Purchases and Sales Made in Q3 2021 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
227+ 1.49% |
$48.1K - $52.5K
|
15.4K
$3.55M
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
226+ 27.29% |
$47.9K - $52.3K
|
1.05K
$243K
|
|
Nov 02, 2021
Q3 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
223New |
$47.2K - $51.6K
|
223
$51.4K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
220+ 4.7% |
$46.6K - $50.9K
|
4.91K
$1.13M
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
220+ 41.83% |
$46.6K - $50.9K
|
746
$172K
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
216+ 0.71% |
$45.7K - $50K
|
30.7K
$7.08M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
216+ 9.48% |
$45.7K - $50K
|
2.5K
$575K
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
215+ 13.56% |
$45.5K - $49.7K
|
1.8K
$415K
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
211+ 4.87% |
$44.7K - $48.8K
|
4.55K
$1.05M
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
211+ 55.97% |
$44.7K - $48.8K
|
588
$135K
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
209+ 3.46% |
$44.3K - $48.4K
|
6.24K
$1.44M
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
208+ 1.48% |
$44K - $48.1K
|
14.3K
$3.29M
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
207+ 1.89% |
$43.8K - $47.9K
|
11.2K
$2.57M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
200+ 12.12% |
$42.3K - $46.3K
|
1.85K
$426K
|
|
Oct 21, 2021
Q3 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
200+ 3.71% |
$42.3K - $46.3K
|
5.6K
$1.29M
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
197+ 2.34% |
$41.7K - $45.6K
|
8.62K
$1.99M
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
196+ 3.52% |
$41.5K - $45.4K
|
5.76K
$1.33M
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
196+ 2.48% |
$41.5K - $45.4K
|
8.09K
$1.86M
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
195+ 8.17% |
$41.3K - $45.1K
|
2.58K
$594K
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
191+ 3.26% |
$40.4K - $44.2K
|
6.04K
$1.39M
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
190+ 138.69% |
$40.2K - $44K
|
327
$75.3K
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
189+ 10.69% |
$40K - $43.7K
|
1.96K
$451K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
189+ 0.07% |
$40K - $43.7K
|
255K
$58.8M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
189+ 0.07% |
$40K - $43.7K
|
255K
$58.8M
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
185+ 1.37% |
$39.2K - $42.8K
|
13.7K
$3.16M
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
184+ 2.91% |
$39K - $42.6K
|
6.5K
$1.5M
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
183+ 0.93% |
$38.7K - $42.3K
|
19.8K
$4.57M
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
182+ 7.53% |
$38.5K - $42.1K
|
2.6K
$598K
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
180New |
$38.1K - $41.7K
|
180
$41.5K
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
170+ 2.13% |
$36K - $39.3K
|
8.17K
$1.88M
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
170+ 1.26% |
$36K - $39.3K
|
13.7K
$3.14M
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
168New |
$35.6K - $38.9K
|
168
$38.7K
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
168+ 4.66% |
$35.6K - $38.9K
|
3.77K
$869K
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
162+ 0.7% |
$34.3K - $37.5K
|
23.2K
$5.34M
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
161+ 4.02% |
$34.1K - $37.3K
|
4.17K
$960K
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
160+ 4.07% |
$33.9K - $37K
|
4.09K
$942K
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
160+ 1.08% |
$33.9K - $37K
|
15K
$3.46M
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
157New |
$33.2K - $36.3K
|
157
$36.2K
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
156+ 1.36% |
$33K - $36.1K
|
11.6K
$2.68M
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
148+ 0.87% |
$31.3K - $34.2K
|
17.2K
$3.95M
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
147+ 2.29% |
$31.1K - $34K
|
6.56K
$1.51M
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
145+ 0.52% |
$30.7K - $33.6K
|
28.1K
$6.46M
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
145+ 0.9% |
$30.7K - $33.6K
|
16.3K
$3.76M
|
|
Nov 02, 2021
Q3 2021
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
144+ 0.29% |
$30.5K - $33.3K
|
49.4K
$11.4M
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
143+ 9.38% |
$30.3K - $33.1K
|
1.67K
$384K
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
142+ 1.59% |
$30.1K - $32.9K
|
9.06K
$2.09M
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
140+ 5.58% |
$29.6K - $32.4K
|
2.65K
$610K
|
|
Nov 04, 2021
Q3 2021
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
140New |
$29.6K - $32.4K
|
140
$32.2K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
139+ 3.57% |
$29.4K - $32.2K
|
4.04K
$930K
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
138+ 2.92% |
$29.2K - $31.9K
|
4.86K
$1.12M
|