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 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-9.36K- 70.37% |
$1.63M - $1.86M
|
3.94K
$846K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9.46K- 25.54% |
$1.65M - $1.88M
|
27.6K
$5.92M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.59K- 77.41% |
$1.67M - $1.9M
|
2.8K
$600K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.66K- 73.77% |
$1.68M - $1.92M
|
3.43K
$737K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-9.76K- 3.37% |
$1.7M - $1.94M
|
280K
$60M
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-10.4K- 97.42% |
$1.81M - $2.06M
|
275
$59K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10.4K- 14.36% |
$1.81M - $2.06M
|
61.9K
$13.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 26.62% |
$1.85M - $2.1M
|
29.2K
$6.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-10.6K- 11.39% |
$1.85M - $2.1M
|
82.3K
$17.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-11.4K- 73.82% |
$2M - $2.27M
|
4.06K
$871K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-11.5K- 1.39% |
$2M - $2.28M
|
814K
$175M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.7K- 58.12% |
$2.21M - $2.52M
|
9.15K
$1.96M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.9K- 22.74% |
$2.26M - $2.57M
|
44K
$9.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-13.2K- 57.62% |
$2.31M - $2.63M
|
9.74K
$2.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-13.3K- 1.85% |
$2.32M - $2.64M
|
704K
$151M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-13.4K- 54.7% |
$2.33M - $2.65M
|
11.1K
$2.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-13.6K- 6.07% |
$2.36M - $2.69M
|
210K
$45M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.9K- 51.71% |
$2.42M - $2.76M
|
13K
$2.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-13.9K- 1.53% |
$2.43M - $2.77M
|
897K
$193M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-14.7K- 0.58% |
$2.56M - $2.92M
|
2.51M
$540M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15.1K- 53.87% |
$2.62M - $2.99M
|
12.9K
$2.77M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.3K- 84.27% |
$2.67M - $3.04M
|
2.85K
$612K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-15.4K- 27.38% |
$2.69M - $3.06M
|
40.9K
$8.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15.4K- 13.03% |
$2.69M - $3.07M
|
103K
$22.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-15.5K- 8.55% |
$2.71M - $3.09M
|
166K
$35.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.6K- 6.84% |
$2.73M - $3.11M
|
213K
$45.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-16K- 32.74% |
$2.8M - $3.19M
|
33K
$7.07M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-16.5K- 91.76% |
$2.88M - $3.28M
|
1.48K
$318K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17K- 9.8% |
$2.96M - $3.37M
|
156K
$33.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-20.4K- 89.8% |
$3.55M - $4.05M
|
2.32K
$497K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.5K- 2.14% |
$3.58M - $4.07M
|
938K
$201M
|
|
|
Nov 14, 2023
Q3 2023
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-20.8K- 14.45% |
$3.63M - $4.13M
|
123K
$26.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.9K- 38.38% |
$3.81M - $4.34M
|
35.1K
$7.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-21.9K- 15.52% |
$3.81M - $4.34M
|
119K
$25.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-22.6K- 25.16% |
$3.94M - $4.49M
|
67.3K
$14.4M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-23K- 89.98% |
$4.01M - $4.58M
|
2.57K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-23.3K- 31.19% |
$4.07M - $4.64M
|
51.5K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-23.5K- 76.32% |
$4.1M - $4.67M
|
7.3K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.7K- 5.73% |
$4.12M - $4.7M
|
389K
$83.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.9K- 75.58% |
$4.16M - $4.74M
|
7.71K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-24K- 12.96% |
$4.18M - $4.77M
|
161K
$34.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-24.6K- 43.19% |
$4.28M - $4.88M
|
32.3K
$6.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-24.6K- 48.38% |
$4.3M - $4.9M
|
26.3K
$5.64M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-25.3K- 13.83% |
$4.41M - $5.02M
|
158K
$33.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-25.7K- 3.77% |
$4.48M - $5.1M
|
656K
$141M
|
|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-25.8K- 86.57% |
$4.5M - $5.13M
|
4.01K
$860K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-26.4K- 7.87% |
$4.61M - $5.25M
|
310K
$66.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-26.6K- 17.35% |
$4.64M - $5.29M
|
127K
$27.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-26.8K- 99.86% |
$4.67M - $5.32M
|
38
$8.16K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-26.8K- 30.24% |
$4.68M - $5.33M
|
61.9K
$13.3M
|