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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
162+ 1.48% |
$27.6K - $30.4K
|
11.1K
$2.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
156+ 2.6% |
$26.6K - $29.3K
|
6.15K
$1.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Greenfield Ftc, Inc.
|
BUY
|
- |
152+ 0.27% |
$25.9K - $28.6K
|
56.8K
$12.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
151+ 0.55% |
$25.7K - $28.4K
|
27.6K
$6.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
150+ 0.46% |
$25.6K - $28.2K
|
32.9K
$7.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
150+ 9.75% |
$25.6K - $28.2K
|
1.69K
$382K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
148+ 1.1% |
$25.2K - $27.8K
|
13.5K
$3.07M
|
|
|
Aug 24, 2023
Q2 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
148+ 0.47% |
$25.2K - $27.8K
|
31.6K
$7.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
145+ 15.33% |
$24.7K - $27.2K
|
1.09K
$247K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
144+ 0.42% |
$24.5K - $27.1K
|
34.5K
$7.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
144+ 7.66% |
$24.5K - $27.1K
|
2.02K
$458K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
143+ 4.45% |
$24.4K - $26.9K
|
3.36K
$760K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
136+ 0.27% |
$23.2K - $25.6K
|
49.8K
$11.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
136+ 0.47% |
$23.2K - $25.6K
|
28.8K
$6.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
136+ 6.27% |
$23.2K - $25.6K
|
2.31K
$522K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
132New |
$22.5K - $24.8K
|
132
$29.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
129+ 7.37% |
$22K - $24.2K
|
1.88K
$426K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
128+ 3.51% |
$21.8K - $24.1K
|
3.78K
$855K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
127+ 6.12% |
$21.6K - $23.9K
|
2.2K
$498K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
125+ 0.55% |
$21.3K - $23.5K
|
22.9K
$5.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
125+ 0.77% |
$21.3K - $23.5K
|
16.4K
$3.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Flower City Capital
|
BUY
|
- |
122+ 5.66% |
$20.8K - $22.9K
|
2.28K
$515K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
120+ 1.43% |
$20.4K - $22.6K
|
8.53K
$1.93M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
119+ 0.37% |
$20.3K - $22.4K
|
32.1K
$7.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
117+ 25.0% |
$19.9K - $22K
|
585
$132K
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
116+ 2.36% |
$19.8K - $21.8K
|
5.04K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
115+ 22.55% |
$19.6K - $21.6K
|
625
$142K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
115+ 0.3% |
$19.6K - $21.6K
|
38.6K
$8.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
114+ 1.32% |
$19.4K - $21.4K
|
8.77K
$1.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
110+ 4.45% |
$18.7K - $20.7K
|
2.58K
$585K
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
108+ 0.49% |
$18.4K - $20.3K
|
22.1K
$5M
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
105+ 6.9% |
$17.9K - $19.7K
|
1.63K
$368K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
104+ 16.2% |
$17.7K - $19.5K
|
746
$169K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
103+ 1.48% |
$17.6K - $19.4K
|
7.08K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
102+ 0.02% |
$17.4K - $19.2K
|
499K
$113M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
101+ 3.51% |
$17.2K - $19K
|
2.98K
$674K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
101+ 8.19% |
$17.2K - $19K
|
1.33K
$302K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
101+ 6.41% |
$17.2K - $19K
|
1.68K
$380K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
101+ 0.4% |
$17.2K - $19K
|
25.6K
$5.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
101+ 1.08% |
$17.2K - $19K
|
9.42K
$2.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
100+ 4.35% |
$17K - $18.8K
|
2.4K
$544K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100+ 38.91% |
$17K - $18.8K
|
357
$80.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
100New |
$17K - $18.8K
|
100
$22.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100New |
$17K - $18.8K
|
100
$22.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
99+ 0.32% |
$16.9K - $18.6K
|
31.4K
$7.12M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
98+ 0.91% |
$16.7K - $18.4K
|
10.9K
$2.46M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
95New |
$16.2K - $17.9K
|
95
$21.5K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
94+ 0.25% |
$16K - $17.7K
|
38.4K
$8.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
93New |
$15.8K - $17.5K
|
93
$21.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
93+ 0.34% |
$15.8K - $17.5K
|
27.8K
$6.29M
|