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
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.8K+ 1.37% |
$314K - $358K
|
133K
$30.4M
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.8K+ 9.28% |
$314K - $358K
|
21.2K
$4.84M
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.77K+ 128.4% |
$308K - $351K
|
3.15K
$718K
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.75KNew |
$305K - $348K
|
1.75K
$399K
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.75K+ 3.05% |
$305K - $347K
|
59K
$13.5M
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.68K+ 2.56% |
$292K - $333K
|
67.2K
$15.3M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.68K+ 10.28% |
$292K - $333K
|
18K
$4.1M
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.67K+ 3.06% |
$291K - $332K
|
56.3K
$12.8M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.64K+ 8.46% |
$286K - $325K
|
21K
$4.8M
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.62K+ 19.21% |
$283K - $322K
|
10.1K
$2.3M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.59K+ 27.47% |
$276K - $315K
|
7.36K
$1.68M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.58K+ 2.87% |
$275K - $314K
|
56.5K
$12.9M
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
1.55K+ 3.89% |
$270K - $308K
|
41.4K
$9.45M
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.54K+ 1.56% |
$269K - $307K
|
101K
$23M
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.54K+ 466.16% |
$269K - $307K
|
1.87K
$428K
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.52KNew |
$265K - $301K
|
1.52K
$346K
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.5KNew |
$262K - $299K
|
1.5K
$343K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.5KNew |
$262K - $298K
|
1.5K
$342K
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.5K+ 18.61% |
$261K - $298K
|
9.55K
$2.18M
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.47KNew |
$256K - $292K
|
1.47K
$335K
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.46K+ 4.53% |
$255K - $290K
|
33.7K
$7.69M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.46K+ 11.52% |
$254K - $290K
|
14.1K
$3.22M
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.41KNew |
$246K - $281K
|
1.41K
$322K
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.39K+ 8.4% |
$243K - $277K
|
18K
$4.11M
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.39K+ 0.89% |
$242K - $276K
|
157K
$35.9M
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.38K+ 54.54% |
$240K - $273K
|
3.9K
$889K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.38KNew |
$240K - $273K
|
1.38K
$314K
|
|
Oct 10, 2023
Q3 2023
|
Leeward Investments, LLC Ma
|
BUY
|
- |
1.36KNew |
$237K - $270K
|
1.36K
$310K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.35K+ 1.26% |
$235K - $268K
|
108K
$24.7M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.35K+ 8.83% |
$235K - $267K
|
16.6K
$3.79M
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.34K+ 17.54% |
$233K - $265K
|
8.95K
$2.04M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.33K+ 10.8% |
$232K - $264K
|
13.7K
$3.12M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.32K+ 1.28% |
$230K - $262K
|
104K
$23.7M
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.32K+ 96.34% |
$230K - $262K
|
2.68K
$613K
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.31KNew |
$229K - $261K
|
1.31K
$300K
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.31KNew |
$229K - $261K
|
1.31K
$300K
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.31K+ 22.04% |
$229K - $261K
|
7.27K
$1.66M
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.31K+ 102.26% |
$229K - $261K
|
2.59K
$592K
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.28K+ 5.26% |
$224K - $255K
|
25.7K
$5.86M
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.26KNew |
$220K - $251K
|
1.26K
$289K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.26K+ 2.45% |
$220K - $251K
|
52.9K
$12.1M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.26K+ 3.26% |
$219K - $250K
|
39.9K
$9.11M
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
- |
1.25KNew |
$218K - $248K
|
1.25K
$285K
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.24KNew |
$216K - $246K
|
1.24K
$283K
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.23KNew |
$214K - $244K
|
1.23K
$281K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$214K - $243K
|
1.23K
$280K
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.22K+ 1.2% |
$213K - $243K
|
103K
$23.6M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.22KNew |
$213K - $243K
|
1.22K
$279K
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
1.22KNew |
$213K - $242K
|
1.22K
$279K
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.22K+ 144.83% |
$212K - $242K
|
2.06K
$470K
|