Purchases and Sales Made in Q1 2023 in Ishares Russell 2000 ETF (IWM)

IWM Quotes by TradingView

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 09, 2023 Q1 2023
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
SELL
 -
-1.93K
- 29.78%
$328K - $382K
4.54K $1.09M
May 16, 2023 Q1 2023
Cim Investment Management Inc

Pittsburgh, PA
SELL
 -
-1.93K
- 43.72%
$328K - $382K
2.48K $596K
May 04, 2023 Q1 2023
Star Financial Bank

Fort Wayne, IN
SELL
 -
-1.96K
- 14.89%
$334K - $390K
11.2K $2.69M
May 01, 2023 Q1 2023
Lincoln National Corp

SELL
 -
-1.98K
- 3.47%
$337K - $393K
55.1K $13.2M
Apr 18, 2023 Q1 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-1.98K
- 37.28%
$337K - $393K
3.34K $801K
Apr 24, 2023 Q1 2023
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-1.99K
- 4.67%
$339K - $395K
40.7K $9.76M
May 08, 2023 Q1 2023
Swan Global Investments, LLC

Durango, CO
SELL
 -
-1.99K
- 1.01%
$339K - $395K
196K $46.9M
May 15, 2023 Q1 2023
Cohen & Steers, Inc.

New York, NY
SELL
 -
-2K
- 11.11%
$341K - $397K
16K $3.84M
Jul 18, 2023 Q1 2023
First County Bank /Ct/

Stamford, CT
SELL
 -
-2K
- 33.51%
$341K - $397K
3.97K $954K
May 15, 2023 Q1 2023
Options Solutions, LLC

Chevy Chase, MD
SELL
 -
-2.02K
- 14.5%
$344K - $400K
11.9K $2.86M
Apr 14, 2023 Q1 2023
Dakota Wealth Management

SELL
 -
-2.06K
- 9.3%
$350K - $408K
20K $4.81M
May 10, 2023 Q1 2023
Innovis Asset Management LLC

Chicago, IL
SELL
 -
-2.1K
- 56.12%
$357K - $416K
1.64K $393K
Apr 28, 2023 Q1 2023
Townsend Asset Management Corp

SELL
 -
-2.11K
- 37.44%
$360K - $419K
3.53K $847K
May 15, 2023 Q1 2023
Jefferies Financial Group Inc.

New York, NY
SELL
 -
-2.14K
- 0.37%
$364K - $424K
574K $138M
May 15, 2023 Q1 2023
Fiduciary Trust CO

Boston, MA
SELL
 -
-2.16K
- 6.15%
$368K - $429K
33K $7.92M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-2.19K
- 13.91%
$373K - $435K
13.6K $3.26M
May 05, 2023 Q1 2023
Wealth Management Solutions, LLC

SELL
 -
-2.22K
- 63.07%
$378K - $440K
1.3K $312K
Apr 24, 2023 Q1 2023
Paces Ferry Wealth Advisors, LLC

SELL
 -
-2.23K
- 16.95%
$380K - $443K
10.9K $2.63M
May 11, 2023 Q1 2023
Scotia Capital Inc.

SELL
 -
-2.26K
- 10.25%
$385K - $448K
19.8K $4.75M
May 01, 2023 Q1 2023
Davis R M Inc

Portland, ME
SELL
 -
-2.28K
- 21.24%
$388K - $452K
8.44K $2.03M
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-2.3K
- 8.19%
$391K - $455K
25.7K $6.18M
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-2.3K
- 63.18%
$391K - $456K
1.34K $321K
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

SELL
 -
-2.31K
- 2.35%
$393K - $458K
96K $23.1M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-2.37K
- 3.73%
$403K - $469K
61.1K $14.7M
Apr 18, 2023 Q1 2023
Parkside Investments, LLC

SELL
 -
-2.44K
- 0.89%
$416K - $484K
271K $65.1M
May 22, 2023 Q1 2023
American Trust

Lexington, KY
SELL
 -
-2.46K
- 67.32%
$418K - $487K
1.19K $286K
Apr 28, 2023 Q1 2023
Simmons Bank

SELL
 -
-2.47K
- 4.0%
$421K - $490K
59.4K $14.2M
May 15, 2023 Q1 2023
Amundi

Paris, I0
SELL
 -
-2.5K
- 96.34%
$426K - $496K
95 $22.8K
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-2.5K
- 75.04%
$426K - $496K
832 $200K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

SELL
 -
-2.51K
- 4.07%
$428K - $498K
59.2K $14.2M
May 15, 2023 Q1 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-2.54K
- 3.05%
$432K - $504K
80.8K $19.4M
May 05, 2023 Q1 2023
Pitcairn CO

Jenkintown, PA
SELL
 -
-2.54K
- 50.04%
$433K - $504K
2.54K $609K
Sep 06, 2024 Q1 2023
Ted Buchan & CO

San Diego, CA
SELL
 -
-2.55K
Closed
$434K - $505K
0 $0
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

SELL
 -
-2.57K
- 12.19%
$438K - $510K
18.5K $4.45M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-2.57K
- 1.54%
$438K - $510K
164K $39.4M
May 04, 2023 Q1 2023
Efg Asset Management (Americas) Corp.

SELL
 -
-2.58K
- 2.92%
$439K - $511K
85.5K $20.5M
Apr 24, 2023 Q1 2023
Accredited Investors Inc.

SELL
 -
-2.59K
- 1.0%
$441K - $514K
257K $61.7M
May 12, 2023 Q1 2023
Farmers & Merchants Investments Inc

SELL
 -
-2.71K
- 3.57%
$462K - $538K
73.3K $17.6M
Apr 10, 2023 Q1 2023
Lbmc Investment Advisors, LLC

SELL
 -
-2.73K
- 0.37%
$464K - $541K
728K $175M
Apr 24, 2023 Q1 2023
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-2.81K
- 25.4%
$478K - $556K
8.24K $1.98M
May 15, 2023 Q1 2023
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-2.91K
- 6.53%
$495K - $577K
41.7K $10M
May 11, 2023 Q1 2023
Worth Pointe, LLC

La Jolla, CA
SELL
 -
-2.94K
- 67.38%
$501K - $584K
1.43K $342K
Apr 07, 2023 Q1 2023
Thrive Wealth Management, LLC

SELL
 -
-3K
- 47.18%
$511K - $595K
3.36K $807K
Apr 26, 2023 Q1 2023
First National Trust CO

SELL
 -
-3K
- 7.94%
$511K - $595K
34.8K $8.35M
May 02, 2023 Q1 2023
Financial Counselors Inc

SELL
 -
-3.07K
- 7.19%
$522K - $609K
39.6K $9.51M
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

SELL
 -
-3.2K
- 6.79%
$545K - $635K
44K $10.6M
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

SELL
 -
-3.22K
- 3.74%
$549K - $639K
83K $19.9M
Apr 03, 2023 Q1 2023
First Financial Bank Trust Division

Hamilton, OH
SELL
 -
-3.32K
- 1.3%
$566K - $659K
251K $60.3M
Apr 06, 2023 Q1 2023
Saxon Interests, Inc.

SELL
 -
-3.41K
- 26.39%
$580K - $676K
9.5K $2.28M

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