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 |
---|---|---|---|---|---|---|---|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
27.6KNew |
$5.28M - $6.21M
|
27.6K
$6.35M
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
27.1K+ 4.93% |
$5.18M - $6.1M
|
576K
$133M
|
|
May 16, 2022
Q1 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
26.2K+ 109.08% |
$5.03M - $5.91M
|
50.3K
$11.6M
|
|
Apr 20, 2022
Q1 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
25.9K+ 1782.32% |
$4.96M - $5.84M
|
27.4K
$6.3M
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
25.7K+ 124.03% |
$4.92M - $5.79M
|
46.4K
$10.7M
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
BUY
|
- |
25.4K+ 64.55% |
$4.86M - $5.71M
|
64.6K
$14.9M
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
25.3K+ 412.79% |
$4.84M - $5.69M
|
31.4K
$7.23M
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
24.6K+ 2338.21% |
$4.71M - $5.54M
|
25.7K
$5.91M
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
23.5KNew |
$4.51M - $5.3M
|
23.5K
$5.42M
|
|
May 24, 2022
Q1 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
23.3KNew |
$4.46M - $5.25M
|
23.3K
$5.37M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
22.6K+ 221.18% |
$4.33M - $5.09M
|
32.8K
$7.56M
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
22.4K+ 852.81% |
$4.3M - $5.06M
|
25.1K
$5.78M
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
22.4KNew |
$4.28M - $5.04M
|
22.4K
$5.15M
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22.3K+ 26.94% |
$4.26M - $5.02M
|
105K
$24.2M
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
22K+ 381.48% |
$4.22M - $4.96M
|
27.8K
$6.4M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
21.9K+ 245.44% |
$4.2M - $4.94M
|
30.9K
$7.11M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.3KNew |
$4.08M - $4.8M
|
21.3K
$4.91M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.2K+ 97.41% |
$4.06M - $4.78M
|
43K
$9.9M
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
20.8K+ 9.21% |
$3.98M - $4.68M
|
246K
$56.7M
|
|
May 13, 2022
Q1 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
20.2KNew |
$3.86M - $4.55M
|
20.2K
$4.65M
|
|
May 16, 2022
Q1 2022
|
Q Global Advisors, LLC
Fort Worth, TX |
BUY
|
- |
20.1K+ 22.31% |
$3.84M - $4.52M
|
110K
$25.3M
|
|
May 16, 2022
Q1 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
19.9K+ 12.87% |
$3.81M - $4.48M
|
174K
$40.1M
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
19.8K+ 1780.04% |
$3.79M - $4.46M
|
20.9K
$4.82M
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
19.7K+ 14.72% |
$3.77M - $4.43M
|
153K
$35.3M
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
19.3K+ 10.82% |
$3.69M - $4.35M
|
198K
$45.5M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1K+ 10.41% |
$3.66M - $4.31M
|
203K
$46.7M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
18.7K+ 8.56% |
$3.58M - $4.21M
|
237K
$54.6M
|
|
May 16, 2022
Q1 2022
|
Kent Lake Capital LLC
Mill Valley, CA |
BUY
|
- |
18.6KNew |
$3.56M - $4.19M
|
18.6K
$4.28M
|
|
May 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
18.5K+ 35.08% |
$3.55M - $4.18M
|
71.4K
$16.4M
|
|
Aug 29, 2022
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
18.5KNew |
$3.54M - $4.16M
|
18.5K
$4.26M
|
|
Oct 31, 2023
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
18.5KNew |
$3.54M - $4.16M
|
18.5K
$4.26M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
18.1K+ 1.96% |
$3.46M - $4.07M
|
940K
$217M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18K+ 210.7% |
$3.45M - $4.06M
|
26.5K
$6.11M
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
17.5K+ 22.3% |
$3.36M - $3.95M
|
96.2K
$22.2M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
17.5K+ 5.4% |
$3.35M - $3.94M
|
341K
$78.6M
|
|
May 16, 2022
Q1 2022
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
- |
17KNew |
$3.26M - $3.83M
|
17K
$3.92M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.9K+ 26.49% |
$3.24M - $3.81M
|
80.7K
$18.6M
|
|
Apr 18, 2022
Q1 2022
|
Platt Investment Counsel, LLC
|
BUY
|
- |
16.4K+ 21.63% |
$3.14M - $3.7M
|
92.2K
$21.2M
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
16.3K+ 414.65% |
$3.12M - $3.67M
|
20.2K
$4.65M
|
|
May 13, 2022
Q1 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
16.2KNew |
$3.1M - $3.65M
|
16.2K
$3.73M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
16KNew |
$3.06M - $3.6M
|
16K
$3.68M
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
BUY
|
- |
15.8K+ 14.31% |
$3.04M - $3.57M
|
127K
$29.2M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.6K+ 6.57% |
$2.99M - $3.52M
|
253K
$58.3M
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
15.1K+ 57.96% |
$2.9M - $3.41M
|
41.3K
$9.51M
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
BUY
|
- |
15.1K+ 10.2% |
$2.9M - $3.41M
|
163K
$37.6M
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15K+ 38.56% |
$2.87M - $3.37M
|
53.8K
$12.4M
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
14.9K+ 14.88% |
$2.85M - $3.35M
|
115K
$26.4M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.5K+ 25.11% |
$2.78M - $3.28M
|
72.5K
$16.7M
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14K+ 710.98% |
$2.68M - $3.15M
|
16K
$3.68M
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13.8KNew |
$2.65M - $3.12M
|
13.8K
$3.19M
|