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 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-80- 2.35% |
$13.1K - $16.6K
|
3.33K
$793K
|
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-80- 0.84% |
$13.1K - $16.6K
|
9.47K
$2.26M
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-82- 0.38% |
$13.4K - $17K
|
21.7K
$5.18M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-82- 0.73% |
$13.4K - $17K
|
11.2K
$2.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-82- 2.62% |
$13.4K - $17K
|
3.05K
$728K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-83- 0.73% |
$13.6K - $17.3K
|
11.3K
$2.7M
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-83- 0.87% |
$13.6K - $17.3K
|
9.46K
$2.26M
|
|
|
Aug 10, 2022
Q2 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-85- 0.62% |
$13.9K - $17.7K
|
13.7K
$3.27M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-87- 0.96% |
$14.3K - $18.1K
|
8.99K
$2.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-87- 5.31% |
$14.3K - $18.1K
|
1.55K
$370K
|
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-89- 6.92% |
$14.6K - $18.5K
|
1.2K
$285K
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-90- 4.24% |
$14.8K - $18.7K
|
2.04K
$485K
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-90- 0.12% |
$14.8K - $18.7K
|
78.2K
$18.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-91- 8.75% |
$14.9K - $18.9K
|
949
$226K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-93- 84.55% |
$15.2K - $19.3K
|
17
$4.05K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-94- 0.49% |
$15.4K - $19.5K
|
19.2K
$4.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-94- 6.56% |
$15.4K - $19.5K
|
1.34K
$319K
|
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-95- 5.71% |
$15.6K - $19.8K
|
1.57K
$374K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-96- 0.4% |
$15.7K - $20K
|
24K
$5.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-97- 4.67% |
$15.9K - $20.2K
|
1.98K
$472K
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-98- 1.4% |
$16.1K - $20.4K
|
6.91K
$1.65M
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-99- 10.22% |
$16.2K - $20.6K
|
870
$207K
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-100- 3.82% |
$16.4K - $20.8K
|
2.52K
$600K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-100- 4.17% |
$16.4K - $20.8K
|
2.3K
$548K
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-100- 7.41% |
$16.4K - $20.8K
|
1.25K
$298K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-100- 1.83% |
$16.4K - $20.8K
|
5.36K
$1.28M
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-100Closed |
$16.4K - $20.8K
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-100- 5.21% |
$16.4K - $20.8K
|
1.82K
$434K
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-101- 7.36% |
$16.6K - $21K
|
1.27K
$303K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-106- 4.56% |
$17.4K - $22K
|
2.22K
$529K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-106- 3.45% |
$17.4K - $22K
|
2.97K
$707K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-108- 7.09% |
$17.7K - $22.5K
|
1.42K
$337K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-110- 0.73% |
$18K - $22.9K
|
14.9K
$3.55M
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-111- 0.36% |
$18.2K - $23.1K
|
31.1K
$7.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-112- 2.97% |
$18.4K - $23.3K
|
3.65K
$871K
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-113- 0.28% |
$18.5K - $23.5K
|
39.8K
$9.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-114- 4.33% |
$18.7K - $23.7K
|
2.52K
$600K
|
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-116- 5.47% |
$19K - $24.1K
|
2.01K
$478K
|
|
|
Jul 29, 2022
Q2 2022
|
Ti Trust, Inc
|
SELL
|
- |
-118- 3.4% |
$19.3K - $24.5K
|
3.35K
$798K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-121- 7.97% |
$19.8K - $25.2K
|
1.4K
$333K
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-122- 7.62% |
$20K - $25.4K
|
1.48K
$353K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-122- 0.56% |
$20K - $25.4K
|
21.6K
$5.15M
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-123- 3.16% |
$20.2K - $25.6K
|
3.77K
$898K
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-123- 1.76% |
$20.2K - $25.6K
|
6.87K
$1.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-123- 0.82% |
$20.2K - $25.6K
|
14.9K
$3.55M
|
|
|
Jul 22, 2022
Q2 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-126- 0.2% |
$20.7K - $26.2K
|
61.9K
$14.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-127- 1.64% |
$20.8K - $26.4K
|
7.62K
$1.82M
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-128- 2.68% |
$21K - $26.6K
|
4.65K
$1.11M
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-129- 1.62% |
$21.1K - $26.8K
|
7.81K
$1.86M
|
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-130- 3.0% |
$21.3K - $27K
|
4.2K
$1M
|