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 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
4.25KNew |
$724K - $799K
|
4.25K
$979K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
4.18K+ 99.5% |
$713K - $786K
|
8.39K
$1.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.15K+ 9.37% |
$707K - $780K
|
48.4K
$11.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
4.14KNew |
$705K - $778K
|
4.14K
$953K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
4.09K+ 1.16% |
$697K - $768K
|
357K
$82.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
4.06KNew |
$692K - $763K
|
4.06K
$936K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.05K+ 27.84% |
$689K - $760K
|
18.6K
$4.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4.03K+ 5.91% |
$687K - $757K
|
72.2K
$16.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4K+ 4.06% |
$682K - $752K
|
103K
$23.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
3.89K+ 2.62% |
$662K - $730K
|
152K
$35M
|
|
|
Jul 18, 2023
Q2 2023
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
3.84KNew |
$655K - $722K
|
3.84K
$885K
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.83KNew |
$652K - $719K
|
3.83K
$881K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.81KNew |
$650K - $717K
|
3.81K
$878K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
3.77K+ 7.37% |
$643K - $709K
|
55K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.65K+ 147.63% |
$622K - $686K
|
6.12K
$1.41M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.65K+ 68.38% |
$622K - $686K
|
8.99K
$2.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
3.65K+ 23.0% |
$621K - $685K
|
19.5K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.64K+ 0.99% |
$621K - $684K
|
370K
$85.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.64K+ 306.22% |
$620K - $684K
|
4.83K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.6K+ 1.94% |
$613K - $676K
|
189K
$43.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
3.55K+ 4.31% |
$604K - $666K
|
85.8K
$19.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.53K+ 7.34% |
$602K - $664K
|
51.7K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.5KNew |
$597K - $658K
|
3.5K
$806K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.49K+ 9.61% |
$594K - $655K
|
39.8K
$9.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
3.46KNew |
$589K - $649K
|
3.46K
$796K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.45K+ 26.36% |
$588K - $649K
|
16.5K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.42KNew |
$582K - $642K
|
3.42K
$787K
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
3.35KNew |
$570K - $629K
|
3.35K
$771K
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
3.33KNew |
$568K - $627K
|
3.33K
$768K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.3KNew |
$562K - $620K
|
3.3K
$760K
|
|
|
Aug 09, 2023
Q2 2023
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
3.3KNew |
$562K - $620K
|
3.3K
$760K
|
|
|
Jul 31, 2023
Q2 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
3.25KNew |
$553K - $610K
|
3.25K
$748K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.23K+ 100.88% |
$550K - $606K
|
6.42K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.2KNew |
$546K - $602K
|
3.2K
$737K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.17K+ 51.31% |
$540K - $596K
|
9.35K
$2.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.17K+ 5.46% |
$540K - $595K
|
61.2K
$14.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.17K+ 1.86% |
$539K - $595K
|
174K
$40M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.07K+ 212.09% |
$523K - $577K
|
4.52K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.04K+ 15.23% |
$518K - $571K
|
23K
$5.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.03K+ 4.44% |
$517K - $570K
|
71.3K
$16.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.97KNew |
$506K - $559K
|
2.97K
$685K
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.96K+ 4.19% |
$504K - $556K
|
73.6K
$16.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.96K+ 3.02% |
$504K - $556K
|
101K
$23.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.94K+ 30.26% |
$501K - $553K
|
12.7K
$2.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.94K+ 6.92% |
$501K - $552K
|
45.4K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
2.92KNew |
$497K - $549K
|
2.92K
$672K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.91K+ 7.69% |
$496K - $547K
|
40.8K
$9.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.9K+ 97.98% |
$495K - $546K
|
5.87K
$1.35M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.89K+ 9.06% |
$493K - $544K
|
34.8K
$8.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.84K+ 7.02% |
$484K - $534K
|
43.3K
$9.98M
|