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
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.48KNew |
$423K - $493K
|
2.48K
$588K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
2.46K+ 117.17% |
$419K - $489K
|
4.57K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.45K+ 45.07% |
$418K - $486K
|
7.9K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
2.4KNew |
$409K - $476K
|
2.4K
$568K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.38K+ 0.65% |
$406K - $472K
|
367K
$86.8M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.37K+ 69.55% |
$404K - $471K
|
5.79K
$1.37M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
2.36K+ 10.17% |
$401K - $467K
|
25.5K
$6.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.33KNew |
$396K - $461K
|
2.33K
$551K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.29K+ 37.14% |
$389K - $453K
|
8.44K
$2M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.27K+ 13.18% |
$387K - $451K
|
19.5K
$4.62M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.27K+ 9.2% |
$386K - $450K
|
26.9K
$6.38M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.26K+ 8.92% |
$385K - $448K
|
27.6K
$6.53M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.22K+ 13.18% |
$378K - $441K
|
19.1K
$4.52M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
2.21K+ 20.5% |
$376K - $438K
|
13K
$3.07M
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.2K+ 8.57% |
$375K - $437K
|
27.9K
$6.61M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.2K+ 8.92% |
$375K - $437K
|
26.9K
$6.37M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.2K+ 30.91% |
$375K - $436K
|
9.32K
$2.21M
|
|
|
Apr 04, 2023
Q1 2023
|
Stairway Partners, LLC
|
BUY
|
- |
2.19K+ 1.13% |
$372K - $433K
|
195K
$46.2M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.17KNew |
$369K - $430K
|
2.17K
$513K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.16KNew |
$368K - $428K
|
2.16K
$511K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
2.15K+ 3.16% |
$366K - $426K
|
70.2K
$16.6M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.14K+ 74.01% |
$365K - $425K
|
5.04K
$1.19M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2.14KNew |
$365K - $425K
|
2.14K
$507K
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.13KNew |
$363K - $423K
|
2.13K
$504K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.11K+ 5.6% |
$359K - $418K
|
39.8K
$9.41M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
2.08KNew |
$354K - $413K
|
2.08K
$492K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.06KNew |
$350K - $408K
|
2.06K
$487K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.04K+ 5.06% |
$348K - $405K
|
42.5K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.02KNew |
$343K - $400K
|
2.02K
$477K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.01K+ 2.25% |
$342K - $398K
|
91.4K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.01K+ 13.73% |
$342K - $398K
|
16.6K
$3.94M
|
|
|
May 11, 2023
Q1 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
2K+ 8.3% |
$341K - $397K
|
26.1K
$6.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
2K+ 9.08% |
$341K - $397K
|
24K
$5.69M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.99K+ 37.09% |
$338K - $394K
|
7.35K
$1.74M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.98K+ 12.22% |
$336K - $392K
|
18.1K
$4.29M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.96K+ 4.64% |
$334K - $389K
|
44.3K
$10.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.96K+ 4.57% |
$333K - $388K
|
44.8K
$10.6M
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
1.96KNew |
$333K - $388K
|
1.96K
$463K
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.95KNew |
$332K - $387K
|
1.95K
$462K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1.95K+ 3.61% |
$332K - $387K
|
56K
$13.2M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.91KNew |
$325K - $379K
|
1.91K
$452K
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.91KNew |
$325K - $378K
|
1.91K
$451K
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$323K - $377K
|
1.9K
$450K
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.89KNew |
$322K - $375K
|
1.89K
$447K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.89K+ 1.6% |
$321K - $374K
|
120K
$28.3M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.88K+ 34.37% |
$321K - $374K
|
7.37K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.88K+ 6.83% |
$320K - $372K
|
29.4K
$6.95M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.86K+ 10.36% |
$317K - $369K
|
19.8K
$4.69M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.86K+ 25.29% |
$316K - $369K
|
9.21K
$2.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.83K+ 34.65% |
$311K - $363K
|
7.1K
$1.68M
|