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 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
58+ 0.44% |
$9.51K - $12.1K
|
13.1K
$3.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
56+ 0.75% |
$9.18K - $11.6K
|
7.56K
$1.74M
|
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
55+ 3.7% |
$9.01K - $11.4K
|
1.54K
$355K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
53+ 2.73% |
$8.69K - $11K
|
1.99K
$459K
|
|
|
Jul 25, 2022
Q2 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
52+ 3.15% |
$8.52K - $10.8K
|
1.71K
$393K
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
52New |
$8.52K - $10.8K
|
52
$12K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
50+ 0.16% |
$8.2K - $10.4K
|
31.1K
$7.16M
|
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
50+ 2.59% |
$8.2K - $10.4K
|
1.98K
$456K
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
48+ 1.43% |
$7.87K - $9.98K
|
3.42K
$787K
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
47+ 1.59% |
$7.7K - $9.77K
|
3.01K
$692K
|
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
46+ 1.16% |
$7.54K - $9.56K
|
4.01K
$924K
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
44+ 0.31% |
$7.21K - $9.15K
|
14.2K
$3.26M
|
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
44+ 1.66% |
$7.21K - $9.15K
|
2.7K
$621K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
43+ 215.0% |
$7.05K - $8.94K
|
63
$14.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
42+ 1.27% |
$6.88K - $8.73K
|
3.35K
$772K
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
41+ 14.44% |
$6.72K - $8.52K
|
325
$74.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
41+ 0.97% |
$6.72K - $8.52K
|
4.27K
$983K
|
|
|
Jul 08, 2022
Q2 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
40+ 1.14% |
$6.56K - $8.32K
|
3.56K
$821K
|
|
|
Jul 19, 2022
Q2 2022
|
Verger Capital Management LLC
|
BUY
|
- |
40+ 0.29% |
$6.56K - $8.32K
|
14K
$3.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
40+ 0.18% |
$6.56K - $8.32K
|
21.7K
$5M
|
|
|
Sep 15, 2023
Q2 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
40+ 0.53% |
$6.56K - $8.32K
|
7.66K
$1.76M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
39+ 17.18% |
$6.39K - $8.11K
|
266
$61.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
38+ 2.42% |
$6.23K - $7.9K
|
1.61K
$371K
|
|
|
Jul 15, 2022
Q2 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
38+ 0.13% |
$6.23K - $7.9K
|
29.2K
$6.73M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
36+ 1.29% |
$5.9K - $7.48K
|
2.83K
$652K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
30+ 0.7% |
$4.92K - $6.24K
|
4.3K
$991K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
30+ 1.86% |
$4.92K - $6.24K
|
1.64K
$379K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
30+ 1.01% |
$4.92K - $6.24K
|
3.01K
$693K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
30+ 0.24% |
$4.92K - $6.24K
|
12.6K
$2.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
BUY
|
- |
30+ 0.63% |
$4.92K - $6.24K
|
4.82K
$1.11M
|
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.24% |
$4.75K - $6.03K
|
11.9K
$2.75M
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
27+ 1.77% |
$4.43K - $5.61K
|
1.55K
$358K
|
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
26+ 0.54% |
$4.26K - $5.41K
|
4.86K
$1.12M
|
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
25+ 1.29% |
$4.1K - $5.2K
|
1.97K
$453K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
24+ 1.67% |
$3.93K - $4.99K
|
1.46K
$336K
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
24+ 0.84% |
$3.93K - $4.99K
|
2.88K
$664K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
23+ 0.2% |
$3.77K - $4.78K
|
11.7K
$2.69M
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
22+ 0.08% |
$3.61K - $4.57K
|
26.8K
$6.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
22+ 0.5% |
$3.61K - $4.57K
|
4.45K
$1.03M
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
21+ 1.17% |
$3.44K - $4.37K
|
1.82K
$419K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
BUY
|
- |
20+ 1.38% |
$3.28K - $4.16K
|
1.47K
$339K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
20+ 25.32% |
$3.28K - $4.16K
|
99
$22.8K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20+ 1.03% |
$3.28K - $4.16K
|
1.96K
$451K
|
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
19+ 0.4% |
$3.11K - $3.95K
|
4.75K
$1.09M
|
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
19+ 0.23% |
$3.11K - $3.95K
|
8.16K
$1.88M
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
18+ 0.27% |
$2.95K - $3.74K
|
6.77K
$1.56M
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
18New |
$2.95K - $3.74K
|
18
$4.15K
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
18+ 0.81% |
$2.95K - $3.74K
|
2.23K
$513K
|
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
BUY
|
- |
18+ 13.53% |
$2.95K - $3.74K
|
151
$34.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
18+ 9.05% |
$2.95K - $3.74K
|
217
$50K
|