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 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-30- 13.33% |
$5.11K - $5.95K
|
195
$43.3K
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
SELL
|
- |
-30- 0.56% |
$5.11K - $5.95K
|
5.35K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-30- 1.91% |
$5.11K - $5.95K
|
1.54K
$341K
|
|
|
Apr 18, 2023
Q1 2023
|
Flower City Capital
|
SELL
|
- |
-31- 1.42% |
$5.28K - $6.15K
|
2.15K
$478K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-31- 1.17% |
$5.28K - $6.15K
|
2.62K
$582K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-31- 0.72% |
$5.28K - $6.15K
|
4.27K
$948K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-31- 0.22% |
$5.28K - $6.15K
|
14.1K
$3.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-32- 11.15% |
$5.45K - $6.35K
|
255
$56.6K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-33- 0.21% |
$5.62K - $6.54K
|
15.9K
$3.52M
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-33- 0.25% |
$5.62K - $6.54K
|
13.2K
$2.93M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-33- 1.16% |
$5.62K - $6.54K
|
2.8K
$622K
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-34- 0.35% |
$5.79K - $6.74K
|
9.55K
$2.12M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-34- 2.32% |
$5.79K - $6.74K
|
1.43K
$317K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-35- 1.12% |
$5.96K - $6.94K
|
3.09K
$685K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-35- 0.79% |
$5.96K - $6.94K
|
4.38K
$971K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-35- 0.11% |
$5.96K - $6.94K
|
32K
$7.11M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-37- 0.12% |
$6.3K - $7.34K
|
31.6K
$7.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-37- 2.14% |
$6.3K - $7.34K
|
1.69K
$375K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-38- 6.88% |
$6.47K - $7.54K
|
514
$114K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-38- 0.24% |
$6.47K - $7.54K
|
15.6K
$3.47M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-38- 2.23% |
$6.47K - $7.54K
|
1.67K
$370K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-39- 0.65% |
$6.64K - $7.73K
|
5.97K
$1.32M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-39- 0.49% |
$6.64K - $7.73K
|
7.85K
$1.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-40- 1.87% |
$6.81K - $7.93K
|
2.1K
$466K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-40- 0.37% |
$6.81K - $7.93K
|
10.6K
$2.36M
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-40- 29.63% |
$6.81K - $7.93K
|
95
$21.1K
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-41- 0.11% |
$6.98K - $8.13K
|
37.9K
$8.42M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-41- 0.23% |
$6.98K - $8.13K
|
17.4K
$3.86M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-41- 3.28% |
$6.98K - $8.13K
|
1.21K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-41- 3.18% |
$6.98K - $8.13K
|
1.25K
$277K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-42- 3.55% |
$7.15K - $8.33K
|
1.14K
$253K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-42- 0.2% |
$7.15K - $8.33K
|
20.8K
$4.62M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-45- 0.19% |
$7.66K - $8.92K
|
23.9K
$5.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-46- 57.5% |
$7.83K - $9.12K
|
34
$7.55K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-47- 0.26% |
$8K - $9.32K
|
18.4K
$4.07M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-47- 3.11% |
$8K - $9.32K
|
1.47K
$325K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-48- 8.6% |
$8.17K - $9.52K
|
510
$113K
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-49- 0.69% |
$8.34K - $9.72K
|
7.09K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-49- 55.06% |
$8.34K - $9.72K
|
40
$8.88K
|
|
|
May 04, 2023
Q1 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-50- 10.0% |
$8.51K - $9.92K
|
450
$99.9K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-50- 0.24% |
$8.51K - $9.92K
|
20.4K
$4.53M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-50- 46.3% |
$8.51K - $9.92K
|
58
$12.9K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-50- 3.21% |
$8.51K - $9.92K
|
1.51K
$335K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-51- 1.06% |
$8.68K - $10.1K
|
4.78K
$1.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-52- 1.22% |
$8.85K - $10.3K
|
4.22K
$937K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-52- 0.45% |
$8.85K - $10.3K
|
11.5K
$2.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-53- 0.78% |
$9.02K - $10.5K
|
6.77K
$1.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-54- 4.28% |
$9.19K - $10.7K
|
1.21K
$268K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-54- 0.54% |
$9.19K - $10.7K
|
9.87K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-54- 0.62% |
$9.19K - $10.7K
|
8.72K
$1.94M
|