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 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-812- 0.66% |
$142K - $161K
|
123K
$28M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-820- 41.69% |
$143K - $163K
|
1.15K
$262K
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-825- 8.92% |
$144K - $164K
|
8.43K
$1.92M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-838- 6.46% |
$146K - $167K
|
12.1K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-839- 14.07% |
$146K - $167K
|
5.12K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-841- 31.86% |
$147K - $167K
|
1.8K
$411K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-852- 21.47% |
$149K - $169K
|
3.12K
$712K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-858- 1.13% |
$150K - $170K
|
75.3K
$17.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-864- 37.31% |
$151K - $172K
|
1.45K
$331K
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-900- 3.11% |
$157K - $179K
|
28.1K
$6.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-904- 20.1% |
$158K - $180K
|
3.59K
$820K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-908- 2.54% |
$158K - $180K
|
34.8K
$7.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-914- 13.01% |
$159K - $182K
|
6.11K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-923- 3.05% |
$161K - $183K
|
29.3K
$6.69M
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-931- 5.33% |
$162K - $185K
|
16.6K
$3.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-944- 40.07% |
$165K - $188K
|
1.41K
$322K
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-950- 11.23% |
$166K - $189K
|
7.51K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-950- 7.47% |
$166K - $189K
|
11.8K
$2.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-951- 21.04% |
$166K - $189K
|
3.57K
$815K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-954- 2.2% |
$166K - $190K
|
42.3K
$9.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-975- 2.25% |
$170K - $194K
|
42.3K
$9.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-976- 47.47% |
$170K - $194K
|
1.08K
$247K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-987- 11.28% |
$172K - $196K
|
7.76K
$1.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-992- 1.32% |
$173K - $197K
|
74.3K
$17M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-995- 22.16% |
$173K - $198K
|
3.5K
$798K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-998- 38.33% |
$174K - $198K
|
1.61K
$367K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.02K- 5.23% |
$178K - $203K
|
18.5K
$4.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.04K- 15.98% |
$182K - $207K
|
5.48K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.05K- 11.01% |
$183K - $209K
|
8.5K
$1.94M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.06K- 6.33% |
$185K - $211K
|
15.7K
$3.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.07K- 0.52% |
$187K - $213K
|
204K
$46.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.09K- 3.91% |
$190K - $217K
|
26.8K
$6.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 13.75% |
$190K - $217K
|
6.84K
$1.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.1K- 5.69% |
$192K - $218K
|
18.2K
$4.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.11K- 2.55% |
$193K - $220K
|
42.2K
$9.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.12K- 31.63% |
$195K - $222K
|
2.42K
$552K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.12K- 13.98% |
$195K - $222K
|
6.88K
$1.57M
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.13K- 2.87% |
$197K - $225K
|
38.3K
$8.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.13K- 2.81% |
$198K - $225K
|
39.3K
$8.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.15K- 15.29% |
$201K - $229K
|
6.38K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.17K- 33.39% |
$204K - $232K
|
2.33K
$532K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-1.19K- 27.97% |
$207K - $236K
|
3.06K
$697K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-1.19K- 3.52% |
$207K - $236K
|
32.5K
$7.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.23K- 21.61% |
$214K - $244K
|
4.45K
$1.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.23K- 9.62% |
$214K - $244K
|
11.5K
$2.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.23K- 35.95% |
$214K - $244K
|
2.19K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.28K- 5.01% |
$224K - $255K
|
24.3K
$5.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.28K- 5.26% |
$224K - $255K
|
23.1K
$5.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.29K- 29.16% |
$224K - $255K
|
3.12K
$712K
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.29K- 2.99% |
$224K - $256K
|
41.8K
$9.54M
|