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 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-10.9K- 1.49% |
$1.85M - $2.04M
|
717K
$164M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.1K- 71.53% |
$1.9M - $2.09M
|
4.43K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-11.2K- 55.44% |
$1.91M - $2.11M
|
9.02K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.5K- 2.13% |
$1.96M - $2.16M
|
527K
$120M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-11.6K- 24.4% |
$1.98M - $2.18M
|
35.9K
$8.21M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-11.7K- 4.98% |
$2M - $2.2M
|
223K
$51M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.9K- 1.75% |
$2.02M - $2.23M
|
667K
$152M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.9K- 86.78% |
$2.03M - $2.24M
|
1.82K
$415K
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-11.9K- 9.62% |
$2.04M - $2.24M
|
112K
$25.6M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.1K- 21.34% |
$2.06M - $2.27M
|
44.5K
$10.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-12.1K- 87.51% |
$2.06M - $2.28M
|
1.73K
$395K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-12.1K- 8.57% |
$2.07M - $2.28M
|
129K
$29.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-12.6K- 23.93% |
$2.14M - $2.36M
|
40K
$9.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-12.8K- 22.25% |
$2.18M - $2.41M
|
44.8K
$10.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13K- 2.33% |
$2.21M - $2.44M
|
544K
$124M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-13.2K- 19.7% |
$2.25M - $2.48M
|
53.8K
$12.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-13.3K- 91.89% |
$2.26M - $2.49M
|
1.17K
$267K
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-13.3K- 85.29% |
$2.27M - $2.51M
|
2.3K
$525K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.6K- 1.62% |
$2.33M - $2.57M
|
829K
$189M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-13.8K- 1.89% |
$2.35M - $2.59M
|
718K
$164M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-14K- 16.85% |
$2.38M - $2.63M
|
69K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-14.5K- 9.14% |
$2.47M - $2.72M
|
144K
$32.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-14.6K- 18.19% |
$2.49M - $2.75M
|
65.8K
$15M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-15K- 64.79% |
$2.55M - $2.82M
|
8.14K
$1.86M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-15.1K- 73.45% |
$2.56M - $2.83M
|
5.44K
$1.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.6K- 6.02% |
$2.66M - $2.94M
|
244K
$55.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-15.8K- 5.17% |
$2.69M - $2.97M
|
290K
$66.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-16.4K- 37.9% |
$2.79M - $3.08M
|
26.8K
$6.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-16.8K- 72.55% |
$2.87M - $3.16M
|
6.36K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.9K- 27.58% |
$2.88M - $3.18M
|
44.4K
$10.1M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-17.6K- 69.74% |
$2.99M - $3.3M
|
7.62K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-17.8K- 43.22% |
$3.04M - $3.35M
|
23.4K
$5.35M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.1K- 37.45% |
$3.08M - $3.4M
|
30.2K
$6.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-18.4K- 12.08% |
$3.14M - $3.46M
|
134K
$30.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18.8K- 99.57% |
$3.21M - $3.54M
|
82
$18.7K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-20.6K- 68.67% |
$3.51M - $3.87M
|
9.4K
$2.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-21.3K- 32.12% |
$3.63M - $4M
|
45K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-22.3K- 42.06% |
$3.79M - $4.18M
|
30.7K
$7M
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-22.4K- 93.58% |
$3.82M - $4.21M
|
1.54K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-22.7K- 21.58% |
$3.87M - $4.27M
|
82.6K
$18.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-23.7K- 36.8% |
$4.04M - $4.45M
|
40.7K
$9.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24.6K- 27.46% |
$4.18M - $4.61M
|
64.9K
$14.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-25.2K- 3.57% |
$4.3M - $4.74M
|
681K
$156M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-27.6K- 3.66% |
$4.71M - $5.19M
|
727K
$166M
|
|
|
Aug 14, 2023
Q2 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-27.8K- 48.7% |
$4.73M - $5.22M
|
29.3K
$6.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-29.1K- 3.09% |
$4.95M - $5.46M
|
911K
$208M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-31.1K- 3.38% |
$5.31M - $5.85M
|
890K
$203M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-32.2K- 56.89% |
$5.48M - $6.05M
|
24.4K
$5.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-32.5K- 26.1% |
$5.54M - $6.11M
|
92.1K
$21M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-33K- 93.92% |
$5.62M - $6.2M
|
2.14K
$488K
|