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 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
132+ 10.56% |
$25.3K - $29.7K
|
1.38K
$333K
|
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
130+ 4.1% |
$24.9K - $29.3K
|
3.3K
$795K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
127+ 15.08% |
$24.3K - $28.6K
|
969
$233K
|
|
|
May 09, 2022
Q1 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
126+ 0.61% |
$24.1K - $28.4K
|
20.7K
$4.99M
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
122+ 6.38% |
$23.4K - $27.5K
|
2.03K
$490K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
120+ 5.62% |
$23K - $27K
|
2.26K
$543K
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
120+ 2.57% |
$23K - $27K
|
4.79K
$1.15M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
120+ 2.67% |
$23K - $27K
|
4.62K
$1.11M
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
119+ 5.38% |
$22.8K - $26.8K
|
2.33K
$561K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
118+ 2.42% |
$22.6K - $26.6K
|
4.99K
$1.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
118+ 2.44% |
$22.6K - $26.6K
|
4.96K
$1.19M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
114+ 15.02% |
$21.8K - $25.7K
|
873
$210K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
111+ 7.77% |
$21.3K - $25K
|
1.54K
$371K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
108New |
$20.7K - $24.3K
|
108
$26K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
105New |
$20.1K - $23.7K
|
105
$25.3K
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
105+ 0.89% |
$20.1K - $23.7K
|
11.9K
$2.86M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
105+ 3.49% |
$20.1K - $23.7K
|
3.12K
$751K
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
103+ 3.71% |
$19.7K - $23.2K
|
2.88K
$695K
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
101+ 9.87% |
$19.3K - $22.8K
|
1.12K
$271K
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
100+ 1.39% |
$19.2K - $22.5K
|
7.32K
$1.76M
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
100+ 7.33% |
$19.2K - $22.5K
|
1.46K
$353K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
99+ 3.79% |
$19K - $22.3K
|
2.71K
$653K
|
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
98+ 0.6% |
$18.8K - $22.1K
|
16.4K
$3.95M
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
96+ 2.62% |
$18.4K - $21.6K
|
3.77K
$907K
|
|
|
Apr 12, 2022
Q1 2022
|
Grassi Investment Management
|
BUY
|
- |
95+ 8.56% |
$18.2K - $21.4K
|
1.21K
$290K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
93+ 2.24% |
$17.8K - $21K
|
4.25K
$1.02M
|
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
91+ 2.73% |
$17.4K - $20.5K
|
3.42K
$824K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
91+ 0.62% |
$17.4K - $20.5K
|
14.8K
$3.55M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
91+ 0.62% |
$17.4K - $20.5K
|
14.8K
$3.55M
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
89+ 5.84% |
$17K - $20.1K
|
1.61K
$389K
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
88+ 1.54% |
$16.9K - $19.8K
|
5.8K
$1.4M
|
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
88+ 1.47% |
$16.9K - $19.8K
|
6.09K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
83+ 2.19% |
$15.9K - $18.7K
|
3.88K
$934K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
79+ 7.9% |
$15.1K - $17.8K
|
1.08K
$260K
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
78+ 5.57% |
$14.9K - $17.6K
|
1.48K
$356K
|
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
77+ 4.51% |
$14.7K - $17.3K
|
1.78K
$430K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
76+ 1.05% |
$14.6K - $17.1K
|
7.3K
$1.76M
|
|
|
Apr 11, 2022
Q1 2022
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
75+ 3.95% |
$14.4K - $16.9K
|
1.98K
$476K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
75+ 1.26% |
$14.4K - $16.9K
|
6.01K
$1.45M
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
75+ 4.81% |
$14.4K - $16.9K
|
1.63K
$393K
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
75+ 7.27% |
$14.4K - $16.9K
|
1.11K
$266K
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
73+ 1.08% |
$14K - $16.4K
|
6.85K
$1.65M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
69+ 3.22% |
$13.2K - $15.5K
|
2.21K
$532K
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
68+ 1.3% |
$13K - $15.3K
|
5.31K
$1.28M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
68+ 1.01% |
$13K - $15.3K
|
6.77K
$1.63M
|
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
68+ 3.99% |
$13K - $15.3K
|
1.77K
$427K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
68+ 4.08% |
$13K - $15.3K
|
1.73K
$417K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
67+ 0.58% |
$12.8K - $15.1K
|
11.7K
$2.81M
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
67New |
$12.8K - $15.1K
|
67
$16.1K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
65+ 4.4% |
$12.4K - $14.6K
|
1.54K
$372K
|