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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-1- 0.1% |
$164 - $208
|
1K
$238K
|
|
|
Aug 11, 2022
Q2 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-1Closed |
$164 - $208
|
0
$0
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1- 0.15% |
$164 - $208
|
655
$156K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-2- 0.01% |
$328 - $416
|
16.4K
$3.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-2- 0.07% |
$328 - $416
|
2.97K
$709K
|
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2- 0.15% |
$328 - $416
|
1.33K
$318K
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3- 0.11% |
$492 - $624
|
2.63K
$627K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-4- 0.18% |
$656 - $832
|
2.24K
$534K
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-4- 0.05% |
$656 - $832
|
7.28K
$1.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-4- 0.02% |
$656 - $832
|
21.5K
$5.12M
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4- 0.01% |
$656 - $832
|
28K
$6.67M
|
|
|
Jul 21, 2022
Q2 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-5- 0.03% |
$820 - $1.04K
|
14.9K
$3.56M
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-5- 0.23% |
$820 - $1.04K
|
2.15K
$513K
|
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-5- 50.0% |
$820 - $1.04K
|
5
$1.19K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5- 0.26% |
$820 - $1.04K
|
1.95K
$465K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-6- 0.16% |
$983 - $1.25K
|
3.71K
$885K
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-6- 0.02% |
$983 - $1.25K
|
25.7K
$6.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 0.4% |
$1.15K - $1.46K
|
1.76K
$421K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-8- 0.16% |
$1.31K - $1.66K
|
4.98K
$1.19M
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-8- 0.41% |
$1.31K - $1.66K
|
1.95K
$464K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-8- 18.6% |
$1.31K - $1.66K
|
35
$8.35K
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
SELL
|
- |
-10- 0.74% |
$1.64K - $2.08K
|
1.34K
$319K
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-10- 0.07% |
$1.64K - $2.08K
|
14.1K
$3.37M
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-10- 0.51% |
$1.64K - $2.08K
|
1.96K
$467K
|
|
|
Aug 24, 2022
Q2 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-10- 0.16% |
$1.64K - $2.08K
|
6.29K
$1.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-11- 0.43% |
$1.8K - $2.29K
|
2.57K
$613K
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-11- 0.21% |
$1.8K - $2.29K
|
5.18K
$1.24M
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-11- 2.04% |
$1.8K - $2.29K
|
528
$126K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-11- 2.05% |
$1.8K - $2.29K
|
526
$125K
|
|
|
Aug 09, 2023
Q2 2022
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-11- 2.57% |
$1.8K - $2.29K
|
417
$99.4K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-14- 14.74% |
$2.29K - $2.91K
|
81
$19.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-14Closed |
$2.29K - $2.91K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-15- 0.15% |
$2.46K - $3.12K
|
9.7K
$2.31M
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-15- 2.11% |
$2.46K - $3.12K
|
697
$166K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-17- 7.26% |
$2.79K - $3.53K
|
217
$51.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-17- 0.23% |
$2.79K - $3.53K
|
7.41K
$1.77M
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-17- 0.46% |
$2.79K - $3.53K
|
3.69K
$879K
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-17- 0.02% |
$2.79K - $3.53K
|
105K
$25M
|
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-17- 0.23% |
$2.79K - $3.53K
|
7.41K
$1.77M
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-17- 25.76% |
$2.79K - $3.53K
|
49
$11.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-18- 0.47% |
$2.95K - $3.74K
|
3.81K
$909K
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-18- 0.09% |
$2.95K - $3.74K
|
19.7K
$4.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-19- 0.62% |
$3.11K - $3.95K
|
3.04K
$726K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-19- 9.27% |
$3.11K - $3.95K
|
186
$44.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-19- 0.08% |
$3.11K - $3.95K
|
23.5K
$5.61M
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-19- 18.63% |
$3.11K - $3.95K
|
83
$19.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-20- 0.04% |
$3.28K - $4.16K
|
56.6K
$13.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-20- 0.39% |
$3.28K - $4.16K
|
5.11K
$1.22M
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-20- 0.5% |
$3.28K - $4.16K
|
4K
$954K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-22- 0.12% |
$3.61K - $4.57K
|
18K
$4.29M
|