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 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.92K- 16.97% |
$326K - $380K
|
9.38K
$2.08M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.93K- 29.78% |
$328K - $382K
|
4.54K
$1.01M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.93K- 43.72% |
$328K - $382K
|
2.48K
$551K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.96K- 14.89% |
$334K - $390K
|
11.2K
$2.49M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.98K- 3.47% |
$337K - $393K
|
55.1K
$12.2M
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.98K- 37.28% |
$337K - $393K
|
3.34K
$740K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.99K- 4.67% |
$339K - $395K
|
40.7K
$9.02M
|
|
|
May 08, 2023
Q1 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-1.99K- 1.01% |
$339K - $395K
|
196K
$43.4M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-2K- 11.11% |
$341K - $397K
|
16K
$3.55M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2K- 33.51% |
$341K - $397K
|
3.97K
$882K
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-2.02K- 14.5% |
$344K - $400K
|
11.9K
$2.64M
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 29.81% |
$345K - $402K
|
4.78K
$1.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-2.06K- 9.3% |
$350K - $408K
|
20K
$4.45M
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.1K- 56.12% |
$357K - $416K
|
1.64K
$364K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.11K- 37.44% |
$360K - $419K
|
3.53K
$783K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.14K- 0.37% |
$364K - $424K
|
574K
$127M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.16K- 6.15% |
$368K - $429K
|
33K
$7.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.19K- 13.91% |
$373K - $435K
|
13.6K
$3.01M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.22K- 63.07% |
$378K - $440K
|
1.3K
$288K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 16.95% |
$380K - $443K
|
10.9K
$2.43M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.26K- 10.25% |
$385K - $448K
|
19.8K
$4.39M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.28K- 21.24% |
$388K - $452K
|
8.44K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.3K- 8.19% |
$391K - $455K
|
25.7K
$5.71M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.3K- 63.18% |
$391K - $456K
|
1.34K
$297K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.31K- 2.35% |
$393K - $458K
|
96K
$21.3M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.37K- 3.73% |
$403K - $469K
|
61.1K
$13.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-2.44K- 0.89% |
$416K - $484K
|
271K
$60.2M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-2.46K- 67.32% |
$418K - $487K
|
1.19K
$265K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-2.47K- 4.0% |
$421K - $490K
|
59.4K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-2.5K- 96.34% |
$426K - $496K
|
95
$21.1K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.5K- 75.04% |
$426K - $496K
|
832
$185K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.51K- 4.07% |
$428K - $498K
|
59.2K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.54K- 3.05% |
$432K - $504K
|
80.8K
$17.9M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.54K- 50.04% |
$433K - $504K
|
2.54K
$563K
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.55KClosed |
$434K - $505K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.57K- 12.19% |
$438K - $510K
|
18.5K
$4.12M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.57K- 1.54% |
$438K - $510K
|
164K
$36.4M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.58K- 2.92% |
$439K - $511K
|
85.5K
$19M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-2.59K- 1.0% |
$441K - $514K
|
257K
$57M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.71K- 3.57% |
$462K - $538K
|
73.3K
$16.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.73K- 0.37% |
$464K - $541K
|
728K
$161M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.81K- 25.4% |
$478K - $556K
|
8.24K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.91K- 6.53% |
$495K - $577K
|
41.7K
$9.25M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-2.94K- 67.38% |
$501K - $584K
|
1.43K
$316K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-3K- 47.18% |
$511K - $595K
|
3.36K
$746K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-3K- 7.94% |
$511K - $595K
|
34.8K
$7.72M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.07K- 7.19% |
$522K - $609K
|
39.6K
$8.8M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.2K- 6.79% |
$545K - $635K
|
44K
$9.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.22K- 3.74% |
$549K - $639K
|
83K
$18.4M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.32K- 1.3% |
$566K - $659K
|
251K
$55.8M
|