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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.75K+ 39.27% |
$335K - $394K
|
6.21K
$1.24M
|
|
|
May 10, 2022
Q1 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.74K+ 0.62% |
$333K - $392K
|
284K
$57M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.73K+ 24.65% |
$331K - $390K
|
8.74K
$1.75M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.72K+ 45.42% |
$330K - $388K
|
5.51K
$1.11M
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.72K+ 3.36% |
$330K - $388K
|
52.9K
$10.6M
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.72K+ 1.99% |
$329K - $387K
|
87.9K
$17.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.7K+ 3.05% |
$325K - $382K
|
57.3K
$11.5M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.65KNew |
$317K - $373K
|
1.65K
$332K
|
|
|
Apr 27, 2022
Q1 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.65KNew |
$317K - $372K
|
1.65K
$331K
|
|
|
May 13, 2022
Q1 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
BUY
|
- |
1.65K+ 316.09% |
$316K - $372K
|
2.17K
$435K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.65KNew |
$316K - $372K
|
1.65K
$331K
|
|
|
Apr 27, 2022
Q1 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
1.64K+ 6.23% |
$314K - $370K
|
28K
$5.61M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.63K+ 4.14% |
$312K - $367K
|
41K
$8.22M
|
|
|
May 13, 2022
Q1 2022
|
Symmetry Investments LP
|
BUY
|
- |
1.6KNew |
$306K - $361K
|
1.6K
$321K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.6K+ 107.99% |
$305K - $359K
|
3.07K
$616K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
1.59K+ 39.63% |
$305K - $358K
|
5.6K
$1.12M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 3.46% |
$304K - $357K
|
47.3K
$9.49M
|
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.57KNew |
$301K - $354K
|
1.57K
$315K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.57K+ 7.74% |
$300K - $354K
|
21.8K
$4.38M
|
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.54K+ 64.39% |
$295K - $347K
|
3.93K
$788K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.53K+ 1.73% |
$294K - $346K
|
90.2K
$18.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.52K+ 25.59% |
$291K - $343K
|
7.47K
$1.5M
|
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.49K+ 29.11% |
$285K - $336K
|
6.61K
$1.32M
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
1.46K+ 10.06% |
$280K - $330K
|
16K
$3.21M
|
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.45K+ 10.37% |
$278K - $327K
|
15.5K
$3.1M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.45K+ 5.84% |
$278K - $327K
|
26.3K
$5.26M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 2.73% |
$275K - $324K
|
54K
$10.8M
|
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.43KNew |
$274K - $323K
|
1.43K
$287K
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.43KNew |
$274K - $322K
|
1.43K
$287K
|
|
|
May 06, 2022
Q1 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.42K+ 15.25% |
$272K - $320K
|
10.7K
$2.15M
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.42K+ 0.33% |
$272K - $320K
|
428K
$85.7M
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.42K+ 36.31% |
$272K - $320K
|
5.32K
$1.07M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.4K+ 3.9% |
$269K - $316K
|
37.3K
$7.48M
|
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.4KNew |
$268K - $315K
|
1.4K
$281K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
1.34K+ 0.41% |
$257K - $303K
|
327K
$65.5M
|
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.34KNew |
$256K - $301K
|
1.34K
$268K
|
|
|
Apr 22, 2022
Q1 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.31K+ 21.2% |
$251K - $295K
|
7.5K
$1.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
1.31KNew |
$251K - $295K
|
1.31K
$263K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.3K+ 2.58% |
$250K - $294K
|
51.8K
$10.4M
|
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.29K+ 2.01% |
$246K - $290K
|
65.4K
$13.1M
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.29KNew |
$246K - $290K
|
1.29K
$258K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.29K+ 30.89% |
$246K - $290K
|
5.45K
$1.09M
|
|
|
Apr 21, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.28KNew |
$246K - $289K
|
1.28K
$257K
|
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.28KNew |
$245K - $288K
|
1.28K
$256K
|
|
|
Apr 18, 2022
Q1 2022
|
M. Kraus & CO
|
BUY
|
- |
1.28K+ 36.12% |
$245K - $288K
|
4.81K
$965K
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.28K+ 47.31% |
$244K - $287K
|
3.97K
$796K
|
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.27K+ 12.23% |
$243K - $286K
|
11.6K
$2.33M
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.27K+ 113.82% |
$243K - $286K
|
2.38K
$477K
|
|
|
May 16, 2022
Q1 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.26K+ 1.94% |
$241K - $284K
|
66K
$13.2M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.25K+ 3.74% |
$240K - $282K
|
34.8K
$6.97M
|