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 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2.94K+ 3.17% |
$513K - $584K
|
95.6K
$21.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2.92K+ 2.86% |
$508K - $579K
|
105K
$23.8M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.81KNew |
$491K - $559K
|
2.81K
$637K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.8K+ 17.12% |
$488K - $556K
|
19.2K
$4.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.79K+ 18.48% |
$486K - $553K
|
17.9K
$4.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.77KNew |
$483K - $550K
|
2.77K
$627K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
2.77K+ 2.0% |
$483K - $550K
|
141K
$32M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.76K+ 4.52% |
$482K - $549K
|
64K
$14.5M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.74K+ 16.56% |
$478K - $545K
|
19.3K
$4.37M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
2.7K+ 69.49% |
$471K - $537K
|
6.6K
$1.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.7K+ 26.88% |
$471K - $537K
|
12.8K
$2.89M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.69KNew |
$470K - $535K
|
2.69K
$610K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.64K+ 4.19% |
$459K - $524K
|
65.6K
$14.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.61K+ 42.65% |
$455K - $519K
|
8.74K
$1.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
2.61KNew |
$455K - $518K
|
2.61K
$591K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.61KNew |
$455K - $518K
|
2.61K
$591K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.59K+ 9.07% |
$452K - $515K
|
31.2K
$7.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.54K+ 13.11% |
$443K - $505K
|
21.9K
$4.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.5KNew |
$436K - $497K
|
2.5K
$567K
|
|
|
Nov 14, 2023
Q3 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
2.5K+ 100.0% |
$436K - $497K
|
5K
$1.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.46K+ 11.39% |
$428K - $488K
|
24K
$5.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.46K+ 8.06% |
$428K - $488K
|
32.9K
$7.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.39K+ 4.69% |
$416K - $474K
|
53.3K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.37K+ 101.19% |
$414K - $471K
|
4.72K
$1.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.34K+ 19.76% |
$408K - $465K
|
14.2K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.34K+ 23.79% |
$408K - $465K
|
12.2K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.31K+ 24.56% |
$402K - $458K
|
11.7K
$2.65M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.3K+ 0.98% |
$401K - $457K
|
236K
$53.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.3KNew |
$401K - $457K
|
2.3K
$521K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.29K+ 10.16% |
$399K - $455K
|
24.8K
$5.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.26K+ 0.13% |
$395K - $450K
|
1.76M
$399M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.24KNew |
$390K - $445K
|
2.24K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.22K+ 138.0% |
$387K - $441K
|
3.83K
$867K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.2K+ 0.64% |
$384K - $437K
|
346K
$78.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.15K+ 3.87% |
$375K - $427K
|
57.8K
$13.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.13KNew |
$371K - $423K
|
2.13K
$482K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.12K+ 1.22% |
$370K - $422K
|
176K
$39.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.1KNew |
$366K - $417K
|
2.1K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
2.09K+ 6.46% |
$364K - $415K
|
34.4K
$7.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.09K+ 8.05% |
$364K - $414K
|
28K
$6.34M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
2.06K+ 12.16% |
$358K - $408K
|
19K
$4.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.05K+ 0.55% |
$357K - $407K
|
373K
$84.4M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.03K+ 5.7% |
$355K - $404K
|
37.7K
$8.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2K+ 119.33% |
$349K - $397K
|
3.68K
$833K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.93K+ 1.11% |
$337K - $384K
|
176K
$39.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.9K+ 10.69% |
$332K - $378K
|
19.7K
$4.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.89K+ 125.71% |
$330K - $376K
|
3.4K
$769K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.88K+ 47.29% |
$328K - $374K
|
5.87K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.88K+ 13.52% |
$327K - $373K
|
15.8K
$3.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.86K+ 18.8% |
$324K - $370K
|
11.8K
$2.66M
|