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 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
23+ 1.79% |
$3.92K - $4.56K
|
1.31K
$310K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
23+ 0.41% |
$3.92K - $4.56K
|
5.66K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
23+ 95.83% |
$3.92K - $4.56K
|
47
$11.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
22+ 1.42% |
$3.75K - $4.36K
|
1.58K
$373K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
22+ 0.2% |
$3.75K - $4.36K
|
10.9K
$2.57M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
22+ 0.37% |
$3.75K - $4.36K
|
5.99K
$1.42M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
21+ 0.31% |
$3.58K - $4.16K
|
6.85K
$1.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
21+ 0.57% |
$3.58K - $4.16K
|
3.74K
$885K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
21+ 1.13% |
$3.58K - $4.16K
|
1.87K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
21+ 4.7% |
$3.58K - $4.16K
|
468
$111K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.12% |
$3.41K - $3.97K
|
16.1K
$3.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
20+ 0.34% |
$3.41K - $3.97K
|
5.87K
$1.39M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
20+ 28.17% |
$3.41K - $3.97K
|
91
$21.5K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
19+ 16.38% |
$3.23K - $3.77K
|
135
$32K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
19+ 0.24% |
$3.23K - $3.77K
|
7.85K
$1.86M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
18+ 0.07% |
$3.06K - $3.57K
|
26.3K
$6.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
18+ 0.31% |
$3.06K - $3.57K
|
5.89K
$1.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
18+ 0.82% |
$3.06K - $3.57K
|
2.2K
$521K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
18+ 0.21% |
$3.06K - $3.57K
|
8.77K
$2.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
17+ 0.38% |
$2.89K - $3.37K
|
4.54K
$1.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
17+ 1.4% |
$2.89K - $3.37K
|
1.24K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
17+ 0.1% |
$2.89K - $3.37K
|
16.5K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
17+ 0.62% |
$2.89K - $3.37K
|
2.75K
$651K
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
17+ 1.47% |
$2.89K - $3.37K
|
1.17K
$277K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
16+ 1.21% |
$2.72K - $3.17K
|
1.34K
$317K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16New |
$2.72K - $3.17K
|
16
$3.79K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
15+ 0.2% |
$2.55K - $2.97K
|
7.37K
$1.74M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
14+ 0.66% |
$2.38K - $2.78K
|
2.12K
$502K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
14+ 0.34% |
$2.38K - $2.78K
|
4.19K
$991K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13+ 0.28% |
$2.21K - $2.58K
|
4.66K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
13+ 0.1% |
$2.21K - $2.58K
|
13.4K
$3.17M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
12+ 0.36% |
$2.04K - $2.38K
|
3.38K
$799K
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
12+ 0.21% |
$2.04K - $2.38K
|
5.61K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
12+ 0.21% |
$2.04K - $2.38K
|
5.65K
$1.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
11+ 0.45% |
$1.87K - $2.18K
|
2.47K
$585K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
11+ 0.37% |
$1.87K - $2.18K
|
2.97K
$702K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
11+ 0.35% |
$1.87K - $2.18K
|
3.13K
$741K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 166.67% |
$1.7K - $1.98K
|
16
$3.79K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
10+ 0.57% |
$1.7K - $1.98K
|
1.76K
$417K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
10+ 0.7% |
$1.7K - $1.98K
|
1.44K
$342K
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
10+ 0.3% |
$1.7K - $1.98K
|
3.38K
$799K
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
9+ 0.18% |
$1.53K - $1.78K
|
4.92K
$1.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
9+ 6.29% |
$1.53K - $1.78K
|
152
$36K
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
9+ 0.32% |
$1.53K - $1.78K
|
2.79K
$659K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
9+ 0.35% |
$1.53K - $1.78K
|
2.61K
$618K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8+ 0.27% |
$1.36K - $1.59K
|
2.99K
$707K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
8+ 0.24% |
$1.36K - $1.59K
|
3.37K
$799K
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7+ 0.29% |
$1.19K - $1.39K
|
2.41K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
7+ 0.09% |
$1.19K - $1.39K
|
7.5K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7+ 0.33% |
$1.19K - $1.39K
|
2.1K
$496K
|