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 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.64K- 14.55% |
$450K - $496K
|
15.5K
$3.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.68K- 4.0% |
$457K - $504K
|
64.4K
$15.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.8K- 91.38% |
$477K - $526K
|
264
$63K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.83K- 13.79% |
$481K - $531K
|
17.7K
$4.21M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.88K- 3.68% |
$490K - $540K
|
75.2K
$17.9M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.9K- 34.59% |
$494K - $545K
|
5.48K
$1.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-2.95K- 46.03% |
$502K - $554K
|
3.45K
$824K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.02K- 3.5% |
$514K - $567K
|
83.2K
$19.8M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.03K- 54.26% |
$515K - $568K
|
2.55K
$608K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.03K- 0.84% |
$516K - $569K
|
360K
$85.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.04K- 3.52% |
$518K - $571K
|
83.3K
$19.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.15K- 3.11% |
$536K - $592K
|
98K
$23.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.22K- 13.22% |
$548K - $605K
|
21.1K
$5.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-3.35K- 7.37% |
$570K - $629K
|
42.1K
$10M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.36K- 12.12% |
$572K - $631K
|
24.3K
$5.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.37K- 35.41% |
$573K - $632K
|
6.14K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.38K- 8.11% |
$576K - $635K
|
38.3K
$9.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-3.4K- 34.08% |
$580K - $640K
|
6.58K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.42K- 1.43% |
$582K - $642K
|
235K
$56.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.46K- 10.23% |
$589K - $650K
|
30.3K
$7.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.5K- 14.34% |
$596K - $657K
|
20.9K
$4.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-3.5K- 21.14% |
$597K - $659K
|
13.1K
$3.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.54K- 10.64% |
$602K - $664K
|
29.7K
$7.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.54K- 12.66% |
$603K - $665K
|
24.4K
$5.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.56K- 8.09% |
$606K - $669K
|
40.4K
$9.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-3.59K- 0.19% |
$611K - $674K
|
1.92M
$459M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.59K- 0.19% |
$611K - $674K
|
1.92M
$459M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-3.61K- 59.54% |
$616K - $679K
|
2.46K
$585K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3.65K- 80.94% |
$622K - $687K
|
860
$205K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.72K- 56.66% |
$635K - $700K
|
2.85K
$679K
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.82K- 14.16% |
$650K - $717K
|
23.1K
$5.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-3.89K- 9.23% |
$663K - $731K
|
38.3K
$9.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.96K- 42.03% |
$674K - $743K
|
5.46K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.01K- 4.96% |
$683K - $754K
|
76.8K
$18.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.09K- 22.92% |
$697K - $769K
|
13.8K
$3.28M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-4.13K- 3.77% |
$703K - $776K
|
105K
$25.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.21K- 22.24% |
$718K - $792K
|
14.7K
$3.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.27K- 5.39% |
$727K - $802K
|
74.9K
$17.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-4.35K- 3.08% |
$742K - $818K
|
137K
$32.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.36K- 19.7% |
$743K - $820K
|
17.8K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.45K- 0.88% |
$758K - $836K
|
499K
$119M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.58K- 23.09% |
$780K - $860K
|
15.2K
$3.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.64K- 50.63% |
$790K - $871K
|
4.52K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-4.85K- 48.51% |
$826K - $911K
|
5.15K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.96K- 37.02% |
$846K - $933K
|
8.44K
$2.01M
|
|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-5K- 16.57% |
$852K - $940K
|
25.2K
$6M
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-5.19K- 6.6% |
$884K - $975K
|
73.4K
$17.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.49K- 8.99% |
$936K - $1.03M
|
55.6K
$13.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-5.58K- 3.81% |
$951K - $1.05M
|
141K
$33.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-5.75K- 15.15% |
$980K - $1.08M
|
32.2K
$7.68M
|