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 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
127+ 1.67% |
$21.6K - $25.2K
|
7.71K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
127+ 0.3% |
$21.6K - $25.2K
|
41.9K
$9.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
126+ 450.0% |
$21.5K - $25K
|
154
$34.2K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
125+ 1.52% |
$21.3K - $24.8K
|
8.38K
$1.86M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
124+ 0.93% |
$21.1K - $24.6K
|
13.4K
$2.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
123+ 7.44% |
$20.9K - $24.4K
|
1.78K
$394K
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
120+ 2.5% |
$20.4K - $23.8K
|
4.92K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
120+ 0.44% |
$20.4K - $23.8K
|
27.5K
$6.1M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
115+ 3.0% |
$19.6K - $22.8K
|
3.95K
$875K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
115+ 0.34% |
$19.6K - $22.8K
|
34.4K
$7.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
111+ 5.3% |
$18.9K - $22K
|
2.21K
$489K
|
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
107+ 2.36% |
$18.2K - $21.2K
|
4.64K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
105+ 0.55% |
$17.9K - $20.8K
|
19.4K
$4.3M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
105+ 15.0% |
$17.9K - $20.8K
|
805
$179K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
105+ 2.33% |
$17.9K - $20.8K
|
4.62K
$1.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
BUY
|
- |
103+ 5.11% |
$17.5K - $20.4K
|
2.12K
$470K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
101+ 1.69% |
$17.2K - $20K
|
6.07K
$1.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
101+ 2.92% |
$17.2K - $20K
|
3.57K
$791K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
101+ 23.54% |
$17.2K - $20K
|
530
$118K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
100+ 0.33% |
$17K - $19.8K
|
30K
$6.67M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
100New |
$17K - $19.8K
|
100
$22.2K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
99+ 0.69% |
$16.9K - $19.6K
|
14.4K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
99+ 6.48% |
$16.9K - $19.6K
|
1.63K
$361K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
92+ 4.06% |
$15.7K - $18.2K
|
2.36K
$523K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
92+ 1.0% |
$15.7K - $18.2K
|
9.32K
$2.07M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
91+ 0.1% |
$15.5K - $18K
|
87.2K
$19.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
91+ 3.27% |
$15.5K - $18K
|
2.88K
$639K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
91+ 2.9% |
$15.5K - $18K
|
3.23K
$718K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
91+ 13.19% |
$15.5K - $18K
|
781
$173K
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
90+ 0.28% |
$15.3K - $17.8K
|
32.4K
$7.2M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
90+ 0.42% |
$15.3K - $17.8K
|
21.5K
$4.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
86+ 4.8% |
$14.6K - $17.1K
|
1.88K
$417K
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
85+ 0.36% |
$14.5K - $16.9K
|
23.6K
$5.23M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
83+ 20.85% |
$14.1K - $16.5K
|
481
$107K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
82+ 4.02% |
$14K - $16.3K
|
2.12K
$471K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
80+ 0.29% |
$13.6K - $15.9K
|
28.1K
$6.24M
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
80+ 0.44% |
$13.6K - $15.9K
|
18.2K
$4.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
78+ 1.82% |
$13.3K - $15.5K
|
4.37K
$970K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
76+ 3.95% |
$12.9K - $15.1K
|
2K
$444K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
75+ 1.99% |
$12.8K - $14.9K
|
3.84K
$852K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
72+ 94.74% |
$12.3K - $14.3K
|
148
$32.8K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
71+ 0.46% |
$12.1K - $14.1K
|
15.6K
$3.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
70+ 0.36% |
$11.9K - $13.9K
|
19.6K
$4.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
70+ 2.24% |
$11.9K - $13.9K
|
3.2K
$710K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
70+ 1.03% |
$11.9K - $13.9K
|
6.9K
$1.53M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
66+ 0.51% |
$11.2K - $13.1K
|
12.9K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
64+ 0.29% |
$10.9K - $12.7K
|
22K
$4.89M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
63+ 18.37% |
$10.7K - $12.5K
|
406
$90.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
62+ 1.27% |
$10.6K - $12.3K
|
4.94K
$1.1M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
61+ 0.16% |
$10.4K - $12.1K
|
38.3K
$8.51M
|