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 11, 2023
Q1 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-205- 0.34% |
$34.9K - $40.7K
|
60.8K
$13.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-206- 6.99% |
$35.1K - $40.9K
|
2.74K
$609K
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-214- 0.23% |
$36.4K - $42.4K
|
91.9K
$20.4M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-220- 7.1% |
$37.5K - $43.6K
|
2.88K
$638K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-221- 14.95% |
$37.6K - $43.8K
|
1.26K
$279K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-222- 9.72% |
$37.8K - $44K
|
2.06K
$458K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-222- 4.87% |
$37.8K - $44K
|
4.34K
$963K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-223- 2.8% |
$38K - $44.2K
|
7.73K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-225- 4.88% |
$38.3K - $44.6K
|
4.38K
$972K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-229- 15.66% |
$39K - $45.4K
|
1.23K
$274K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-231- 4.49% |
$39.3K - $45.8K
|
4.91K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-232- 0.25% |
$39.5K - $46K
|
91.7K
$20.4M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-235- 4.72% |
$40K - $46.6K
|
4.74K
$1.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-239- 7.12% |
$40.7K - $47.4K
|
3.12K
$692K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-240- 7.49% |
$40.9K - $47.6K
|
2.97K
$658K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-241- 3.58% |
$41K - $47.8K
|
6.49K
$1.44M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-243- 2.84% |
$41.4K - $48.2K
|
8.33K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-252- 4.54% |
$42.9K - $50K
|
5.3K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-252- 1.56% |
$42.9K - $50K
|
15.9K
$3.52M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-256- 7.79% |
$43.6K - $50.8K
|
3.03K
$673K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-258- 11.05% |
$43.9K - $51.2K
|
2.08K
$461K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-260- 0.68% |
$44.3K - $51.6K
|
37.9K
$8.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-260- 34.9% |
$44.3K - $51.6K
|
485
$108K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-261- 7.37% |
$44.4K - $51.8K
|
3.28K
$728K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-262- 5.17% |
$44.6K - $52K
|
4.8K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-270- 5.1% |
$46K - $53.5K
|
5.02K
$1.11M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-271- 11.6% |
$46.1K - $53.7K
|
2.07K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-271- 5.34% |
$46.1K - $53.7K
|
4.8K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-274- 0.46% |
$46.6K - $54.3K
|
59.5K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-275- 12.09% |
$46.8K - $54.5K
|
2K
$444K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-279- 0.71% |
$47.5K - $55.3K
|
38.8K
$8.6M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-280- 8.98% |
$47.7K - $55.5K
|
2.84K
$630K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-283- 0.17% |
$48.2K - $56.1K
|
170K
$37.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-286- 8.8% |
$48.7K - $56.7K
|
2.96K
$658K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-286- 6.31% |
$48.7K - $56.7K
|
4.25K
$943K
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
SELL
|
- |
-287- 7.69% |
$48.9K - $56.9K
|
3.44K
$764K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-288- 2.43% |
$49K - $57.1K
|
11.6K
$2.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-292- 12.28% |
$49.7K - $57.9K
|
2.09K
$463K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-295- 12.55% |
$50.2K - $58.5K
|
2.06K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-298- 8.93% |
$50.7K - $59.1K
|
3.04K
$675K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-300- 0.91% |
$51.1K - $59.5K
|
32.7K
$7.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-302- 3.77% |
$51.4K - $59.9K
|
7.71K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-302- 1.22% |
$51.4K - $59.9K
|
24.4K
$5.41M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-308- 8.27% |
$52.4K - $61.1K
|
3.42K
$759K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-310- 50.82% |
$52.8K - $61.5K
|
300
$66.6K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-313- 4.29% |
$53.3K - $62.1K
|
6.98K
$1.55M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-315- 3.85% |
$53.6K - $62.5K
|
7.86K
$1.74M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-321- 0.76% |
$54.7K - $63.7K
|
42.1K
$9.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-322- 2.07% |
$54.8K - $63.9K
|
15.2K
$3.38M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-322- 3.94% |
$54.8K - $63.9K
|
7.85K
$1.74M
|