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 17, 2023
Q3 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4.68K+ 6.2% |
$816K - $930K
|
80.2K
$18.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
4.67K+ 40.63% |
$814K - $927K
|
16.2K
$3.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.61K+ 3.63% |
$803K - $915K
|
131K
$29.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4.58KNew |
$798K - $909K
|
4.58K
$1.04M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.53K+ 41.89% |
$790K - $900K
|
15.3K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
4.49KNew |
$783K - $893K
|
4.49K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.45KNew |
$776K - $885K
|
4.45K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
4.44KNew |
$774K - $882K
|
4.44K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
4.44K+ 5.26% |
$774K - $882K
|
88.9K
$20.1M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
4.37K+ 9.72% |
$763K - $869K
|
49.4K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.32K+ 3.34% |
$753K - $858K
|
134K
$30.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
4.31K+ 11.64% |
$751K - $856K
|
41.3K
$9.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.12K+ 150.68% |
$717K - $818K
|
6.85K
$1.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.07K+ 2.15% |
$709K - $808K
|
193K
$43.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
4.03K+ 7.03% |
$703K - $802K
|
61.4K
$13.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.96K+ 152.36% |
$691K - $787K
|
6.56K
$1.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.91KNew |
$682K - $777K
|
3.91K
$886K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.91K+ 62.76% |
$681K - $776K
|
10.1K
$2.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.89KNew |
$679K - $773K
|
3.89K
$881K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.82K+ 1.17% |
$666K - $759K
|
330K
$74.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
3.75K+ 26.03% |
$654K - $745K
|
18.2K
$4.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.7K+ 28.91% |
$645K - $735K
|
16.5K
$3.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.68K+ 5.84% |
$642K - $732K
|
66.8K
$15.1M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.68K+ 21.57% |
$641K - $731K
|
20.7K
$4.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.68KNew |
$641K - $730K
|
3.68K
$832K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
3.67K+ 107.76% |
$639K - $728K
|
7.07K
$1.6M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.66K+ 2.02% |
$639K - $728K
|
185K
$41.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.65K+ 75.01% |
$637K - $726K
|
8.52K
$1.93M
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.64KNew |
$635K - $723K
|
3.64K
$824K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.56K+ 18.48% |
$621K - $707K
|
22.8K
$5.17M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.51KNew |
$612K - $697K
|
3.51K
$795K
|
|
|
Nov 14, 2023
Q3 2023
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
3.5K+ 1.88% |
$610K - $695K
|
190K
$43M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.46K+ 2.74% |
$603K - $687K
|
130K
$29.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
3.44K+ 79.63% |
$600K - $684K
|
7.76K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.42K+ 187.25% |
$596K - $680K
|
5.25K
$1.19M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.41K+ 4.9% |
$594K - $677K
|
72.9K
$16.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.31K+ 11.16% |
$578K - $659K
|
33K
$7.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.31K+ 15.74% |
$577K - $658K
|
24.3K
$5.51M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.27KNew |
$571K - $651K
|
3.27K
$741K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.16K+ 0.3% |
$550K - $627K
|
1.04M
$236M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.11K+ 288.14% |
$542K - $618K
|
4.19K
$948K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
3.1K+ 12.63% |
$541K - $617K
|
27.7K
$6.27M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.1K+ 9.77% |
$541K - $616K
|
34.9K
$7.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.09KNew |
$539K - $614K
|
3.09K
$700K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.07K+ 3.99% |
$535K - $609K
|
79.9K
$18.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
3.06K+ 3.56% |
$533K - $608K
|
88.9K
$20.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.01K+ 47.53% |
$524K - $598K
|
9.33K
$2.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.01K+ 5.2% |
$524K - $597K
|
60.8K
$13.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.01KNew |
$524K - $597K
|
3.01K
$681K
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.96KNew |
$515K - $587K
|
2.96K
$669K
|