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 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-456- 10.85% |
$77.6K - $90.4K
|
3.75K
$887K
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
SELL
|
- |
-460- 10.14% |
$78.3K - $91.2K
|
4.08K
$965K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-468- 9.41% |
$79.7K - $92.8K
|
4.51K
$1.07M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-472- 7.03% |
$80.4K - $93.6K
|
6.24K
$1.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-481- 4.96% |
$81.9K - $95.4K
|
9.22K
$2.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-485- 2.98% |
$82.6K - $96.2K
|
15.8K
$3.74M
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-485- 6.94% |
$82.6K - $96.2K
|
6.5K
$1.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-493- 14.55% |
$83.9K - $97.8K
|
2.9K
$685K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-493- 9.8% |
$83.9K - $97.8K
|
4.54K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-500- 1.19% |
$85.1K - $99.2K
|
41.5K
$9.83M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-504- 19.76% |
$85.8K - $100K
|
2.05K
$485K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-506- 0.65% |
$86.1K - $100K
|
77.6K
$18.4M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-507- 2.35% |
$86.3K - $101K
|
21.1K
$5M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-509- 15.01% |
$86.7K - $101K
|
2.88K
$682K
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-510- 7.46% |
$86.8K - $101K
|
6.33K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-520- 2.16% |
$88.5K - $103K
|
23.6K
$5.58M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-522- 22.71% |
$88.9K - $104K
|
1.78K
$421K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-524- 6.15% |
$89.2K - $104K
|
8K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-524- 27.59% |
$89.2K - $104K
|
1.38K
$325K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-527- 1.54% |
$89.7K - $105K
|
33.8K
$8M
|
|
|
May 01, 2023
Q1 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-530- 79.1% |
$90.2K - $105K
|
140
$33.1K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-530- 10.37% |
$90.2K - $105K
|
4.58K
$1.08M
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-535- 22.6% |
$91.1K - $106K
|
1.83K
$434K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-545- 2.34% |
$92.8K - $108K
|
22.7K
$5.38M
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-550- 1.79% |
$93.6K - $109K
|
30.2K
$7.14M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-572- 15.43% |
$97.4K - $113K
|
3.14K
$742K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-575- 8.52% |
$97.9K - $114K
|
6.18K
$1.46M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-587- 5.2% |
$99.9K - $116K
|
10.7K
$2.53M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-591- 3.66% |
$101K - $117K
|
15.6K
$3.69M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-600- 1.57% |
$102K - $119K
|
37.5K
$8.88M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-601- 2.14% |
$102K - $119K
|
27.5K
$6.5M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-608- 25.78% |
$104K - $121K
|
1.75K
$414K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-615- 18.13% |
$105K - $122K
|
2.78K
$658K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-615- 1.16% |
$105K - $122K
|
52.4K
$12.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-628- 8.37% |
$107K - $125K
|
6.88K
$1.63M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-630- 2.8% |
$107K - $125K
|
21.9K
$5.18M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-633- 24.82% |
$108K - $126K
|
1.92K
$454K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-634- 8.7% |
$108K - $126K
|
6.66K
$1.58M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-638- 1.46% |
$109K - $127K
|
43K
$10.2M
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-638- 8.8% |
$109K - $127K
|
6.61K
$1.56M
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-650- 6.46% |
$111K - $129K
|
9.41K
$2.23M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-651- 16.38% |
$111K - $129K
|
3.32K
$787K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-656- 12.15% |
$112K - $130K
|
4.75K
$1.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-667- 26.09% |
$114K - $132K
|
1.89K
$447K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-668- 7.9% |
$114K - $132K
|
7.79K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-674- 3.42% |
$115K - $134K
|
19K
$4.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-685- 3.84% |
$117K - $136K
|
17.2K
$4.06M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-689- 0.87% |
$117K - $137K
|
78.1K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-696- 14.24% |
$118K - $138K
|
4.19K
$992K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-698- 31.37% |
$119K - $138K
|
1.53K
$361K
|