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 28, 2022
Q2 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
171+ 8.87% |
$28K - $35.6K
|
2.1K
$500K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
171+ 0.2% |
$28K - $35.6K
|
86.6K
$20.7M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
166+ 7.97% |
$27.2K - $34.5K
|
2.25K
$536K
|
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
165+ 3.03% |
$27K - $34.3K
|
5.61K
$1.34M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
165+ 2.07% |
$27K - $34.3K
|
8.13K
$1.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
164+ 2.38% |
$26.9K - $34.1K
|
7.07K
$1.69M
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
162+ 5.88% |
$26.6K - $33.7K
|
2.92K
$696K
|
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
BUY
|
- |
162+ 6.51% |
$26.6K - $33.7K
|
2.65K
$632K
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
160+ 5.05% |
$26.2K - $33.3K
|
3.33K
$794K
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
155+ 11.12% |
$25.4K - $32.2K
|
1.55K
$369K
|
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
151+ 5.0% |
$24.7K - $31.4K
|
3.17K
$755K
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
151+ 13.65% |
$24.7K - $31.4K
|
1.26K
$300K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
150+ 17.69% |
$24.6K - $31.2K
|
998
$238K
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
150+ 0.16% |
$24.6K - $31.2K
|
92.6K
$22.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
149+ 8.11% |
$24.4K - $31K
|
1.99K
$474K
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
146+ 1.02% |
$23.9K - $30.4K
|
14.5K
$3.45M
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
146+ 3.45% |
$23.9K - $30.4K
|
4.38K
$1.04M
|
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
145+ 2.18% |
$23.8K - $30.1K
|
6.81K
$1.62M
|
|
|
Jul 13, 2022
Q2 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
142+ 11.06% |
$23.3K - $29.5K
|
1.43K
$340K
|
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
142+ 4.22% |
$23.3K - $29.5K
|
3.51K
$837K
|
|
|
Sep 25, 2024
Q2 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
140+ 3.31% |
$22.9K - $29.1K
|
4.37K
$1.04M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
139New |
$22.8K - $28.9K
|
139
$33.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
BUY
|
- |
137+ 11.49% |
$22.5K - $28.5K
|
1.33K
$317K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
137+ 0.68% |
$22.5K - $28.5K
|
20.3K
$4.83M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
136+ 8.98% |
$22.3K - $28.3K
|
1.65K
$394K
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
136+ 9.29% |
$22.3K - $28.3K
|
1.6K
$382K
|
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
136+ 0.75% |
$22.3K - $28.3K
|
18.2K
$4.33M
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
136+ 8.68% |
$22.3K - $28.3K
|
1.7K
$406K
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
135+ 0.48% |
$22.1K - $28.1K
|
28K
$6.67M
|
|
|
Aug 11, 2022
Q2 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
135+ 6.25% |
$22.1K - $28.1K
|
2.29K
$547K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
133+ 2.67% |
$21.8K - $27.7K
|
5.11K
$1.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
132+ 78.11% |
$21.6K - $27.4K
|
301
$71.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
130+ 131.31% |
$21.3K - $27K
|
229
$54.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
128+ 1.82% |
$21K - $26.6K
|
7.15K
$1.71M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
128+ 3.13% |
$21K - $26.6K
|
4.22K
$1.01M
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
124+ 0.39% |
$20.3K - $25.8K
|
32.2K
$7.69M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
124+ 2.25% |
$20.3K - $25.8K
|
5.64K
$1.34M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
123+ 1.86% |
$20.2K - $25.6K
|
6.73K
$1.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
121+ 18.45% |
$19.8K - $25.2K
|
777
$185K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
120+ 0.66% |
$19.7K - $24.9K
|
18.4K
$4.38M
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
116+ 9.47% |
$19K - $24.1K
|
1.34K
$320K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
116+ 2.73% |
$19K - $24.1K
|
4.37K
$1.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
116+ 6.64% |
$19K - $24.1K
|
1.86K
$444K
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
115+ 4.38% |
$18.8K - $23.9K
|
2.74K
$654K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
115+ 0.15% |
$18.8K - $23.9K
|
78.1K
$18.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
115+ 6.42% |
$18.8K - $23.9K
|
1.91K
$455K
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
113+ 0.47% |
$18.5K - $23.5K
|
24.1K
$5.74M
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
108+ 4.91% |
$17.7K - $22.5K
|
2.31K
$551K
|
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
107+ 0.44% |
$17.5K - $22.2K
|
24.3K
$5.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
106+ 8.43% |
$17.4K - $22K
|
1.36K
$325K
|