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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-825- 9.39% |
$158K - $186K
|
7.96K
$1.92M
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-829Closed |
$159K - $187K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-829- 5.14% |
$159K - $187K
|
15.3K
$3.69M
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-836- 21.13% |
$160K - $188K
|
3.12K
$752K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-838- 11.26% |
$160K - $189K
|
6.6K
$1.59M
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-839- 8.21% |
$161K - $189K
|
9.39K
$2.26M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-852- 5.2% |
$163K - $192K
|
15.5K
$3.74M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-854- 3.16% |
$164K - $192K
|
26.2K
$6.31M
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-861Closed |
$165K - $194K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-866- 2.33% |
$166K - $195K
|
36.3K
$8.74M
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-884Closed |
$169K - $199K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-884- 36.8% |
$169K - $199K
|
1.52K
$366K
|
|
Apr 07, 2022
Q1 2022
|
Woodstock Corp
|
SELL
|
- |
-890- 3.2% |
$170K - $201K
|
26.9K
$6.49M
|
|
May 18, 2022
Q1 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-899- 9.2% |
$172K - $203K
|
8.87K
$2.14M
|
|
May 02, 2022
Q1 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-900Closed |
$172K - $203K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-900- 12.3% |
$172K - $203K
|
6.42K
$1.55M
|
|
Apr 20, 2022
Q1 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-903Closed |
$173K - $203K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-903Closed |
$173K - $203K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-903Closed |
$173K - $203K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
SELL
|
- |
-904Closed |
$173K - $204K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-905Closed |
$173K - $204K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-907- 18.07% |
$174K - $204K
|
4.11K
$990K
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-908- 3.55% |
$174K - $205K
|
24.7K
$5.94M
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-909Closed |
$174K - $205K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-915Closed |
$175K - $206K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-916Closed |
$175K - $206K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-926Closed |
$177K - $209K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-927Closed |
$178K - $209K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Vulcan Value Partners, LLC
Birmingham, AL |
SELL
|
- |
-940Closed |
$180K - $212K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-943- 14.01% |
$181K - $212K
|
5.79K
$1.39M
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-944Closed |
$181K - $213K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-953Closed |
$183K - $215K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-954Closed |
$183K - $215K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-954- 0.77% |
$183K - $215K
|
123K
$29.6M
|
|
Apr 26, 2022
Q1 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-961Closed |
$184K - $217K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-963Closed |
$184K - $217K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-966- 15.3% |
$185K - $218K
|
5.35K
$1.29M
|
|
May 06, 2022
Q1 2022
|
Sicart Associates LLC
|
SELL
|
- |
-966Closed |
$185K - $218K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-971Closed |
$186K - $219K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-974Closed |
$187K - $219K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-975- 0.93% |
$187K - $220K
|
104K
$24.9M
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
SELL
|
- |
-978- 4.72% |
$187K - $220K
|
19.7K
$4.76M
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-979Closed |
$187K - $221K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-980- 2.36% |
$188K - $221K
|
40.6K
$9.79M
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-981- 4.0% |
$188K - $221K
|
23.6K
$5.68M
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-984Closed |
$188K - $222K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-987- 25.29% |
$189K - $222K
|
2.92K
$702K
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-994Closed |
$190K - $224K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-996- 44.17% |
$191K - $224K
|
1.26K
$303K
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-998Closed |
$191K - $225K
|
0
$0
|