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 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-287- 70.86% |
$47K - $59.7K
|
118
$28.1K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-290- 1.19% |
$47.5K - $60.3K
|
24K
$5.72M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-292- 17.23% |
$47.9K - $60.7K
|
1.4K
$335K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-294- 50.0% |
$48.2K - $61.1K
|
294
$70.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-295- 1.7% |
$48.4K - $61.3K
|
17K
$4.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-299- 7.31% |
$49K - $62.2K
|
3.79K
$905K
|
|
|
Aug 02, 2022
Q2 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-300- 11.69% |
$49.2K - $62.4K
|
2.27K
$541K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-300- 5.62% |
$49.2K - $62.4K
|
5.04K
$1.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-303- 10.52% |
$49.7K - $63K
|
2.58K
$614K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-307- 3.25% |
$50.3K - $63.8K
|
9.14K
$2.18M
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-308- 2.55% |
$50.5K - $64K
|
11.8K
$2.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-309- 10.98% |
$50.6K - $64.2K
|
2.51K
$597K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-310- 20.09% |
$50.8K - $64.5K
|
1.23K
$294K
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-318- 2.04% |
$52.1K - $66.1K
|
15.3K
$3.65M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-318- 11.95% |
$52.1K - $66.1K
|
2.34K
$559K
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-321- 13.49% |
$52.6K - $66.7K
|
2.06K
$491K
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-330- 4.37% |
$54.1K - $68.6K
|
7.23K
$1.72M
|
|
|
Aug 10, 2022
Q2 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-334- 3.06% |
$54.7K - $69.4K
|
10.6K
$2.52M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-342- 6.71% |
$56.1K - $71.1K
|
4.76K
$1.13M
|
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-342- 0.63% |
$56.1K - $71.1K
|
53.8K
$12.8M
|
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-344- 0.12% |
$56.4K - $71.5K
|
288K
$68.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-346Closed |
$56.7K - $71.9K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-347- 22.74% |
$56.9K - $72.1K
|
1.18K
$281K
|
|
|
Jul 22, 2022
Q2 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-349- 5.28% |
$57.2K - $72.6K
|
6.26K
$1.49M
|
|
|
Aug 05, 2022
Q2 2022
|
Private Management Group Inc
|
SELL
|
- |
-350- 9.5% |
$57.4K - $72.8K
|
3.34K
$795K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-350- 20.2% |
$57.4K - $72.8K
|
1.38K
$330K
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-352- 10.3% |
$57.7K - $73.2K
|
3.07K
$731K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-361- 1.33% |
$59.2K - $75.1K
|
26.8K
$6.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-363- 6.16% |
$59.5K - $75.5K
|
5.53K
$1.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-363- 14.24% |
$59.5K - $75.5K
|
2.19K
$521K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-365- 15.34% |
$59.8K - $75.9K
|
2.01K
$480K
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-370- 4.2% |
$60.6K - $76.9K
|
8.43K
$2.01M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-376- 1.39% |
$61.6K - $78.2K
|
26.7K
$6.36M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-391- 7.18% |
$64.1K - $81.3K
|
5.06K
$1.21M
|
|
|
Aug 04, 2022
Q2 2022
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-400- 6.88% |
$65.6K - $83.2K
|
5.41K
$1.29M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-400- 11.64% |
$65.6K - $83.2K
|
3.04K
$724K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-400- 30.77% |
$65.6K - $83.2K
|
900
$215K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-413- 5.1% |
$67.7K - $85.9K
|
7.69K
$1.83M
|
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-417- 2.34% |
$68.3K - $86.7K
|
17.4K
$4.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-417- 15.83% |
$68.3K - $86.7K
|
2.22K
$529K
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-418- 4.58% |
$68.5K - $86.9K
|
8.72K
$2.08M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-420- 16.9% |
$68.8K - $87.3K
|
2.07K
$492K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-424- 12.59% |
$69.5K - $88.2K
|
2.94K
$702K
|
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-430- 4.95% |
$70.5K - $89.4K
|
8.26K
$1.97M
|
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-433- 15.7% |
$71K - $90K
|
2.33K
$554K
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-433- 2.96% |
$71K - $90K
|
14.2K
$3.39M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-442- 1.92% |
$72.4K - $91.9K
|
22.6K
$5.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-446- 19.13% |
$73.1K - $92.7K
|
1.89K
$450K
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-450- 7.01% |
$73.8K - $93.6K
|
5.97K
$1.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-452- 12.4% |
$74.1K - $94K
|
3.19K
$762K
|