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 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.53K- 38.91% |
$578K - $734K
|
5.54K
$1.32M
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.54K- 35.04% |
$580K - $736K
|
6.56K
$1.56M
|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.56K- 21.48% |
$583K - $739K
|
13K
$3.1M
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-3.56KClosed |
$584K - $740K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-3.56K- 19.58% |
$584K - $741K
|
14.6K
$3.49M
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-3.59K- 6.02% |
$588K - $746K
|
56K
$13.4M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.59K- 23.13% |
$589K - $747K
|
11.9K
$2.85M
|
|
Aug 16, 2022
Q2 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-3.6KClosed |
$590K - $748K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.63K- 71.71% |
$594K - $754K
|
1.43K
$341K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.65K- 4.69% |
$598K - $759K
|
74.3K
$17.7M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-3.71K- 20.92% |
$609K - $772K
|
14K
$3.35M
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.72KClosed |
$610K - $773K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.73K- 10.87% |
$612K - $776K
|
30.6K
$7.3M
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.77K- 20.11% |
$619K - $785K
|
15K
$3.58M
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.82K- 13.47% |
$627K - $795K
|
24.6K
$5.86M
|
|
Aug 02, 2022
Q2 2022
|
Poplar Forest Capital LLC
|
SELL
|
- |
-3.83KClosed |
$628K - $797K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-3.85KClosed |
$630K - $800K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.88K- 23.97% |
$636K - $807K
|
12.3K
$2.94M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4K- 8.58% |
$656K - $832K
|
42.6K
$10.2M
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.13K- 49.1% |
$677K - $859K
|
4.29K
$1.02M
|
|
Aug 10, 2022
Q2 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-4.18K- 3.13% |
$685K - $868K
|
129K
$30.8M
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-4.19K- 46.72% |
$687K - $871K
|
4.78K
$1.14M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.25K- 30.11% |
$697K - $884K
|
9.88K
$2.35M
|
|
Jun 07, 2022
Q2 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-4.25K- 8.48% |
$697K - $884K
|
45.9K
$10.9M
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.31KClosed |
$706K - $895K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-4.34K- 18.03% |
$711K - $902K
|
19.7K
$4.71M
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-4.39K- 35.25% |
$719K - $912K
|
8.05K
$1.92M
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.42K- 22.31% |
$725K - $919K
|
15.4K
$3.67M
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-4.43K- 26.31% |
$726K - $920K
|
12.4K
$2.96M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-4.46K- 11.39% |
$731K - $927K
|
34.7K
$8.28M
|
|
Aug 08, 2022
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.48K- 70.63% |
$733K - $930K
|
1.86K
$444K
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.48K- 70.63% |
$733K - $930K
|
1.86K
$444K
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.52K- 32.64% |
$741K - $940K
|
9.33K
$2.22M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.65K- 17.51% |
$762K - $967K
|
21.9K
$5.22M
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.68K- 13.88% |
$768K - $974K
|
29.1K
$6.93M
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.75K- 88.64% |
$779K - $988K
|
609
$145K
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.75K- 9.17% |
$779K - $988K
|
47K
$11.2M
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.77K- 65.12% |
$782K - $992K
|
2.56K
$610K
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.81KClosed |
$789K - $1M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.82K- 19.82% |
$790K - $1M
|
19.5K
$4.65M
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4.93KClosed |
$808K - $1.03M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.94K- 10.34% |
$809K - $1.03M
|
42.8K
$10.2M
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5K- 5.61% |
$820K - $1.04M
|
84.2K
$20.1M
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.06K- 0.88% |
$829K - $1.05M
|
571K
$136M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-5.07K- 8.22% |
$831K - $1.05M
|
56.6K
$13.5M
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-5.08K- 22.48% |
$832K - $1.06M
|
17.5K
$4.17M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.11K- 52.4% |
$837K - $1.06M
|
4.64K
$1.11M
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5.19K- 17.51% |
$850K - $1.08M
|
24.4K
$5.83M
|
|
Aug 11, 2022
Q2 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-5.27K- 59.38% |
$863K - $1.1M
|
3.6K
$859K
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.27K- 74.62% |
$864K - $1.1M
|
1.79K
$428K
|