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 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-216- 2.77% |
$37.7K - $42.9K
|
7.59K
$1.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-222- 3.03% |
$38.7K - $44.1K
|
7.11K
$1.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-224- 0.77% |
$39.1K - $44.5K
|
28.7K
$6.55M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-227- 2.09% |
$39.6K - $45.1K
|
10.6K
$2.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-227- 3.38% |
$39.6K - $45.1K
|
6.49K
$1.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-229- 4.49% |
$39.9K - $45.5K
|
4.87K
$1.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-230- 26.29% |
$40.1K - $45.7K
|
645
$147K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-238- 3.5% |
$41.5K - $47.3K
|
6.57K
$1.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
SELL
|
- |
-239- 10.5% |
$41.7K - $47.5K
|
2.04K
$465K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-240- 1.43% |
$41.8K - $47.7K
|
16.6K
$3.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-243- 2.19% |
$42.4K - $48.3K
|
10.8K
$2.47M
|
|
|
Oct 06, 2023
Q3 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-245- 0.22% |
$42.7K - $48.7K
|
109K
$24.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-247- 14.9% |
$43.1K - $49.1K
|
1.41K
$322K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-250- 15.97% |
$43.6K - $49.7K
|
1.32K
$300K
|
|
|
Oct 27, 2023
Q3 2023
|
Parthenon LLC
|
SELL
|
- |
-250- 4.67% |
$43.6K - $49.7K
|
5.1K
$1.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-253- 2.24% |
$44.1K - $50.3K
|
11K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-257- 73.64% |
$44.8K - $51.1K
|
92
$21K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-259- 5.19% |
$45.2K - $51.5K
|
4.73K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-260- 2.0% |
$45.3K - $51.7K
|
12.8K
$2.91M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-263- 0.91% |
$45.9K - $52.3K
|
28.5K
$6.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-265- 1.29% |
$46.2K - $52.7K
|
20.3K
$4.64M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-266- 6.86% |
$46.4K - $52.9K
|
3.61K
$825K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-268- 0.81% |
$46.7K - $53.3K
|
32.9K
$7.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-270- 13.35% |
$47.1K - $53.7K
|
1.75K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-272- 2.17% |
$47.4K - $54K
|
12.2K
$2.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-273- 6.21% |
$47.6K - $54.2K
|
4.13K
$942K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-274- 1.37% |
$47.8K - $54.4K
|
19.7K
$4.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-277- 4.3% |
$48.3K - $55K
|
6.17K
$1.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-277- 8.29% |
$48.3K - $55K
|
3.07K
$700K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-278- 54.09% |
$48.5K - $55.2K
|
236
$53.9K
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-282- 7.0% |
$49.2K - $56K
|
3.75K
$855K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-283- 4.56% |
$49.3K - $56.2K
|
5.92K
$1.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-291- 12.28% |
$50.7K - $57.8K
|
2.08K
$474K
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-297- 20.41% |
$51.8K - $59K
|
1.16K
$264K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-301- 0.27% |
$52.5K - $59.8K
|
110K
$25M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-305- 5.39% |
$53.2K - $60.6K
|
5.35K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-308- 0.53% |
$53.7K - $61.2K
|
57.5K
$13.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-309- 0.96% |
$53.9K - $61.4K
|
31.8K
$7.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-310- 0.51% |
$54.1K - $61.6K
|
60.3K
$13.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Strategic Investment Management, LLC
|
SELL
|
- |
-310- 0.85% |
$54.1K - $61.6K
|
36.2K
$8.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-310- 1.79% |
$54.1K - $61.6K
|
17K
$3.87M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-316- 3.25% |
$55.1K - $62.8K
|
9.4K
$2.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-321- 9.46% |
$56K - $63.8K
|
3.07K
$701K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-322- 47.35% |
$56.1K - $64K
|
358
$81.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-325- 8.89% |
$56.7K - $64.6K
|
3.33K
$760K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-328- 1.5% |
$57.2K - $65.2K
|
21.5K
$4.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-338- 0.75% |
$58.9K - $67.2K
|
44.7K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-342- 11.6% |
$59.6K - $68K
|
2.61K
$595K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-345- 1.12% |
$60.2K - $68.6K
|
30.3K
$6.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-345- 6.62% |
$60.2K - $68.6K
|
4.87K
$1.11M
|