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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2024
Q3 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
18.5KNew |
$3.22M - $3.67M
|
18.5K
$4.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.3K+ 2.71% |
$3.2M - $3.65M
|
696K
$159M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
17.7KNew |
$3.09M - $3.52M
|
17.7K
$4.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17.6K+ 14.76% |
$3.07M - $3.5M
|
137K
$31.3M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
17.5KNew |
$3.05M - $3.47M
|
17.5K
$3.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.7K+ 121.33% |
$2.91M - $3.32M
|
30.4K
$6.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.4K+ 22.01% |
$2.86M - $3.26M
|
90.9K
$20.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16K+ 29.21% |
$2.79M - $3.18M
|
70.8K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
15.3KNew |
$2.68M - $3.05M
|
15.3K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
15.3K+ 57.4% |
$2.66M - $3.03M
|
41.8K
$9.55M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.1K+ 278.47% |
$2.64M - $3.01M
|
20.6K
$4.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
15K+ 59.58% |
$2.62M - $2.98M
|
40.2K
$9.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
14.4KNew |
$2.51M - $2.86M
|
14.4K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
13.7K+ 26.91% |
$2.38M - $2.71M
|
64.4K
$14.7M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.4K+ 57.42% |
$2.34M - $2.67M
|
36.8K
$8.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
13.2KNew |
$2.3M - $2.63M
|
13.2K
$3.02M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13.2K+ 78.3% |
$2.3M - $2.62M
|
30K
$6.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
13.1K+ 41.12% |
$2.29M - $2.61M
|
45K
$10.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
- |
12.8KNew |
$2.22M - $2.53M
|
12.8K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
12.6KNew |
$2.2M - $2.5M
|
12.6K
$2.87M
|
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
12.3KNew |
$2.15M - $2.45M
|
12.3K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12.3K+ 94330.77% |
$2.14M - $2.44M
|
12.3K
$2.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
12.1KNew |
$2.11M - $2.41M
|
12.1K
$2.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
12K+ 610.03% |
$2.1M - $2.39M
|
14K
$3.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.9K+ 55.65% |
$2.07M - $2.36M
|
33.3K
$7.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11.3K+ 1800.64% |
$1.97M - $2.24M
|
11.9K
$2.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.2KNew |
$1.96M - $2.23M
|
11.2K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Greenhouse Funds Lllp
Baltimore, MD |
BUY
|
- |
11.2K+ 55.84% |
$1.95M - $2.22M
|
31.2K
$7.12M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11.1K+ 70.15% |
$1.94M - $2.21M
|
27K
$6.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 19.46% |
$1.94M - $2.21M
|
68.3K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
11.1K+ 9.71% |
$1.94M - $2.21M
|
125K
$28.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
11.1K+ 195.98% |
$1.93M - $2.2M
|
16.7K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
10.9K+ 2189.6% |
$1.91M - $2.18M
|
11.4K
$2.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.8K+ 68.71% |
$1.88M - $2.14M
|
26.4K
$6.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.7K+ 241.99% |
$1.87M - $2.13M
|
15.2K
$3.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
10.4K+ 3772.73% |
$1.81M - $2.06M
|
10.7K
$2.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.2K+ 22.68% |
$1.77M - $2.02M
|
55K
$12.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
9.99K+ 94.13% |
$1.74M - $1.98M
|
20.6K
$4.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.91K+ 36.39% |
$1.73M - $1.97M
|
37.2K
$8.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9.91KNew |
$1.73M - $1.97M
|
9.91K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
9.84KNew |
$1.72M - $1.96M
|
9.84K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.52K+ 40.46% |
$1.66M - $1.89M
|
33K
$7.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
9.24K+ 7103.85% |
$1.61M - $1.84M
|
9.37K
$2.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.21K+ 241.46% |
$1.61M - $1.83M
|
13K
$2.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.15K+ 20.4% |
$1.6M - $1.82M
|
54K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
8.74K+ 215.31% |
$1.52M - $1.74M
|
12.8K
$2.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.73K+ 48.87% |
$1.52M - $1.73M
|
26.6K
$6.07M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.73K+ 48.87% |
$1.52M - $1.73M
|
26.6K
$6.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
8.71K+ 15.83% |
$1.52M - $1.73M
|
63.7K
$14.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.66K+ 1.04% |
$1.51M - $1.72M
|
838K
$191M
|