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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-493- 14.23% |
$86K - $98K
|
2.97K
$638K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-494- 34.91% |
$86.1K - $98.2K
|
921
$198K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-494- 4.72% |
$86.1K - $98.2K
|
9.98K
$2.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-497- 9.54% |
$86.7K - $98.8K
|
4.71K
$1.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-500- 22.57% |
$87.2K - $99.4K
|
1.72K
$368K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-502- 6.15% |
$87.5K - $99.8K
|
7.66K
$1.64M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-503- 3.26% |
$87.7K - $100K
|
14.9K
$3.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-515- 12.34% |
$89.8K - $102K
|
3.66K
$785K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-518- 1.91% |
$90.3K - $103K
|
26.6K
$5.71M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-519- 2.65% |
$90.5K - $103K
|
19K
$4.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-520- 3.53% |
$90.7K - $103K
|
14.2K
$3.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-520- 1.3% |
$90.7K - $103K
|
39.5K
$8.47M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-521- 7.55% |
$90.8K - $104K
|
6.38K
$1.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-534- 24.81% |
$93.1K - $106K
|
1.62K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-536- 11.7% |
$93.5K - $107K
|
4.05K
$868K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-547- 6.41% |
$95.4K - $109K
|
7.98K
$1.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-547- 2.66% |
$95.4K - $109K
|
20K
$4.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-550- 30.56% |
$95.9K - $109K
|
1.25K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-559- 6.8% |
$97.5K - $111K
|
7.66K
$1.64M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-561- 2.73% |
$97.8K - $111K
|
20K
$4.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-569- 39.24% |
$99.2K - $113K
|
881
$189K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-570- 2.59% |
$99.4K - $113K
|
21.4K
$4.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-571- 4.97% |
$99.6K - $113K
|
10.9K
$2.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-586- 3.62% |
$102K - $116K
|
15.6K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-587- 0.11% |
$102K - $117K
|
554K
$119M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-591- 10.58% |
$103K - $117K
|
4.99K
$1.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-598- 0.34% |
$104K - $119K
|
173K
$37.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-600- 7.92% |
$105K - $119K
|
6.98K
$1.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-600- 20.58% |
$105K - $119K
|
2.32K
$497K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-603- 32.09% |
$105K - $120K
|
1.28K
$274K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-609- 15.19% |
$106K - $121K
|
3.4K
$730K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-612- 2.81% |
$107K - $122K
|
21.2K
$4.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-617- 25.79% |
$108K - $123K
|
1.78K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-625- 24.04% |
$109K - $124K
|
1.98K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-627- 2.03% |
$109K - $125K
|
30.3K
$6.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-629- 23.97% |
$110K - $125K
|
2K
$428K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-635- 1.89% |
$111K - $126K
|
33K
$7.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-637- 33.51% |
$111K - $127K
|
1.26K
$271K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-642- 15.26% |
$112K - $128K
|
3.56K
$765K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-644- 1.22% |
$112K - $128K
|
52.3K
$11.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-645- 3.79% |
$112K - $128K
|
16.4K
$3.51M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-651- 1.7% |
$114K - $129K
|
37.8K
$8.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-663- 5.71% |
$116K - $132K
|
10.9K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-665- 5.99% |
$116K - $132K
|
10.4K
$2.24M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-666- 1.15% |
$116K - $132K
|
57.3K
$12.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-669- 1.33% |
$117K - $133K
|
49.8K
$10.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-676- 0.28% |
$118K - $134K
|
243K
$52.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-696- 17.93% |
$121K - $138K
|
3.19K
$684K
|
|
|
Oct 10, 2023
Q3 2023
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-718- 0.87% |
$125K - $143K
|
82.1K
$17.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-749- 1.96% |
$131K - $149K
|
37.5K
$8.05M
|