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 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-456- 19.49% |
$74.7K - $94.8K
|
1.88K
$449K
|
|
|
Jul 22, 2022
Q2 2022
|
Cortland Associates Inc
|
SELL
|
- |
-456- 26.89% |
$74.7K - $94.8K
|
1.24K
$296K
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-459- 27.82% |
$75.2K - $95.4K
|
1.19K
$284K
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-461- 2.64% |
$75.6K - $95.8K
|
17K
$4.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-465- 45.54% |
$76.2K - $96.7K
|
556
$133K
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-467- 9.42% |
$76.5K - $97.1K
|
4.49K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-475- 13.98% |
$77.9K - $98.8K
|
2.92K
$697K
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-475- 8.92% |
$77.9K - $98.8K
|
4.85K
$1.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-476- 12.66% |
$78K - $99K
|
3.28K
$783K
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-479- 12.96% |
$78.5K - $99.6K
|
3.22K
$767K
|
|
|
Jul 20, 2022
Q2 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-480- 2.86% |
$78.7K - $99.8K
|
16.3K
$3.89M
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-482- 1.94% |
$79K - $100K
|
24.3K
$5.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-493- 11.7% |
$80.8K - $102K
|
3.72K
$887K
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-496- 21.29% |
$81.3K - $103K
|
1.83K
$437K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-500- 2.87% |
$82K - $104K
|
16.9K
$4.04M
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-506- 1.43% |
$82.9K - $105K
|
34.9K
$8.31M
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
SELL
|
- |
-509- 25.07% |
$83.4K - $106K
|
1.52K
$363K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-520- 12.65% |
$85.2K - $108K
|
3.59K
$856K
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-524- 1.61% |
$85.9K - $109K
|
32K
$7.63M
|
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-526- 0.8% |
$86.2K - $109K
|
64.8K
$15.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-531- 30.93% |
$87K - $110K
|
1.19K
$283K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-536- 0.89% |
$87.9K - $111K
|
59.9K
$14.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-538- 12.79% |
$88.2K - $112K
|
3.67K
$874K
|
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-544Closed |
$89.2K - $113K
|
0
$0
|
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-544- 2.58% |
$89.2K - $113K
|
20.5K
$4.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-549- 6.78% |
$90K - $114K
|
7.55K
$1.8M
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-550- 22.99% |
$90.1K - $114K
|
1.84K
$439K
|
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-550- 2.05% |
$90.1K - $114K
|
26.3K
$6.27M
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
SELL
|
- |
-557Closed |
$91.3K - $116K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-561- 2.83% |
$91.9K - $117K
|
19.3K
$4.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-570- 2.73% |
$93.4K - $119K
|
20.3K
$4.85M
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-577- 1.96% |
$94.6K - $120K
|
28.8K
$6.87M
|
|
|
Aug 11, 2022
Q2 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-580- 0.2% |
$95.1K - $121K
|
284K
$67.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-589- 0.54% |
$96.5K - $122K
|
108K
$25.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-590- 8.79% |
$96.7K - $123K
|
6.12K
$1.46M
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-592- 2.09% |
$97K - $123K
|
27.7K
$6.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-594- 17.31% |
$97.4K - $123K
|
2.84K
$677K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-595- 12.94% |
$97.5K - $124K
|
4K
$954K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-600- 4.93% |
$98.3K - $125K
|
11.6K
$2.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-603- 10.79% |
$98.8K - $125K
|
4.99K
$1.19M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-604- 6.78% |
$99K - $126K
|
8.31K
$1.98M
|
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
SELL
|
- |
-606- 13.19% |
$99.3K - $126K
|
3.99K
$951K
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-609- 2.85% |
$99.8K - $127K
|
20.7K
$4.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-614- 15.62% |
$101K - $128K
|
3.32K
$791K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-616- 43.38% |
$101K - $128K
|
804
$192K
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-620- 3.57% |
$102K - $129K
|
16.8K
$4M
|
|
|
Aug 15, 2022
Q2 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-620- 3.5% |
$102K - $129K
|
17.1K
$4.07M
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-623- 6.25% |
$102K - $130K
|
9.35K
$2.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-635- 2.04% |
$104K - $132K
|
30.4K
$7.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-636Closed |
$104K - $132K
|
0
$0
|