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 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.41K- 26.39% |
$580K - $676K
|
9.5K
$2.11M
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-3.46K- 43.44% |
$590K - $687K
|
4.51K
$1M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-3.5K- 6.62% |
$596K - $694K
|
49.4K
$11M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.57K- 5.94% |
$608K - $709K
|
56.5K
$12.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.62K- 24.84% |
$615K - $717K
|
10.9K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.66K- 21.84% |
$623K - $726K
|
13.1K
$2.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.68K- 5.16% |
$627K - $730K
|
67.8K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.68K- 50.2% |
$627K - $731K
|
3.66K
$811K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.73K- 53.82% |
$636K - $741K
|
3.2K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-3.74K- 50.73% |
$636K - $741K
|
3.63K
$805K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-3.79K- 58.13% |
$646K - $752K
|
2.73K
$607K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.82K- 60.1% |
$650K - $757K
|
2.53K
$562K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-3.87K- 65.38% |
$658K - $767K
|
2.05K
$454K
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.87K- 3.17% |
$659K - $767K
|
118K
$26.3M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.91K- 37.32% |
$666K - $776K
|
6.57K
$1.46M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4K- 8.66% |
$680K - $792K
|
42.1K
$9.35M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.04K- 14.23% |
$687K - $801K
|
24.3K
$5.4M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-4.06K- 59.36% |
$691K - $805K
|
2.78K
$616K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.06K- 12.42% |
$691K - $805K
|
28.6K
$6.36M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-4.06K- 4.71% |
$692K - $806K
|
82.3K
$18.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.17K- 13.33% |
$709K - $826K
|
27.1K
$6.01M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.26K- 18.38% |
$725K - $845K
|
18.9K
$4.2M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-4.33K- 3.81% |
$738K - $859K
|
109K
$24.3M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.42K- 47.35% |
$752K - $876K
|
4.91K
$1.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.55K- 5.28% |
$774K - $901K
|
81.5K
$18.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.61K- 12.9% |
$784K - $913K
|
31.1K
$6.9M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.66K- 12.75% |
$793K - $924K
|
31.9K
$7.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.66K- 18.47% |
$794K - $925K
|
20.6K
$4.57M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.81K- 0.67% |
$819K - $954K
|
717K
$159M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-4.84K- 30.51% |
$823K - $959K
|
11K
$2.44M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-4.89K- 22.37% |
$833K - $971K
|
17K
$3.77M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5K- 44.46% |
$851K - $991K
|
6.24K
$1.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5.12K- 22.9% |
$872K - $1.02M
|
17.2K
$3.83M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-5.19K- 84.94% |
$883K - $1.03M
|
920
$204K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.21K- 11.41% |
$887K - $1.03M
|
40.4K
$8.97M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-5.65K- 45.34% |
$962K - $1.12M
|
6.82K
$1.51M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.77K- 67.99% |
$983K - $1.15M
|
2.72K
$603K
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5.8K- 12.23% |
$987K - $1.15M
|
41.6K
$9.23M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.85K- 34.58% |
$996K - $1.16M
|
11.1K
$2.46M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.93K- 25.99% |
$1.01M - $1.18M
|
16.9K
$3.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.98K- 75.63% |
$1.02M - $1.19M
|
1.93K
$428K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.23K- 85.28% |
$1.06M - $1.23M
|
1.08K
$239K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.25K- 23.84% |
$1.06M - $1.24M
|
20K
$4.43M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.32K- 13.04% |
$1.08M - $1.25M
|
42.1K
$9.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-6.37K- 4.32% |
$1.09M - $1.26M
|
141K
$31.3M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.39K- 77.29% |
$1.09M - $1.27M
|
1.88K
$417K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.42K- 25.43% |
$1.09M - $1.27M
|
18.8K
$4.18M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-6.48K- 17.4% |
$1.1M - $1.28M
|
30.7K
$6.82M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-6.48K- 17.4% |
$1.1M - $1.28M
|
30.7K
$6.82M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.65K- 8.44% |
$1.13M - $1.32M
|
72.2K
$16M
|