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 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.01K+ 10.8% |
$342K - $377K
|
20.6K
$4.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
2K+ 50.0% |
$341K - $376K
|
6K
$1.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.99K+ 95.99% |
$339K - $373K
|
4.06K
$934K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.97K+ 10.04% |
$335K - $370K
|
21.6K
$4.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.92K+ 6.65% |
$326K - $360K
|
30.7K
$7.08M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.9KNew |
$324K - $357K
|
1.9K
$437K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.83KNew |
$312K - $344K
|
1.83K
$422K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.82K+ 9.25% |
$310K - $342K
|
21.5K
$4.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
1.8K+ 110.53% |
$306K - $337K
|
3.42K
$787K
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
BUY
|
- |
1.72K+ 126.18% |
$292K - $322K
|
3.08K
$708K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.71K+ 9.36% |
$291K - $320K
|
19.9K
$4.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
1.7K+ 2.43% |
$290K - $320K
|
71.9K
$16.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.67K+ 2.98% |
$285K - $314K
|
57.8K
$13.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.65K+ 0.88% |
$281K - $310K
|
190K
$43.8M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.64K+ 827.78% |
$279K - $308K
|
1.84K
$423K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.63KNew |
$277K - $306K
|
1.63K
$375K
|
|
|
Jul 28, 2023
Q2 2023
|
Verger Capital Management LLC
|
BUY
|
- |
1.62K+ 7.46% |
$276K - $304K
|
23.3K
$5.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.61K+ 1.6% |
$275K - $303K
|
102K
$23.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.61KNew |
$274K - $303K
|
1.61K
$371K
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.61KNew |
$274K - $302K
|
1.61K
$371K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.61KNew |
$274K - $302K
|
1.61K
$370K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.6KNew |
$273K - $301K
|
1.6K
$369K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.58KNew |
$270K - $298K
|
1.58K
$365K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.57K+ 21.32% |
$268K - $296K
|
8.96K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.54K+ 67.0% |
$263K - $290K
|
3.84K
$885K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.53KNew |
$260K - $287K
|
1.53K
$352K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.53K+ 108.62% |
$260K - $287K
|
2.93K
$675K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.52K+ 2.17% |
$258K - $285K
|
71.6K
$16.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.5K+ 58.12% |
$256K - $282K
|
4.08K
$940K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.49K+ 27.93% |
$255K - $281K
|
6.84K
$1.58M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.49K+ 7.34% |
$253K - $279K
|
21.7K
$5.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.49K+ 30.2% |
$253K - $279K
|
6.4K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.46KNew |
$248K - $274K
|
1.46K
$336K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
1.46K+ 540.89% |
$248K - $273K
|
1.72K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.46KNew |
$248K - $273K
|
1.46K
$335K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.45K+ 9.84% |
$247K - $273K
|
16.2K
$3.73M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.43K+ 9.93% |
$244K - $269K
|
15.9K
$3.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.41K+ 4.65% |
$240K - $265K
|
31.7K
$7.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.41K+ 4.62% |
$240K - $264K
|
31.9K
$7.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.4KNew |
$238K - $263K
|
1.4K
$322K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.4K+ 18.67% |
$238K - $263K
|
8.88K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1.39K+ 2.48% |
$237K - $261K
|
57.4K
$13.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
1.39KNew |
$237K - $261K
|
1.39K
$320K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.38K+ 6.25% |
$235K - $259K
|
23.4K
$5.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.38KNew |
$235K - $259K
|
1.38K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.38K+ 7.44% |
$234K - $258K
|
19.9K
$4.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
1.34KNew |
$229K - $253K
|
1.34K
$310K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.33K+ 26.35% |
$227K - $251K
|
6.39K
$1.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
1.33KNew |
$226K - $249K
|
1.33K
$305K
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.32K+ 5.09% |
$225K - $249K
|
27.3K
$6.29M
|