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 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.5K+ 11.88% |
$2.65M - $3.08M
|
146K
$31.4M
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
15.3KNew |
$2.61M - $3.04M
|
15.3K
$3.29M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
15.3K+ 2755.5% |
$2.6M - $3.03M
|
15.8K
$3.4M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
15.1KNew |
$2.56M - $2.99M
|
15.1K
$3.23M
|
|
|
Apr 06, 2023
Q1 2023
|
Platt Investment Counsel, LLC
|
BUY
|
- |
15K+ 28.77% |
$2.55M - $2.97M
|
67K
$14.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.9K+ 3.1% |
$2.54M - $2.96M
|
497K
$107M
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
14.5K+ 33.35% |
$2.47M - $2.88M
|
58K
$12.5M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
14.3KNew |
$2.43M - $2.83M
|
14.3K
$3.06M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
13.6K+ 7623.6% |
$2.31M - $2.69M
|
13.7K
$2.95M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
13.4K+ 870.29% |
$2.29M - $2.67M
|
15K
$3.22M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.4K+ 27.5% |
$2.28M - $2.65M
|
62.1K
$13.3M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
13.1K+ 75.6% |
$2.23M - $2.6M
|
30.5K
$6.54M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
13.1KNew |
$2.23M - $2.6M
|
13.1K
$2.81M
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
13K+ 686.76% |
$2.21M - $2.57M
|
14.9K
$3.19M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
12.5K+ 13.22% |
$2.13M - $2.48M
|
107K
$23M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
12.5K+ 18.29% |
$2.12M - $2.47M
|
80.7K
$17.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
12.4K+ 8.88% |
$2.12M - $2.47M
|
153K
$32.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12.2KNew |
$2.07M - $2.42M
|
12.2K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
12.1K+ 2.14% |
$2.06M - $2.4M
|
577K
$124M
|
|
|
May 15, 2023
Q1 2023
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
12.1K+ 8.24% |
$2.05M - $2.39M
|
158K
$34M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
12K+ 7.83% |
$2.05M - $2.39M
|
166K
$35.6M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
11.8K+ 45.25% |
$2.01M - $2.34M
|
37.9K
$8.12M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.8K+ 10.88% |
$2.01M - $2.34M
|
120K
$25.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.6K+ 9.96% |
$1.98M - $2.31M
|
128K
$27.5M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
11.1K+ 40.62% |
$1.89M - $2.2M
|
38.5K
$8.26M
|
|
|
May 10, 2023
Q1 2023
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
11KNew |
$1.88M - $2.19M
|
11K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Glenn Welling
Engaged Capital LLC | Newport Beach, Ca
|
BUY
|
- |
11K+ 58.51% |
$1.87M - $2.18M
|
29.8K
$6.4M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
10.9K+ 18.98% |
$1.85M - $2.16M
|
68.2K
$14.6M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.8K+ 74.16% |
$1.85M - $2.15M
|
25.5K
$5.46M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 13.62% |
$1.73M - $2.01M
|
84.7K
$18.2M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10.1K+ 235.53% |
$1.73M - $2.01M
|
14.4K
$3.1M
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
10.1KNew |
$1.71M - $1.99M
|
10.1K
$2.16M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
9.99K+ 32.79% |
$1.7M - $1.98M
|
40.4K
$8.68M
|
|
|
May 12, 2023
Q1 2023
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
9.99KNew |
$1.7M - $1.98M
|
9.99K
$2.14M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.49K+ 1.71% |
$1.61M - $1.88M
|
564K
$121M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.42K+ 35.07% |
$1.6M - $1.87M
|
36.3K
$7.79M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.34KNew |
$1.59M - $1.85M
|
9.34K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
9.33K+ 43.61% |
$1.59M - $1.85M
|
30.7K
$6.59M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
9.18K+ 1.56% |
$1.56M - $1.82M
|
597K
$128M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.01K+ 28.41% |
$1.53M - $1.79M
|
40.7K
$8.74M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
9K+ 5.38% |
$1.53M - $1.78M
|
176K
$37.8M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
8.98K+ 15.3% |
$1.53M - $1.78M
|
67.7K
$14.5M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8.41KNew |
$1.43M - $1.67M
|
8.41K
$1.81M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
8.36K+ 54.57% |
$1.42M - $1.66M
|
23.7K
$5.08M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
8.06K+ 14.49% |
$1.37M - $1.6M
|
63.6K
$13.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.05K+ 8.77% |
$1.37M - $1.6M
|
99.8K
$21.4M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.92K+ 15.94% |
$1.35M - $1.57M
|
57.6K
$12.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
7.9K+ 41.73% |
$1.35M - $1.57M
|
26.8K
$5.76M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
7.89K+ 454.38% |
$1.34M - $1.56M
|
9.62K
$2.07M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
7.86K+ 4.42% |
$1.34M - $1.56M
|
186K
$39.8M
|