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
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1.16K- 49.22% |
$197K - $230K
|
1.2K
$287K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.17K- 5.61% |
$199K - $232K
|
19.7K
$4.73M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.17K- 8.23% |
$200K - $233K
|
13.1K
$3.14M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.2K- 6.28% |
$204K - $238K
|
17.9K
$4.3M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.21K- 28.47% |
$206K - $240K
|
3.04K
$728K
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.22K- 1.69% |
$207K - $241K
|
70.6K
$17M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.22K- 28.55% |
$208K - $242K
|
3.06K
$733K
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.22K- 0.96% |
$208K - $243K
|
126K
$30.3M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.23K- 4.25% |
$209K - $244K
|
27.7K
$6.64M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.25K- 3.76% |
$212K - $247K
|
31.9K
$7.67M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.25K- 1.23% |
$213K - $249K
|
101K
$24.1M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-1.26K- 42.9% |
$214K - $249K
|
1.67K
$401K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.28K- 50.58% |
$217K - $253K
|
1.25K
$299K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.29K- 3.25% |
$220K - $256K
|
38.5K
$9.25M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.29K- 2.25% |
$220K - $257K
|
56.3K
$13.5M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.3K- 8.13% |
$221K - $258K
|
14.7K
$3.53M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.31K- 0.23% |
$223K - $260K
|
564K
$135M
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1.32K- 50.04% |
$224K - $261K
|
1.31K
$315K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-1.33K- 22.06% |
$226K - $264K
|
4.7K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.33K- 7.72% |
$227K - $264K
|
15.9K
$3.82M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.38K- 6.0% |
$236K - $274K
|
21.7K
$5.2M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.39K- 72.93% |
$236K - $275K
|
514
$123K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.4K- 55.05% |
$238K - $278K
|
1.14K
$274K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.41K- 14.59% |
$241K - $280K
|
8.27K
$1.99M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.42K- 93.03% |
$241K - $281K
|
106
$25.4K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.44K- 13.09% |
$246K - $286K
|
9.57K
$2.3M
|
|
|
May 01, 2023
Q1 2023
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-1.45K- 6.44% |
$247K - $288K
|
21.1K
$5.06M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.48K- 31.62% |
$252K - $293K
|
3.2K
$768K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.51K- 18.18% |
$256K - $298K
|
6.78K
$1.63M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.51K- 4.03% |
$257K - $299K
|
35.9K
$8.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.52K- 6.56% |
$258K - $301K
|
21.6K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.52K- 1.96% |
$258K - $301K
|
75.8K
$18.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-1.53K- 5.86% |
$261K - $304K
|
24.6K
$5.91M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.54K- 32.79% |
$262K - $306K
|
3.16K
$758K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 2.06% |
$268K - $312K
|
74.6K
$17.9M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.58K- 10.77% |
$269K - $314K
|
13.1K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.59K- 7.48% |
$271K - $315K
|
19.7K
$4.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.59K- 8.49% |
$271K - $316K
|
17.2K
$4.12M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.6K- 40.4% |
$273K - $318K
|
2.36K
$567K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.65K- 19.8% |
$281K - $327K
|
6.68K
$1.6M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-1.66K- 8.52% |
$283K - $330K
|
17.9K
$4.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.7K- 6.55% |
$290K - $337K
|
24.3K
$5.83M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.72K- 11.03% |
$292K - $340K
|
13.8K
$3.32M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.73K- 8.36% |
$294K - $342K
|
18.9K
$4.55M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.73K- 0.97% |
$295K - $344K
|
178K
$42.7M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.74K- 3.69% |
$296K - $345K
|
45.4K
$10.9M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.78K- 9.21% |
$304K - $354K
|
17.6K
$4.22M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.89K- 31.16% |
$322K - $375K
|
4.17K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.89K- 2.86% |
$322K - $376K
|
64.4K
$15.5M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.92K- 16.97% |
$326K - $380K
|
9.38K
$2.25M
|