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 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.06% |
$170 - $198
|
1.6K
$354K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1+ 0.09% |
$170 - $198
|
1.15K
$256K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1+ 0.03% |
$170 - $198
|
3.63K
$805K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 1.35% |
$170 - $198
|
75
$16.6K
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1+ 0.09% |
$170 - $198
|
1.17K
$260K
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$170 - $198
|
4.34K
$963K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$170 - $198
|
4.19K
$931K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.21% |
$170 - $198
|
470
$104K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.12% |
$170 - $198
|
820
$182K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 0.04% |
$170 - $198
|
2.34K
$519K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.24% |
$170 - $198
|
419
$93K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$170 - $198
|
2.24K
$497K
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.04% |
$170 - $198
|
2.55K
$565K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 20.0% |
$170 - $198
|
4
$888
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 1.2% |
$170 - $198
|
82
$18.2K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 4.76% |
$170 - $198
|
20
$4.44K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1- 0.08% |
$170 - $198
|
1.22K
$270K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1- 1.09% |
$170 - $198
|
91
$20.2K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1- 0.03% |
$170 - $198
|
3.32K
$736K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2- 0.03% |
$341 - $397
|
6.82K
$1.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-2- 0.14% |
$341 - $397
|
1.41K
$312K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2- 0.1% |
$341 - $397
|
1.95K
$433K
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2- 0.1% |
$341 - $397
|
1.94K
$430K
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-2- 0.05% |
$341 - $397
|
3.92K
$870K
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-2- 0.02% |
$341 - $397
|
8.51K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2- 0.06% |
$341 - $397
|
3.38K
$750K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-3- 0.23% |
$511 - $595
|
1.28K
$283K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-5- 0.31% |
$851 - $992
|
1.63K
$362K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5- 0.37% |
$851 - $992
|
1.35K
$299K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-5- 0.27% |
$851 - $992
|
1.83K
$405K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-6- 2.18% |
$1.02K - $1.19K
|
269
$59.7K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-6- 0.35% |
$1.02K - $1.19K
|
1.69K
$375K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-7- 0.04% |
$1.19K - $1.39K
|
16.8K
$3.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-8- 2.48% |
$1.36K - $1.59K
|
315
$69.9K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-8- 0.33% |
$1.36K - $1.59K
|
2.45K
$543K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-8- 0.64% |
$1.36K - $1.59K
|
1.24K
$274K
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-9- 0.16% |
$1.53K - $1.78K
|
5.55K
$1.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-9- 0.52% |
$1.53K - $1.78K
|
1.72K
$381K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-9- 0.05% |
$1.53K - $1.78K
|
19.5K
$4.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 0.5% |
$1.7K - $1.98K
|
1.97K
$438K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-10- 0.27% |
$1.7K - $1.98K
|
3.66K
$811K
|
|
|
May 15, 2023
Q1 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-10- 0.43% |
$1.7K - $1.98K
|
2.3K
$510K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.22% |
$1.7K - $1.98K
|
4.47K
$992K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10- 0.63% |
$1.7K - $1.98K
|
1.57K
$348K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-11- 0.18% |
$1.87K - $2.18K
|
5.99K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-12- 0.59% |
$2.04K - $2.38K
|
2.03K
$451K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12- 0.24% |
$2.04K - $2.38K
|
5.05K
$1.12M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-14- 1.07% |
$2.38K - $2.78K
|
1.29K
$287K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-14- 0.44% |
$2.38K - $2.78K
|
3.19K
$709K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 0.8% |
$2.38K - $2.78K
|
1.74K
$385K
|