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 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
800
New
$136K - $159K
800 $189K
Apr 14, 2023 Q1 2023
Washburn Capital Management, Inc.

BUY
 -
795
+ 35.86%
$135K - $158K
3.01K $713K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
782
+ 2.57%
$133K - $155K
31.3K $7.4M
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
782
New
$133K - $155K
782 $185K
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
779
+ 45.13%
$133K - $154K
2.51K $593K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
779
+ 64.86%
$133K - $154K
1.98K $469K
May 15, 2023 Q1 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
770
+ 42.08%
$131K - $153K
2.6K $615K
Apr 12, 2023 Q1 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
761
+ 1.29%
$130K - $151K
59.9K $14.2M
Sep 01, 2023 Q1 2023
Jag Capital Management, LLC

BUY
 -
761
+ 67.46%
$130K - $151K
1.89K $447K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
754
+ 14.89%
$128K - $150K
5.82K $1.38M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
749
+ 9.82%
$128K - $149K
8.38K $1.98M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
748
New
$127K - $148K
748 $177K
May 15, 2023 Q1 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
734
+ 38.63%
$125K - $146K
2.63K $623K
May 09, 2023 Q1 2023
Ballast Advisors LLC

BUY
 -
729
+ 6.19%
$124K - $145K
12.5K $2.96M
Apr 12, 2023 Q1 2023
Country Club Bank

BUY
 -
724
+ 2.97%
$123K - $144K
25.1K $5.94M
Apr 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
724
+ 3.51%
$123K - $144K
21.3K $5.05M
May 04, 2023 Q1 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
707
+ 28.44%
$120K - $140K
3.19K $756K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
706
+ 3.53%
$120K - $140K
20.7K $4.9M
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

BUY
 -
700
+ 308.37%
$119K - $139K
927 $219K
May 01, 2023 Q1 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
698
+ 6.83%
$119K - $138K
10.9K $2.59M
Apr 11, 2023 Q1 2023
Bond & Devick Financial Network, Inc.

BUY
 -
687
+ 16.0%
$117K - $136K
4.98K $1.18M
May 15, 2023 Q1 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
684
+ 8.54%
$116K - $136K
8.7K $2.06M
May 12, 2023 Q1 2023
Objective Capital Management, LLC

BUY
 -
679
+ 6.23%
$116K - $135K
11.6K $2.74M
May 02, 2023 Q1 2023
Bedel Financial Consulting, Inc.

BUY
 -
662
+ 9.7%
$113K - $131K
7.49K $1.77M
May 04, 2023 Q1 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
657
+ 36.93%
$112K - $130K
2.44K $577K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
651
+ 6.69%
$111K - $129K
10.4K $2.46M
Nov 19, 2024 Q1 2023
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
647
+ 7.71%
$110K - $128K
9.04K $2.14M
May 17, 2023 Q1 2023
Apexium Financial, LP

BUY
 -
640
+ 15.03%
$109K - $127K
4.9K $1.16M
May 12, 2023 Q1 2023
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
635
New
$108K - $126K
635 $150K
May 15, 2023 Q1 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
618
+ 31.82%
$105K - $123K
2.56K $606K
May 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
614
+ 3.42%
$105K - $122K
18.6K $4.4M
Apr 18, 2023 Q1 2023
Fsc Wealth Advisors, LLC

BUY
 -
612
+ 536.84%
$104K - $121K
726 $172K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
609
New
$104K - $121K
609 $144K
May 10, 2023 Q1 2023
Powell Investment Advisors, LLC

BUY
 -
606
+ 11.76%
$103K - $120K
5.76K $1.36M
Apr 10, 2023 Q1 2023
Parkside Advisors LLC

BUY
 -
603
+ 0.46%
$103K - $120K
133K $31.5M
Apr 28, 2023 Q1 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
602
+ 2.24%
$102K - $119K
27.4K $6.49M
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
601
+ 2.0%
$102K - $119K
30.6K $7.24M
May 12, 2023 Q1 2023
Alley Investment Management Company, LLC

BUY
 -
600
+ 9.33%
$102K - $119K
7.03K $1.66M
Apr 25, 2023 Q1 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
599
+ 0.82%
$102K - $119K
73.6K $17.4M
May 08, 2023 Q1 2023
Jcic Asset Management Inc.

Toronto, A6
BUY
 -
594
+ 1.46%
$101K - $118K
41.4K $9.8M
May 02, 2023 Q1 2023
Waters Parkerson & Co., LLC

BUY
 -
575
+ 0.6%
$97.9K - $114K
96.9K $22.9M
May 04, 2023 Q1 2023
Ziegler Capital Management, LLC

BUY
 -
572
+ 1.53%
$97.4K - $113K
38K $8.99M
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
555
+ 11.17%
$94.5K - $110K
5.52K $1.31M
May 08, 2023 Q1 2023
Stokes Family Office, LLC

BUY
 -
555
+ 37.0%
$94.5K - $110K
2.06K $486K
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
549
+ 41.65%
$93.5K - $109K
1.87K $442K
Apr 12, 2023 Q1 2023
Rda Financial Network

BUY
 -
546
+ 23.37%
$93K - $108K
2.88K $682K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
536
New
$91.3K - $106K
536 $127K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
533
+ 2.67%
$90.7K - $106K
20.5K $4.85M
Apr 28, 2023 Q1 2023
Next Capital Management LLC

BUY
 -
529
+ 15.73%
$90.1K - $105K
3.89K $921K

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