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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
5+ 0.15% |
$958 - $1.13K
|
3.33K
$794K
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4+ 0.16% |
$766 - $901
|
2.53K
$604K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
4+ 0.18% |
$766 - $901
|
2.23K
$532K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4+ 0.04% |
$766 - $901
|
10.8K
$2.56M
|
|
|
May 16, 2022
Q1 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4+ 0.18% |
$766 - $901
|
2.27K
$542K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.13% |
$575 - $676
|
2.36K
$563K
|
|
|
May 13, 2022
Q1 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.22% |
$575 - $676
|
1.36K
$325K
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.06% |
$575 - $676
|
4.82K
$1.15M
|
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
3+ 0.19% |
$575 - $676
|
1.55K
$370K
|
|
|
Mar 12, 2024
Q1 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
3+ 0.19% |
$575 - $676
|
1.6K
$381K
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
2+ 0.09% |
$383 - $451
|
2.3K
$549K
|
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
BUY
|
- |
2+ 0.03% |
$383 - $451
|
6.38K
$1.52M
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2+ 0.16% |
$383 - $451
|
1.24K
$294K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$383 - $451
|
1.79K
$427K
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.05% |
$383 - $451
|
3.66K
$873K
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 0.05% |
$383 - $451
|
3.85K
$917K
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
2+ 0.16% |
$383 - $451
|
1.28K
$304K
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2+ 0.02% |
$383 - $451
|
12.1K
$2.88M
|
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
2+ 0.12% |
$383 - $451
|
1.66K
$397K
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.1% |
$383 - $451
|
2.08K
$495K
|
|
|
Apr 21, 2022
Q1 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2+ 0.06% |
$383 - $451
|
3.27K
$780K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.18% |
$383 - $451
|
1.12K
$267K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.13% |
$383 - $451
|
1.57K
$374K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.31% |
$383 - $451
|
656
$156K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$192 - $225
|
1.39K
$332K
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
1+ 0.07% |
$192 - $225
|
1.43K
$341K
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.41% |
$192 - $225
|
247
$58.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
1+ 0.03% |
$192 - $225
|
3.96K
$945K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1+ 0.79% |
$192 - $225
|
128
$30.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.08% |
$192 - $225
|
1.26K
$300K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$192 - $225
|
1.31K
$312K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.05% |
$192 - $225
|
2.01K
$480K
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$192 - $225
|
4.37K
$1.04M
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.02% |
$192 - $225
|
6.07K
$1.45M
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$192 - $225
|
3.36K
$800K
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
1+ 0.0% |
$192 - $225
|
31.6K
$7.54M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.14% |
$192 - $225
|
700
$167K
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.01% |
$192 - $225
|
7.24K
$1.73M
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.04% |
$192 - $225
|
2.85K
$679K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$192 - $225
|
3.91K
$933K
|
|
|
May 13, 2022
Q1 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$192 - $225
|
1.72K
$411K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.06% |
$192 - $225
|
1.76K
$420K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.06% |
$192 - $225
|
1.77K
$422K
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1+ 0.03% |
$192 - $225
|
3.24K
$773K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.07% |
$192 - $225
|
1.39K
$332K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1+ 0.07% |
$192 - $225
|
1.43K
$342K
|
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.25% |
$192 - $225
|
405
$96.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
SELL
|
- |
-1- 0.05% |
$192 - $225
|
2.03K
$485K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1- 0.1% |
$192 - $225
|
978
$233K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-1- 0.02% |
$192 - $225
|
5.91K
$1.41M
|