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 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-489- 18.4% |
$83.3K - $91.9K
|
2.17K
$491K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-490- 27.56% |
$83.5K - $92.1K
|
1.29K
$292K
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-493- 25.53% |
$84K - $92.6K
|
1.44K
$326K
|
|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-496- 5.4% |
$84.5K - $93.2K
|
8.69K
$1.97M
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-500- 5.29% |
$85.2K - $94K
|
8.96K
$2.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-501- 9.29% |
$85.4K - $94.2K
|
4.89K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-506- 2.4% |
$86.2K - $95.1K
|
20.6K
$4.67M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
SELL
|
- |
-509- 2.54% |
$86.7K - $95.7K
|
19.6K
$4.43M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-510- 1.62% |
$86.9K - $95.8K
|
31.1K
$7.03M
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-511- 12.54% |
$87.1K - $96K
|
3.56K
$807K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-513- 24.96% |
$87.4K - $96.4K
|
1.54K
$349K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-514- 3.95% |
$87.6K - $96.6K
|
12.5K
$2.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-525- 2.82% |
$89.5K - $98.7K
|
18.1K
$4.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-526- 13.23% |
$89.6K - $98.9K
|
3.45K
$781K
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-532- 19.94% |
$90.7K - $100K
|
2.14K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-537- 6.13% |
$91.5K - $101K
|
8.23K
$1.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-538- 27.65% |
$91.7K - $101K
|
1.41K
$319K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-538- 0.54% |
$91.7K - $101K
|
99.3K
$22.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-553- 3.49% |
$94.2K - $104K
|
15.3K
$3.46M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-554- 5.72% |
$94.4K - $104K
|
9.13K
$2.07M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-559- 2.35% |
$95.3K - $105K
|
23.2K
$5.25M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-559- 3.59% |
$95.3K - $105K
|
15K
$3.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-561- 1.8% |
$95.6K - $105K
|
30.7K
$6.95M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-571- 2.94% |
$97.3K - $107K
|
18.9K
$4.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-571- 2.85% |
$97.3K - $107K
|
19.5K
$4.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-572- 5.24% |
$97.5K - $107K
|
10.3K
$2.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-581- 1.4% |
$99K - $109K
|
41K
$9.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-583- 28.69% |
$99.3K - $110K
|
1.45K
$328K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-590- 4.35% |
$101K - $111K
|
13K
$2.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-590- 7.57% |
$101K - $111K
|
7.21K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-591- 9.86% |
$101K - $111K
|
5.41K
$1.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-594- 10.31% |
$101K - $112K
|
5.17K
$1.17M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-597- 19.97% |
$102K - $112K
|
2.39K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-599- 4.47% |
$102K - $113K
|
12.8K
$2.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-628- 9.85% |
$107K - $118K
|
5.75K
$1.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-636- 2.8% |
$108K - $120K
|
22K
$4.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-643- 12.76% |
$110K - $121K
|
4.4K
$996K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-651- 31.51% |
$111K - $122K
|
1.42K
$320K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-661- 1.63% |
$113K - $124K
|
40K
$9.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-668- 36.54% |
$114K - $126K
|
1.16K
$263K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-670- 5.16% |
$114K - $126K
|
12.3K
$2.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-670- 3.97% |
$114K - $126K
|
16.2K
$3.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-675- 4.67% |
$115K - $127K
|
13.8K
$3.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-681- 15.77% |
$116K - $128K
|
3.64K
$823K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-683- 4.01% |
$116K - $128K
|
16.4K
$3.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-688- 17.01% |
$117K - $129K
|
3.36K
$760K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-698- 7.84% |
$119K - $131K
|
8.21K
$1.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-699- 2.04% |
$119K - $131K
|
33.5K
$7.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-700- 75.51% |
$119K - $132K
|
227
$51.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-707- 31.62% |
$120K - $133K
|
1.53K
$346K
|