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 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-130- 5.14% |
$22.1K - $25.8K
|
2.4K
$533K
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-130- 35.14% |
$22.1K - $25.8K
|
240
$53.3K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-131- 1.12% |
$22.3K - $26K
|
11.5K
$2.56M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-132- 18.59% |
$22.5K - $26.2K
|
578
$128K
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-136- 0.66% |
$23.2K - $27K
|
20.4K
$4.52M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-137- 7.85% |
$23.3K - $27.2K
|
1.61K
$357K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-137- 3.54% |
$23.3K - $27.2K
|
3.74K
$829K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-137- 7.63% |
$23.3K - $27.2K
|
1.66K
$368K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-138- 3.89% |
$23.5K - $27.4K
|
3.41K
$757K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-139- 0.11% |
$23.7K - $27.6K
|
129K
$28.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-140- 10.53% |
$23.8K - $27.8K
|
1.19K
$264K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-141- 5.1% |
$24K - $28K
|
2.62K
$582K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-144- 6.63% |
$24.5K - $28.6K
|
2.03K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-144- 6.93% |
$24.5K - $28.6K
|
1.93K
$429K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-146- 1.04% |
$24.9K - $29K
|
14K
$3.1M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-146- 0.62% |
$24.9K - $29K
|
23.3K
$5.18M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-148- 2.34% |
$25.2K - $29.4K
|
6.19K
$1.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-149- 1.62% |
$25.4K - $29.5K
|
9.07K
$2.01M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-149- 3.23% |
$25.4K - $29.5K
|
4.46K
$990K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-150- 10.98% |
$25.5K - $29.7K
|
1.22K
$270K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-150- 0.27% |
$25.5K - $29.7K
|
56.2K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-151- 0.48% |
$25.7K - $29.9K
|
31.1K
$6.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-152- 7.03% |
$25.9K - $30.1K
|
2.01K
$446K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-153- 3.45% |
$26K - $30.3K
|
4.29K
$951K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-155- 3.34% |
$26.4K - $30.7K
|
4.49K
$996K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-156- 23.96% |
$26.6K - $30.9K
|
495
$110K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-156- 2.74% |
$26.6K - $30.9K
|
5.55K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-156- 1.86% |
$26.6K - $30.9K
|
8.25K
$1.83M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-158- 1.89% |
$26.9K - $31.3K
|
8.19K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-168- 1.19% |
$28.6K - $33.3K
|
14K
$3.1M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-168- 0.22% |
$28.6K - $33.3K
|
77K
$17.1M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-170- 0.36% |
$28.9K - $33.7K
|
46.4K
$10.3M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-172- 1.03% |
$29.3K - $34.1K
|
16.5K
$3.67M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-175- 1.5% |
$29.8K - $34.7K
|
11.5K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-175- 1.24% |
$29.8K - $34.7K
|
13.9K
$3.1M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-175- 2.63% |
$29.8K - $34.7K
|
6.48K
$1.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-178- 1.97% |
$30.3K - $35.3K
|
8.88K
$1.97M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-182- 9.25% |
$31K - $36.1K
|
1.79K
$396K
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-185- 8.06% |
$31.5K - $36.7K
|
2.11K
$468K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-186- 12.28% |
$31.7K - $36.9K
|
1.33K
$295K
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-187- 1.29% |
$31.8K - $37.1K
|
14.3K
$3.18M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-190- 10.45% |
$32.3K - $37.7K
|
1.63K
$361K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-196- 0.66% |
$33.4K - $38.9K
|
29.7K
$6.6M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-197- 7.36% |
$33.5K - $39.1K
|
2.48K
$551K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-198- 10.32% |
$33.7K - $39.3K
|
1.72K
$382K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-199- 7.54% |
$33.9K - $39.5K
|
2.44K
$541K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-200- 6.05% |
$34.1K - $39.7K
|
3.11K
$690K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-200- 10.33% |
$34.1K - $39.7K
|
1.74K
$385K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-200- 10.18% |
$34.1K - $39.7K
|
1.77K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-200- 8.14% |
$34.1K - $39.7K
|
2.26K
$501K
|