Purchases and Sales Made in Q2 2023 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
31K+ 89.89% |
$5.28M - $5.83M
|
65.5K
$14.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
30.9KNew |
$5.27M - $5.81M
|
30.9K
$6.63M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
29.8KNew |
$5.08M - $5.6M
|
29.8K
$6.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
29.7K+ 101.26% |
$5.07M - $5.59M
|
59.1K
$12.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.5K+ 4.82% |
$4.69M - $5.17M
|
599K
$129M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
27.3K+ 18.63% |
$4.65M - $5.12M
|
174K
$37.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
26.9K+ 96.26% |
$4.58M - $5.05M
|
54.8K
$11.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
25.4K+ 1251.55% |
$4.32M - $4.77M
|
27.4K
$5.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.1K+ 43.95% |
$4.1M - $4.52M
|
78.8K
$16.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
23.9K+ 4.01% |
$4.08M - $4.5M
|
620K
$133M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.6K+ 2.53% |
$4.03M - $4.44M
|
958K
$206M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.2K+ 27.77% |
$3.95M - $4.36M
|
107K
$22.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
23.1K+ 909.94% |
$3.93M - $4.33M
|
25.6K
$5.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23K+ 140.99% |
$3.91M - $4.32M
|
39.3K
$8.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
22.8KNew |
$3.88M - $4.28M
|
22.8K
$4.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
22.5KNew |
$3.84M - $4.23M
|
22.5K
$4.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
BUY
|
- |
21.5K+ 15.42% |
$3.67M - $4.05M
|
161K
$34.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
20.9KNew |
$3.57M - $3.94M
|
20.9K
$4.49M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
20.6K+ 1255.31% |
$3.5M - $3.86M
|
22.2K
$4.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
20.6KNew |
$3.5M - $3.86M
|
20.6K
$4.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
20KNew |
$3.41M - $3.76M
|
20K
$4.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
20KNew |
$3.41M - $3.76M
|
20K
$4.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20K+ 6.52% |
$3.4M - $3.75M
|
326K
$70M
|
|
|
Jul 19, 2023
Q2 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
19.9KNew |
$3.39M - $3.74M
|
19.9K
$4.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
19.5KNew |
$3.31M - $3.66M
|
19.5K
$4.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.6K+ 11.32% |
$3.17M - $3.49M
|
183K
$39.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
18.6K+ 318.75% |
$3.17M - $3.49M
|
24.4K
$5.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
18.6K+ 9.59% |
$3.16M - $3.49M
|
212K
$45.5M
|
|
|
Feb 05, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
18.5KNew |
$3.15M - $3.47M
|
18.5K
$3.97M
|
|
|
Feb 07, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
18.5KNew |
$3.15M - $3.47M
|
18.5K
$3.97M
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
18KNew |
$3.07M - $3.38M
|
18K
$3.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18K+ 7.69% |
$3.06M - $3.38M
|
252K
$54M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9K+ 11.53% |
$3.05M - $3.36M
|
173K
$37.1M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
17.8K+ 2020.16% |
$3.04M - $3.35M
|
18.7K
$4.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.4K+ 46.3% |
$2.96M - $3.27M
|
54.9K
$11.8M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
16.6K+ 6.12% |
$2.83M - $3.12M
|
288K
$61.8M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
16.6KNew |
$2.83M - $3.12M
|
16.6K
$3.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
16.5K+ 164.43% |
$2.82M - $3.11M
|
26.6K
$5.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16.5KNew |
$2.8M - $3.09M
|
16.5K
$3.53M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
16.3K+ 865.87% |
$2.77M - $3.06M
|
18.1K
$3.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
16.2K+ 78.05% |
$2.77M - $3.05M
|
37K
$7.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Platt Investment Counsel, LLC
|
BUY
|
- |
15.8K+ 23.56% |
$2.69M - $2.97M
|
82.8K
$17.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
15.7K+ 18.48% |
$2.67M - $2.95M
|
101K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
15.6KNew |
$2.66M - $2.93M
|
15.6K
$3.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.6K+ 1.52% |
$2.65M - $2.92M
|
1.04M
$223M
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
15.1K+ 21.43% |
$2.58M - $2.85M
|
85.8K
$18.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
15KNew |
$2.56M - $2.82M
|
15K
$3.22M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.6K+ 14.06% |
$2.49M - $2.75M
|
119K
$25.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
14.3K+ 18.48% |
$2.44M - $2.69M
|
91.9K
$19.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14.1K+ 273.6% |
$2.4M - $2.65M
|
19.3K
$4.13M
|