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 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-115- 3.09% |
$24.3K - $26.6K
|
3.6K
$859K
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-118- 5.93% |
$25K - $27.3K
|
1.87K
$446K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-120- 8.17% |
$25.4K - $27.8K
|
1.35K
$321K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-120- 1.83% |
$25.4K - $27.8K
|
6.43K
$1.53M
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-120- 0.97% |
$25.4K - $27.8K
|
12.3K
$2.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-120- 14.02% |
$25.4K - $27.8K
|
736
$176K
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-120- 4.13% |
$25.4K - $27.8K
|
2.79K
$665K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-120- 19.48% |
$25.4K - $27.8K
|
496
$118K
|
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-122- 9.05% |
$25.8K - $28.2K
|
1.23K
$292K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-123- 6.31% |
$26K - $28.5K
|
1.83K
$436K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-124- 0.91% |
$26.3K - $28.7K
|
13.5K
$3.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-127- 3.99% |
$26.9K - $29.4K
|
3.05K
$728K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-130- 1.91% |
$27.5K - $30.1K
|
6.67K
$1.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-133- 6.02% |
$28.2K - $30.8K
|
2.08K
$496K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-134Closed |
$28.4K - $31K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-139- 2.93% |
$29.4K - $32.2K
|
4.6K
$1.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-140- 2.46% |
$29.6K - $32.4K
|
5.56K
$1.33M
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-140- 7.82% |
$29.6K - $32.4K
|
1.65K
$393K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-142- 6.47% |
$30.1K - $32.9K
|
2.05K
$490K
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-144- 3.7% |
$30.5K - $33.3K
|
3.75K
$895K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-145- 1.09% |
$30.7K - $33.6K
|
13.2K
$3.14M
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-148- 13.81% |
$31.3K - $34.2K
|
924
$220K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-148Closed |
$31.3K - $34.2K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-148- 7.34% |
$31.3K - $34.2K
|
1.87K
$446K
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-149- 11.25% |
$31.5K - $34.5K
|
1.18K
$280K
|
|
|
Nov 01, 2021
Q3 2021
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-150- 2.0% |
$31.8K - $34.7K
|
7.36K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-152- 8.52% |
$32.2K - $35.2K
|
1.63K
$389K
|
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-154- 0.92% |
$32.6K - $35.6K
|
16.6K
$3.95M
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-154- 3.77% |
$32.6K - $35.6K
|
3.93K
$937K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
SELL
|
- |
-157- 4.36% |
$33.2K - $36.3K
|
3.44K
$820K
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-161- 4.69% |
$34.1K - $37.3K
|
3.27K
$780K
|
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-167- 2.68% |
$35.4K - $38.6K
|
6.06K
$1.44M
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-167- 3.77% |
$35.4K - $38.6K
|
4.26K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-167- 1.24% |
$35.4K - $38.6K
|
13.3K
$3.17M
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-168- 6.73% |
$35.6K - $38.9K
|
2.33K
$555K
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-168- 1.01% |
$35.6K - $38.9K
|
16.5K
$3.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-169- 3.48% |
$35.8K - $39.1K
|
4.69K
$1.12M
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-170Closed |
$36K - $39.3K
|
0
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-172- 5.06% |
$36.4K - $39.8K
|
3.23K
$770K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-173- 0.28% |
$36.6K - $40K
|
60.7K
$14.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-173- 5.31% |
$36.6K - $40K
|
3.08K
$735K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-178- 15.05% |
$37.7K - $41.2K
|
1.01K
$240K
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-189- 6.91% |
$40K - $43.7K
|
2.55K
$607K
|
|
|
Nov 10, 2021
Q3 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-189- 0.4% |
$40K - $43.7K
|
47.1K
$11.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-198- 2.97% |
$41.9K - $45.8K
|
6.47K
$1.54M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-198- 4.95% |
$41.9K - $45.8K
|
3.8K
$907K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-200- 43.57% |
$42.3K - $46.3K
|
259
$61.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-200- 11.36% |
$42.3K - $46.3K
|
1.56K
$372K
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-203- 3.45% |
$43K - $47K
|
5.68K
$1.35M
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-204- 18.43% |
$43.2K - $47.2K
|
903
$215K
|