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 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-5.77K- 1.47% |
$984K - $1.09M
|
386K
$92M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.86K- 6.56% |
$999K - $1.1M
|
83.5K
$19.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.93K- 1.96% |
$1.01M - $1.11M
|
296K
$70.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.95K- 27.57% |
$1.01M - $1.12M
|
15.6K
$3.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.13K- 39.71% |
$1.04M - $1.15M
|
9.31K
$2.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.2K- 9.78% |
$1.06M - $1.17M
|
57.2K
$13.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.24K- 9.8% |
$1.06M - $1.17M
|
57.4K
$13.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.4K- 4.62% |
$1.09M - $1.2M
|
132K
$31.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-6.43K- 10.84% |
$1.1M - $1.21M
|
52.9K
$12.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-6.68K- 0.93% |
$1.14M - $1.25M
|
714K
$170M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.88K- 12.26% |
$1.17M - $1.29M
|
49.3K
$11.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-6.95K- 0.83% |
$1.18M - $1.31M
|
826K
$197M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-6.98K- 18.2% |
$1.19M - $1.31M
|
31.4K
$7.48M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-7.04K- 1.43% |
$1.2M - $1.32M
|
486K
$116M
|
|
|
Aug 15, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-7.1K- 66.67% |
$1.21M - $1.33M
|
3.55K
$847K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.18K- 51.51% |
$1.22M - $1.35M
|
6.76K
$1.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.23K- 11.65% |
$1.23M - $1.36M
|
54.8K
$13.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-7.26K- 2.12% |
$1.24M - $1.36M
|
335K
$80M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.32K- 22.95% |
$1.25M - $1.37M
|
24.6K
$5.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-7.39K- 5.54% |
$1.26M - $1.39M
|
126K
$30.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.42K- 30.2% |
$1.26M - $1.39M
|
17.1K
$4.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-7.53K- 12.56% |
$1.28M - $1.41M
|
52.4K
$12.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.75K- 1.44% |
$1.32M - $1.46M
|
530K
$126M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.75K- 28.63% |
$1.32M - $1.46M
|
19.3K
$4.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.81K- 39.16% |
$1.33M - $1.47M
|
12.1K
$2.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-7.84K- 39.64% |
$1.34M - $1.47M
|
11.9K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-8.04K- 77.42% |
$1.37M - $1.51M
|
2.34K
$559K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-8.16K- 87.39% |
$1.39M - $1.53M
|
1.18K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-8.19K- 50.78% |
$1.39M - $1.54M
|
7.93K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-8.35K- 11.32% |
$1.42M - $1.57M
|
65.4K
$15.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-8.52K- 35.98% |
$1.45M - $1.6M
|
15.2K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-8.83K- 93.24% |
$1.51M - $1.66M
|
640
$153K
|
|
|
Aug 11, 2023
Q2 2023
|
Azarias Capital Management, L.P.
Berwyn, PA |
SELL
|
- |
-8.85K- 28.66% |
$1.51M - $1.66M
|
22K
$5.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.87K- 2.29% |
$1.51M - $1.67M
|
378K
$90.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.9K- 1.58% |
$1.52M - $1.67M
|
555K
$132M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-8.91K- 10.22% |
$1.52M - $1.67M
|
78.3K
$18.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-8.93K- 2.59% |
$1.52M - $1.68M
|
336K
$80.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-9K- 4.6% |
$1.53M - $1.69M
|
187K
$44.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-9.27K- 11.37% |
$1.58M - $1.74M
|
72.3K
$17.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-9.53K- 64.13% |
$1.62M - $1.79M
|
5.33K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.77K- 0.77% |
$1.66M - $1.84M
|
1.26M
$299M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-9.91K- 15.6% |
$1.69M - $1.86M
|
53.6K
$12.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-9.99K- 24.69% |
$1.7M - $1.88M
|
30.5K
$7.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.3K- 61.9% |
$1.75M - $1.93M
|
6.34K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.6K- 3.66% |
$1.8M - $1.98M
|
278K
$66.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-10.7K- 87.47% |
$1.83M - $2.02M
|
1.54K
$367K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-10.9K- 1.49% |
$1.85M - $2.04M
|
717K
$171M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.1K- 71.53% |
$1.9M - $2.09M
|
4.43K
$1.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-11.2K- 55.44% |
$1.91M - $2.11M
|
9.02K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.5K- 2.13% |
$1.96M - $2.16M
|
527K
$126M
|