Purchases and Sales Made in Q1 2023 in Ishares Russell 2000 ETF (IWM)

IWM Quotes by TradingView

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 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
7.7K
+ 31.38%
$1.31M - $1.53M
32.2K $7.15M
Apr 04, 2023 Q1 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
7.64K
New
$1.3M - $1.52M
7.64K $1.7M
Apr 20, 2023 Q1 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
7.61K
New
$1.3M - $1.51M
7.61K $1.69M
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
7.41K
+ 1.93%
$1.26M - $1.47M
392K $86.9M
May 12, 2023 Q1 2023
Westshore Wealth, LLC

BUY
 -
7.37K
+ 20.01%
$1.25M - $1.46M
44.2K $9.81M
May 10, 2023 Q1 2023
Cavalier Investments, LLC

BUY
 -
7.23K
+ 87.41%
$1.23M - $1.43M
15.5K $3.44M
Apr 05, 2023 Q1 2023
Ars Investment Partners, LLC

BUY
 -
7.21K
New
$1.23M - $1.43M
7.21K $1.6M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
7.13K
+ 97.67%
$1.21M - $1.41M
14.4K $3.2M
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
6.99K
+ 68.15%
$1.19M - $1.39M
17.2K $3.83M
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
6.96K
+ 78.3%
$1.19M - $1.38M
15.9K $3.52M
May 15, 2023 Q1 2023
London CO Of Virginia

Richmond, VA
BUY
 -
6.84K
+ 14.85%
$1.16M - $1.36M
52.9K $11.7M
May 02, 2023 Q1 2023
Xr Securities LLC

BUY
 -
6.75K
+ 53.75%
$1.15M - $1.34M
19.3K $4.29M
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
6.69K
+ 54.78%
$1.14M - $1.33M
18.9K $4.19M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
6.68K
+ 40.07%
$1.14M - $1.32M
23.3K $5.18M
May 04, 2023 Q1 2023
Summit Global Investments

Bountiful, UT
BUY
 -
6.6K
+ 52.17%
$1.12M - $1.31M
19.3K $4.27M
Apr 13, 2023 Q1 2023
Boothe Investment Group, Inc.

Dover, DE
BUY
 -
6.47K
+ 6.85%
$1.1M - $1.28M
101K $22.4M
Apr 17, 2023 Q1 2023
All Season Financial Advisors, Inc.

BUY
 -
6.42K
+ 42.84%
$1.09M - $1.27M
21.4K $4.75M
Apr 18, 2023 Q1 2023
Activest Wealth Management

BUY
 -
6.38K
New
$1.09M - $1.27M
6.38K $1.42M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
6.34K
+ 30.16%
$1.08M - $1.26M
27.3K $6.07M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
6.22K
+ 19.85%
$1.06M - $1.23M
37.5K $8.33M
May 10, 2023 Q1 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
6.16K
+ 26.43%
$1.05M - $1.22M
29.5K $6.54M
May 15, 2023 Q1 2023
Wbi Investments, Inc.

BUY
 -
6.08K
+ 13.29%
$1.03M - $1.21M
51.8K $11.5M
May 12, 2023 Q1 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
5.87K
+ 3.43%
$1M - $1.16M
177K $39.3M
Apr 06, 2023 Q1 2023
Patton Fund Management, Inc.

BUY
 -
5.8K
+ 8.39%
$988K - $1.15M
75K $16.6M
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
5.8K
+ 251.02%
$988K - $1.15M
8.11K $1.8M
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
5.7K
+ 10.32%
$970K - $1.13M
60.9K $13.5M
May 11, 2023 Q1 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
5.64K
+ 1.67%
$961K - $1.12M
343K $76M
May 15, 2023 Q1 2023
Audent Global Asset Management, LLC

West Hollywood, CA
BUY
 -
5.53K
+ 64.48%
$942K - $1.1M
14.1K $3.13M
May 01, 2023 Q1 2023
Oldfather Financial Services, LLC

BUY
 -
5.52K
+ 5.78%
$939K - $1.09M
101K $22.4M
Apr 14, 2023 Q1 2023
Welch & Forbes LLC

BUY
 -
5.41K
+ 6.37%
$921K - $1.07M
90.2K $20M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
5.37K
+ 71.31%
$913K - $1.06M
12.9K $2.86M
Apr 18, 2023 Q1 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
5.34K
+ 35.82%
$908K - $1.06M
20.2K $4.49M
May 15, 2023 Q1 2023
Avalon Investment & Advisory

Houston, TX
BUY
 -
5.03K
+ 11.74%
$856K - $997K
47.9K $10.6M
May 15, 2023 Q1 2023
Dynamo Internacional Gestao De Recursos Ltda.

Rio De Janeiro, D5
BUY
 -
5K
New
$851K - $992K
5K $1.11M
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
4.92K
+ 7.97%
$837K - $976K
66.6K $14.8M
Apr 04, 2023 Q1 2023
Private Asset Management Inc

BUY
 -
4.89K
+ 160.23%
$832K - $969K
7.94K $1.76M
Apr 21, 2023 Q1 2023
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
4.7K
+ 6.58%
$801K - $933K
76.2K $16.9M
Apr 13, 2023 Q1 2023
Kmg Fiduciary Partners, LLC

BUY
 -
4.69K
+ 231.85%
$798K - $930K
6.71K $1.49M
May 12, 2023 Q1 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
4.69K
New
$798K - $930K
4.69K $1.04M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
4.63K
+ 24.45%
$789K - $919K
23.6K $5.23M
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
4.63K
+ 4.87%
$787K - $917K
99.6K $22.1M
May 01, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
4.61K
+ 226.47%
$785K - $914K
6.65K $1.48M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
4.61K
New
$785K - $914K
4.61K $1.02M
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
4.59K
+ 183.72%
$782K - $911K
7.09K $1.57M
Jul 24, 2023 Q1 2023
Pvg Asset Management Corp

Golden, CO
BUY
 -
4.55K
New
$774K - $901K
4.55K $1.01M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
4.46K
+ 5.25%
$759K - $885K
89.4K $19.8M
May 15, 2023 Q1 2023
Penn Capital Management Company, LLC

Philadelphia, PA
BUY
 -
4.39K
New
$748K - $871K
4.39K $975K
Apr 20, 2023 Q1 2023
Granite Bay Wealth Management, LLC

BUY
 -
4.39K
+ 60.83%
$748K - $871K
11.6K $2.58M
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
4.32K
+ 5.27%
$735K - $857K
86.2K $19.1M

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