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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-238- 3.62% |
$45.6K - $53.6K
|
6.34K
$1.53M
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-241- 4.44% |
$46.2K - $54.3K
|
5.19K
$1.25M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-243- 0.45% |
$46.5K - $54.8K
|
54.1K
$13M
|
|
|
Apr 27, 2022
Q1 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-245- 8.46% |
$46.9K - $55.2K
|
2.65K
$639K
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-250- 12.2% |
$47.9K - $56.3K
|
1.8K
$434K
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-252- 3.99% |
$48.3K - $56.8K
|
6.07K
$1.46M
|
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-258- 2.33% |
$49.4K - $58.1K
|
10.8K
$2.61M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-261- 2.97% |
$50K - $58.8K
|
8.52K
$2.05M
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-263- 33.29% |
$50.4K - $59.3K
|
527
$127K
|
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-264- 4.93% |
$50.6K - $59.5K
|
5.09K
$1.23M
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-264- 1.83% |
$50.6K - $59.5K
|
14.1K
$3.41M
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-265- 0.57% |
$50.8K - $59.7K
|
46.3K
$11.2M
|
|
|
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-265- 2.23% |
$50.8K - $59.7K
|
11.6K
$2.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-270- 4.85% |
$51.7K - $60.8K
|
5.3K
$1.28M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-272- 1.3% |
$52.1K - $61.3K
|
20.6K
$4.97M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-273- 12.35% |
$52.3K - $61.5K
|
1.94K
$467K
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-274- 8.95% |
$52.5K - $61.7K
|
2.79K
$671K
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-275- 13.29% |
$52.7K - $62K
|
1.8K
$432K
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-276- 11.7% |
$52.9K - $62.2K
|
2.08K
$502K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-277- 13.89% |
$53.1K - $62.4K
|
1.72K
$414K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-277- 2.76% |
$53.1K - $62.4K
|
9.74K
$2.35M
|
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
SELL
|
- |
-278- 1.38% |
$53.2K - $62.6K
|
19.9K
$4.79M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-279- 16.89% |
$53.4K - $62.9K
|
1.37K
$331K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-283- 1.66% |
$54.2K - $63.8K
|
16.7K
$4.03M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-284- 10.26% |
$54.4K - $64K
|
2.49K
$599K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-291- 1.64% |
$55.7K - $65.6K
|
17.5K
$4.21M
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-291- 3.29% |
$55.7K - $65.6K
|
8.56K
$2.06M
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-291- 1.82% |
$55.7K - $65.6K
|
15.7K
$3.78M
|
|
|
May 12, 2022
Q1 2022
|
Rex Capital Advisors, LLC
Providence, RI |
SELL
|
- |
-295- 0.24% |
$56.5K - $66.5K
|
121K
$29.1M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
SELL
|
- |
-298- 10.22% |
$57.1K - $67.1K
|
2.62K
$630K
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-299- 1.36% |
$57.3K - $67.4K
|
21.7K
$5.23M
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-300- 18.75% |
$57.5K - $67.6K
|
1.3K
$313K
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-300- 14.12% |
$57.5K - $67.6K
|
1.83K
$440K
|
|
|
May 13, 2022
Q1 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-300- 5.23% |
$57.5K - $67.6K
|
5.43K
$1.31M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-302Closed |
$57.8K - $68K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-305- 0.49% |
$58.4K - $68.7K
|
62K
$14.9M
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-308Closed |
$59K - $69.4K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-310- 10.78% |
$59.4K - $69.8K
|
2.57K
$618K
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-313Closed |
$59.9K - $70.5K
|
0
$0
|
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-314- 7.74% |
$60.1K - $70.8K
|
3.75K
$902K
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-318- 14.15% |
$60.9K - $71.7K
|
1.93K
$465K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-320- 0.5% |
$61.3K - $72.1K
|
64K
$15.4M
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-322Closed |
$61.7K - $72.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-324- 11.58% |
$62.1K - $73K
|
2.47K
$596K
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-325- 8.24% |
$62.2K - $73.2K
|
3.62K
$872K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-333- 27.38% |
$63.8K - $75K
|
883
$213K
|
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-334- 8.58% |
$64K - $75.3K
|
3.56K
$858K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-335- 1.46% |
$64.2K - $75.5K
|
22.6K
$5.45M
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-339- 5.95% |
$64.9K - $76.4K
|
5.36K
$1.29M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-340- 0.86% |
$65.1K - $76.6K
|
39.4K
$9.49M
|