Purchases and Sales Made in Q1 2023 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
527+ 15.48% |
$89.7K - $105K
|
3.93K
$930K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
524+ 8.39% |
$89.2K - $104K
|
6.77K
$1.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
517+ 12.33% |
$88K - $103K
|
4.71K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
515+ 21.97% |
$87.7K - $102K
|
2.86K
$677K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
510+ 0.71% |
$86.8K - $101K
|
72.5K
$17.2M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
509+ 2.87% |
$86.7K - $101K
|
18.2K
$4.31M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
507New |
$86.3K - $101K
|
507
$120K
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
500+ 5.58% |
$85.1K - $99.2K
|
9.46K
$2.24M
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
485+ 34.54% |
$82.6K - $96.2K
|
1.89K
$447K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
479+ 5.13% |
$81.5K - $95K
|
9.81K
$2.32M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
478+ 3.43% |
$81.4K - $94.8K
|
14.4K
$3.41M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
477+ 8.78% |
$81.2K - $94.6K
|
5.91K
$1.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
476+ 5.26% |
$81K - $94.4K
|
9.53K
$2.25M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
474+ 76.33% |
$80.7K - $94K
|
1.1K
$259K
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
473+ 32.44% |
$80.5K - $93.8K
|
1.93K
$457K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
471+ 0.45% |
$80.2K - $93.4K
|
104K
$24.6M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
465+ 34.68% |
$79.2K - $92.2K
|
1.81K
$427K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
460+ 22.77% |
$78.3K - $91.2K
|
2.48K
$587K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
458+ 19.71% |
$78K - $90.8K
|
2.78K
$658K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
451+ 6.63% |
$76.8K - $89.4K
|
7.26K
$1.72M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
441+ 1.6% |
$75.1K - $87.5K
|
27.9K
$6.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
438+ 0.64% |
$74.6K - $86.9K
|
68.4K
$16.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
436+ 9.45% |
$74.2K - $86.5K
|
5.05K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
433New |
$73.7K - $85.9K
|
433
$102K
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
428+ 24.1% |
$72.9K - $84.9K
|
2.2K
$522K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
428New |
$72.9K - $84.9K
|
428
$101K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
422+ 3.04% |
$71.8K - $83.7K
|
14.3K
$3.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
420+ 26.14% |
$71.5K - $83.3K
|
2.03K
$480K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
420+ 152.73% |
$71.5K - $83.3K
|
695
$165K
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
417+ 0.33% |
$71K - $82.7K
|
127K
$30M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
413+ 3.26% |
$70.3K - $81.9K
|
13.1K
$3.1M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
412+ 10.67% |
$70.1K - $81.7K
|
4.27K
$1.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
411New |
$70K - $81.5K
|
411
$97.3K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
411+ 10.84% |
$70K - $81.5K
|
4.2K
$995K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
409+ 0.86% |
$69.6K - $81.1K
|
48.1K
$11.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
404+ 5.46% |
$68.8K - $80.1K
|
7.81K
$1.85M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
397+ 4.45% |
$67.6K - $78.7K
|
9.32K
$2.21M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
395+ 3.68% |
$67.2K - $78.3K
|
11.1K
$2.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
390+ 4.91% |
$66.4K - $77.3K
|
8.33K
$1.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
389+ 13.87% |
$66.2K - $77.1K
|
3.19K
$756K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
387+ 30.76% |
$65.9K - $76.7K
|
1.65K
$389K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
376+ 2.49% |
$64K - $74.6K
|
15.5K
$3.67M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
371+ 92.29% |
$63.2K - $73.6K
|
773
$183K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
364+ 54.33% |
$62K - $72.2K
|
1.03K
$245K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
360+ 1.17% |
$61.3K - $71.4K
|
31.2K
$7.4M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
358+ 2.2% |
$60.9K - $71K
|
16.6K
$3.93M
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
350+ 1.17% |
$59.6K - $69.4K
|
30.4K
$7.18M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
346New |
$58.9K - $68.6K
|
346
$81.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
341+ 18.64% |
$58.1K - $67.6K
|
2.17K
$514K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
341+ 19.68% |
$58.1K - $67.6K
|
2.07K
$491K
|