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 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-52Closed |
$9.96K - $11.7K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-53Closed |
$10.2K - $11.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-53- 2.02% |
$10.2K - $11.9K
|
2.58K
$614K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-54- 0.7% |
$10.3K - $12.2K
|
7.61K
$1.82M
|
|
|
Apr 25, 2022
Q1 2022
|
First Bancorp, Inc
|
SELL
|
- |
-55- 3.81% |
$10.5K - $12.4K
|
1.39K
$331K
|
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-56- 0.83% |
$10.7K - $12.6K
|
6.68K
$1.59M
|
|
|
Sep 18, 2023
Q1 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-57- 0.83% |
$10.9K - $12.8K
|
6.78K
$1.62M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-58- 3.31% |
$11.1K - $13.1K
|
1.7K
$404K
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
SELL
|
- |
-59- 1.92% |
$11.3K - $13.3K
|
3.02K
$719K
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-59- 1.42% |
$11.3K - $13.3K
|
4.1K
$978K
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-59- 39.07% |
$11.3K - $13.3K
|
92
$21.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-60- 1.28% |
$11.5K - $13.5K
|
4.62K
$1.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-60- 28.99% |
$11.5K - $13.5K
|
147
$35.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-60- 5.16% |
$11.5K - $13.5K
|
1.1K
$263K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-60Closed |
$11.5K - $13.5K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-60- 12.1% |
$11.5K - $13.5K
|
436
$104K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-61- 1.78% |
$11.7K - $13.7K
|
3.37K
$803K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-62- 2.04% |
$11.9K - $14K
|
2.98K
$710K
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-63- 0.65% |
$12.1K - $14.2K
|
9.58K
$2.28M
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-63- 1.23% |
$12.1K - $14.2K
|
5.06K
$1.21M
|
|
|
Apr 25, 2022
Q1 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-64- 5.94% |
$12.3K - $14.4K
|
1.01K
$242K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-64- 6.1% |
$12.3K - $14.4K
|
985
$235K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-65- 3.21% |
$12.4K - $14.6K
|
1.96K
$468K
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-67- 2.06% |
$12.8K - $15.1K
|
3.18K
$758K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-67- 4.09% |
$12.8K - $15.1K
|
1.57K
$375K
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-68- 5.41% |
$13K - $15.3K
|
1.19K
$283K
|
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-68- 6.31% |
$13K - $15.3K
|
1.01K
$241K
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-70- 2.59% |
$13.4K - $15.8K
|
2.63K
$628K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-70- 0.4% |
$13.4K - $15.8K
|
17.5K
$4.18M
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-71- 1.34% |
$13.6K - $16K
|
5.24K
$1.25M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-71- 1.71% |
$13.6K - $16K
|
4.09K
$975K
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-73- 2.28% |
$14K - $16.4K
|
3.12K
$745K
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-74- 2.31% |
$14.2K - $16.7K
|
3.13K
$747K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 1.06% |
$14.4K - $16.9K
|
7K
$1.67M
|
|
|
Apr 27, 2022
Q1 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-79- 0.27% |
$15.1K - $17.8K
|
29.2K
$6.96M
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-80- 0.85% |
$15.3K - $18K
|
9.31K
$2.22M
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-83- 1.29% |
$15.9K - $18.7K
|
6.35K
$1.51M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-84- 1.83% |
$16.1K - $18.9K
|
4.51K
$1.07M
|
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-87- 3.19% |
$16.7K - $19.6K
|
2.64K
$630K
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-87- 2.61% |
$16.7K - $19.6K
|
3.25K
$774K
|
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-90- 0.47% |
$17.2K - $20.3K
|
18.9K
$4.5M
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-90- 3.89% |
$17.2K - $20.3K
|
2.23K
$531K
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-92- 0.67% |
$17.6K - $20.7K
|
13.6K
$3.25M
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-92- 3.92% |
$17.6K - $20.7K
|
2.26K
$538K
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-93- 0.33% |
$17.8K - $21K
|
27.9K
$6.64M
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-93- 0.55% |
$17.8K - $21K
|
16.9K
$4.04M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-94- 4.26% |
$18K - $21.2K
|
2.12K
$504K
|
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
SELL
|
- |
-94- 5.23% |
$18K - $21.2K
|
1.7K
$406K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-95- 4.41% |
$18.2K - $21.4K
|
2.06K
$491K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-96- 1.37% |
$18.4K - $21.6K
|
6.9K
$1.65M
|