$603K - $665K
|
24.4K
$4.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.56K- 8.09% |
$606K - $669K
|
40.4K
$7.69M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-3.59K- 0.19% |
$611K - $674K
|
1.92M
$366M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.59K- 0.19% |
$611K - $674K
|
1.92M
$366M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-3.61K- 59.54% |
$616K - $679K
|
2.46K
$467K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3.65K- 80.94% |
$622K - $687K
|
860
$164K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.72K- 56.66% |
$635K - $700K
|
2.85K
$542K
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.82K- 14.16% |
$650K - $717K
|
23.1K
$4.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-3.89K- 9.23% |
$663K - $731K
|
38.3K
$7.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.96K- 42.03% |
$674K - $743K
|
5.46K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.01K- 4.96% |
$683K - $754K
|
76.8K
$14.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.09K- 22.92% |
$697K - $769K
|
13.8K
$2.62M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-4.13K- 3.77% |
$703K - $776K
|
105K
$20M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.21K- 22.24% |
$718K - $792K
|
14.7K
$2.8M
|