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 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-698- 2.58% |
$119K - $138K
|
26.4K
$5.85M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-706- 6.29% |
$120K - $140K
|
10.5K
$2.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-713- 4.21% |
$121K - $141K
|
16.2K
$3.6M
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-714- 7.78% |
$122K - $142K
|
8.46K
$1.88M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-726- 98.24% |
$124K - $144K
|
13
$2.88K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-727- 2.61% |
$124K - $144K
|
27.1K
$6.02M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-728- 2.81% |
$124K - $144K
|
25.2K
$5.59M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-734- 4.74% |
$125K - $146K
|
14.8K
$3.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-741- 9.12% |
$126K - $147K
|
7.38K
$1.64M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-751- 39.71% |
$128K - $149K
|
1.14K
$253K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-763- 4.22% |
$130K - $151K
|
17.3K
$3.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-764- 27.63% |
$130K - $152K
|
2K
$444K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-766- 3.79% |
$130K - $152K
|
19.4K
$4.31M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-769- 17.66% |
$131K - $153K
|
3.59K
$796K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-782- 22.35% |
$133K - $155K
|
2.72K
$603K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-785- 27.9% |
$134K - $156K
|
2.03K
$450K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-799- 4.04% |
$136K - $158K
|
19K
$4.21M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-808- 16.46% |
$138K - $160K
|
4.1K
$910K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-811- 11.86% |
$138K - $161K
|
6.03K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-811- 3.78% |
$138K - $161K
|
20.6K
$4.58M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-827- 12.7% |
$141K - $164K
|
5.69K
$1.26M
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-835- 23.84% |
$142K - $166K
|
2.67K
$592K
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-866- 5.25% |
$147K - $172K
|
15.6K
$3.47M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-888- 1.71% |
$151K - $176K
|
50.9K
$11.3M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-893- 2.96% |
$152K - $177K
|
29.3K
$6.5M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-905- 9.22% |
$154K - $179K
|
8.91K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-912- 34.82% |
$155K - $181K
|
1.71K
$379K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-914- 3.71% |
$156K - $181K
|
23.7K
$5.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-925- 31.09% |
$157K - $183K
|
2.05K
$455K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-934- 2.39% |
$159K - $185K
|
38.2K
$8.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-961- 14.84% |
$164K - $191K
|
5.52K
$1.22M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-976- 3.53% |
$166K - $194K
|
26.7K
$5.92M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-992- 3.06% |
$169K - $197K
|
31.4K
$6.97M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-994- 9.05% |
$169K - $197K
|
9.99K
$2.22M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1K- 31.79% |
$170K - $198K
|
2.15K
$476K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.01K- 18.4% |
$172K - $200K
|
4.48K
$994K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.02K- 2.87% |
$174K - $202K
|
34.5K
$7.65M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.03K- 29.36% |
$175K - $204K
|
2.47K
$549K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.03K- 8.93% |
$175K - $204K
|
10.5K
$2.33M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.03K- 12.54% |
$176K - $205K
|
7.2K
$1.6M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.04K- 2.64% |
$177K - $206K
|
38.3K
$8.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 4.63% |
$178K - $207K
|
21.5K
$4.77M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 22.06% |
$182K - $212K
|
3.77K
$837K
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-1.07K- 0.85% |
$182K - $212K
|
125K
$27.8M
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.07K- 68.94% |
$182K - $212K
|
482
$107K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.07K- 6.86% |
$182K - $212K
|
14.5K
$3.22M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.09K- 9.72% |
$186K - $216K
|
10.1K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.11K- 57.85% |
$188K - $219K
|
805
$179K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.11K- 7.29% |
$188K - $220K
|
14.1K
$3.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-1.12K- 4.63% |
$191K - $223K
|
23.1K
$5.13M
|