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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-90- 77.59% |
$15.3K - $17.8K
|
26
$5.77K
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-91- 0.31% |
$15.5K - $18K
|
29.1K
$6.45M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-91- 1.03% |
$15.5K - $18K
|
8.78K
$1.95M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-91- 0.57% |
$15.5K - $18K
|
15.9K
$3.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-92- 1.31% |
$15.7K - $18.2K
|
6.91K
$1.53M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-92Closed |
$15.7K - $18.2K
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-94- 5.87% |
$16K - $18.6K
|
1.51K
$335K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-94- 7.13% |
$16K - $18.6K
|
1.23K
$272K
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-99- 0.29% |
$16.9K - $19.6K
|
33.8K
$7.5M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-99- 2.44% |
$16.9K - $19.6K
|
3.97K
$880K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-100- 3.87% |
$17K - $19.8K
|
2.48K
$551K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-100- 14.49% |
$17K - $19.8K
|
590
$131K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-100- 3.2% |
$17K - $19.8K
|
3.02K
$671K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-100- 5.6% |
$17K - $19.8K
|
1.69K
$374K
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-100- 0.77% |
$17K - $19.8K
|
12.9K
$2.85M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 10.45% |
$17K - $19.8K
|
857
$190K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-101- 2.26% |
$17.2K - $20K
|
4.38K
$971K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-104- 2.77% |
$17.7K - $20.6K
|
3.65K
$809K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-104- 2.23% |
$17.7K - $20.6K
|
4.55K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-104- 0.37% |
$17.7K - $20.6K
|
28K
$6.21M
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-106- 1.35% |
$18K - $21K
|
7.73K
$1.71M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-107- 4.16% |
$18.2K - $21.2K
|
2.47K
$547K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-107- 3.44% |
$18.2K - $21.2K
|
3K
$667K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-108- 7.83% |
$18.4K - $21.4K
|
1.27K
$282K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-108- 2.7% |
$18.4K - $21.4K
|
3.89K
$863K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-108- 5.04% |
$18.4K - $21.4K
|
2.03K
$451K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-108- 5.1% |
$18.4K - $21.4K
|
2.01K
$446K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-109- 0.84% |
$18.6K - $21.6K
|
12.9K
$2.86M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-109- 0.8% |
$18.6K - $21.6K
|
13.5K
$3M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-110- 16.87% |
$18.7K - $21.8K
|
542
$120K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-110- 2.35% |
$18.7K - $21.8K
|
4.58K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-110- 1.29% |
$18.7K - $21.8K
|
8.45K
$1.87M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-113- 4.68% |
$19.2K - $22.4K
|
2.3K
$511K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-114- 6.51% |
$19.4K - $22.6K
|
1.64K
$364K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-117- 1.24% |
$19.9K - $23.2K
|
9.35K
$2.08M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-117- 0.65% |
$19.9K - $23.2K
|
17.9K
$3.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-118- 47.77% |
$20.1K - $23.4K
|
129
$28.6K
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-119- 2.58% |
$20.3K - $23.6K
|
4.49K
$996K
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-119- 0.49% |
$20.3K - $23.6K
|
23.9K
$5.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-120- 2.34% |
$20.4K - $23.8K
|
5.02K
$1.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-123- 1.9% |
$20.9K - $24.4K
|
6.35K
$1.41M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-123- 4.56% |
$20.9K - $24.4K
|
2.57K
$571K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-124- 1.54% |
$21.1K - $24.6K
|
7.92K
$1.76M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-125- 7.25% |
$21.3K - $24.8K
|
1.6K
$355K
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-125- 3.34% |
$21.3K - $24.8K
|
3.62K
$803K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-125- 0.64% |
$21.3K - $24.8K
|
19.4K
$4.3M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-125- 0.92% |
$21.3K - $24.8K
|
13.4K
$2.97M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-126- 0.32% |
$21.5K - $25K
|
39K
$8.64M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-128- 6.84% |
$21.8K - $25.4K
|
1.74K
$387K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-128- 51.61% |
$21.8K - $25.4K
|
120
$26.6K
|