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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
BUY
|
- |
61+ 0.96% |
$11.7K - $13.7K
|
6.45K
$1.55M
|
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
60+ 3.95% |
$11.5K - $13.5K
|
1.58K
$381K
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
60+ 0.12% |
$11.5K - $13.5K
|
50K
$12M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
58+ 1.38% |
$11.1K - $13.1K
|
4.26K
$1.03M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
56+ 0.66% |
$10.7K - $12.6K
|
8.6K
$2.07M
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
56+ 1.57% |
$10.7K - $12.6K
|
3.63K
$874K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
55+ 0.07% |
$10.5K - $12.4K
|
76.9K
$18.5M
|
|
|
May 03, 2022
Q1 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
55+ 2.21% |
$10.5K - $12.4K
|
2.55K
$614K
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
53+ 2.12% |
$10.2K - $11.9K
|
2.55K
$615K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
53+ 3.34% |
$10.2K - $11.9K
|
1.64K
$395K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
53+ 0.52% |
$10.2K - $11.9K
|
10.2K
$2.47M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
53+ 2.66% |
$10.2K - $11.9K
|
2.05K
$493K
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
51+ 7.89% |
$9.77K - $11.5K
|
697
$168K
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
51+ 0.09% |
$9.77K - $11.5K
|
57.9K
$13.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
49+ 0.99% |
$9.38K - $11K
|
4.98K
$1.2M
|
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
49+ 7.94% |
$9.38K - $11K
|
666
$160K
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
48+ 4.58% |
$9.19K - $10.8K
|
1.1K
$264K
|
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
48+ 0.89% |
$9.19K - $10.8K
|
5.44K
$1.31M
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
48+ 56.47% |
$9.19K - $10.8K
|
133
$32K
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
46+ 0.24% |
$8.81K - $10.4K
|
19K
$4.58M
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.16% |
$8.62K - $10.1K
|
28.1K
$6.77M
|
|
|
Apr 22, 2022
Q1 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
45+ 2.39% |
$8.62K - $10.1K
|
1.93K
$464K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
45+ 4.61% |
$8.62K - $10.1K
|
1.02K
$246K
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
45+ 1.97% |
$8.62K - $10.1K
|
2.33K
$562K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
44+ 0.16% |
$8.43K - $9.91K
|
28K
$6.73M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
43+ 358.33% |
$8.24K - $9.69K
|
55
$13.3K
|
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
42+ 2.32% |
$8.04K - $9.46K
|
1.85K
$447K
|
|
|
Apr 25, 2022
Q1 2022
|
Ti Trust, Inc
|
BUY
|
- |
42+ 1.23% |
$8.04K - $9.46K
|
3.47K
$835K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
41+ 0.17% |
$7.85K - $9.24K
|
24.7K
$5.94M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
41+ 2.77% |
$7.85K - $9.24K
|
1.52K
$367K
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
41+ 0.17% |
$7.85K - $9.24K
|
23.9K
$5.76M
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
39+ 1.52% |
$7.47K - $8.79K
|
2.61K
$629K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
38+ 6.41% |
$7.28K - $8.56K
|
631
$152K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
37+ 0.39% |
$7.09K - $8.34K
|
9.62K
$2.32M
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
36+ 3.93% |
$6.89K - $8.11K
|
952
$229K
|
|
|
Apr 25, 2022
Q1 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
36+ 1.22% |
$6.89K - $8.11K
|
2.99K
$721K
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
34+ 212.5% |
$6.51K - $7.66K
|
50
$12K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
34+ 1.25% |
$6.51K - $7.66K
|
2.76K
$664K
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
34+ 5.27% |
$6.51K - $7.66K
|
679
$164K
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
32+ 0.46% |
$6.13K - $7.21K
|
7.03K
$1.69M
|
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
32+ 2.17% |
$6.13K - $7.21K
|
1.51K
$363K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
31+ 442.86% |
$5.94K - $6.98K
|
38
$9.15K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
30+ 1.86% |
$5.75K - $6.76K
|
1.64K
$396K
|
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
30+ 0.12% |
$5.75K - $6.76K
|
24.2K
$5.84M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
30+ 0.61% |
$5.75K - $6.76K
|
4.93K
$1.19M
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
BUY
|
- |
28+ 0.78% |
$5.36K - $6.31K
|
3.63K
$874K
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
28+ 0.13% |
$5.36K - $6.31K
|
21.6K
$5.22M
|
|
|
May 04, 2022
Q1 2022
|
Verger Capital Management LLC
|
BUY
|
- |
27+ 0.19% |
$5.17K - $6.08K
|
14K
$3.37M
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
25+ 1.28% |
$4.79K - $5.63K
|
1.98K
$477K
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
25+ 1.83% |
$4.79K - $5.63K
|
1.39K
$336K
|