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
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-22- 1.51% |
$3.61K - $4.57K
|
1.43K
$341K
|
|
|
Aug 03, 2022
Q2 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-23- 11.33% |
$3.77K - $4.78K
|
180
$42.9K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-23- 2.09% |
$3.77K - $4.78K
|
1.08K
$257K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-24- 1.19% |
$3.93K - $4.99K
|
2K
$476K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-24- 18.6% |
$3.93K - $4.99K
|
105
$25K
|
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-24- 0.83% |
$3.93K - $4.99K
|
2.86K
$681K
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-24- 1.62% |
$3.93K - $4.99K
|
1.45K
$347K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-26- 0.26% |
$4.26K - $5.41K
|
10K
$2.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-26- 0.36% |
$4.26K - $5.41K
|
7.27K
$1.73M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-28Closed |
$4.59K - $5.82K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-28- 0.74% |
$4.59K - $5.82K
|
3.74K
$893K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-28- 1.15% |
$4.59K - $5.82K
|
2.41K
$575K
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-29- 0.09% |
$4.75K - $6.03K
|
33.9K
$8.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-29- 1.4% |
$4.75K - $6.03K
|
2.05K
$489K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-30- 2.29% |
$4.92K - $6.24K
|
1.28K
$305K
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-30- 1.39% |
$4.92K - $6.24K
|
2.12K
$506K
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-30- 0.9% |
$4.92K - $6.24K
|
3.32K
$791K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-31- 1.83% |
$5.08K - $6.45K
|
1.66K
$397K
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-32- 0.91% |
$5.24K - $6.65K
|
3.49K
$833K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-33- 2.31% |
$5.41K - $6.86K
|
1.4K
$333K
|
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-33- 1.73% |
$5.41K - $6.86K
|
1.87K
$446K
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-33- 0.79% |
$5.41K - $6.86K
|
4.13K
$986K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-34- 6.95% |
$5.57K - $7.07K
|
455
$108K
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-35- 1.37% |
$5.74K - $7.28K
|
2.53K
$602K
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-36- 2.46% |
$5.9K - $7.48K
|
1.43K
$341K
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-36- 0.68% |
$5.9K - $7.48K
|
5.26K
$1.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-36- 0.38% |
$5.9K - $7.48K
|
9.42K
$2.25M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-37- 1.3% |
$6.06K - $7.69K
|
2.81K
$671K
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-38- 2.28% |
$6.23K - $7.9K
|
1.63K
$389K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-38Closed |
$6.23K - $7.9K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-38- 2.45% |
$6.23K - $7.9K
|
1.51K
$361K
|
|
|
Nov 19, 2024
Q2 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-38- 0.43% |
$6.23K - $7.9K
|
8.88K
$2.12M
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-39- 0.8% |
$6.39K - $8.11K
|
4.86K
$1.16M
|
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-39- 1.22% |
$6.39K - $8.11K
|
3.16K
$754K
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-39- 0.22% |
$6.39K - $8.11K
|
17.5K
$4.17M
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-40Closed |
$6.56K - $8.32K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-40- 23.81% |
$6.56K - $8.32K
|
128
$30.5K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-41- 0.65% |
$6.72K - $8.52K
|
6.31K
$1.51M
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-41- 2.41% |
$6.72K - $8.52K
|
1.66K
$396K
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-42- 0.56% |
$6.88K - $8.73K
|
7.5K
$1.79M
|
|
|
Aug 04, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-42- 1.18% |
$6.88K - $8.73K
|
3.51K
$836K
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-44- 0.23% |
$7.21K - $9.15K
|
18.8K
$4.49M
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-45- 1.14% |
$7.38K - $9.36K
|
3.92K
$934K
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-45- 6.76% |
$7.38K - $9.36K
|
621
$148K
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-45- 0.17% |
$7.38K - $9.36K
|
25.7K
$6.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-45- 0.33% |
$7.38K - $9.36K
|
13.4K
$3.2M
|
|
|
Jul 08, 2022
Q2 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-46- 1.39% |
$7.54K - $9.56K
|
3.25K
$776K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-46- 0.22% |
$7.54K - $9.56K
|
21.1K
$5.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-47- 3.02% |
$7.7K - $9.77K
|
1.51K
$360K
|
|
|
Jul 11, 2022
Q2 2022
|
Woodstock Corp
|
SELL
|
- |
-50- 0.19% |
$8.2K - $10.4K
|
26.9K
$6.41M
|