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
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-155- 2.67% |
$29.7K - $34.9K
|
5.64K
$1.36M
|
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-155- 7.01% |
$29.7K - $34.9K
|
2.06K
$495K
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-158- 3.69% |
$30.3K - $35.6K
|
4.12K
$994K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-158- 9.66% |
$30.3K - $35.6K
|
1.48K
$356K
|
|
|
Jul 20, 2022
Q1 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-160Closed |
$30.6K - $36.1K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-165- 1.94% |
$31.6K - $37.2K
|
8.35K
$2.01M
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-165- 13.57% |
$31.6K - $37.2K
|
1.05K
$253K
|
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-165- 5.29% |
$31.6K - $37.2K
|
2.96K
$712K
|
|
|
Apr 12, 2022
Q1 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-170- 1.72% |
$32.6K - $38.3K
|
9.72K
$2.34M
|
|
|
May 03, 2022
Q1 2022
|
Cortland Associates Inc
|
SELL
|
- |
-171- 9.16% |
$32.7K - $38.5K
|
1.7K
$409K
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-172- 6.25% |
$32.9K - $38.8K
|
2.58K
$622K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-172- 8.08% |
$32.9K - $38.8K
|
1.96K
$471K
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-178- 4.63% |
$34.1K - $40.1K
|
3.67K
$884K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-179- 4.75% |
$34.3K - $40.3K
|
3.59K
$866K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-180- 50.85% |
$34.5K - $40.6K
|
174
$41.9K
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-183- 0.99% |
$35K - $41.2K
|
18.3K
$4.41M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-184- 1.58% |
$35.2K - $41.5K
|
11.5K
$2.77M
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-186- 15.17% |
$35.6K - $41.9K
|
1.04K
$251K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-186- 3.37% |
$35.6K - $41.9K
|
5.34K
$1.29M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-189- 2.08% |
$36.2K - $42.6K
|
8.91K
$2.15M
|
|
|
May 16, 2022
Q1 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-191- 9.16% |
$36.6K - $43K
|
1.89K
$456K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-192- 1.01% |
$36.8K - $43.3K
|
18.8K
$4.54M
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-193- 10.92% |
$37K - $43.5K
|
1.57K
$379K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-195- 0.83% |
$37.3K - $43.9K
|
23.4K
$5.64M
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
SELL
|
- |
-197Closed |
$37.7K - $44.4K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-198- 0.7% |
$37.9K - $44.6K
|
28.3K
$6.81M
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-199- 1.09% |
$38.1K - $44.8K
|
18.1K
$4.37M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-200- 7.25% |
$38.3K - $45.1K
|
2.56K
$617K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-200- 5.13% |
$38.3K - $45.1K
|
3.7K
$890K
|
|
|
May 16, 2022
Q1 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-200- 0.69% |
$38.3K - $45.1K
|
28.9K
$6.96M
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-202Closed |
$38.7K - $45.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-204- 32.43% |
$39.1K - $46K
|
425
$102K
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-206- 13.63% |
$39.5K - $46.4K
|
1.31K
$314K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-207- 0.43% |
$39.6K - $46.6K
|
48.2K
$11.6M
|
|
|
May 10, 2022
Q1 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-208- 8.8% |
$39.8K - $46.9K
|
2.16K
$519K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-210- 37.77% |
$40.2K - $47.3K
|
346
$83.4K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-211- 1.83% |
$40.4K - $47.5K
|
11.3K
$2.72M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-214- 1.19% |
$41K - $48.2K
|
17.7K
$4.27M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-214- 1.19% |
$41K - $48.2K
|
17.7K
$4.27M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-220- 7.95% |
$42.1K - $49.6K
|
2.55K
$614K
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-224- 2.99% |
$42.9K - $50.5K
|
7.28K
$1.75M
|
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-225- 6.76% |
$43.1K - $50.7K
|
3.1K
$748K
|
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-227- 4.3% |
$43.5K - $51.1K
|
5.05K
$1.22M
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-231- 10.95% |
$44.2K - $52K
|
1.88K
$453K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-231- 6.46% |
$44.2K - $52K
|
3.35K
$806K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-232- 9.07% |
$44.4K - $52.3K
|
2.33K
$560K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-233- 4.54% |
$44.6K - $52.5K
|
4.89K
$1.18M
|
|
|
Apr 29, 2022
Q1 2022
|
Brown Financial Advisory
|
SELL
|
- |
-237- 5.14% |
$45.4K - $53.4K
|
4.38K
$1.05M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-237- 1.62% |
$45.4K - $53.4K
|
14.4K
$3.47M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-237- 11.96% |
$45.4K - $53.4K
|
1.74K
$420K
|