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 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
BUY
|
- |
17+ 7.39% |
$2.79K - $3.53K
|
247
$58.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
17+ 0.3% |
$2.79K - $3.53K
|
5.64K
$1.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
17+ 0.38% |
$2.79K - $3.53K
|
4.53K
$1.08M
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
17New |
$2.79K - $3.53K
|
17
$4.05K
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
16+ 0.57% |
$2.62K - $3.33K
|
2.83K
$674K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
16+ 32.0% |
$2.62K - $3.33K
|
66
$15.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
16+ 7.02% |
$2.62K - $3.33K
|
244
$58.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
16+ 0.19% |
$2.62K - $3.33K
|
8.37K
$2M
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
16+ 0.27% |
$2.62K - $3.33K
|
5.93K
$1.41M
|
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
15+ 0.26% |
$2.46K - $3.12K
|
5.82K
$1.39M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
15+ 0.04% |
$2.46K - $3.12K
|
40.9K
$9.75M
|
|
|
Aug 01, 2022
Q2 2022
|
St. Louis Trust CO
|
BUY
|
- |
14+ 0.04% |
$2.29K - $2.91K
|
37K
$8.81M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
14+ 4.93% |
$2.29K - $2.91K
|
298
$71.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
BUY
|
- |
13+ 0.36% |
$2.13K - $2.7K
|
3.61K
$860K
|
|
|
Feb 27, 2023
Q2 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
13+ 0.38% |
$2.13K - $2.7K
|
3.41K
$813K
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
12+ 0.28% |
$1.97K - $2.49K
|
4.35K
$1.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
12+ 0.1% |
$1.97K - $2.49K
|
12.3K
$2.94M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11+ 0.05% |
$1.8K - $2.29K
|
22.6K
$5.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
11+ 0.66% |
$1.8K - $2.29K
|
1.68K
$400K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11+ 20.75% |
$1.8K - $2.29K
|
64
$15.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
10+ 0.24% |
$1.64K - $2.08K
|
4.13K
$986K
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
9+ 0.19% |
$1.48K - $1.87K
|
4.63K
$1.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
9+ 0.16% |
$1.48K - $1.87K
|
5.59K
$1.33M
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
9+ 0.28% |
$1.48K - $1.87K
|
3.27K
$780K
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
9+ 0.31% |
$1.48K - $1.87K
|
2.93K
$698K
|
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
9+ 0.27% |
$1.48K - $1.87K
|
3.34K
$796K
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
BUY
|
- |
8+ 0.22% |
$1.31K - $1.66K
|
3.64K
$867K
|
|
|
Jul 26, 2022
Q2 2022
|
Brewster Financial Planning LLC
|
BUY
|
- |
8+ 0.01% |
$1.31K - $1.66K
|
65K
$15.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
8+ 0.64% |
$1.31K - $1.66K
|
1.27K
$302K
|
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
7+ 0.31% |
$1.15K - $1.46K
|
2.29K
$547K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
7+ 0.22% |
$1.15K - $1.46K
|
3.25K
$775K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 0.3% |
$1.15K - $1.46K
|
2.31K
$551K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
7+ 0.18% |
$1.15K - $1.46K
|
3.8K
$905K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7+ 0.04% |
$1.15K - $1.46K
|
16.5K
$3.93M
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
6+ 0.26% |
$983 - $1.25K
|
2.31K
$551K
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6+ 0.28% |
$983 - $1.25K
|
2.12K
$506K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
6+ 0.71% |
$983 - $1.25K
|
848
$202K
|
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
6+ 0.18% |
$983 - $1.25K
|
3.28K
$782K
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.21% |
$983 - $1.25K
|
2.85K
$680K
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
6+ 0.04% |
$983 - $1.25K
|
13.7K
$3.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6+ 0.09% |
$983 - $1.25K
|
6.85K
$1.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
6+ 0.02% |
$983 - $1.25K
|
25.5K
$6.08M
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
BUY
|
- |
5+ 0.01% |
$820 - $1.04K
|
59.6K
$14.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
5+ 0.03% |
$820 - $1.04K
|
16.4K
$3.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5New |
$820 - $1.04K
|
5
$1.19K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5New |
$820 - $1.04K
|
5
$1.19K
|
|
|
Aug 19, 2022
Q2 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5+ 0.22% |
$820 - $1.04K
|
2.28K
$543K
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5+ 0.32% |
$820 - $1.04K
|
1.56K
$371K
|
|
|
Mar 12, 2024
Q2 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
5+ 0.31% |
$820 - $1.04K
|
1.6K
$382K
|
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
4+ 0.21% |
$656 - $832
|
1.88K
$449K
|