Purchases and Sales Made in Q2 2022 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
505+ 8.06% |
$82.8K - $105K
|
6.77K
$1.56M
|
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
BUY
|
- |
505+ 7.92% |
$82.8K - $105K
|
6.88K
$1.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
500+ 50.0% |
$82K - $104K
|
1.5K
$345K
|
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
480+ 9.5% |
$78.7K - $99.8K
|
5.53K
$1.27M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
474+ 6.99% |
$77.7K - $98.5K
|
7.25K
$1.67M
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
469+ 11.41% |
$76.9K - $97.5K
|
4.58K
$1.05M
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
459+ 14.59% |
$75.2K - $95.4K
|
3.6K
$830K
|
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
450+ 7.73% |
$73.8K - $93.6K
|
6.27K
$1.44M
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
BUY
|
- |
443+ 29.49% |
$72.6K - $92.1K
|
1.95K
$448K
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
441+ 1.43% |
$72.3K - $91.7K
|
31.3K
$7.21M
|
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
440+ 3.52% |
$72.1K - $91.5K
|
13K
$2.98M
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
436+ 10.68% |
$71.5K - $90.6K
|
4.52K
$1.04M
|
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
431+ 23.25% |
$70.6K - $89.6K
|
2.29K
$526K
|
|
|
Aug 15, 2022
Q2 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
430+ 5.4% |
$70.5K - $89.4K
|
8.4K
$1.93M
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
422+ 22.42% |
$69.2K - $87.7K
|
2.3K
$531K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
414+ 0.6% |
$67.9K - $86.1K
|
69.1K
$15.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
402+ 1.94% |
$65.9K - $83.6K
|
21.1K
$4.87M
|
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
400+ 4.35% |
$65.6K - $83.2K
|
9.59K
$2.21M
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
399+ 5.14% |
$65.4K - $83K
|
8.16K
$1.88M
|
|
|
Aug 12, 2022
Q2 2022
|
United Bank
Vienna, VA |
BUY
|
- |
398+ 10.68% |
$65.2K - $82.7K
|
4.12K
$950K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
392+ 1.82% |
$64.2K - $81.5K
|
22K
$5.06M
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
387+ 39.01% |
$63.4K - $80.5K
|
1.38K
$318K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
386+ 9.89% |
$63.3K - $80.3K
|
4.29K
$988K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
385+ 180.75% |
$63.1K - $80K
|
598
$138K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
383+ 88.05% |
$62.8K - $79.6K
|
818
$188K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
383+ 6.0% |
$62.8K - $79.6K
|
6.77K
$1.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
380+ 2.42% |
$62.3K - $79K
|
16.1K
$3.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
376+ 2.22% |
$61.6K - $78.2K
|
17.3K
$3.99M
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
376+ 3.38% |
$61.6K - $78.2K
|
11.5K
$2.65M
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
374+ 4.23% |
$61.3K - $77.8K
|
9.22K
$2.12M
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
371+ 1.64% |
$60.8K - $77.1K
|
23K
$5.29M
|
|
|
Jul 27, 2022
Q2 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
370+ 0.93% |
$60.6K - $76.9K
|
40K
$9.22M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
362+ 26.02% |
$59.3K - $75.3K
|
1.75K
$404K
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
361+ 10.81% |
$59.2K - $75.1K
|
3.7K
$853K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
361+ 7.87% |
$59.2K - $75.1K
|
4.95K
$1.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
352+ 1.98% |
$57.7K - $73.2K
|
18.1K
$4.18M
|
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
BUY
|
- |
350+ 30.7% |
$57.4K - $72.8K
|
1.49K
$343K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
338+ 17.22% |
$55.4K - $70.3K
|
2.3K
$530K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
338+ 8.54% |
$55.4K - $70.3K
|
4.29K
$989K
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
BUY
|
- |
320+ 11.19% |
$52.4K - $66.5K
|
3.18K
$732K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
320+ 2.24% |
$52.4K - $66.5K
|
14.6K
$3.36M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
312+ 5.53% |
$51.1K - $64.9K
|
5.95K
$1.37M
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
308+ 26.35% |
$50.5K - $64K
|
1.48K
$340K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
307+ 7.85% |
$50.3K - $63.8K
|
4.22K
$972K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
305+ 0.38% |
$50K - $63.4K
|
80.3K
$18.5M
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
304+ 0.81% |
$49.8K - $63.2K
|
38.1K
$8.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
303+ 2.4% |
$49.7K - $63K
|
12.9K
$2.98M
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
300+ 30.46% |
$49.2K - $62.4K
|
1.29K
$296K
|
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
300+ 1.18% |
$49.2K - $62.4K
|
25.8K
$5.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
294+ 1.05% |
$48.2K - $61.1K
|
28.2K
$6.5M
|