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 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.7K+ 33.75% |
$2.34M - $2.58M
|
54.4K
$12.5M
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
13.3KNew |
$2.27M - $2.5M
|
13.3K
$3.06M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
13.1K+ 22.0% |
$2.23M - $2.46M
|
72.5K
$16.7M
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
12.6KNew |
$2.15M - $2.37M
|
12.6K
$2.91M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.8KNew |
$2.02M - $2.23M
|
11.8K
$2.73M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.6K+ 382.8% |
$1.98M - $2.19M
|
14.7K
$3.38M
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
11.5KNew |
$1.95M - $2.16M
|
11.5K
$2.64M
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
11.5K+ 157.72% |
$1.95M - $2.15M
|
18.7K
$4.31M
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
11.4K+ 81.77% |
$1.95M - $2.15M
|
25.4K
$5.85M
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
11.4KNew |
$1.95M - $2.15M
|
11.4K
$2.63M
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
11.4K+ 14.69% |
$1.94M - $2.14M
|
88.7K
$20.4M
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11.4K+ 264.06% |
$1.93M - $2.13M
|
15.7K
$3.6M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.2K+ 13.89% |
$1.92M - $2.11M
|
92.2K
$21.2M
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
11KNew |
$1.87M - $2.07M
|
11K
$2.53M
|
|
Jul 13, 2023
Q2 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 6.35% |
$1.85M - $2.04M
|
182K
$41.8M
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.8K+ 186.4% |
$1.84M - $2.02M
|
16.6K
$3.81M
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.8KNew |
$1.84M - $2.02M
|
10.8K
$2.48M
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.6KNew |
$1.8M - $1.98M
|
10.6K
$2.43M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.3K+ 163.06% |
$1.76M - $1.94M
|
16.7K
$3.84M
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
9.45KNew |
$1.61M - $1.78M
|
9.45K
$2.18M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.38K+ 32.95% |
$1.6M - $1.76M
|
37.8K
$8.71M
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
9.17K+ 13.56% |
$1.56M - $1.72M
|
76.9K
$17.7M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8.97K+ 1.25% |
$1.53M - $1.69M
|
726K
$167M
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
8.73K+ 5.1% |
$1.49M - $1.64M
|
180K
$41.4M
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
8.5KNew |
$1.45M - $1.6M
|
8.5K
$1.96M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.44K+ 0.16% |
$1.44M - $1.59M
|
5.16M
$1.19B
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.33K+ 1.58% |
$1.42M - $1.57M
|
535K
$123M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
8.23K+ 100.23% |
$1.4M - $1.55M
|
16.4K
$3.79M
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
8.22K+ 17.98% |
$1.4M - $1.55M
|
54K
$12.4M
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
8.09KNew |
$1.38M - $1.52M
|
8.09K
$1.86M
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
8.05KNew |
$1.37M - $1.51M
|
8.05K
$1.85M
|
|
Aug 01, 2023
Q2 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
8.04KNew |
$1.37M - $1.51M
|
8.04K
$1.85M
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
8.02KNew |
$1.37M - $1.51M
|
8.02K
$1.85M
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8KNew |
$1.36M - $1.5M
|
8K
$1.84M
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
7.9K+ 66.34% |
$1.35M - $1.48M
|
19.8K
$4.56M
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
7.67KNew |
$1.31M - $1.44M
|
7.67K
$1.77M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.6K+ 8.97% |
$1.3M - $1.43M
|
92.3K
$21.3M
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
7.53KNew |
$1.28M - $1.41M
|
7.53K
$1.73M
|
|
Aug 07, 2023
Q2 2023
|
Acuitas Investments, LLC
|
BUY
|
- |
7.52KNew |
$1.28M - $1.41M
|
7.52K
$1.73M
|
|
Jul 10, 2023
Q2 2023
|
Stairway Partners, LLC
|
BUY
|
- |
7.5K+ 3.84% |
$1.28M - $1.41M
|
203K
$46.7M
|
|
Jul 27, 2023
Q2 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
7.5K+ 178.57% |
$1.28M - $1.41M
|
11.7K
$2.69M
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.45K+ 150.74% |
$1.27M - $1.4M
|
12.4K
$2.85M
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.35K+ 46.32% |
$1.25M - $1.38M
|
23.2K
$5.35M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.35K+ 7.57% |
$1.25M - $1.38M
|
104K
$24M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.29K+ 22.61% |
$1.24M - $1.37M
|
39.5K
$9.1M
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
7.27K+ 4.38% |
$1.24M - $1.37M
|
173K
$39.9M
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
7.26K+ 18.77% |
$1.24M - $1.36M
|
45.9K
$10.6M
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
7.26K+ 18.77% |
$1.24M - $1.36M
|
45.9K
$10.6M
|
|
Jul 20, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
7.1K+ 200.0% |
$1.21M - $1.33M
|
10.7K
$2.45M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.05K+ 32.75% |
$1.2M - $1.32M
|
28.6K
$6.58M
|