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 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.72K- 8.32% |
$330K - $388K
|
19K
$3.94M
|
|
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
$14.7M
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.8K- 38.68% |
$345K - $406K
|
2.85K
$593K
|
|
Apr 05, 2022
Q1 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-1.81KClosed |
$346K - $407K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.81K- 11.04% |
$346K - $407K
|
14.6K
$3.02M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.82K- 56.33% |
$349K - $410K
|
1.41K
$293K
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-1.83KClosed |
$351K - $413K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.84KClosed |
$353K - $415K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.85KClosed |
$353K - $416K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.89K- 17.15% |
$362K - $426K
|
9.13K
$1.9M
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.89KClosed |
$362K - $426K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.9K- 5.33% |
$364K - $428K
|
33.7K
$7M
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.91K- 6.62% |
$365K - $429K
|
26.9K
$5.58M
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.91K- 8.06% |
$366K - $430K
|
21.8K
$4.53M
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.93K- 8.87% |
$369K - $435K
|
19.8K
$4.12M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.96K- 17.75% |
$375K - $441K
|
9.07K
$1.88M
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.96K- 11.53% |
$375K - $441K
|
15K
$3.12M
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.97KClosed |
$378K - $445K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.99K- 1.42% |
$380K - $447K
|
138K
$28.7M
|
|
May 16, 2022
Q1 2022
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-2KClosed |
$383K - $451K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-2.01K- 41.65% |
$384K - $452K
|
2.81K
$583K
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.01K- 30.11% |
$384K - $452K
|
4.65K
$966K
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-2.01K- 10.48% |
$385K - $452K
|
17.2K
$3.56M
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.04KClosed |
$391K - $460K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.05K- 36.85% |
$392K - $461K
|
3.5K
$728K
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.06K- 64.9% |
$394K - $464K
|
1.11K
$231K
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.1K- 99.48% |
$403K - $474K
|
11
$2.28K
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.1K- 6.21% |
$403K - $474K
|
31.8K
$6.6M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.13K- 12.46% |
$408K - $480K
|
15K
$3.11M
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.13K- 2.02% |
$408K - $480K
|
103K
$21.4M
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-2.15K- 2.75% |
$412K - $485K
|
76K
$15.8M
|
|
May 13, 2022
Q1 2022
|
Southernsun Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.17KClosed |
$415K - $489K
|
0
$0
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-2.18K- 12.9% |
$417K - $490K
|
14.7K
$3.05M
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.18K- 46.71% |
$418K - $492K
|
2.49K
$517K
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.19KClosed |
$419K - $493K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.2K- 55.69% |
$421K - $495K
|
1.75K
$363K
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.25K- 21.54% |
$431K - $507K
|
8.19K
$1.7M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.26K- 32.31% |
$433K - $510K
|
4.74K
$985K
|
|
Apr 29, 2022
Q1 2022
|
Bg Investment Services, Inc.
|
SELL
|
- |
-2.29K- 8.06% |
$438K - $515K
|
26.1K
$5.41M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.29K- 29.8% |
$438K - $515K
|
5.39K
$1.12M
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.29K- 6.96% |
$439K - $516K
|
30.6K
$6.36M
|
|
May 16, 2022
Q1 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-2.31KClosed |
$442K - $520K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.32K- 7.26% |
$444K - $522K
|
29.6K
$6.15M
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.34KClosed |
$448K - $527K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
SELL
|
- |
-2.34KClosed |
$449K - $528K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.37K- 61.83% |
$453K - $533K
|
1.46K
$303K
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.37KClosed |
$454K - $534K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.38K- 19.08% |
$456K - $536K
|
10.1K
$2.1M
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.39KClosed |
$457K - $538K
|
0
$0
|