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 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-6.69K- 2.47% |
$1.14M - $1.33M
|
265K
$58.7M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.9K- 2.81% |
$1.17M - $1.37M
|
239K
$53M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-6.91K- 13.79% |
$1.18M - $1.37M
|
43.2K
$9.58M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.14K- 10.85% |
$1.22M - $1.42M
|
58.7K
$13M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-7.3K- 7.79% |
$1.24M - $1.45M
|
86.4K
$19.2M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.3K- 55.82% |
$1.24M - $1.45M
|
5.78K
$1.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7.5K- 63.65% |
$1.28M - $1.49M
|
4.28K
$950K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-7.5K- 4.18% |
$1.28M - $1.49M
|
172K
$38.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.51K- 32.54% |
$1.28M - $1.49M
|
15.6K
$3.45M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-7.56K- 84.75% |
$1.29M - $1.5M
|
1.36K
$302K
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-7.7K- 47.65% |
$1.31M - $1.53M
|
8.46K
$1.88M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-7.83K- 32.08% |
$1.33M - $1.55M
|
16.6K
$3.68M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.85K- 19.74% |
$1.34M - $1.56M
|
31.9K
$7.08M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-7.98K- 17.05% |
$1.36M - $1.58M
|
38.8K
$8.61M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8.01K- 40.07% |
$1.36M - $1.59M
|
12K
$2.66M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.18K- 79.5% |
$1.39M - $1.62M
|
2.11K
$468K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-8.49K- 67.44% |
$1.44M - $1.68M
|
4.1K
$909K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.62K- 2.32% |
$1.47M - $1.71M
|
363K
$80.5M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.63K- 1.71% |
$1.47M - $1.71M
|
495K
$110M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-8.68K- 14.89% |
$1.48M - $1.72M
|
49.6K
$11M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-8.87K- 35.06% |
$1.51M - $1.76M
|
16.4K
$3.64M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.94K- 40.95% |
$1.52M - $1.77M
|
12.9K
$2.86M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-9.01K- 10.07% |
$1.53M - $1.79M
|
80.5K
$17.9M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9.23K- 37.42% |
$1.57M - $1.83M
|
15.4K
$3.43M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.3K- 8.75% |
$1.58M - $1.84M
|
97K
$21.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-9.33K- 51.58% |
$1.59M - $1.85M
|
8.76K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-9.6K- 95.63% |
$1.64M - $1.9M
|
439
$97.4K
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-9.81K- 61.72% |
$1.67M - $1.95M
|
6.09K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.3K- 8.92% |
$1.76M - $2.04M
|
105K
$23.4M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.6K- 20.81% |
$1.81M - $2.11M
|
40.5K
$8.99M
|
|
|
May 09, 2023
Q1 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 54.68% |
$1.81M - $2.11M
|
8.83K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.7K- 19.13% |
$1.81M - $2.11M
|
45K
$10M
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 5.97% |
$1.85M - $2.15M
|
171K
$37.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-11.1K- 11.55% |
$1.9M - $2.21M
|
85.4K
$18.9M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 2.21% |
$1.94M - $2.26M
|
504K
$112M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-11.4K- 93.07% |
$1.94M - $2.26M
|
849
$188K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11.5K- 8.38% |
$1.96M - $2.29M
|
126K
$28M
|
|
|
May 12, 2023
Q1 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-11.8K- 29.71% |
$2.01M - $2.34M
|
27.9K
$6.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-11.9K- 51.59% |
$2.02M - $2.36M
|
11.2K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-12.1K- 23.15% |
$2.05M - $2.39M
|
40K
$8.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-12.3K- 8.13% |
$2.09M - $2.43M
|
139K
$30.7M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.3K- 35.79% |
$2.1M - $2.45M
|
22.2K
$4.92M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-12.4K- 65.48% |
$2.11M - $2.45M
|
6.53K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12.5K- 30.93% |
$2.13M - $2.48M
|
27.9K
$6.19M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-12.7K- 4.04% |
$2.16M - $2.52M
|
302K
$67.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.8K- 20.19% |
$2.17M - $2.53M
|
50.4K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Azarias Capital Management, L.P.
Berwyn, PA |
SELL
|
- |
-13K- 29.62% |
$2.21M - $2.58M
|
30.9K
$6.85M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13K- 44.38% |
$2.21M - $2.58M
|
16.3K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-13.4K- 98.69% |
$2.28M - $2.66M
|
178
$39.5K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13.6K- 2.47% |
$2.32M - $2.7M
|
538K
$119M
|