Purchases and Sales Made in Q1 2022 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q1 2022. 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 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
840+ 1.84% |
$161K - $189K
|
46.6K
$11.1M
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
818+ 2.32% |
$157K - $184K
|
36K
$8.6M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
816+ 1.45% |
$156K - $184K
|
57K
$13.6M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
813New |
$156K - $183K
|
813
$194K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
800+ 53.4% |
$153K - $180K
|
2.3K
$548K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
763+ 16.44% |
$146K - $172K
|
5.41K
$1.29M
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
762+ 3.49% |
$146K - $172K
|
22.6K
$5.39M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
761+ 33.48% |
$146K - $171K
|
3.03K
$723K
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
760+ 23.71% |
$146K - $171K
|
3.97K
$945K
|
|
|
Apr 19, 2022
Q1 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
759+ 3.17% |
$145K - $171K
|
24.7K
$5.9M
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
749+ 82.95% |
$143K - $169K
|
1.65K
$394K
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
749+ 11.22% |
$143K - $169K
|
7.43K
$1.77M
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
744+ 18.23% |
$142K - $168K
|
4.83K
$1.15M
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
730+ 10.38% |
$140K - $164K
|
7.76K
$1.85M
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
730+ 2.11% |
$140K - $164K
|
35.4K
$8.43M
|
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
BUY
|
- |
720+ 59.75% |
$138K - $162K
|
1.93K
$459K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
717+ 101.99% |
$137K - $162K
|
1.42K
$339K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
715+ 38.92% |
$137K - $161K
|
2.55K
$609K
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
709+ 4.93% |
$136K - $160K
|
15.1K
$3.6M
|
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
705+ 29.9% |
$135K - $159K
|
3.06K
$730K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
697+ 14.59% |
$133K - $157K
|
5.48K
$1.31M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
693+ 35.21% |
$133K - $156K
|
2.66K
$635K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
691+ 11.31% |
$132K - $156K
|
6.8K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
680+ 30.38% |
$130K - $153K
|
2.92K
$696K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
671+ 35.75% |
$129K - $151K
|
2.55K
$608K
|
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
659+ 0.36% |
$126K - $148K
|
185K
$44.2M
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
659+ 13.29% |
$126K - $148K
|
5.62K
$1.34M
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
656+ 5.01% |
$126K - $148K
|
13.8K
$3.28M
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
653+ 0.89% |
$125K - $147K
|
74.1K
$17.7M
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
652+ 71.18% |
$125K - $147K
|
1.57K
$374K
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
642+ 7.71% |
$123K - $145K
|
8.97K
$2.14M
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
622+ 1829.41% |
$119K - $140K
|
656
$156K
|
|
|
May 16, 2022
Q1 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
620+ 3.63% |
$119K - $140K
|
17.7K
$4.22M
|
|
|
Apr 11, 2022
Q1 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
615+ 59.25% |
$118K - $139K
|
1.65K
$394K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
614+ 1.33% |
$118K - $138K
|
46.7K
$11.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
609+ 1.16% |
$117K - $137K
|
53.3K
$12.7M
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
600+ 5.19% |
$115K - $135K
|
12.2K
$2.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
596+ 15.01% |
$114K - $134K
|
4.57K
$1.09M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
596+ 27.13% |
$114K - $134K
|
2.79K
$666K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
592+ 15.73% |
$113K - $133K
|
4.36K
$1.04M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
591+ 21.89% |
$113K - $133K
|
3.29K
$785K
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
587+ 9.14% |
$112K - $132K
|
7.01K
$1.67M
|
|
|
Apr 25, 2022
Q1 2022
|
Wealth Cmt
|
BUY
|
- |
582+ 2.19% |
$111K - $131K
|
27.1K
$6.47M
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
BUY
|
- |
581+ 0.83% |
$111K - $131K
|
70.6K
$16.8M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
559+ 27.39% |
$107K - $126K
|
2.6K
$620K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
559+ 1.15% |
$107K - $126K
|
49K
$11.7M
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
548+ 10.46% |
$105K - $123K
|
5.79K
$1.38M
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
545+ 13.82% |
$104K - $123K
|
4.49K
$1.07M
|
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
544New |
$104K - $123K
|
544
$130K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
538+ 16.99% |
$103K - $121K
|
3.7K
$883K
|