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 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-98- 4.35% |
$18.8K - $22.1K
|
2.16K
$514K
|
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 6.35% |
$19.2K - $22.5K
|
1.48K
$352K
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 9.52% |
$19.2K - $22.5K
|
950
$227K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-100- 7.88% |
$19.2K - $22.5K
|
1.17K
$279K
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-100- 24.39% |
$19.2K - $22.5K
|
310
$73.9K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-101- 26.37% |
$19.3K - $22.8K
|
282
$67.2K
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-101Closed |
$19.3K - $22.8K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-102- 3.02% |
$19.5K - $23K
|
3.27K
$780K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-104- 9.29% |
$19.9K - $23.4K
|
1.02K
$242K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-105- 7.31% |
$20.1K - $23.7K
|
1.33K
$318K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-106Closed |
$20.3K - $23.9K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-107- 0.59% |
$20.5K - $24.1K
|
18K
$4.29M
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-108- 5.44% |
$20.7K - $24.3K
|
1.88K
$448K
|
|
|
May 11, 2022
Q1 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-109- 1.14% |
$20.9K - $24.6K
|
9.46K
$2.26M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-110- 32.64% |
$21.1K - $24.8K
|
227
$54.1K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-111- 0.21% |
$21.3K - $25K
|
52.6K
$12.5M
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-112- 46.47% |
$21.5K - $25.2K
|
129
$30.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-114- 2.92% |
$21.8K - $25.7K
|
3.79K
$903K
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-115- 4.06% |
$22K - $25.9K
|
2.72K
$647K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-115- 8.63% |
$22K - $25.9K
|
1.22K
$290K
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-117- 2.18% |
$22.4K - $26.4K
|
5.24K
$1.25M
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-118- 2.77% |
$22.6K - $26.6K
|
4.15K
$988K
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-120- 0.8% |
$23K - $27K
|
14.9K
$3.55M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-120- 0.71% |
$23K - $27K
|
16.9K
$4.03M
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-124- 1.21% |
$23.7K - $27.9K
|
10.1K
$2.41M
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-125- 17.24% |
$23.9K - $28.2K
|
600
$143K
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-125- 8.8% |
$23.9K - $28.2K
|
1.3K
$309K
|
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-125- 6.08% |
$23.9K - $28.2K
|
1.93K
$460K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-125- 3.63% |
$23.9K - $28.2K
|
3.32K
$792K
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-129Closed |
$24.7K - $29.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-130- 34.67% |
$24.9K - $29.3K
|
245
$58.4K
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-131- 0.99% |
$25.1K - $29.5K
|
13.1K
$3.12M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-133- 9.85% |
$25.5K - $30K
|
1.22K
$290K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-133- 0.57% |
$25.5K - $30K
|
23.4K
$5.57M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-136- 17.62% |
$26K - $30.6K
|
636
$152K
|
|
|
May 12, 2022
Q1 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-139- 33.57% |
$26.6K - $31.3K
|
275
$65.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-140- 5.06% |
$26.8K - $31.5K
|
2.63K
$627K
|
|
|
May 05, 2022
Q1 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-140- 6.19% |
$26.8K - $31.5K
|
2.12K
$506K
|
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-142- 1.59% |
$27.2K - $32K
|
8.78K
$2.09M
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-143- 0.59% |
$27.4K - $32.2K
|
24.3K
$5.79M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-145- 0.83% |
$27.8K - $32.7K
|
17.3K
$4.14M
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-146- 7.57% |
$28K - $32.9K
|
1.78K
$425K
|
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-148- 4.17% |
$28.3K - $33.3K
|
3.4K
$810K
|
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-149- 1.89% |
$28.5K - $33.6K
|
7.75K
$1.85M
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-150- 23.44% |
$28.7K - $33.8K
|
490
$117K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-151- 0.72% |
$28.9K - $34K
|
20.7K
$4.94M
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-152- 3.08% |
$29.1K - $34.2K
|
4.78K
$1.14M
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-153- 4.6% |
$29.3K - $34.5K
|
3.17K
$756K
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-154- 2.09% |
$29.5K - $34.7K
|
7.22K
$1.72M
|
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-155- 4.24% |
$29.7K - $34.9K
|
3.5K
$835K
|