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 |
|---|---|---|---|---|---|---|---|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
60.5KNew |
$10.3M - $12M
|
60.5K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
57.9KNew |
$9.85M - $11.5M
|
57.9K
$13.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
55.6K+ 209.23% |
$9.47M - $11M
|
82.2K
$19.4M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
54.9KNew |
$9.35M - $10.9M
|
54.9K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
54.1KNew |
$9.21M - $10.7M
|
54.1K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
51.7K+ 150.56% |
$8.81M - $10.3M
|
86.1K
$20.4M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
50.3K+ 19.07% |
$8.57M - $9.98M
|
314K
$74.4M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
50.1K+ 86.74% |
$8.52M - $9.93M
|
108K
$25.5M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.4K+ 0.38% |
$8.4M - $9.79M
|
13.1M
$3.1B
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
46K+ 3523.45% |
$7.83M - $9.12M
|
47.3K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
45.5K+ 412.11% |
$7.75M - $9.03M
|
56.6K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Precept Management LLC
Dallas, TX |
BUY
|
- |
45.1KNew |
$7.68M - $8.94M
|
45.1K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
44.6KNew |
$7.59M - $8.84M
|
44.6K
$10.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
44K+ 53.67% |
$7.5M - $8.73M
|
126K
$29.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
41.5K+ 259225.0% |
$7.06M - $8.23M
|
41.5K
$9.82M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
40.8K+ 2.23% |
$6.95M - $8.09M
|
1.87M
$444M
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$6.81M - $7.93M
|
40K
$9.47M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.8K+ 7.97% |
$6.77M - $7.89M
|
538K
$127M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
38.9K+ 77.88% |
$6.62M - $7.71M
|
88.8K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
38.5KNew |
$6.55M - $7.63M
|
38.5K
$9.11M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
35.6K+ 13.16% |
$6.07M - $7.07M
|
306K
$72.5M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.4K+ 6.6% |
$6.02M - $7.01M
|
571K
$135M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.3K+ 5.92% |
$5.84M - $6.8M
|
613K
$145M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
33.4KNew |
$5.68M - $6.62M
|
33.4K
$7.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
31.4K+ 852.2% |
$5.35M - $6.24M
|
35.1K
$8.32M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
30.5K+ 19.29% |
$5.19M - $6.04M
|
188K
$44.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
30.4KNew |
$5.18M - $6.03M
|
30.4K
$7.2M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
28.6K+ 16.95% |
$4.87M - $5.67M
|
197K
$46.7M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
28.1K+ 115.19% |
$4.79M - $5.58M
|
52.5K
$12.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
26.2K+ 986.17% |
$4.45M - $5.19M
|
28.8K
$6.82M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
25.6K+ 43.24% |
$4.36M - $5.08M
|
84.9K
$20.1M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
25.6K+ 9.22% |
$4.35M - $5.07M
|
303K
$71.6M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
25.1K+ 174.26% |
$4.28M - $4.98M
|
39.6K
$9.36M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
25.1KNew |
$4.27M - $4.98M
|
25.1K
$5.94M
|
|
|
May 15, 2023
Q1 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
25KNew |
$4.26M - $4.96M
|
25K
$5.92M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23K+ 3.18% |
$3.92M - $4.56M
|
747K
$177M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
22.6K+ 3637.36% |
$3.85M - $4.48M
|
23.2K
$5.49M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
22.3K+ 21.86% |
$3.79M - $4.41M
|
124K
$29.4M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
22.1KNew |
$3.75M - $4.37M
|
22.1K
$5.22M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.6K+ 24.4% |
$3.68M - $4.29M
|
110K
$26.1M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
19.9K+ 22.59% |
$3.38M - $3.94M
|
108K
$25.5M
|
|
|
Jan 09, 2024
Q1 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
18.5KNew |
$3.15M - $3.67M
|
18.5K
$4.37M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
18.1K+ 282.05% |
$3.09M - $3.6M
|
24.6K
$5.81M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.1K+ 3.56% |
$3.08M - $3.59M
|
527K
$125M
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
18KNew |
$3.06M - $3.57M
|
18K
$4.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.4K+ 1.9% |
$2.96M - $3.45M
|
934K
$221M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.3K+ 27.24% |
$2.95M - $3.44M
|
80.9K
$19.2M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.2K+ 31.23% |
$2.92M - $3.41M
|
72.2K
$17.1M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
16.3K+ 2.27% |
$2.77M - $3.23M
|
731K
$173M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.5K+ 11.88% |
$2.65M - $3.08M
|
146K
$34.7M
|