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
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.28K+ 0.42% |
$728K - $848K
|
1.02M
$227M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.21K+ 26.78% |
$717K - $835K
|
19.9K
$4.43M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
4.2KNew |
$715K - $833K
|
4.2K
$932K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.17K+ 24.29% |
$710K - $827K
|
21.3K
$4.74M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.1K+ 313.47% |
$698K - $813K
|
5.4K
$1.2M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.08KNew |
$695K - $809K
|
4.08K
$906K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.97KNew |
$676K - $787K
|
3.97K
$881K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.87K+ 24.56% |
$658K - $767K
|
19.6K
$4.35M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.79KNew |
$645K - $751K
|
3.79K
$841K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.73K+ 1.59% |
$635K - $740K
|
239K
$53M
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
3.68KNew |
$627K - $730K
|
3.68K
$817K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.66K+ 1.29% |
$624K - $726K
|
288K
$64M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.57K+ 13.6% |
$608K - $709K
|
29.8K
$6.62M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.55K+ 174.63% |
$604K - $703K
|
5.58K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
3.45K+ 5.14% |
$588K - $685K
|
70.6K
$15.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
3.43K+ 115.34% |
$584K - $680K
|
6.4K
$1.42M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.42K+ 5.17% |
$582K - $678K
|
69.6K
$15.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
3.37K+ 5.5% |
$573K - $667K
|
64.6K
$14.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.36K+ 111.99% |
$572K - $667K
|
6.36K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.3KNew |
$562K - $654K
|
3.3K
$732K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.28K+ 3.35% |
$558K - $650K
|
101K
$22.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.18KNew |
$541K - $630K
|
3.18K
$705K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.17K+ 2.11% |
$540K - $629K
|
153K
$34M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.15KNew |
$536K - $625K
|
3.15K
$699K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.14K+ 20.5% |
$535K - $623K
|
18.5K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3K+ 46.3% |
$511K - $595K
|
9.48K
$2.1M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.98K+ 10.7% |
$507K - $591K
|
30.8K
$6.84M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.96K+ 3.09% |
$503K - $586K
|
98.7K
$21.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.93K+ 6.84% |
$498K - $580K
|
45.7K
$10.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.91K+ 5.46% |
$495K - $576K
|
56.1K
$12.4M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.89K+ 26309.09% |
$493K - $574K
|
2.91K
$645K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.83KNew |
$482K - $561K
|
2.83K
$628K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.82K+ 93.81% |
$480K - $559K
|
5.83K
$1.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.82K+ 52.18% |
$479K - $558K
|
8.21K
$1.82M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.79KNew |
$475K - $553K
|
2.79K
$619K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.76K+ 14.41% |
$470K - $548K
|
21.9K
$4.87M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.74K+ 223.49% |
$466K - $543K
|
3.97K
$880K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
2.73K+ 6.04% |
$464K - $541K
|
47.9K
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.65K+ 5.8% |
$451K - $525K
|
48.3K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.62KNew |
$445K - $519K
|
2.62K
$581K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.62K+ 58.59% |
$445K - $519K
|
7.08K
$1.57M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.6K+ 95.03% |
$443K - $516K
|
5.34K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.59KNew |
$441K - $514K
|
2.59K
$575K
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.53K+ 4.22% |
$431K - $502K
|
62.5K
$13.9M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
2.51K+ 6.95% |
$428K - $499K
|
38.7K
$8.58M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
2.51K+ 6.95% |
$428K - $499K
|
38.7K
$8.58M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.51K+ 112.01% |
$427K - $498K
|
4.75K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
2.5K+ 38.46% |
$426K - $496K
|
9K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.5K+ 24.75% |
$426K - $496K
|
12.6K
$2.8M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.49K+ 44.23% |
$424K - $494K
|
8.13K
$1.8M
|