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 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
1.21KNew |
$211K - $241K
|
1.21K
$277K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.2KNew |
$210K - $239K
|
1.2K
$275K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.2K+ 65.61% |
$210K - $239K
|
3.03K
$693K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.2K+ 12.77% |
$209K - $238K
|
10.6K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.19KNew |
$207K - $236K
|
1.19K
$271K
|
|
|
Nov 02, 2023
Q3 2023
|
St. Louis Trust CO
|
BUY
|
- |
1.17K+ 3.89% |
$205K - $233K
|
31.4K
$7.16M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.17KNew |
$204K - $233K
|
1.17K
$267K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.17K+ 90.66% |
$203K - $231K
|
2.45K
$559K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.16K+ 22.89% |
$201K - $230K
|
6.2K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$201K - $229K
|
1.15K
$263K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.15K+ 4.53% |
$200K - $228K
|
26.5K
$6.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.15K+ 2.33% |
$200K - $228K
|
50.4K
$11.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.15K+ 7.71% |
$200K - $228K
|
16K
$3.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.14K+ 11.51% |
$199K - $227K
|
11.1K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
1.12K+ 2.97% |
$196K - $223K
|
38.9K
$8.88M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.12K+ 6.25% |
$195K - $223K
|
19K
$4.34M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
1.12K+ 3.59% |
$195K - $222K
|
32.2K
$7.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.11K+ 13.61% |
$194K - $221K
|
9.28K
$2.12M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.1K+ 0.44% |
$192K - $219K
|
253K
$57.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.08K+ 1.9% |
$188K - $215K
|
57.9K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
1.08K+ 1.5% |
$188K - $214K
|
73K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.07K+ 109.88% |
$186K - $212K
|
2.04K
$466K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.07K+ 12.01% |
$186K - $212K
|
9.95K
$2.27M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.06K+ 6.38% |
$184K - $210K
|
17.6K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.05K+ 81.77% |
$184K - $209K
|
2.34K
$535K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.05K+ 2.65% |
$183K - $209K
|
40.7K
$9.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
1.05K+ 4.99% |
$183K - $209K
|
22.1K
$5.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
1.05K+ 15.2% |
$183K - $208K
|
7.94K
$1.81M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.04K+ 27.4% |
$182K - $207K
|
4.84K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.04K+ 22.83% |
$181K - $206K
|
5.57K
$1.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.03K+ 6.77% |
$180K - $205K
|
16.3K
$3.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.02K+ 4.29% |
$177K - $202K
|
24.7K
$5.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.02K+ 0.82% |
$177K - $202K
|
125K
$28.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.01K+ 16.41% |
$176K - $200K
|
7.16K
$1.63M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
1.01K+ 48.83% |
$175K - $200K
|
3.06K
$699K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
992+ 9.4% |
$173K - $197K
|
11.5K
$2.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
977+ 3.54% |
$170K - $194K
|
28.5K
$6.52M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
965+ 60.92% |
$168K - $192K
|
2.55K
$582K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
937+ 1.88% |
$163K - $186K
|
50.7K
$11.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
932+ 2.46% |
$163K - $185K
|
38.8K
$8.85M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
925+ 31.92% |
$161K - $184K
|
3.82K
$873K
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
922+ 1.42% |
$161K - $183K
|
65.7K
$15M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
915+ 44.57% |
$160K - $182K
|
2.97K
$678K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
893+ 3.47% |
$156K - $177K
|
26.6K
$6.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
878+ 1.39% |
$153K - $174K
|
64.1K
$14.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
858+ 3.61% |
$150K - $170K
|
24.6K
$5.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
852+ 2.26% |
$149K - $169K
|
38.6K
$8.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
845+ 4.08% |
$147K - $168K
|
21.6K
$4.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
844+ 11.32% |
$147K - $168K
|
8.3K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
833+ 9.21% |
$145K - $166K
|
9.88K
$2.26M
|