Purchases and Sales Made in Q1 2023 in Ishares Russell 2000 ETF (IWM)

IWM Quotes by TradingView

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
May 10, 2023 Q1 2023
Staley Capital Advisers Inc

BUY
 -
340
+ 21.24%
$57.9K - $67.4K
1.94K $459K
May 03, 2023 Q1 2023
Crescent Grove Advisors, LLC

BUY
 -
333
+ 1.49%
$56.7K - $66K
22.7K $5.37M
May 04, 2023 Q1 2023
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
328
+ 4.65%
$55.8K - $65K
7.38K $1.75M
Apr 25, 2023 Q1 2023
Peterson Financial Group, Inc.

BUY
 -
328
+ 5.14%
$55.8K - $65K
6.71K $1.59M
May 09, 2023 Q1 2023
Riggs Asset Managment Co. Inc.

BUY
 -
326
+ 35.98%
$55.5K - $64.7K
1.23K $292K
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
325
+ 9.71%
$55.3K - $64.5K
3.67K $869K
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
323
+ 12.25%
$55K - $64.1K
2.96K $701K
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
322
+ 29.76%
$54.8K - $63.9K
1.4K $332K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
321
+ 0.8%
$54.7K - $63.7K
40.6K $9.6M
May 12, 2023 Q1 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
320
+ 1.62%
$54.5K - $63.5K
20.1K $4.75M
Apr 25, 2023 Q1 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
315
+ 3.81%
$53.6K - $62.5K
8.58K $2.03M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
312
+ 4.61%
$53.1K - $61.9K
7.08K $1.67M
May 15, 2023 Q1 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
305
+ 4.23%
$51.9K - $60.5K
7.52K $1.78M
May 08, 2023 Q1 2023
L.M. Kohn & Company

BUY
 -
301
+ 7.99%
$51.2K - $59.7K
4.07K $963K
Apr 24, 2023 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
300
New
$51.1K - $59.5K
300 $71K
May 08, 2023 Q1 2023
Hillcrest Wealth Advisors Ny, LLC

BUY
 -
300
+ 0.39%
$51.1K - $59.5K
76.7K $18.1M
May 15, 2023 Q1 2023
Connors Investor Services Inc

Wyomissing, PA
BUY
 -
299
+ 0.28%
$50.9K - $59.3K
105K $25M
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
298
New
$50.7K - $59.1K
298 $70.5K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
297
+ 38.17%
$50.6K - $58.9K
1.08K $254K
Apr 25, 2023 Q1 2023
Patten & Patten Inc

BUY
 -
296
+ 2.66%
$50.4K - $58.7K
11.4K $2.71M
May 15, 2023 Q1 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
293
+ 0.94%
$49.9K - $58.1K
31.4K $7.43M
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
290
New
$49.4K - $57.5K
290 $68.6K
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
288
+ 1.02%
$49K - $57.1K
28.4K $6.73M
Apr 13, 2023 Q1 2023
Webster Bank, N. A.

BUY
 -
286
+ 1.68%
$48.7K - $56.7K
17.3K $4.09M
Apr 10, 2023 Q1 2023
Brown Miller Wealth Management, LLC

BUY
 -
277
+ 4.15%
$47.2K - $54.9K
6.96K $1.65M
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
275
+ 19.99%
$46.8K - $54.5K
1.65K $391K
Apr 12, 2023 Q1 2023
Exchange Traded Concepts, LLC

BUY
 -
274
New
$46.6K - $54.3K
274 $64.9K
Apr 20, 2023 Q1 2023
Tompkins Financial Corp

BUY
 -
270
+ 7.48%
$46K - $53.5K
3.88K $918K
Apr 19, 2023 Q1 2023
Calton & Associates, Inc.

BUY
 -
267
+ 11.46%
$45.5K - $53K
2.6K $614K
Apr 18, 2023 Q1 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
263
+ 0.39%
$44.8K - $52.2K
67.1K $15.9M
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
263
+ 14.87%
$44.8K - $52.2K
2.03K $481K
May 12, 2023 Q1 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
260
+ 8.66%
$44.3K - $51.6K
3.26K $773K
May 08, 2023 Q1 2023
Sonata Capital Group Inc

BUY
 -
259
+ 18.97%
$44.1K - $51.4K
1.62K $384K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
257
New
$43.8K - $51K
257 $60.8K
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

BUY
 -
253
+ 1.53%
$43.1K - $50.2K
16.8K $3.97M
Jul 18, 2023 Q1 2023
Integrated Investment Consultants, LLC

BUY
 -
252
+ 13.33%
$42.9K - $50K
2.14K $507K
May 02, 2023 Q1 2023
Sky Oak Wealth, LLC

BUY
 -
245
+ 13.57%
$41.7K - $48.6K
2.05K $485K
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
236
+ 2.24%
$40.2K - $46.8K
10.8K $2.55M
Apr 21, 2023 Q1 2023
Summit Financial Strategies, Inc.

BUY
 -
229
+ 4.23%
$39K - $45.4K
5.65K $1.34M
Apr 24, 2023 Q1 2023
Advisor Os, LLC

BUY
 -
229
+ 2.72%
$39K - $45.4K
8.66K $2.05M
Apr 14, 2023 Q1 2023
Davis Investment Partners, LLC

Charlotte, NC
BUY
 -
227
+ 4.48%
$38.6K - $45K
5.29K $1.25M
Apr 13, 2023 Q1 2023
Paragon Capital Management LTD

BUY
 -
219
+ 13.38%
$37.3K - $43.4K
1.86K $439K
May 04, 2023 Q1 2023
Bordeaux Wealth Advisors LLC

BUY
 -
218
+ 9.26%
$37.1K - $43.2K
2.57K $609K
Apr 28, 2023 Q1 2023
Ramsay, Stattman, Vela & Price, Inc.

BUY
 -
215
+ 0.53%
$36.6K - $42.6K
40.6K $9.61M
Apr 17, 2023 Q1 2023
Financial Insights, Inc.

BUY
 -
213
+ 10.57%
$36.3K - $42.2K
2.23K $528K
Jun 07, 2023 Q1 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
208
+ 8.66%
$35.4K - $41.3K
2.61K $618K
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
207
+ 7.66%
$35.2K - $41.1K
2.91K $689K
Apr 25, 2023 Q1 2023
Amplius Wealth Advisors, LLC

BUY
 -
206
+ 14.42%
$35.1K - $40.9K
1.64K $387K
May 08, 2023 Q1 2023
Evoke Wealth, LLC

BUY
 -
206
+ 0.89%
$35.1K - $40.9K
23.3K $5.52M

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