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 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.38K- 7.99% |
$391K - $496K
|
27.5K
$6.55M
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.41K- 59.89% |
$395K - $502K
|
1.62K
$385K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.43K- 11.77% |
$399K - $506K
|
18.2K
$4.35M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.44K- 6.86% |
$400K - $508K
|
33.1K
$7.9M
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.44K- 13.34% |
$401K - $508K
|
15.9K
$3.79M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.46K- 13.04% |
$403K - $511K
|
16.4K
$3.91M
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.47KClosed |
$405K - $514K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.48K- 29.7% |
$406K - $516K
|
5.87K
$1.4M
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.52K- 0.72% |
$413K - $523K
|
348K
$83.1M
|
|
Aug 05, 2022
Q2 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.53K- 8.07% |
$415K - $526K
|
28.9K
$6.88M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Cmt
|
SELL
|
- |
-2.54K- 9.37% |
$417K - $529K
|
24.6K
$5.86M
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-2.58K- 4.32% |
$422K - $536K
|
57K
$13.6M
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.59K- 98.11% |
$425K - $539K
|
50
$11.9K
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-2.62KClosed |
$429K - $544K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.62K- 54.29% |
$430K - $546K
|
2.21K
$527K
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.64K- 3.86% |
$433K - $549K
|
65.8K
$15.7M
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-2.65K- 3.03% |
$435K - $552K
|
85K
$20.3M
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.67KClosed |
$438K - $556K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.72K- 13.97% |
$445K - $565K
|
16.7K
$3.99M
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-2.73K- 5.16% |
$447K - $568K
|
50.2K
$12M
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.8K- 52.51% |
$459K - $582K
|
2.53K
$604K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.82K- 10.49% |
$462K - $586K
|
24K
$5.73M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.82K- 6.36% |
$462K - $586K
|
41.5K
$9.9M
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2.82KClosed |
$463K - $587K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-2.87K- 1.93% |
$470K - $596K
|
146K
$34.7M
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.93K- 62.94% |
$480K - $609K
|
1.73K
$411K
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-2.96KClosed |
$485K - $616K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-3K- 55.56% |
$492K - $624K
|
2.4K
$572K
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-3K- 42.16% |
$492K - $624K
|
4.12K
$982K
|
|
Jul 20, 2022
Q2 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-3.05K- 27.94% |
$500K - $634K
|
7.87K
$1.88M
|
|
Jul 25, 2022
Q2 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-3.06KClosed |
$501K - $635K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3.08K- 23.21% |
$504K - $640K
|
10.2K
$2.43M
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-3.09K- 7.29% |
$506K - $641K
|
39.2K
$9.36M
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.09K- 9.73% |
$506K - $642K
|
28.7K
$6.84M
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-3.1KClosed |
$508K - $645K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-3.11K- 0.86% |
$510K - $647K
|
358K
$85.3M
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.13K- 72.09% |
$512K - $650K
|
1.21K
$289K
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-3.16K- 5.68% |
$519K - $658K
|
52.6K
$12.5M
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.18K- 69.54% |
$520K - $660K
|
1.39K
$332K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-3.2K- 16.86% |
$524K - $665K
|
15.8K
$3.76M
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
SELL
|
- |
-3.26K- 2.37% |
$535K - $678K
|
134K
$32M
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.32K- 41.56% |
$543K - $689K
|
4.66K
$1.11M
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.32KClosed |
$544K - $690K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.4KClosed |
$557K - $706K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.41K- 19.88% |
$559K - $709K
|
13.7K
$3.28M
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.42K- 14.92% |
$561K - $711K
|
19.5K
$4.65M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.46K- 7.06% |
$567K - $719K
|
45.5K
$10.9M
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.48K- 7.36% |
$571K - $724K
|
43.9K
$10.5M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.49K- 14.17% |
$572K - $726K
|
21.2K
$5.05M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.51K- 15.28% |
$575K - $729K
|
19.4K
$4.64M
|