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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
25+ 0.18% |
$5.29K - $5.78K
|
14.2K
$3.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.32% |
$5.29K - $5.78K
|
7.77K
$1.79M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
25+ 1.17% |
$5.29K - $5.78K
|
2.16K
$498K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
25+ 0.17% |
$5.29K - $5.78K
|
14.7K
$3.38M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
24+ 0.15% |
$5.08K - $5.55K
|
15.6K
$3.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
24+ 0.91% |
$5.08K - $5.55K
|
2.66K
$612K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
23+ 0.17% |
$4.87K - $5.32K
|
13.6K
$3.14M
|
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
22+ 6.96% |
$4.66K - $5.09K
|
338
$77.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
22+ 3.77% |
$4.66K - $5.09K
|
605
$139K
|
|
|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
21+ 0.55% |
$4.45K - $4.86K
|
3.81K
$878K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
21+ 0.51% |
$4.45K - $4.86K
|
4.15K
$955K
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
BUY
|
- |
20+ 1.71% |
$4.23K - $4.63K
|
1.19K
$274K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
20+ 2.21% |
$4.23K - $4.63K
|
924
$213K
|
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
20+ 1.25% |
$4.23K - $4.63K
|
1.62K
$372K
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
19+ 1.37% |
$4.02K - $4.4K
|
1.41K
$324K
|
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
19+ 0.23% |
$4.02K - $4.4K
|
8.14K
$1.88M
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
17+ 0.04% |
$3.6K - $3.93K
|
39.2K
$9.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
17+ 0.2% |
$3.6K - $3.93K
|
8.33K
$1.92M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
15+ 0.62% |
$3.18K - $3.47K
|
2.43K
$559K
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
15+ 1.11% |
$3.18K - $3.47K
|
1.36K
$313K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
14+ 0.27% |
$2.96K - $3.24K
|
5.12K
$1.18M
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
13+ 6.05% |
$2.75K - $3.01K
|
228
$52.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13+ 0.9% |
$2.75K - $3.01K
|
1.45K
$334K
|
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
BUY
|
- |
11New |
$2.33K - $2.55K
|
11
$2.53K
|
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
11+ 0.97% |
$2.33K - $2.55K
|
1.14K
$263K
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
11+ 0.66% |
$2.33K - $2.55K
|
1.68K
$387K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.73% |
$2.33K - $2.55K
|
1.51K
$349K
|
|
|
Nov 12, 2021
Q3 2021
|
Inlet Private Wealth, LLC
|
BUY
|
- |
10+ 0.79% |
$2.12K - $2.31K
|
1.28K
$294K
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
10+ 3.0% |
$2.12K - $2.31K
|
343
$79K
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
10+ 0.18% |
$2.12K - $2.31K
|
5.55K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
10+ 0.89% |
$2.12K - $2.31K
|
1.13K
$261K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
9New |
$1.91K - $2.08K
|
9
$2.07K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8+ 0.35% |
$1.69K - $1.85K
|
2.28K
$524K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$1.69K - $1.85K
|
8
$1.84K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
8+ 12.12% |
$1.69K - $1.85K
|
74
$17K
|
|
|
Nov 09, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7+ 0.03% |
$1.48K - $1.62K
|
25.8K
$5.94M
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
BUY
|
- |
7+ 3.06% |
$1.48K - $1.62K
|
236
$54.4K
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
7+ 0.23% |
$1.48K - $1.62K
|
3.07K
$707K
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
7+ 0.37% |
$1.48K - $1.62K
|
1.88K
$433K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.27% |
$1.27K - $1.39K
|
2.22K
$512K
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
6+ 0.07% |
$1.27K - $1.39K
|
8.82K
$2.03M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6+ 0.31% |
$1.27K - $1.39K
|
1.92K
$442K
|
|
|
Nov 12, 2021
Q3 2021
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5+ 0.22% |
$1.06K - $1.16K
|
2.26K
$521K
|
|
|
Mar 12, 2024
Q3 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
5+ 0.32% |
$1.06K - $1.16K
|
1.59K
$366K
|
|
|
Nov 05, 2021
Q3 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
4+ 0.34% |
$847 - $926
|
1.17K
$270K
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.14% |
$847 - $926
|
2.78K
$639K
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
4+ 0.32% |
$847 - $926
|
1.27K
$292K
|
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.3% |
$847 - $926
|
1.36K
$312K
|
|
|
Nov 15, 2021
Q3 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
3+ 0.05% |
$635 - $694
|
5.86K
$1.35M
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
3+ 0.06% |
$635 - $694
|
4.65K
$1.07M
|