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 12, 2022
Q1 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
25+ 0.18% |
$4.79K - $5.63K
|
13.8K
$3.32M
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
24New |
$4.6K - $5.41K
|
24
$5.78K
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
23+ 12.78% |
$4.4K - $5.18K
|
203
$48.9K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
23+ 0.67% |
$4.4K - $5.18K
|
3.43K
$827K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22+ 1.08% |
$4.21K - $4.96K
|
2.06K
$495K
|
|
|
May 04, 2022
Q1 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
22+ 1.24% |
$4.21K - $4.96K
|
1.8K
$434K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
22+ 0.17% |
$4.21K - $4.96K
|
12.9K
$3.11M
|
|
|
May 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
BUY
|
- |
21+ 0.16% |
$4.02K - $4.73K
|
13.1K
$3.15M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20+ 1.1% |
$3.83K - $4.51K
|
1.84K
$443K
|
|
|
May 24, 2022
Q1 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
20+ 1.1% |
$3.83K - $4.51K
|
1.83K
$441K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 11.18% |
$3.26K - $3.83K
|
169
$40.7K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
17New |
$3.26K - $3.83K
|
17
$4.1K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
16+ 5.97% |
$3.06K - $3.61K
|
284
$68.4K
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
16+ 1.54% |
$3.06K - $3.61K
|
1.05K
$254K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16New |
$3.06K - $3.61K
|
16
$3.85K
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
15+ 0.18% |
$2.87K - $3.38K
|
8.36K
$2.01M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.15% |
$2.87K - $3.38K
|
10.3K
$2.49M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 0.18% |
$2.87K - $3.38K
|
8.47K
$2.04M
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
15+ 1.4% |
$2.87K - $3.38K
|
1.09K
$263K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
14+ 0.31% |
$2.68K - $3.15K
|
4.48K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14+ 0.59% |
$2.68K - $3.15K
|
2.38K
$573K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
13+ 0.87% |
$2.49K - $2.93K
|
1.5K
$362K
|
|
|
May 03, 2022
Q1 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
12+ 0.15% |
$2.3K - $2.7K
|
8.14K
$1.96M
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12+ 0.12% |
$2.3K - $2.7K
|
9.62K
$2.32M
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12+ 21.43% |
$2.3K - $2.7K
|
68
$16.4K
|
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
11+ 0.16% |
$2.11K - $2.48K
|
6.76K
$1.63M
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
11+ 0.34% |
$2.11K - $2.48K
|
3.27K
$787K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.89% |
$1.92K - $2.25K
|
1.14K
$274K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
10+ 0.3% |
$1.92K - $2.25K
|
3.35K
$808K
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
10+ 0.53% |
$1.92K - $2.25K
|
1.88K
$453K
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
10+ 1.02% |
$1.92K - $2.25K
|
992
$239K
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10+ 0.18% |
$1.92K - $2.25K
|
5.54K
$1.33M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
10+ 0.58% |
$1.92K - $2.25K
|
1.73K
$417K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9+ 0.39% |
$1.72K - $2.03K
|
2.34K
$564K
|
|
|
May 09, 2022
Q1 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
9+ 0.0% |
$1.72K - $2.03K
|
281K
$67.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
9+ 0.19% |
$1.72K - $2.03K
|
4.69K
$1.13M
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
9+ 0.21% |
$1.72K - $2.03K
|
4.34K
$1.04M
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$1.53K - $1.8K
|
13.1K
$3.15M
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
8+ 0.08% |
$1.53K - $1.8K
|
10.6K
$2.55M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 0.19% |
$1.34K - $1.58K
|
3.74K
$902K
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
7+ 0.03% |
$1.34K - $1.58K
|
20.1K
$4.83M
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6+ 0.18% |
$1.15K - $1.35K
|
3.27K
$788K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6+ 0.12% |
$1.15K - $1.35K
|
4.84K
$1.16M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.11% |
$1.15K - $1.35K
|
5.59K
$1.35M
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
6+ 0.18% |
$1.15K - $1.35K
|
3.26K
$786K
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
6+ 0.04% |
$1.15K - $1.35K
|
13.7K
$3.3M
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6+ 0.09% |
$1.15K - $1.35K
|
6.61K
$1.59M
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
5+ 0.15% |
$958 - $1.13K
|
3.24K
$781K
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5+ 0.17% |
$958 - $1.13K
|
2.92K
$703K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.21% |
$958 - $1.13K
|
2.44K
$588K
|