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 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.83K+ 2.63% |
$311K - $362K
|
71.3K
$15.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 1.08% |
$311K - $362K
|
171K
$37.9M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.82K+ 8.73% |
$309K - $360K
|
22.6K
$5.02M
|
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.79KNew |
$304K - $354K
|
1.79K
$397K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.77KNew |
$301K - $351K
|
1.77K
$392K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.77K+ 41.06% |
$301K - $350K
|
6.07K
$1.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.76K+ 4.28% |
$299K - $348K
|
42.8K
$9.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.75KNew |
$299K - $348K
|
1.75K
$389K
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.74KNew |
$296K - $345K
|
1.74K
$386K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.73K+ 5.48% |
$294K - $342K
|
33.2K
$7.37M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.72K+ 3.41% |
$293K - $342K
|
52.2K
$11.6M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.72K+ 11.24% |
$293K - $342K
|
17K
$3.78M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.67K+ 36.83% |
$285K - $332K
|
6.22K
$1.38M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.67K+ 5.83% |
$285K - $332K
|
30.3K
$6.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.67K+ 10.06% |
$284K - $331K
|
18.3K
$4.05M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.65K+ 24.94% |
$280K - $326K
|
8.24K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.62K+ 11.37% |
$275K - $321K
|
15.8K
$3.52M
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.61K+ 12.23% |
$274K - $320K
|
14.8K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.61KNew |
$274K - $320K
|
1.61K
$358K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.58K+ 31.16% |
$269K - $313K
|
6.65K
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.57K+ 3.29% |
$266K - $310K
|
49.2K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.56K+ 2.83% |
$265K - $309K
|
56.6K
$12.6M
|
|
|
May 09, 2023
Q1 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.54K+ 7.64% |
$263K - $306K
|
21.7K
$4.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.54K+ 152.73% |
$262K - $305K
|
2.55K
$565K
|
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.54K+ 3.12% |
$262K - $305K
|
50.8K
$11.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.52K+ 5.18% |
$259K - $302K
|
30.9K
$6.86M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.52KNew |
$259K - $302K
|
1.52K
$338K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.51K+ 8.81% |
$257K - $299K
|
18.6K
$4.13M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 21.43% |
$256K - $299K
|
8.53K
$1.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
1.5KNew |
$255K - $297K
|
1.5K
$333K
|
|
|
Apr 10, 2023
Q1 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.5K+ 1.42% |
$255K - $297K
|
107K
$23.7M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.49K+ 33.04% |
$254K - $295K
|
6K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.48K+ 62.11% |
$252K - $294K
|
3.87K
$858K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.42K+ 8.61% |
$241K - $281K
|
17.8K
$3.96M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.4KNew |
$239K - $278K
|
1.4K
$312K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
1.4K+ 2.47% |
$239K - $278K
|
58.2K
$12.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
1.39K+ 48.91% |
$237K - $276K
|
4.24K
$940K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.39K+ 2.96% |
$237K - $276K
|
48.4K
$10.7M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.39K+ 2.02% |
$236K - $275K
|
70.1K
$15.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
1.37K+ 2.07% |
$233K - $271K
|
67.3K
$14.9M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.35KNew |
$229K - $267K
|
1.35K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.33K+ 62.25% |
$226K - $264K
|
3.46K
$769K
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.33K+ 1.65% |
$226K - $263K
|
81.6K
$18.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
1.31KNew |
$223K - $260K
|
1.31K
$291K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.3K+ 17.27% |
$222K - $258K
|
8.85K
$1.96M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.29KNew |
$219K - $255K
|
1.29K
$285K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.29K+ 41.17% |
$219K - $255K
|
4.41K
$978K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.28KNew |
$218K - $253K
|
1.28K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.28K+ 0.69% |
$218K - $253K
|
187K
$41.5M
|
|
|
May 12, 2023
Q1 2023
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
1.27K+ 6.73% |
$216K - $252K
|
20.1K
$4.47M
|