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 27, 2022
Q2 2022
|
Advocate Group LLC
|
BUY
|
- |
1.73KNew |
$283K - $359K
|
1.73K
$397K
|
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.72K+ 16.38% |
$281K - $357K
|
12.2K
$2.81M
|
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.71K+ 84.68% |
$281K - $356K
|
3.74K
$860K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.69K+ 5.69% |
$277K - $352K
|
31.4K
$7.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.67K+ 2.59% |
$274K - $348K
|
66.3K
$15.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.67K+ 2.2% |
$274K - $347K
|
77.6K
$17.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.67K+ 14.01% |
$273K - $346K
|
13.6K
$3.12M
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.66KNew |
$272K - $346K
|
1.66K
$383K
|
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.66K+ 14.23% |
$272K - $345K
|
13.3K
$3.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.65K+ 22.91% |
$271K - $343K
|
8.86K
$2.04M
|
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.65K+ 57.6% |
$270K - $343K
|
4.51K
$1.04M
|
|
|
Jul 25, 2022
Q2 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.64K+ 6.65% |
$269K - $342K
|
26.4K
$6.07M
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
1.64K+ 2.52% |
$269K - $341K
|
66.6K
$15.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.6K+ 75.15% |
$262K - $333K
|
3.73K
$859K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.59K+ 16.57% |
$261K - $331K
|
11.2K
$2.58M
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1.59K+ 7.4% |
$261K - $331K
|
23.1K
$5.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.57K+ 19.17% |
$257K - $327K
|
9.76K
$2.25M
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.56K+ 19.9% |
$256K - $324K
|
9.4K
$2.17M
|
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
1.56KNew |
$256K - $324K
|
1.56K
$359K
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.55K+ 28.04% |
$254K - $323K
|
7.09K
$1.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.54K+ 17.25% |
$252K - $319K
|
10.4K
$2.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.53K+ 74.56% |
$251K - $319K
|
3.59K
$827K
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.53K+ 12.93% |
$251K - $318K
|
13.4K
$3.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.53K+ 1.55% |
$250K - $317K
|
99.9K
$23M
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.52KNew |
$250K - $317K
|
1.52K
$351K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.51K+ 99.73% |
$247K - $313K
|
3.01K
$694K
|
|
|
Aug 15, 2022
Q2 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.49K+ 2.26% |
$245K - $310K
|
67.5K
$15.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.47K+ 3.55% |
$240K - $305K
|
42.7K
$9.85M
|
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.46KNew |
$240K - $304K
|
1.46K
$337K
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.44KNew |
$236K - $299K
|
1.44K
$332K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.44K+ 55.35% |
$236K - $299K
|
4.04K
$930K
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.44K+ 3.92% |
$236K - $299K
|
38.1K
$8.78M
|
|
|
Jul 15, 2022
Q2 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.42K+ 18.88% |
$232K - $294K
|
8.91K
$2.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.38K+ 2.98% |
$227K - $288K
|
47.8K
$11M
|
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.37KNew |
$225K - $285K
|
1.37K
$316K
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.35K+ 6.92% |
$221K - $280K
|
20.8K
$4.79M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.35K+ 1.51% |
$221K - $280K
|
90.4K
$20.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Front Street Capital Management, Inc.
|
BUY
|
- |
1.35KNew |
$220K - $280K
|
1.35K
$310K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$220K - $279K
|
1.34K
$309K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.34K+ 3.27% |
$220K - $279K
|
42.3K
$9.75M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
1.34K+ 24.93% |
$219K - $278K
|
6.71K
$1.54M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.32K+ 40.17% |
$217K - $275K
|
4.61K
$1.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.32K+ 40.36% |
$217K - $275K
|
4.59K
$1.06M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.31K+ 5.98% |
$215K - $273K
|
23.2K
$5.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.31KNew |
$215K - $273K
|
1.31K
$302K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.31K+ 11.19% |
$214K - $271K
|
13K
$2.99M
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
1.31K+ 3.41% |
$214K - $271K
|
39.6K
$9.12M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.3K+ 34.46% |
$214K - $271K
|
5.08K
$1.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.3KNew |
$213K - $271K
|
1.3K
$300K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.3K+ 8106.25% |
$213K - $270K
|
1.31K
$302K
|