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 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
6+ 0.27% |
$1.02K - $1.19K
|
2.23K
$523K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.12% |
$1.02K - $1.19K
|
4.91K
$1.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6+ 0.24% |
$1.02K - $1.19K
|
2.49K
$583K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6+ 5.13% |
$1.02K - $1.19K
|
123
$28.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6+ 0.07% |
$1.02K - $1.19K
|
8.34K
$1.96M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.27% |
$1.02K - $1.19K
|
2.26K
$530K
|
|
|
May 12, 2023
Q1 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6+ 0.26% |
$1.02K - $1.19K
|
2.3K
$540K
|
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
6+ 0.37% |
$1.02K - $1.19K
|
1.62K
$381K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5+ 1.51% |
$851 - $992
|
336
$78.9K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
5+ 0.33% |
$851 - $992
|
1.51K
$353K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
5+ 20.0% |
$851 - $992
|
30
$7.04K
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.36% |
$851 - $992
|
1.39K
$325K
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
5+ 0.05% |
$851 - $992
|
9.41K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5+ 0.29% |
$851 - $992
|
1.75K
$412K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.05% |
$851 - $992
|
9.46K
$2.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
4+ 0.04% |
$681 - $793
|
10.5K
$2.46M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.31% |
$681 - $793
|
1.3K
$304K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4+ 0.33% |
$681 - $793
|
1.21K
$283K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4+ 0.44% |
$681 - $793
|
909
$213K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
4+ 0.12% |
$681 - $793
|
3.27K
$767K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3+ 0.16% |
$511 - $595
|
1.86K
$437K
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.1% |
$511 - $595
|
3.13K
$734K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
3+ 0.15% |
$511 - $595
|
1.95K
$459K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3+ 0.09% |
$511 - $595
|
3.42K
$803K
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
3+ 0.04% |
$511 - $595
|
7.32K
$1.72M
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
3+ 0.16% |
$511 - $595
|
1.93K
$452K
|
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$341 - $397
|
11.2K
$2.64M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.11% |
$341 - $397
|
1.91K
$447K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
2+ 0.06% |
$341 - $397
|
3.34K
$784K
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.12% |
$341 - $397
|
1.73K
$405K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$341 - $397
|
3.71K
$870K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
2+ 0.01% |
$341 - $397
|
33K
$7.73M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.45% |
$341 - $397
|
443
$104K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.14% |
$341 - $397
|
1.39K
$326K
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2+ 0.09% |
$341 - $397
|
2.24K
$525K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2+ 0.15% |
$341 - $397
|
1.36K
$318K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2+ 0.06% |
$341 - $397
|
3.48K
$818K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
2+ 0.13% |
$341 - $397
|
1.57K
$368K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.02% |
$341 - $397
|
8.9K
$2.09M
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2+ 0.09% |
$341 - $397
|
2.26K
$530K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.05% |
$170 - $198
|
2.02K
$475K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.02% |
$170 - $198
|
6.38K
$1.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$170 - $198
|
1.91K
$447K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.24% |
$170 - $198
|
425
$99.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$170 - $198
|
2.01K
$471K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$170 - $198
|
1.4K
$328K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.03% |
$170 - $198
|
3.3K
$775K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 5.56% |
$170 - $198
|
19
$4.46K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.24% |
$170 - $198
|
411
$96.5K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.19% |
$170 - $198
|
523
$123K
|