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 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-13.7K- 90.94% |
$2.33M - $2.72M
|
1.37K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Mount Capital LTD
|
SELL
|
- |
-14K- 46.73% |
$2.37M - $2.77M
|
15.9K
$3.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-14.3K- 5.73% |
$2.43M - $2.84M
|
235K
$52.2M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-15K- 34.56% |
$2.55M - $2.97M
|
28.4K
$6.3M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.1K- 6.08% |
$2.58M - $3M
|
234K
$51.9M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-15.4K- 90.56% |
$2.62M - $3.05M
|
1.6K
$356K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-15.9K- 34.64% |
$2.71M - $3.15M
|
30K
$6.66M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-16.1K- 20.17% |
$2.73M - $3.18M
|
63.5K
$14.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-16.2K- 9.96% |
$2.76M - $3.21M
|
146K
$32.5M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16.4K- 55.07% |
$2.79M - $3.24M
|
13.4K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16.7K- 2.4% |
$2.84M - $3.31M
|
679K
$151M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-17.4K- 29.61% |
$2.96M - $3.44M
|
41.3K
$9.16M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.4K- 24.13% |
$2.96M - $3.45M
|
54.8K
$12.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-17.6K- 86.13% |
$3M - $3.49M
|
2.84K
$629K
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-17.8K- 72.22% |
$3.03M - $3.53M
|
6.85K
$1.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-17.9K- 75.14% |
$3.05M - $3.55M
|
5.93K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.2K- 46.99% |
$3.09M - $3.6M
|
20.5K
$4.55M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-18.4K- 11.65% |
$3.13M - $3.65M
|
140K
$31M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-18.6K- 17.23% |
$3.17M - $3.69M
|
89.3K
$19.8M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19.4K- 22.46% |
$3.31M - $3.85M
|
67K
$14.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-19.7K- 36.48% |
$3.35M - $3.9M
|
34.2K
$7.6M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19.7K- 6.62% |
$3.35M - $3.9M
|
278K
$61.6M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-19.8K- 1.64% |
$3.37M - $3.92M
|
1.19M
$263M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-20.1K- 62.09% |
$3.42M - $3.98M
|
12.3K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-20.1K- 8.48% |
$3.43M - $3.99M
|
217K
$48.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-21.1K- 13.63% |
$3.58M - $4.17M
|
133K
$29.6M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.3K- 12.07% |
$3.63M - $4.22M
|
155K
$34.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.5K- 7.64% |
$3.65M - $4.26M
|
260K
$57.6M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-21.5K- 50.45% |
$3.66M - $4.26M
|
21.1K
$4.68M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-21.6K- 90.18% |
$3.68M - $4.29M
|
2.36K
$523K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-21.6K- 6.61% |
$3.68M - $4.29M
|
305K
$67.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-22K- 31.67% |
$3.75M - $4.37M
|
47.6K
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-22.6K- 97.17% |
$3.84M - $4.47M
|
657
$146K
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-22.9K- 89.6% |
$3.91M - $4.55M
|
2.66K
$591K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-23K- 36.74% |
$3.91M - $4.55M
|
39.5K
$8.77M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-23.2K- 69.88% |
$3.95M - $4.6M
|
10K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-23.4K- 10.21% |
$3.98M - $4.64M
|
205K
$45.6M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.7K- 13.43% |
$4.04M - $4.7M
|
153K
$33.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-23.7K- 64.88% |
$4.04M - $4.7M
|
12.8K
$2.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.8K- 64.48% |
$4.04M - $4.71M
|
13.1K
$2.9M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-23.8K- 11.25% |
$4.05M - $4.71M
|
187K
$41.6M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-24.6K- 2.55% |
$4.18M - $4.87M
|
940K
$209M
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-24.6K- 43.5% |
$4.19M - $4.88M
|
32K
$7.09M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.8K- 3.18% |
$4.22M - $4.92M
|
754K
$167M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27.2K- 4.66% |
$4.64M - $5.4M
|
557K
$124M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-27.4K- 3.18% |
$4.66M - $5.43M
|
833K
$185M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-28.4K- 16.7% |
$4.83M - $5.63M
|
142K
$31.4M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-32.2K- 33.71% |
$5.49M - $6.39M
|
63.4K
$14.1M
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-33.1K- 64.77% |
$5.64M - $6.56M
|
18K
$3.99M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-36K- 0.87% |
$6.13M - $7.14M
|
4.12M
$914M
|