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 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-56- 4.53% |
$9.53K - $11.1K
|
1.18K
$262K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-56- 11.72% |
$9.53K - $11.1K
|
422
$93.7K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-58- 4.1% |
$9.87K - $11.5K
|
1.36K
$301K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-59- 2.78% |
$10K - $11.7K
|
2.06K
$457K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-60- 10.45% |
$10.2K - $11.9K
|
514
$114K
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-60- 0.65% |
$10.2K - $11.9K
|
9.19K
$2.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-60- 3.26% |
$10.2K - $11.9K
|
1.78K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-61- 0.07% |
$10.4K - $12.1K
|
83.5K
$18.5M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-62- 3.3% |
$10.6K - $12.3K
|
1.82K
$403K
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-64- 0.99% |
$10.9K - $12.7K
|
6.39K
$1.42M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-65- 4.29% |
$11.1K - $12.9K
|
1.45K
$322K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-65- 0.28% |
$11.1K - $12.9K
|
23.5K
$5.21M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-65- 3.18% |
$11.1K - $12.9K
|
1.98K
$439K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-65- 8.76% |
$11.1K - $12.9K
|
677
$150K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-66- 0.68% |
$11.2K - $13.1K
|
9.58K
$2.13M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-67- 8.62% |
$11.4K - $13.3K
|
710
$158K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-67- 0.87% |
$11.4K - $13.3K
|
7.62K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-67- 26.91% |
$11.4K - $13.3K
|
182
$40.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-68- 4.47% |
$11.6K - $13.5K
|
1.45K
$323K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-68- 0.17% |
$11.6K - $13.5K
|
39K
$8.66M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-68- 1.24% |
$11.6K - $13.5K
|
5.43K
$1.21M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-68- 1.37% |
$11.6K - $13.5K
|
4.9K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-68- 9.05% |
$11.6K - $13.5K
|
683
$152K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-69- 3.63% |
$11.7K - $13.7K
|
1.83K
$407K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-70- 0.34% |
$11.9K - $13.9K
|
20.3K
$4.51M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-71- 5.16% |
$12.1K - $14.1K
|
1.31K
$290K
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-73- 2.91% |
$12.4K - $14.5K
|
2.43K
$540K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-74- 2.77% |
$12.6K - $14.7K
|
2.6K
$576K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-74- 0.79% |
$12.6K - $14.7K
|
9.32K
$2.07M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-75- 1.73% |
$12.8K - $14.9K
|
4.26K
$946K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-75- 0.93% |
$12.8K - $14.9K
|
8K
$1.77M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-75- 0.22% |
$12.8K - $14.9K
|
34.2K
$7.6M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-75- 2.44% |
$12.8K - $14.9K
|
3K
$666K
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-76- 3.93% |
$12.9K - $15.1K
|
1.86K
$412K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-76- 1.86% |
$12.9K - $15.1K
|
4.02K
$892K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-76- 3.42% |
$12.9K - $15.1K
|
2.15K
$476K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-77- 1.09% |
$13.1K - $15.3K
|
6.97K
$1.55M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-78- 2.2% |
$13.3K - $15.5K
|
3.47K
$771K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-78- 1.13% |
$13.3K - $15.5K
|
6.81K
$1.51M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-79- 1.22% |
$13.4K - $15.7K
|
6.38K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-80- 2.2% |
$13.6K - $15.9K
|
3.55K
$788K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-81- 3.19% |
$13.8K - $16.1K
|
2.46K
$545K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-81- 4.71% |
$13.8K - $16.1K
|
1.64K
$364K
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-82- 0.55% |
$14K - $16.3K
|
14.8K
$3.3M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-82- 4.78% |
$14K - $16.3K
|
1.63K
$362K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-83- 2.4% |
$14.1K - $16.5K
|
3.38K
$750K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-84- 1.9% |
$14.3K - $16.7K
|
4.33K
$962K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-85- 4.03% |
$14.5K - $16.9K
|
2.02K
$449K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-87- 11.93% |
$14.8K - $17.3K
|
642
$142K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-87- 6.25% |
$14.8K - $17.3K
|
1.31K
$290K
|