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 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.28K- 41.79% |
$245K - $288K
|
1.78K
$424K
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.28K- 46.72% |
$246K - $289K
|
1.46K
$349K
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.29K- 34.44% |
$246K - $290K
|
2.45K
$584K
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.29K- 16.93% |
$247K - $291K
|
6.34K
$1.51M
|
|
May 13, 2022
Q1 2022
|
Asset Planning Corporation
|
SELL
|
- |
-1.34KClosed |
$256K - $301K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-1.34K- 6.33% |
$257K - $303K
|
19.9K
$4.74M
|
|
May 13, 2022
Q1 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-1.35KClosed |
$258K - $303K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.35K- 17.05% |
$259K - $305K
|
6.58K
$1.57M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-1.37K- 2.69% |
$262K - $308K
|
49.4K
$11.8M
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.38K- 21.54% |
$264K - $310K
|
5.02K
$1.2M
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.38K- 13.43% |
$264K - $311K
|
8.91K
$2.12M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.39K- 5.1% |
$266K - $313K
|
25.8K
$6.15M
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.39K- 22.35% |
$266K - $313K
|
4.83K
$1.15M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.41K- 1.11% |
$271K - $318K
|
126K
$30.1M
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.44KClosed |
$275K - $323K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.44K- 4.82% |
$276K - $324K
|
28.4K
$6.77M
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.44K- 27.62% |
$276K - $325K
|
3.78K
$902K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.45K- 30.3% |
$277K - $326K
|
3.33K
$794K
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-1.46K- 18.67% |
$279K - $328K
|
6.34K
$1.51M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.46K- 14.66% |
$279K - $328K
|
8.48K
$2.02M
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.48KClosed |
$283K - $333K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.48K- 14.06% |
$284K - $334K
|
9.07K
$2.16M
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.51K- 15.64% |
$289K - $340K
|
8.13K
$1.94M
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.53K- 5.17% |
$294K - $346K
|
28.1K
$6.7M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.54K- 8.95% |
$295K - $347K
|
15.7K
$3.74M
|
|
May 06, 2022
Q1 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-1.57KClosed |
$300K - $353K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.57K- 21.27% |
$301K - $354K
|
5.81K
$1.39M
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.58KClosed |
$303K - $357K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Divisadero Street Capital Management, LP
Miami, FL |
SELL
|
- |
-1.6KClosed |
$306K - $361K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.6K- 10.61% |
$306K - $361K
|
13.5K
$3.21M
|
|
May 16, 2022
Q1 2022
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-1.61KClosed |
$308K - $363K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.63K- 17.19% |
$312K - $367K
|
7.84K
$1.87M
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
SELL
|
- |
-1.64K- 32.71% |
$314K - $369K
|
3.37K
$803K
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.64K- 6.38% |
$314K - $370K
|
24.1K
$5.74M
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.65KClosed |
$315K - $371K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-1.65KClosed |
$316K - $372K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.65K- 0.29% |
$316K - $372K
|
573K
$137M
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.67K- 3.68% |
$319K - $376K
|
43.6K
$10.4M
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.68K- 15.6% |
$321K - $378K
|
9.07K
$2.16M
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.68K- 6.98% |
$322K - $379K
|
22.4K
$5.35M
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
SELL
|
- |
-1.69KClosed |
$324K - $381K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.7K- 18.61% |
$325K - $382K
|
7.41K
$1.77M
|
|
May 11, 2022
Q1 2022
|
Alpine Associates Management Inc.
Englewood Cliffs, NJ |
SELL
|
- |
-1.7KClosed |
$326K - $383K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-1.7KClosed |
$326K - $383K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.71K- 8.72% |
$327K - $385K
|
17.9K
$4.27M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.72K- 8.32% |
$330K - $388K
|
19K
$4.53M
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.77KClosed |
$338K - $398K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-1.77K- 2.44% |
$339K - $399K
|
71K
$16.9M
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.8K- 38.68% |
$345K - $406K
|
2.85K
$680K
|
|
Apr 05, 2022
Q1 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-1.81KClosed |
$346K - $407K
|
0
$0
|