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 |
---|---|---|---|---|---|---|---|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-931- 26.43% |
$153K - $194K
|
2.59K
$618K
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-932- 3.63% |
$153K - $194K
|
24.7K
$5.9M
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-973- 10.78% |
$159K - $202K
|
8.05K
$1.92M
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-974Closed |
$160K - $203K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-974Closed |
$160K - $203K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-978Closed |
$160K - $203K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-980- 25.4% |
$161K - $204K
|
2.88K
$687K
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-981- 9.43% |
$161K - $204K
|
9.42K
$2.25M
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-984Closed |
$161K - $205K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-984Closed |
$161K - $205K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-985Closed |
$161K - $205K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-987- 2.16% |
$162K - $205K
|
44.6K
$10.6M
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-988- 8.23% |
$162K - $205K
|
11K
$2.63M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-989- 5.86% |
$162K - $206K
|
15.9K
$3.79M
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-990- 8.84% |
$162K - $206K
|
10.2K
$2.43M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-990Closed |
$162K - $206K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-995Closed |
$163K - $207K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-997- 24.14% |
$163K - $207K
|
3.13K
$747K
|
|
Jul 15, 2022
Q2 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-998- 28.51% |
$164K - $207K
|
2.5K
$597K
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-998Closed |
$164K - $207K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
SELL
|
- |
-1KClosed |
$164K - $208K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
SELL
|
- |
-1KClosed |
$164K - $208K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
1776 Wealth LLC
|
SELL
|
- |
-1KClosed |
$164K - $208K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1KClosed |
$164K - $208K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1K- 33.83% |
$165K - $209K
|
1.96K
$468K
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.01KClosed |
$166K - $210K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.01KClosed |
$166K - $210K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-1.01KClosed |
$166K - $210K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.01KClosed |
$166K - $211K
|
0
$0
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.02KClosed |
$167K - $212K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.03K- 29.56% |
$168K - $213K
|
2.44K
$583K
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.03KClosed |
$169K - $214K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.03KClosed |
$169K - $215K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.04KClosed |
$170K - $216K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.04KClosed |
$170K - $216K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.04KClosed |
$170K - $216K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.04KClosed |
$171K - $216K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-1.04KClosed |
$171K - $217K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1.05KClosed |
$172K - $218K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.05KClosed |
$172K - $218K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.05KClosed |
$172K - $218K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Granger Management LLC
|
SELL
|
- |
-1.05KClosed |
$173K - $219K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.06K- 3.3% |
$173K - $220K
|
31K
$7.38M
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.06KClosed |
$173K - $220K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-1.06K- 43.31% |
$174K - $221K
|
1.39K
$331K
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.06KClosed |
$174K - $221K
|
0
$0
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.07KClosed |
$175K - $221K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.07K- 23.23% |
$176K - $223K
|
3.55K
$846K
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-1.08KClosed |
$177K - $224K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.08K- 10.01% |
$178K - $225K
|
9.75K
$2.32M
|