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
May 03, 2023 Q1 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
1.27K
New
$215K - $251K
1.27K $281K
May 12, 2023 Q1 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.26K
+ 0.79%
$214K - $249K
160K $35.6M
Apr 19, 2023 Q1 2023
Shufro Rose & CO LLC

BUY
 -
1.25K
+ 15.71%
$213K - $248K
9.21K $2.04M
Apr 25, 2023 Q1 2023
Busey Wealth Management

BUY
 -
1.25K
+ 0.87%
$212K - $248K
145K $32.2M
May 09, 2023 Q1 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
1.23K
+ 36.73%
$209K - $243K
4.57K $1.01M
May 03, 2023 Q1 2023
Rollins Financial

BUY
 -
1.22K
+ 32.65%
$207K - $242K
4.95K $1.1M
Jul 09, 2024 Q1 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
1.22K
+ 6.37%
$207K - $241K
20.3K $4.5M
May 12, 2023 Q1 2023
Credit Agricole S A

BUY
 -
1.21K
+ 345.71%
$206K - $240K
1.56K $346K
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
1.21K
+ 6.94%
$206K - $240K
18.6K $4.13M
Apr 28, 2023 Q1 2023
Summit Place Financial Advisors, LLC

BUY
 -
1.2K
+ 7.24%
$204K - $238K
17.8K $3.95M
Apr 21, 2023 Q1 2023
Tsfg, LLC

BUY
 -
1.19K
+ 14.14%
$202K - $235K
9.57K $2.12M
May 09, 2023 Q1 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
1.18K
+ 8.44%
$201K - $234K
15.1K $3.36M
May 16, 2023 Q1 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
1.18K
New
$201K - $234K
1.18K $262K
Apr 21, 2023 Q1 2023
Arbor Investment Advisors, LLC

BUY
 -
1.18K
+ 2.45%
$201K - $234K
49.2K $10.9M
Apr 11, 2023 Q1 2023
Parisi Gray Wealth Management

BUY
 -
1.16K
+ 21.62%
$197K - $230K
6.52K $1.45M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.15K
+ 22.81%
$195K - $228K
6.18K $1.37M
Apr 19, 2023 Q1 2023
Bell Bank

BUY
 -
1.15K
New
$195K - $227K
1.15K $255K
May 09, 2023 Q1 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
1.14K
+ 7.57%
$195K - $227K
16.3K $3.61M
Apr 27, 2023 Q1 2023
Capital Insight Partners, LLC

BUY
 -
1.13K
New
$192K - $223K
1.13K $250K
May 15, 2023 Q1 2023
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
1.12K
New
$191K - $223K
1.12K $249K
May 10, 2023 Q1 2023
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
1.12K
+ 34.04%
$191K - $222K
4.41K $980K
May 11, 2023 Q1 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
1.12K
+ 38.24%
$191K - $222K
4.05K $898K
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
1.11K
+ 35.87%
$189K - $220K
4.2K $932K
Apr 11, 2023 Q1 2023
Summit Financial Group, Inc.

BUY
 -
1.09K
+ 8.7%
$185K - $215K
13.6K $3.01M
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
1.06K
+ 12.2%
$180K - $209K
9.72K $2.16M
Apr 27, 2023 Q1 2023
Simplicity Wealth,Llc

BUY
 -
1.05K
+ 85.66%
$178K - $207K
2.27K $503K
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
1.03K
+ 94.17%
$176K - $205K
2.13K $473K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
1.03K
+ 6.18%
$175K - $204K
17.7K $3.93M
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
1.01K
+ 23.87%
$172K - $200K
5.24K $1.16M
May 15, 2023 Q1 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
1K
+ 33.33%
$170K - $198K
4K $888K
Mar 11, 2024 Q1 2023
Gr Financial Group, LLC

Tucson, AZ
BUY
 -
988
+ 0.49%
$168K - $196K
204K $45.2M
May 12, 2023 Q1 2023
Atlantic Private Wealth, LLC

BUY
 -
983
New
$167K - $195K
983 $218K
May 11, 2023 Q1 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
973
+ 1.75%
$166K - $193K
56.6K $12.6M
May 10, 2023 Q1 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
956
+ 74.75%
$163K - $190K
2.24K $496K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
949
+ 1.09%
$162K - $188K
88.3K $19.6M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
931
+ 1.35%
$159K - $185K
69.8K $15.5M
May 11, 2023 Q1 2023
Atalanta Sosnoff Capital, LLC

BUY
 -
927
+ 10.23%
$158K - $184K
9.99K $2.22M
May 15, 2023 Q1 2023
Laird Norton Trust Company, LLC

BUY
 -
917
+ 13.47%
$156K - $182K
7.73K $1.71M
Apr 27, 2023 Q1 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
900
+ 2.96%
$153K - $178K
31.3K $6.96M
May 11, 2023 Q1 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
900
New
$153K - $178K
900 $200K
May 02, 2023 Q1 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
888
+ 11.13%
$151K - $176K
8.87K $1.97M
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
880
+ 21.11%
$150K - $175K
5.05K $1.12M
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
873
+ 4.08%
$149K - $173K
22.3K $4.94M
Apr 05, 2023 Q1 2023
Stillwater Investment Management, LLC

BUY
 -
870
+ 0.58%
$148K - $173K
150K $33.3M
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
836
+ 6.29%
$142K - $166K
14.1K $3.14M
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
836
+ 6.29%
$142K - $166K
14.1K $3.14M
May 02, 2023 Q1 2023
Victory Capital Management Inc

BUY
 -
830
+ 0.9%
$141K - $165K
93.1K $20.7M
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
829
+ 14.0%
$141K - $164K
6.75K $1.5M
May 19, 2023 Q1 2023
Harvest Investment Advisors, LLC

Tallahassee, FL
BUY
 -
803
+ 2.62%
$137K - $159K
31.4K $6.97M

Track Institutional and Insider Activities on IWM

Follow ISHARES RUSSELL 2000 ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IWM shares.

Notify only if

Insider Trading

Get notified when an Ishares Russell 2000 ETF insider buys or sells IWM shares.

Notify only if

News

Receive news related to ISHARES RUSSELL 2000 ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IWM