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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
60+ 7.38% |
$10.2K - $11.9K
|
873
$194K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
60+ 1.23% |
$10.2K - $11.9K
|
4.96K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
58+ 0.92% |
$9.87K - $11.5K
|
6.34K
$1.41M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
55+ 0.35% |
$9.36K - $10.9K
|
15.6K
$3.45M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
54+ 0.53% |
$9.19K - $10.7K
|
10.2K
$2.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
54+ 49.54% |
$9.19K - $10.7K
|
163
$36.2K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
53+ 1.04% |
$9.02K - $10.5K
|
5.16K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
52+ 0.25% |
$8.85K - $10.3K
|
21.2K
$4.7M
|
|
|
May 04, 2023
Q1 2023
|
Verger Capital Management LLC
|
BUY
|
- |
51+ 0.24% |
$8.68K - $10.1K
|
21.7K
$4.82M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
51+ 1.11% |
$8.68K - $10.1K
|
4.64K
$1.03M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
50+ 2.54% |
$8.51K - $9.92K
|
2.02K
$447K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
49+ 0.98% |
$8.34K - $9.72K
|
5.07K
$1.12M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
48+ 0.24% |
$8.17K - $9.52K
|
20.3K
$4.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
48+ 1.51% |
$8.17K - $9.52K
|
3.22K
$715K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
48+ 2.53% |
$8.17K - $9.52K
|
1.95K
$432K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
47+ 0.63% |
$8K - $9.32K
|
7.46K
$1.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
45New |
$7.66K - $8.92K
|
45
$9.99K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
45+ 0.39% |
$7.66K - $8.92K
|
11.5K
$2.56M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
44+ 1.43% |
$7.49K - $8.73K
|
3.13K
$695K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
44+ 3.28% |
$7.49K - $8.73K
|
1.38K
$307K
|
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
43+ 0.97% |
$7.32K - $8.53K
|
4.5K
$998K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
42+ 2.39% |
$7.15K - $8.33K
|
1.8K
$399K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
42+ 8.4% |
$7.15K - $8.33K
|
542
$120K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
42+ 7.97% |
$7.15K - $8.33K
|
569
$126K
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
BUY
|
- |
41+ 0.09% |
$6.98K - $8.13K
|
45K
$10M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
40+ 25.32% |
$6.81K - $7.93K
|
198
$43.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
40+ 2.45% |
$6.81K - $7.93K
|
1.67K
$371K
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
35+ 2.0% |
$5.96K - $6.94K
|
1.78K
$396K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
34+ 0.89% |
$5.79K - $6.74K
|
3.84K
$853K
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
34+ 0.57% |
$5.79K - $6.74K
|
5.95K
$1.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
33+ 3.43% |
$5.62K - $6.54K
|
995
$221K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
33+ 1.04% |
$5.62K - $6.54K
|
3.21K
$713K
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
32+ 2.66% |
$5.45K - $6.35K
|
1.24K
$275K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
32+ 62.75% |
$5.45K - $6.35K
|
83
$18.4K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
31+ 1.91% |
$5.28K - $6.15K
|
1.65K
$367K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
31+ 1.59% |
$5.28K - $6.15K
|
1.99K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
31+ 1.65% |
$5.28K - $6.15K
|
1.91K
$423K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
29+ 483.33% |
$4.94K - $5.75K
|
35
$7.77K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
28+ 0.92% |
$4.77K - $5.55K
|
3.08K
$683K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
28+ 12.28% |
$4.77K - $5.55K
|
256
$56.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 18.0% |
$4.6K - $5.35K
|
177
$39.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
27+ 0.23% |
$4.6K - $5.35K
|
11.6K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
27+ 1.9% |
$4.6K - $5.35K
|
1.45K
$321K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
26+ 1.77% |
$4.43K - $5.16K
|
1.5K
$332K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
25+ 0.95% |
$4.26K - $4.96K
|
2.66K
$590K
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
BUY
|
- |
25+ 0.08% |
$4.26K - $4.96K
|
30.2K
$6.7M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
25+ 0.43% |
$4.26K - $4.96K
|
5.79K
$1.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
24+ 0.23% |
$4.09K - $4.76K
|
10.5K
$2.32M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
24+ 0.19% |
$4.09K - $4.76K
|
12.6K
$2.79M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
24+ 37.5% |
$4.09K - $4.76K
|
88
$19.5K
|