Purchases and Sales Made in Q3 2023 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-61- 3.73% |
$10.6K - $12.1K
|
1.58K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-62- 0.87% |
$10.8K - $12.3K
|
7.05K
$1.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-63- 2.79% |
$11K - $12.5K
|
2.19K
$501K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-63- 1.03% |
$11K - $12.5K
|
6.07K
$1.39M
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-64- 1.8% |
$11.2K - $12.7K
|
3.5K
$799K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-64- 2.87% |
$11.2K - $12.7K
|
2.17K
$494K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-65- 0.7% |
$11.3K - $12.9K
|
9.21K
$2.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-65- 1.65% |
$11.3K - $12.9K
|
3.88K
$886K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-65- 3.3% |
$11.3K - $12.9K
|
1.91K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Campion Asset Management
|
SELL
|
- |
-65- 0.36% |
$11.3K - $12.9K
|
18.1K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-65- 2.65% |
$11.3K - $12.9K
|
2.39K
$545K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-65- 1.57% |
$11.3K - $12.9K
|
4.07K
$928K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-67- 0.77% |
$11.7K - $13.3K
|
8.59K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-67- 0.49% |
$11.7K - $13.3K
|
13.6K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-67- 0.96% |
$11.7K - $13.3K
|
6.9K
$1.58M
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-68- 0.96% |
$11.9K - $13.5K
|
7.01K
$1.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-69- 0.82% |
$12K - $13.7K
|
8.37K
$1.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-69- 0.88% |
$12K - $13.7K
|
7.78K
$1.77M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-70- 1.22% |
$12.2K - $13.9K
|
5.68K
$1.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-70- 3.32% |
$12.2K - $13.9K
|
2.04K
$465K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-70- 2.23% |
$12.2K - $13.9K
|
3.08K
$702K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-71- 0.33% |
$12.4K - $14.1K
|
21.7K
$4.95M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-71- 13.73% |
$12.4K - $14.1K
|
446
$102K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-73- 78.49% |
$12.7K - $14.5K
|
20
$4.57K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-73- 2.84% |
$12.7K - $14.5K
|
2.49K
$569K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-73- 5.29% |
$12.7K - $14.5K
|
1.31K
$298K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-74- 3.19% |
$12.9K - $14.7K
|
2.25K
$513K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-74- 1.6% |
$12.9K - $14.7K
|
4.55K
$1.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-75- 1.05% |
$13.1K - $14.9K
|
7.08K
$1.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-75- 2.51% |
$13.1K - $14.9K
|
2.92K
$666K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-75- 0.35% |
$13.1K - $14.9K
|
21.1K
$4.82M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-75- 14.2% |
$13.1K - $14.9K
|
453
$103K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-78- 0.9% |
$13.6K - $15.5K
|
8.56K
$1.95M
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-79- 1.14% |
$13.8K - $15.7K
|
6.87K
$1.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-80- 6.03% |
$13.9K - $15.9K
|
1.25K
$284K
|
|
|
Nov 01, 2023
Q3 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-80- 0.2% |
$13.9K - $15.9K
|
40.9K
$9.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-80- 5.76% |
$13.9K - $15.9K
|
1.31K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-80- 12.54% |
$13.9K - $15.9K
|
558
$127K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-80- 2.36% |
$13.9K - $15.9K
|
3.31K
$756K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-83- 4.07% |
$14.5K - $16.5K
|
1.96K
$446K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-84- 0.47% |
$14.6K - $16.7K
|
17.8K
$4.06M
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-84- 5.7% |
$14.6K - $16.7K
|
1.39K
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-84- 13.44% |
$14.6K - $16.7K
|
541
$124K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-85- 24.85% |
$14.8K - $16.9K
|
257
$58.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-89- 1.86% |
$15.5K - $17.7K
|
4.69K
$1.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-92- 4.18% |
$16K - $18.3K
|
2.11K
$481K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-92- 6.85% |
$16K - $18.3K
|
1.25K
$286K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-93- 0.54% |
$16.2K - $18.5K
|
17.1K
$3.91M
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-95- 2.81% |
$16.6K - $18.9K
|
3.29K
$751K
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-96- 5.17% |
$16.7K - $19.1K
|
1.76K
$402K
|