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
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 3.39% |
$8.2K - $10.4K
|
1.43K
$340K
|
|
|
Jul 27, 2022
Q2 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-50- 1.01% |
$8.2K - $10.4K
|
4.89K
$1.17M
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-50- 0.58% |
$8.2K - $10.4K
|
8.53K
$2.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-50- 0.61% |
$8.2K - $10.4K
|
8.16K
$1.95M
|
|
|
Aug 10, 2022
Q2 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-50- 2.43% |
$8.2K - $10.4K
|
2.01K
$478K
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-50- 2.86% |
$8.2K - $10.4K
|
1.7K
$405K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-51- 1.17% |
$8.36K - $10.6K
|
4.3K
$1.03M
|
|
|
Aug 09, 2022
Q2 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-51- 1.8% |
$8.36K - $10.6K
|
2.79K
$665K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-52- 2.05% |
$8.52K - $10.8K
|
2.48K
$592K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-52- 94.55% |
$8.52K - $10.8K
|
3
$715
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-52- 0.76% |
$8.52K - $10.8K
|
6.8K
$1.62M
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-53- 16.11% |
$8.69K - $11K
|
276
$65.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-55- 0.14% |
$9.01K - $11.4K
|
38.8K
$9.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Castellan Group
Louisville, KY |
SELL
|
- |
-56- 0.74% |
$9.18K - $11.6K
|
7.5K
$1.79M
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-57- 1.26% |
$9.34K - $11.9K
|
4.45K
$1.06M
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-58- 2.85% |
$9.51K - $12.1K
|
1.97K
$471K
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-58- 0.64% |
$9.51K - $12.1K
|
8.99K
$2.14M
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-58- 0.18% |
$9.51K - $12.1K
|
31.6K
$7.52M
|
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-59- 2.27% |
$9.67K - $12.3K
|
2.54K
$606K
|
|
|
Jul 08, 2022
Q2 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-60- 3.61% |
$9.83K - $12.5K
|
1.6K
$382K
|
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-60- 3.8% |
$9.83K - $12.5K
|
1.52K
$362K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-60- 1.83% |
$9.83K - $12.5K
|
3.21K
$766K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-60- 3.1% |
$9.83K - $12.5K
|
1.88K
$448K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-60- 1.33% |
$9.83K - $12.5K
|
4.45K
$1.06M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Management CO
|
SELL
|
- |
-60- 2.63% |
$9.83K - $12.5K
|
2.22K
$530K
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-61- 0.92% |
$10K - $12.7K
|
6.55K
$1.56M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-62- 1.16% |
$10.2K - $12.9K
|
5.28K
$1.26M
|
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-62- 0.93% |
$10.2K - $12.9K
|
6.62K
$1.58M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-62- 0.33% |
$10.2K - $12.9K
|
18.7K
$4.46M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-64- 3.62% |
$10.5K - $13.3K
|
1.7K
$406K
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-65- 0.7% |
$10.7K - $13.5K
|
9.17K
$2.19M
|
|
|
Aug 26, 2022
Q2 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-65- 0.93% |
$10.7K - $13.5K
|
6.9K
$1.64M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-67- 3.3% |
$11K - $13.9K
|
1.96K
$468K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-67Closed |
$11K - $13.9K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-68- 1.21% |
$11.1K - $14.1K
|
5.55K
$1.32M
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-70- 1.15% |
$11.5K - $14.6K
|
6K
$1.43M
|
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
SELL
|
- |
-70Closed |
$11.5K - $14.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-70- 1.77% |
$11.5K - $14.6K
|
3.89K
$927K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-71- 3.78% |
$11.6K - $14.8K
|
1.81K
$431K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-71- 37.17% |
$11.6K - $14.8K
|
120
$28.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-72- 3.51% |
$11.8K - $15K
|
1.98K
$472K
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-74- 0.64% |
$12.1K - $15.4K
|
11.5K
$2.74M
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-74- 4.08% |
$12.1K - $15.4K
|
1.74K
$415K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-74- 8.03% |
$12.1K - $15.4K
|
848
$202K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-75- 1.25% |
$12.3K - $15.6K
|
5.94K
$1.42M
|
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
SELL
|
- |
-75- 4.69% |
$12.3K - $15.6K
|
1.53K
$364K
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-75- 2.07% |
$12.3K - $15.6K
|
3.55K
$846K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-75- 1.5% |
$12.3K - $15.6K
|
4.91K
$1.17M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-77- 27.3% |
$12.6K - $16K
|
205
$48.9K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-77- 27.3% |
$12.6K - $16K
|
205
$48.9K
|