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
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
7.7K
+ 31.38%
$1.31M - $1.53M
32.2K $7.63M
Apr 04, 2023 Q1 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
7.64K
New
$1.3M - $1.52M
7.64K $1.81M
Apr 20, 2023 Q1 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
7.61K
New
$1.3M - $1.51M
7.61K $1.8M
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
7.41K
+ 1.93%
$1.26M - $1.47M
392K $92.7M
May 12, 2023 Q1 2023
Westshore Wealth, LLC

BUY
 -
7.37K
+ 20.01%
$1.25M - $1.46M
44.2K $10.5M
May 10, 2023 Q1 2023
Cavalier Investments, LLC

BUY
 -
7.23K
+ 87.41%
$1.23M - $1.43M
15.5K $3.67M
Apr 05, 2023 Q1 2023
Ars Investment Partners, LLC

BUY
 -
7.21K
New
$1.23M - $1.43M
7.21K $1.71M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
7.13K
+ 97.67%
$1.21M - $1.41M
14.4K $3.42M
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
6.99K
+ 68.15%
$1.19M - $1.39M
17.2K $4.08M
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
6.96K
+ 78.3%
$1.19M - $1.38M
15.9K $3.75M
May 15, 2023 Q1 2023
London CO Of Virginia

Richmond, VA
BUY
 -
6.84K
+ 14.85%
$1.16M - $1.36M
52.9K $12.5M
May 02, 2023 Q1 2023
Xr Securities LLC

BUY
 -
6.75K
+ 53.75%
$1.15M - $1.34M
19.3K $4.57M
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
6.69K
+ 54.78%
$1.14M - $1.33M
18.9K $4.47M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
6.68K
+ 40.07%
$1.14M - $1.32M
23.3K $5.53M
May 04, 2023 Q1 2023
Summit Global Investments

Bountiful, UT
BUY
 -
6.6K
+ 52.17%
$1.12M - $1.31M
19.3K $4.56M
Apr 13, 2023 Q1 2023
Boothe Investment Group, Inc.

Dover, DE
BUY
 -
6.47K
+ 6.85%
$1.1M - $1.28M
101K $23.9M
Apr 17, 2023 Q1 2023
All Season Financial Advisors, Inc.

BUY
 -
6.42K
+ 42.84%
$1.09M - $1.27M
21.4K $5.07M
Apr 18, 2023 Q1 2023
Activest Wealth Management

BUY
 -
6.38K
New
$1.09M - $1.27M
6.38K $1.51M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
6.34K
+ 30.16%
$1.08M - $1.26M
27.3K $6.47M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
6.22K
+ 19.85%
$1.06M - $1.23M
37.5K $8.88M
May 10, 2023 Q1 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
6.16K
+ 26.43%
$1.05M - $1.22M
29.5K $6.98M
May 15, 2023 Q1 2023
Wbi Investments, Inc.

BUY
 -
6.08K
+ 13.29%
$1.03M - $1.21M
51.8K $12.3M
May 12, 2023 Q1 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
5.87K
+ 3.43%
$1M - $1.16M
177K $41.9M
Apr 06, 2023 Q1 2023
Patton Fund Management, Inc.

BUY
 -
5.8K
+ 8.39%
$988K - $1.15M
75K $17.7M
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
5.8K
+ 251.02%
$988K - $1.15M
8.11K $1.92M
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
5.7K
+ 10.32%
$970K - $1.13M
60.9K $14.4M
May 11, 2023 Q1 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
5.64K
+ 1.67%
$961K - $1.12M
343K $81.1M
May 15, 2023 Q1 2023
Audent Global Asset Management, LLC

West Hollywood, CA
BUY
 -
5.53K
+ 64.48%
$942K - $1.1M
14.1K $3.34M
May 01, 2023 Q1 2023
Oldfather Financial Services, LLC

BUY
 -
5.52K
+ 5.78%
$939K - $1.09M
101K $23.9M
Apr 14, 2023 Q1 2023
Welch & Forbes LLC

BUY
 -
5.41K
+ 6.37%
$921K - $1.07M
90.2K $21.4M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
5.37K
+ 71.31%
$913K - $1.06M
12.9K $3.05M
Apr 18, 2023 Q1 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
5.34K
+ 35.82%
$908K - $1.06M
20.2K $4.79M
May 15, 2023 Q1 2023
Avalon Investment & Advisory

Houston, TX
BUY
 -
5.03K
+ 11.74%
$856K - $997K
47.9K $11.3M
May 15, 2023 Q1 2023
Dynamo Internacional Gestao De Recursos Ltda.

Rio De Janeiro, D5
BUY
 -
5K
New
$851K - $992K
5K $1.18M
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
4.92K
+ 7.97%
$837K - $976K
66.6K $15.8M
Apr 04, 2023 Q1 2023
Private Asset Management Inc

BUY
 -
4.89K
+ 160.23%
$832K - $969K
7.94K $1.88M
Apr 21, 2023 Q1 2023
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
4.7K
+ 6.58%
$801K - $933K
76.2K $18M
Apr 13, 2023 Q1 2023
Kmg Fiduciary Partners, LLC

BUY
 -
4.69K
+ 231.85%
$798K - $930K
6.71K $1.59M
May 12, 2023 Q1 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
4.69K
New
$798K - $930K
4.69K $1.11M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
4.63K
+ 24.45%
$789K - $919K
23.6K $5.58M
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
4.63K
+ 4.87%
$787K - $917K
99.6K $23.6M
May 01, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
4.61K
+ 226.47%
$785K - $914K
6.65K $1.57M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
4.61K
New
$785K - $914K
4.61K $1.09M
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
4.59K
+ 183.72%
$782K - $911K
7.09K $1.68M
Jul 24, 2023 Q1 2023
Pvg Asset Management Corp

Golden, CO
BUY
 -
4.55K
New
$774K - $901K
4.55K $1.08M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
4.46K
+ 5.25%
$759K - $885K
89.4K $21.2M
May 15, 2023 Q1 2023
Penn Capital Management Company, LLC

Philadelphia, PA
BUY
 -
4.39K
New
$748K - $871K
4.39K $1.04M
Apr 20, 2023 Q1 2023
Granite Bay Wealth Management, LLC

BUY
 -
4.39K
+ 60.83%
$748K - $871K
11.6K $2.75M
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
4.32K
+ 5.27%
$735K - $857K
86.2K $20.4M

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