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 12, 2022
Q1 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
1.22KNew |
$233K - $274K
|
1.22K
$280K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.21K+ 3.92% |
$233K - $274K
|
32.1K
$7.4M
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 15.04% |
$231K - $272K
|
9.24K
$2.13M
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.2KNew |
$230K - $270K
|
1.2K
$276K
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.2K+ 28.18% |
$230K - $270K
|
5.46K
$1.26M
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 55.28% |
$229K - $270K
|
3.37K
$775K
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
BUY
|
- |
1.19KNew |
$228K - $269K
|
1.19K
$275K
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.18K+ 6.2% |
$225K - $265K
|
20.1K
$4.64M
|
|
May 10, 2022
Q1 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.17KNew |
$223K - $263K
|
1.17K
$269K
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.17KNew |
$223K - $262K
|
1.17K
$268K
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.16K+ 23.95% |
$222K - $261K
|
6K
$1.38M
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.16K+ 5.85% |
$221K - $260K
|
20.9K
$4.81M
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.15K+ 1.95% |
$221K - $260K
|
60.4K
$13.9M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.15K+ 43.18% |
$220K - $259K
|
3.81K
$878K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.15K+ 10.7% |
$220K - $259K
|
11.9K
$2.74M
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.15K+ 34.97% |
$220K - $259K
|
4.43K
$1.02M
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.14K+ 28.25% |
$218K - $256K
|
5.16K
$1.19M
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
1.14KNew |
$217K - $256K
|
1.14K
$261K
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.13KNew |
$216K - $254K
|
1.13K
$260K
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.1K+ 30.42% |
$211K - $249K
|
4.73K
$1.09M
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.08K+ 31.56% |
$206K - $242K
|
4.48K
$1.03M
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.06KNew |
$203K - $238K
|
1.06K
$244K
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.05K+ 6.41% |
$201K - $236K
|
17.4K
$4M
|
|
May 16, 2022
Q1 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.05KNew |
$201K - $236K
|
1.05K
$241K
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.03K+ 4.66% |
$198K - $233K
|
23.2K
$5.35M
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.03K+ 5.79% |
$197K - $232K
|
18.8K
$4.32M
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.02KNew |
$195K - $230K
|
1.02K
$235K
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
1.01KNew |
$194K - $228K
|
1.01K
$233K
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.01K+ 14.16% |
$193K - $228K
|
8.14K
$1.88M
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
BUY
|
- |
1.01KNew |
$193K - $227K
|
1.01K
$232K
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1K+ 17.08% |
$192K - $226K
|
6.87K
$1.58M
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
1K+ 4.76% |
$192K - $225K
|
22K
$5.07M
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
998New |
$191K - $225K
|
998
$230K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
983+ 7.07% |
$188K - $221K
|
14.9K
$3.43M
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
974New |
$187K - $219K
|
974
$224K
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
974+ 3.95% |
$187K - $219K
|
25.7K
$5.91M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
930+ 3.44% |
$178K - $210K
|
28K
$6.44M
|
|
May 10, 2022
Q1 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
924+ 0.89% |
$177K - $208K
|
105K
$24.1M
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
903+ 8.95% |
$173K - $203K
|
11K
$2.53M
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
901+ 9.0% |
$173K - $203K
|
10.9K
$2.51M
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
900+ 20.14% |
$172K - $203K
|
5.37K
$1.24M
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
889+ 52.51% |
$170K - $200K
|
2.58K
$595K
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
886+ 8.06% |
$170K - $200K
|
11.9K
$2.74M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
886+ 1.04% |
$170K - $200K
|
86.5K
$19.9M
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
872+ 4.69% |
$167K - $196K
|
19.4K
$4.48M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
869+ 616.31% |
$166K - $196K
|
1.01K
$233K
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
855+ 12.87% |
$164K - $193K
|
7.5K
$1.73M
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
853+ 12.21% |
$163K - $192K
|
7.84K
$1.81M
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
852+ 4.73% |
$163K - $192K
|
18.9K
$4.34M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
841+ 8.26% |
$161K - $189K
|
11K
$2.54M
|