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 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-14- 0.08% |
$2.38K - $2.78K
|
17.7K
$3.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-14- 0.16% |
$2.38K - $2.78K
|
8.94K
$1.98M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.55% |
$2.38K - $2.78K
|
2.51K
$558K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-14- 0.2% |
$2.38K - $2.78K
|
6.93K
$1.54M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-15- 0.03% |
$2.55K - $2.97K
|
57.9K
$12.9M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-15- 0.08% |
$2.55K - $2.97K
|
19.5K
$4.33M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-15- 8.15% |
$2.55K - $2.97K
|
169
$37.5K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-15- 0.11% |
$2.55K - $2.97K
|
13.7K
$3.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-16- 0.89% |
$2.72K - $3.17K
|
1.78K
$396K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-16- 0.08% |
$2.72K - $3.17K
|
21K
$4.67M
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-17- 44.74% |
$2.89K - $3.37K
|
21
$4.66K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-17- 0.25% |
$2.89K - $3.37K
|
6.81K
$1.51M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-18- 0.34% |
$3.06K - $3.57K
|
5.33K
$1.18M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-18- 0.25% |
$3.06K - $3.57K
|
7.18K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-18- 0.83% |
$3.06K - $3.57K
|
2.16K
$479K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.81% |
$3.06K - $3.57K
|
2.2K
$488K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-18- 0.06% |
$3.06K - $3.57K
|
32.6K
$7.25M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-18- 0.39% |
$3.06K - $3.57K
|
4.58K
$1.02M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-19- 0.62% |
$3.23K - $3.77K
|
3.05K
$677K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-19- 1.8% |
$3.23K - $3.77K
|
1.04K
$230K
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-19- 0.39% |
$3.23K - $3.77K
|
4.9K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-20- 1.51% |
$3.41K - $3.97K
|
1.31K
$290K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-20- 11.56% |
$3.41K - $3.97K
|
153
$34K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-20- 1.26% |
$3.41K - $3.97K
|
1.57K
$348K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-20- 1.52% |
$3.41K - $3.97K
|
1.3K
$288K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-20- 1.06% |
$3.41K - $3.97K
|
1.87K
$414K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-20- 2.3% |
$3.41K - $3.97K
|
848
$188K
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-21- 0.73% |
$3.58K - $4.16K
|
2.85K
$632K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-22- 1.14% |
$3.75K - $4.36K
|
1.91K
$424K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-22- 0.27% |
$3.75K - $4.36K
|
8.26K
$1.83M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-22- 0.97% |
$3.75K - $4.36K
|
2.25K
$499K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-23- 0.96% |
$3.92K - $4.56K
|
2.36K
$524K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.18% |
$3.92K - $4.56K
|
13K
$2.89M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-23- 10.22% |
$3.92K - $4.56K
|
202
$44.8K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-24- 1.28% |
$4.09K - $4.76K
|
1.85K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-24- 0.55% |
$4.09K - $4.76K
|
4.33K
$962K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-24- 0.1% |
$4.09K - $4.76K
|
25.2K
$5.59M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-25- 2.34% |
$4.26K - $4.96K
|
1.04K
$231K
|
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-25- 1.27% |
$4.26K - $4.96K
|
1.94K
$431K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-25- 0.74% |
$4.26K - $4.96K
|
3.36K
$746K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-25- 1.52% |
$4.26K - $4.96K
|
1.63K
$361K
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-26- 0.02% |
$4.43K - $5.16K
|
171K
$38M
|
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-26- 0.08% |
$4.43K - $5.16K
|
32.4K
$7.18M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-26- 0.6% |
$4.43K - $5.16K
|
4.29K
$953K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-27- 14.59% |
$4.6K - $5.35K
|
158
$35.1K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-27- 0.19% |
$4.6K - $5.35K
|
14K
$3.1M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-28- 1.15% |
$4.77K - $5.55K
|
2.42K
$536K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-28- 2.07% |
$4.77K - $5.55K
|
1.32K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-29- 82.86% |
$4.94K - $5.75K
|
6
$1.33K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-30- 2.15% |
$5.11K - $5.95K
|
1.37K
$303K
|