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
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-340- 3.05% |
$65.1K - $76.6K
|
10.8K
$2.57M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-342- 0.46% |
$65.5K - $77.1K
|
74.1K
$17.7M
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-342- 5.76% |
$65.5K - $77.1K
|
5.59K
$1.33M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-345- 8.41% |
$66.1K - $77.7K
|
3.76K
$896K
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-348- 1.76% |
$66.6K - $78.4K
|
19.4K
$4.64M
|
|
|
May 16, 2022
Q1 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-355- 0.65% |
$68K - $80K
|
54.3K
$12.9M
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-355- 1.43% |
$68K - $80K
|
24.5K
$5.83M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-357- 19.59% |
$68.4K - $80.4K
|
1.47K
$349K
|
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-362- 8.78% |
$69.3K - $81.6K
|
3.76K
$897K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-364- 1.37% |
$69.7K - $82K
|
26.1K
$6.23M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-364- 10.95% |
$69.7K - $82K
|
2.96K
$706K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-366- 8.52% |
$70.1K - $82.5K
|
3.93K
$937K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-367- 17.81% |
$70.3K - $82.7K
|
1.69K
$404K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-368- 3.42% |
$70.5K - $82.9K
|
10.4K
$2.48M
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-368- 2.5% |
$70.5K - $82.9K
|
14.3K
$3.42M
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-372- 3.03% |
$71.2K - $83.8K
|
11.9K
$2.84M
|
|
|
Apr 25, 2022
Q1 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-375- 3.92% |
$71.8K - $84.5K
|
9.19K
$2.19M
|
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-375- 0.71% |
$71.8K - $84.5K
|
52.2K
$12.5M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-383- 22.89% |
$73.4K - $86.3K
|
1.29K
$308K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-390- 22.48% |
$74.7K - $87.9K
|
1.35K
$321K
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-390- 2.53% |
$74.7K - $87.9K
|
15.1K
$3.59M
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-395- 0.57% |
$75.7K - $89K
|
68.5K
$16.3M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-395Closed |
$75.7K - $89K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
SELL
|
- |
-396- 4.61% |
$75.8K - $89.2K
|
8.19K
$1.95M
|
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-397- 11.72% |
$76K - $89.5K
|
2.99K
$713K
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-399- 27.77% |
$76.4K - $89.9K
|
1.04K
$248K
|
|
|
May 02, 2022
Q1 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-400- 2.33% |
$76.6K - $90.1K
|
16.8K
$4M
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-400- 16.14% |
$76.6K - $90.1K
|
2.08K
$496K
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-405- 5.42% |
$77.6K - $91.3K
|
7.07K
$1.68M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-407- 59.07% |
$77.9K - $91.7K
|
282
$67.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-413- 0.31% |
$79.1K - $93.1K
|
134K
$32M
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-418- 25.44% |
$80.1K - $94.2K
|
1.23K
$292K
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-419- 0.67% |
$80.2K - $94.4K
|
61.7K
$14.7M
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-424- 47.69% |
$81.2K - $95.5K
|
465
$111K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-425Closed |
$81.4K - $95.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-426- 1.08% |
$81.6K - $96K
|
39.2K
$9.34M
|
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-428- 9.28% |
$82K - $96.4K
|
4.19K
$998K
|
|
|
Jun 28, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-428- 18.35% |
$82K - $96.4K
|
1.91K
$454K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-430- 2.18% |
$82.4K - $96.9K
|
19.3K
$4.6M
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-435- 1.98% |
$83.3K - $98K
|
21.5K
$5.13M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-439- 2.23% |
$84.1K - $98.9K
|
19.3K
$4.59M
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-445- 8.73% |
$85.2K - $100K
|
4.66K
$1.11M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-445- 0.59% |
$85.2K - $100K
|
74.8K
$17.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-453- 25.52% |
$86.8K - $102K
|
1.32K
$315K
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-454- 2.92% |
$87K - $102K
|
15.1K
$3.6M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-456- 24.33% |
$87.3K - $103K
|
1.42K
$338K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-460- 5.37% |
$88.1K - $104K
|
8.1K
$1.93M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-466- 1.47% |
$89.2K - $105K
|
31.2K
$7.44M
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-467- 30.85% |
$89.4K - $105K
|
1.05K
$250K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-473- 22.94% |
$90.6K - $107K
|
1.59K
$379K
|