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 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-631- 90.92% |
$121K - $142K
|
63
$15.2K
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-633- 18.02% |
$121K - $143K
|
2.88K
$694K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-633- 28.13% |
$121K - $143K
|
1.62K
$390K
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-634- 25.92% |
$121K - $143K
|
1.81K
$437K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-639- 1.16% |
$122K - $144K
|
54.5K
$13.1M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-646- 7.86% |
$124K - $146K
|
7.58K
$1.83M
|
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-648- 10.02% |
$124K - $146K
|
5.82K
$1.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-671- 31.27% |
$129K - $151K
|
1.48K
$355K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-673- 4.38% |
$129K - $152K
|
14.7K
$3.54M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-674- 8.5% |
$129K - $152K
|
7.26K
$1.75M
|
|
|
May 11, 2022
Q1 2022
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-680Closed |
$130K - $153K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-680- 28.31% |
$130K - $153K
|
1.72K
$415K
|
|
|
Apr 08, 2022
Q1 2022
|
Corsicana & Co.
|
SELL
|
- |
-681- 1.21% |
$130K - $153K
|
55.8K
$13.4M
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-682- 29.85% |
$131K - $154K
|
1.6K
$386K
|
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-684- 13.45% |
$131K - $154K
|
4.4K
$1.06M
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-685- 2.06% |
$131K - $154K
|
32.5K
$7.83M
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-693- 19.58% |
$133K - $156K
|
2.85K
$686K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-696- 12.64% |
$133K - $157K
|
4.81K
$1.16M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-699- 33.24% |
$134K - $157K
|
1.4K
$338K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-705- 2.76% |
$135K - $159K
|
24.8K
$5.97M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-708- 1.1% |
$136K - $160K
|
63.7K
$15.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-718- 31.3% |
$138K - $162K
|
1.58K
$380K
|
|
|
May 09, 2022
Q1 2022
|
Esl Trust Services, LLC
|
SELL
|
- |
-725- 33.96% |
$139K - $163K
|
1.41K
$340K
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-731- 19.48% |
$140K - $165K
|
3.02K
$728K
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-732- 1.88% |
$140K - $165K
|
38.3K
$9.23M
|
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-734- 1.15% |
$141K - $165K
|
62.8K
$15.1M
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-741- 0.89% |
$142K - $167K
|
82.4K
$19.8M
|
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-744- 4.02% |
$142K - $168K
|
17.8K
$4.28M
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-747- 15.93% |
$143K - $168K
|
3.94K
$950K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-750- 13.08% |
$144K - $169K
|
4.98K
$1.2M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-750- 3.02% |
$144K - $169K
|
24.1K
$5.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-754- 16.24% |
$144K - $170K
|
3.89K
$937K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-762- 2.74% |
$146K - $172K
|
27K
$6.51M
|
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-763- 12.96% |
$146K - $172K
|
5.13K
$1.23M
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-763- 11.05% |
$146K - $172K
|
6.15K
$1.48M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-768- 4.52% |
$147K - $173K
|
16.2K
$3.91M
|
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-768- 2.39% |
$147K - $173K
|
31.4K
$7.56M
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-771- 2.66% |
$148K - $174K
|
28.2K
$6.79M
|
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-775- 21.94% |
$148K - $175K
|
2.76K
$664K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-775Closed |
$148K - $175K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-775- 6.63% |
$148K - $175K
|
10.9K
$2.63M
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-780- 12.02% |
$149K - $176K
|
5.71K
$1.38M
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-781- 39.54% |
$150K - $176K
|
1.19K
$288K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-793- 26.28% |
$152K - $179K
|
2.22K
$536K
|
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
SELL
|
- |
-800- 26.4% |
$153K - $180K
|
2.23K
$537K
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-800- 4.26% |
$153K - $180K
|
18K
$4.33M
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-803- 4.89% |
$154K - $181K
|
15.6K
$3.76M
|
|
|
Apr 21, 2022
Q1 2022
|
Eastern Bank
|
SELL
|
- |
-805- 33.47% |
$154K - $181K
|
1.6K
$385K
|
|
|
Apr 12, 2022
Q1 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-805- 1.58% |
$154K - $181K
|
50.1K
$12.1M
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-807- 6.49% |
$155K - $182K
|
11.6K
$2.8M
|