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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-348- 2.57% |
$60.7K - $69.2K
|
13.2K
$3.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-348- 6.23% |
$60.7K - $69.2K
|
5.24K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-350- 2.74% |
$61K - $69.5K
|
12.4K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-350- 2.65% |
$61K - $69.5K
|
12.9K
$2.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-351- 6.75% |
$61.2K - $69.7K
|
4.85K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-356- 1.14% |
$62.1K - $70.7K
|
30.8K
$7.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-358- 20.71% |
$62.4K - $71.1K
|
1.37K
$313K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-363- 12.31% |
$63.3K - $72.1K
|
2.59K
$590K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-366- 2.86% |
$63.8K - $72.7K
|
12.4K
$2.84M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-371- 6.61% |
$64.7K - $73.7K
|
5.24K
$1.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-373- 11.92% |
$65K - $74.1K
|
2.76K
$629K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-379- 0.92% |
$66.1K - $75.3K
|
41K
$9.37M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-384- 1.75% |
$67K - $76.3K
|
21.6K
$4.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-384- 16.45% |
$67K - $76.3K
|
1.95K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-385- 1.32% |
$67.1K - $76.5K
|
28.8K
$6.58M
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-388- 29.96% |
$67.7K - $77.1K
|
907
$207K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-392- 7.15% |
$68.3K - $77.9K
|
5.09K
$1.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-393- 19.14% |
$68.5K - $78.1K
|
1.66K
$379K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-394- 4.2% |
$68.7K - $78.3K
|
9K
$2.05M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-394- 4.2% |
$68.7K - $78.3K
|
9K
$2.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-395- 0.31% |
$68.9K - $78.5K
|
126K
$28.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-396- 1.23% |
$69K - $78.7K
|
31.7K
$7.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-400- 2.56% |
$69.7K - $79.5K
|
15.2K
$3.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-412- 9.89% |
$71.8K - $81.9K
|
3.76K
$857K
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-415- 7.53% |
$72.4K - $82.5K
|
5.1K
$1.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-422- 22.21% |
$73.6K - $83.9K
|
1.48K
$337K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-423- 88.13% |
$73.8K - $84.1K
|
57
$13K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-423- 3.38% |
$73.8K - $84.1K
|
12.1K
$2.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-431- 2.55% |
$75.1K - $85.6K
|
16.5K
$3.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-442- 4.75% |
$77.1K - $87.8K
|
8.86K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-444- 8.04% |
$77.4K - $88.2K
|
5.08K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-445- 0.12% |
$77.6K - $88.4K
|
359K
$82M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-449- 2.96% |
$78.3K - $89.2K
|
14.7K
$3.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-452- 85.44% |
$78.8K - $89.8K
|
77
$17.6K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-456- 17.19% |
$79.5K - $90.6K
|
2.2K
$502K
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-460- 16.76% |
$80.2K - $91.4K
|
2.29K
$522K
|
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-460- 8.94% |
$80.2K - $91.4K
|
4.69K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-466- 47.41% |
$81.3K - $92.6K
|
517
$118K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-470- 18.2% |
$81.9K - $93.4K
|
2.11K
$482K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-470- 5.71% |
$81.9K - $93.4K
|
7.76K
$1.77M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-477- 6.54% |
$83.2K - $94.8K
|
6.81K
$1.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-484- 4.86% |
$84.4K - $96.2K
|
9.48K
$2.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-492- 1.2% |
$85.8K - $97.8K
|
40.5K
$9.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-493- 14.23% |
$86K - $98K
|
2.97K
$678K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-494- 34.91% |
$86.1K - $98.2K
|
921
$210K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-494- 4.72% |
$86.1K - $98.2K
|
9.98K
$2.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-497- 9.54% |
$86.7K - $98.8K
|
4.71K
$1.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-500- 22.57% |
$87.2K - $99.4K
|
1.72K
$392K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-502- 6.15% |
$87.5K - $99.8K
|
7.66K
$1.75M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-503- 3.26% |
$87.7K - $100K
|
14.9K
$3.41M
|