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 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-322- 7.43% |
$54.8K - $63.9K
|
4.01K
$963K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-324- 15.41% |
$55.2K - $64.3K
|
1.78K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-330- 2.41% |
$56.2K - $65.4K
|
13.4K
$3.22M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-330- 22.04% |
$56.2K - $65.4K
|
1.17K
$280K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-331- 17.92% |
$56.4K - $65.6K
|
1.52K
$364K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-333- 8.27% |
$56.7K - $66K
|
3.7K
$888K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-339- 3.34% |
$57.7K - $67.2K
|
9.8K
$2.35M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-340- 1.11% |
$57.9K - $67.4K
|
30.3K
$7.27M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-342- 5.01% |
$58.2K - $67.8K
|
6.48K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-345- 47.72% |
$58.7K - $68.4K
|
378
$90.8K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-346- 0.5% |
$58.9K - $68.6K
|
68.2K
$16.4M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-348- 1.0% |
$59.2K - $69K
|
34.3K
$8.25M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-352- 1.72% |
$59.9K - $69.8K
|
20.1K
$4.82M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-360- 2.88% |
$61.3K - $71.4K
|
12.2K
$2.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-360- 0.54% |
$61.3K - $71.4K
|
66.2K
$15.9M
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-360- 9.03% |
$61.3K - $71.4K
|
3.63K
$871K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-369- 3.87% |
$62.8K - $73.2K
|
9.16K
$2.2M
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-373- 1.67% |
$63.5K - $74K
|
22K
$5.28M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-380- 5.71% |
$64.7K - $75.4K
|
6.28K
$1.51M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-382- 4.35% |
$65K - $75.8K
|
8.41K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-382- 7.57% |
$65K - $75.8K
|
4.66K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-383- 3.14% |
$65.2K - $76K
|
11.8K
$2.84M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-385- 59.69% |
$65.5K - $76.4K
|
260
$62.5K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-388- 16.45% |
$66.1K - $76.9K
|
1.97K
$473K
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-391- 6.76% |
$66.6K - $77.5K
|
5.39K
$1.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-392- 1.66% |
$66.7K - $77.7K
|
23.2K
$5.57M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-393- 12.71% |
$66.9K - $77.9K
|
2.7K
$649K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-400- 12.73% |
$68.1K - $79.3K
|
2.74K
$658K
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-402- 13.13% |
$68.4K - $79.7K
|
2.66K
$639K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-402- 2.15% |
$68.4K - $79.7K
|
18.3K
$4.39M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-403- 11.62% |
$68.6K - $79.9K
|
3.06K
$736K
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-404- 20.57% |
$68.8K - $80.1K
|
1.56K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-406- 10.48% |
$69.1K - $80.5K
|
3.47K
$833K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-414- 11.8% |
$70.5K - $82.1K
|
3.1K
$743K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-421- 4.17% |
$71.7K - $83.5K
|
9.68K
$2.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-422- 2.39% |
$71.8K - $83.7K
|
17.2K
$4.14M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-423- 3.16% |
$72K - $83.9K
|
13K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-424- 14.09% |
$72.2K - $84.1K
|
2.59K
$621K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-426- 3.13% |
$72.5K - $84.5K
|
13.2K
$3.17M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-430- 10.85% |
$73.2K - $85.3K
|
3.53K
$849K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-440- 2.4% |
$74.9K - $87.3K
|
17.9K
$4.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-440- 8.29% |
$74.9K - $87.3K
|
4.87K
$1.17M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-440- 26.14% |
$74.9K - $87.3K
|
1.24K
$299K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-440- 2.4% |
$74.9K - $87.3K
|
17.9K
$4.29M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-441- 8.83% |
$75.1K - $87.5K
|
4.56K
$1.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-442- 2.94% |
$75.3K - $87.7K
|
14.6K
$3.5M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-442- 4.52% |
$75.3K - $87.7K
|
9.34K
$2.24M
|
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-443- 22.15% |
$75.4K - $87.9K
|
1.56K
$374K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-448- 1.93% |
$76.3K - $88.8K
|
22.8K
$5.47M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-454- 4.74% |
$77.3K - $90K
|
9.12K
$2.19M
|