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 08, 2022
Q2 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-200- 8.67% |
$32.8K - $41.6K
|
2.11K
$502K
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-200- 5.11% |
$32.8K - $41.6K
|
3.71K
$885K
|
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-204- 1.02% |
$33.4K - $42.4K
|
19.9K
$4.73M
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Financial Advisory
|
SELL
|
- |
-205- 4.69% |
$33.6K - $42.6K
|
4.17K
$994K
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-207- 0.47% |
$33.9K - $43K
|
43.4K
$10.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-207- 10.98% |
$33.9K - $43K
|
1.68K
$400K
|
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-208- 2.9% |
$34.1K - $43.2K
|
6.96K
$1.66M
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-212Closed |
$34.7K - $44.1K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-214- 8.21% |
$35.1K - $44.5K
|
2.39K
$571K
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-217- 3.57% |
$35.6K - $45.1K
|
5.85K
$1.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-218- 3.3% |
$35.7K - $45.3K
|
6.39K
$1.52M
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-219- 2.14% |
$35.9K - $45.5K
|
10K
$2.39M
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-222- 2.74% |
$36.4K - $46.2K
|
7.87K
$1.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-223- 1.1% |
$36.5K - $46.4K
|
20.1K
$4.79M
|
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-224- 0.96% |
$36.7K - $46.6K
|
23K
$5.48M
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-225- 1.26% |
$36.9K - $46.8K
|
17.6K
$4.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-225- 10.44% |
$36.9K - $46.8K
|
1.93K
$460K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-228- 4.22% |
$37.4K - $47.4K
|
5.18K
$1.23M
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-233- 19.51% |
$38.2K - $48.4K
|
961
$229K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-233- 16.86% |
$38.2K - $48.4K
|
1.15K
$274K
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-234- 16.01% |
$38.4K - $48.7K
|
1.23K
$293K
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-235- 8.44% |
$38.5K - $48.9K
|
2.55K
$608K
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-236Closed |
$38.7K - $49.1K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
SELL
|
- |
-237- 2.89% |
$38.8K - $49.3K
|
7.95K
$1.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-237- 10.92% |
$38.8K - $49.3K
|
1.93K
$461K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-239- 10.75% |
$39.2K - $49.7K
|
1.99K
$473K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-240- 58.68% |
$39.3K - $49.9K
|
169
$40.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-240- 12.67% |
$39.3K - $49.9K
|
1.65K
$394K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-243- 28.39% |
$39.8K - $50.5K
|
613
$146K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-243- 34.71% |
$39.8K - $50.5K
|
457
$109K
|
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-245- 6.54% |
$40.2K - $50.9K
|
3.5K
$835K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-246- 1.57% |
$40.3K - $51.1K
|
15.4K
$3.67M
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-247- 6.78% |
$40.5K - $51.4K
|
3.4K
$810K
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-250- 5.33% |
$41K - $52K
|
4.44K
$1.06M
|
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-251- 6.34% |
$41.1K - $52.2K
|
3.71K
$884K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-252- 4.31% |
$41.3K - $52.4K
|
5.6K
$1.33M
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-255Closed |
$41.8K - $53K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-257- 4.7% |
$42.1K - $53.4K
|
5.21K
$1.24M
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-257- 18.12% |
$42.1K - $53.4K
|
1.16K
$277K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-263- 7.4% |
$43.1K - $54.7K
|
3.29K
$784K
|
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-264- 34.6% |
$43.3K - $54.9K
|
499
$119K
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-265- 2.0% |
$43.4K - $55.1K
|
13K
$3.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-265- 1.78% |
$43.4K - $55.1K
|
14.6K
$3.49M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-269- 9.11% |
$44.1K - $55.9K
|
2.69K
$640K
|
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
SELL
|
- |
-275- 2.75% |
$45.1K - $57.2K
|
9.74K
$2.32M
|
|
|
Jul 15, 2022
Q2 2022
|
M. Kraus & CO
|
SELL
|
- |
-277- 5.76% |
$45.4K - $57.6K
|
4.54K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-279- 0.79% |
$45.7K - $58K
|
35.2K
$8.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-280- 8.15% |
$45.9K - $58.2K
|
3.16K
$752K
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-284- 3.05% |
$46.5K - $59K
|
9.03K
$2.15M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
SELL
|
- |
-285- 3.32% |
$46.7K - $59.3K
|
8.31K
$1.98M
|