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
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
206+ 2.22% |
$35.1K - $40.9K
|
9.47K
$2.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Greenfield Ftc, Inc.
|
BUY
|
- |
202+ 0.36% |
$34.4K - $40.1K
|
56.7K
$12.6M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
202+ 12.62% |
$34.4K - $40.1K
|
1.8K
$400K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
201+ 17.3% |
$34.2K - $39.9K
|
1.36K
$302K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
200+ 32.05% |
$34.1K - $39.7K
|
824
$183K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
197+ 4.18% |
$33.5K - $39.1K
|
4.91K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
197+ 2.39% |
$33.5K - $39.1K
|
8.43K
$1.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
193+ 1.32% |
$32.9K - $38.3K
|
14.8K
$3.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
192+ 9.36% |
$32.7K - $38.1K
|
2.24K
$498K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
192+ 4.67% |
$32.7K - $38.1K
|
4.3K
$954K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
190New |
$32.3K - $37.7K
|
190
$42.2K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
189+ 1.79% |
$32.2K - $37.5K
|
10.8K
$2.39M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
186+ 6.42% |
$31.7K - $36.9K
|
3.08K
$684K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
186+ 0.54% |
$31.7K - $36.9K
|
34.4K
$7.64M
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
185New |
$31.5K - $36.7K
|
185
$41.1K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
182+ 13.82% |
$31K - $36.1K
|
1.5K
$333K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
182+ 44.61% |
$31K - $36.1K
|
590
$131K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
181+ 3.71% |
$30.8K - $35.9K
|
5.06K
$1.12M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
180+ 5.79% |
$30.6K - $35.7K
|
3.29K
$730K
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
179+ 0.65% |
$30.5K - $35.5K
|
27.7K
$6.15M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
177+ 3.4% |
$30.1K - $35.1K
|
5.38K
$1.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
175+ 85.37% |
$29.8K - $34.7K
|
380
$84.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
175+ 8.74% |
$29.8K - $34.7K
|
2.18K
$483K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
173+ 1.38% |
$29.5K - $34.3K
|
12.8K
$2.83M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
BUY
|
- |
170+ 0.55% |
$28.9K - $33.7K
|
31K
$6.88M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
170+ 28.38% |
$28.9K - $33.7K
|
769
$171K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
165+ 6.62% |
$28.1K - $32.7K
|
2.66K
$590K
|
|
|
May 11, 2023
Q1 2023
|
Poplar Forest Capital LLC
|
BUY
|
- |
159+ 3.98% |
$27.1K - $31.5K
|
4.15K
$921K
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
159+ 5.49% |
$27.1K - $31.5K
|
3.06K
$678K
|
|
|
Apr 05, 2023
Q1 2023
|
Spence Asset Management
|
BUY
|
- |
157+ 24.8% |
$26.7K - $31.1K
|
790
$175K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
156+ 10.85% |
$26.6K - $30.9K
|
1.59K
$354K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
155+ 1.07% |
$26.4K - $30.7K
|
14.7K
$3.26M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
154+ 10.84% |
$26.2K - $30.5K
|
1.58K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
149+ 5.13% |
$25.4K - $29.5K
|
3.05K
$677K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
148+ 3.47% |
$25.2K - $29.4K
|
4.42K
$980K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
146+ 9.4% |
$24.9K - $29K
|
1.7K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
146+ 2.31% |
$24.9K - $29K
|
6.46K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
144+ 6.6% |
$24.5K - $28.6K
|
2.33K
$516K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
144New |
$24.5K - $28.6K
|
144
$32K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
140+ 1.08% |
$23.8K - $27.8K
|
13.1K
$2.91M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
139+ 3.63% |
$23.7K - $27.6K
|
3.97K
$881K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
136+ 7.59% |
$23.2K - $27K
|
1.93K
$428K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
136+ 10.94% |
$23.2K - $27K
|
1.38K
$306K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
136+ 2.4% |
$23.2K - $27K
|
5.81K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
135+ 0.26% |
$23K - $26.8K
|
51.2K
$11.4M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
134+ 0.74% |
$22.8K - $26.6K
|
18.4K
$4.07M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
133+ 1.48% |
$22.6K - $26.4K
|
9.11K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
132+ 4.71% |
$22.5K - $26.2K
|
2.94K
$652K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
131New |
$22.3K - $26K
|
131
$29.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
127+ 1.56% |
$21.6K - $25.2K
|
8.26K
$1.83M
|