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 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
37+ 0.55% |
$6.3K - $6.95K
|
6.74K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
37+ 2.47% |
$6.3K - $6.95K
|
1.53K
$350K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
35+ 0.17% |
$5.96K - $6.58K
|
21.1K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
35+ 0.36% |
$5.96K - $6.58K
|
9.84K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
34+ 0.48% |
$5.79K - $6.39K
|
7.13K
$1.63M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
33+ 0.22% |
$5.62K - $6.2K
|
14.7K
$3.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
32+ 1.84% |
$5.45K - $6.01K
|
1.77K
$404K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
29+ 1.35% |
$4.94K - $5.45K
|
2.17K
$496K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
29+ 1.13% |
$4.94K - $5.45K
|
2.6K
$594K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
28+ 6.9% |
$4.77K - $5.26K
|
434
$99.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
28+ 1.52% |
$4.77K - $5.26K
|
1.87K
$428K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
28+ 0.39% |
$4.77K - $5.26K
|
7.29K
$1.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
27+ 1.5% |
$4.6K - $5.07K
|
1.83K
$418K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
27+ 2.13% |
$4.6K - $5.07K
|
1.29K
$295K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
25+ 1.48% |
$4.26K - $4.7K
|
1.71K
$390K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
25+ 3.52% |
$4.26K - $4.7K
|
735
$168K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
25+ 46.3% |
$4.26K - $4.7K
|
79
$18K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
25+ 0.73% |
$4.26K - $4.7K
|
3.45K
$787K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
25+ 15.43% |
$4.26K - $4.7K
|
187
$42.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
24+ 0.64% |
$4.09K - $4.51K
|
3.77K
$861K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
24+ 0.02% |
$4.09K - $4.51K
|
126K
$28.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
22+ 1.52% |
$3.75K - $4.13K
|
1.47K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
22+ 0.9% |
$3.75K - $4.13K
|
2.47K
$563K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
21+ 6.25% |
$3.58K - $3.95K
|
357
$81.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
21+ 1.84% |
$3.58K - $3.95K
|
1.16K
$265K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
21+ 0.16% |
$3.58K - $3.95K
|
13.1K
$2.99M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
21+ 0.68% |
$3.58K - $3.95K
|
3.11K
$710K
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
21+ 0.21% |
$3.58K - $3.95K
|
10.1K
$2.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
20+ 0.45% |
$3.41K - $3.76K
|
4.48K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
20+ 0.23% |
$3.41K - $3.76K
|
8.87K
$2.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
19+ 0.13% |
$3.24K - $3.57K
|
14.8K
$3.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
19+ 0.33% |
$3.24K - $3.57K
|
5.83K
$1.33M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
18+ 0.82% |
$3.07K - $3.38K
|
2.22K
$507K
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
18+ 0.06% |
$3.07K - $3.38K
|
30.2K
$6.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.65% |
$2.9K - $3.19K
|
2.64K
$603K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
16+ 0.23% |
$2.73K - $3.01K
|
6.87K
$1.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
16+ 3.23% |
$2.73K - $3.01K
|
511
$117K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16+ 0.34% |
$2.73K - $3.01K
|
4.68K
$1.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
15+ 0.26% |
$2.56K - $2.82K
|
5.89K
$1.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
15+ 0.3% |
$2.56K - $2.82K
|
4.98K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
15+ 0.11% |
$2.56K - $2.82K
|
14K
$3.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
13+ 0.62% |
$2.22K - $2.44K
|
2.11K
$482K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
13+ 0.16% |
$2.22K - $2.44K
|
8.18K
$1.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
13+ 3.16% |
$2.22K - $2.44K
|
424
$96.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
12+ 0.67% |
$2.04K - $2.26K
|
1.82K
$414K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
12+ 0.27% |
$2.04K - $2.26K
|
4.38K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
12+ 0.27% |
$2.04K - $2.26K
|
4.39K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
12+ 1.01% |
$2.04K - $2.26K
|
1.2K
$275K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
11+ 0.54% |
$1.87K - $2.07K
|
2.03K
$464K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
11+ 0.54% |
$1.87K - $2.07K
|
2.07K
$472K
|