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 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.75K- 0.38% |
$287K - $364K
|
459K
$109M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.76K- 14.83% |
$288K - $365K
|
10.1K
$2.4M
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.77K- 24.37% |
$290K - $368K
|
5.49K
$1.31M
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-1.77K- 8.9% |
$290K - $368K
|
18.1K
$4.32M
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.77K- 30.92% |
$290K - $368K
|
3.96K
$943K
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.78K- 7.95% |
$291K - $369K
|
20.6K
$4.91M
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.78KClosed |
$292K - $370K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.79KClosed |
$293K - $372K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.79K- 45.06% |
$293K - $372K
|
2.18K
$520K
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.8K- 19.81% |
$295K - $374K
|
7.27K
$1.73M
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
SELL
|
- |
-1.8K- 5.71% |
$295K - $374K
|
29.7K
$7.08M
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.82K- 9.65% |
$299K - $379K
|
17.1K
$4.07M
|
|
Aug 04, 2022
Q2 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.83K- 94.81% |
$299K - $379K
|
100
$23.8K
|
|
Aug 15, 2022
Q2 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.83KClosed |
$300K - $381K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.86K- 0.57% |
$305K - $386K
|
325K
$77.4M
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.86K- 49.87% |
$305K - $387K
|
1.87K
$446K
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.86KClosed |
$305K - $387K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-1.88KClosed |
$308K - $391K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.88K- 10.46% |
$308K - $391K
|
16.1K
$3.84M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.93K- 24.48% |
$317K - $402K
|
5.96K
$1.42M
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.94K- 5.71% |
$317K - $403K
|
32K
$7.62M
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.98K- 14.42% |
$325K - $412K
|
11.8K
$2.81M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.01K- 56.19% |
$330K - $418K
|
1.57K
$374K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.02K- 7.4% |
$331K - $420K
|
25.3K
$6.03M
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.05KClosed |
$336K - $426K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.08K- 47.16% |
$340K - $431K
|
2.33K
$554K
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.08K- 8.32% |
$341K - $432K
|
22.9K
$5.47M
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-2.11K- 1.53% |
$346K - $439K
|
136K
$32.4M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.12K- 37.88% |
$348K - $441K
|
3.48K
$830K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.12K- 27.89% |
$348K - $441K
|
5.49K
$1.31M
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.16KClosed |
$354K - $448K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-2.17KClosed |
$356K - $452K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.18K- 36.25% |
$357K - $453K
|
3.83K
$913K
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.18KClosed |
$357K - $453K
|
0
$0
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.19K- 32.22% |
$359K - $455K
|
4.6K
$1.1M
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.2K- 37.96% |
$360K - $457K
|
3.59K
$856K
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.2K- 37.61% |
$360K - $457K
|
3.65K
$869K
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.2K- 1.11% |
$361K - $458K
|
195K
$46.6M
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.21K- 1.24% |
$362K - $460K
|
176K
$42.1M
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.22K- 0.94% |
$364K - $462K
|
234K
$55.8M
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.23K- 53.3% |
$366K - $464K
|
1.96K
$466K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-2.25KClosed |
$369K - $468K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.26K- 4.63% |
$370K - $470K
|
46.5K
$11.1M
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.27K- 45.44% |
$372K - $472K
|
2.72K
$649K
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 33.48% |
$372K - $472K
|
4.51K
$1.07M
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-2.29KClosed |
$375K - $476K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.32K- 8.26% |
$381K - $483K
|
25.8K
$6.15M
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-2.33K- 93.42% |
$382K - $484K
|
164
$39.1K
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-2.37K- 4.75% |
$389K - $493K
|
47.6K
$11.4M
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.38K- 5.92% |
$390K - $495K
|
37.8K
$9.02M
|