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 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-458- 8.77% |
$97K - $106K
|
4.77K
$1.14M
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-460- 8.06% |
$97.4K - $106K
|
5.25K
$1.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-460- 13.72% |
$97.4K - $106K
|
2.89K
$690K
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-469- 7.02% |
$99.3K - $109K
|
6.21K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-483- 1.56% |
$102K - $112K
|
30.4K
$7.25M
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-489- 3.64% |
$104K - $113K
|
13K
$3.09M
|
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-494- 1.73% |
$105K - $114K
|
28.1K
$6.7M
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
SELL
|
- |
-495- 0.85% |
$105K - $115K
|
57.5K
$13.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-497- 0.33% |
$105K - $115K
|
148K
$35.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-497- 6.71% |
$105K - $115K
|
6.91K
$1.65M
|
|
|
Oct 18, 2021
Q3 2021
|
Birinyi Associates Inc
|
SELL
|
- |
-500- 21.69% |
$106K - $116K
|
1.81K
$430K
|
|
|
Nov 15, 2021
Q3 2021
|
Castellan Group
Louisville, KY |
SELL
|
- |
-500- 4.72% |
$106K - $116K
|
10.1K
$2.41M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-507- 72.84% |
$107K - $117K
|
189
$45.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-509- 7.03% |
$108K - $118K
|
6.73K
$1.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-516- 6.48% |
$109K - $119K
|
7.44K
$1.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-539- 76.13% |
$114K - $125K
|
169
$40.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-544Closed |
$115K - $126K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-544Closed |
$115K - $126K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-544Closed |
$115K - $126K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-546- 22.09% |
$116K - $126K
|
1.93K
$459K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-552- 0.72% |
$117K - $128K
|
76.3K
$18.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-554- 1.63% |
$117K - $128K
|
33.5K
$7.99M
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-560- 25.29% |
$119K - $130K
|
1.65K
$394K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-569- 2.52% |
$120K - $132K
|
22K
$5.25M
|
|
|
Nov 04, 2021
Q3 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-575- 2.58% |
$122K - $133K
|
21.7K
$5.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-577- 3.61% |
$122K - $134K
|
15.4K
$3.67M
|
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-611- 44.28% |
$129K - $141K
|
769
$183K
|
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-614- 9.5% |
$130K - $142K
|
5.85K
$1.39M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-614- 8.28% |
$130K - $142K
|
6.8K
$1.62M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-638- 0.67% |
$135K - $148K
|
94.5K
$22.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-642- 29.29% |
$136K - $149K
|
1.55K
$370K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-652- 8.21% |
$138K - $151K
|
7.29K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-664- 0.84% |
$141K - $154K
|
78.6K
$18.7M
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-682- 8.81% |
$144K - $158K
|
7.06K
$1.68M
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
SELL
|
- |
-685- 20.01% |
$145K - $159K
|
2.74K
$653K
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-685Closed |
$145K - $159K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-698- 40.11% |
$148K - $162K
|
1.04K
$248K
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-699- 3.56% |
$148K - $162K
|
19K
$4.52M
|
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-700- 27.44% |
$148K - $162K
|
1.85K
$441K
|
|
|
Nov 05, 2021
Q3 2021
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-706- 1.36% |
$149K - $163K
|
51.4K
$12.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-708- 6.47% |
$150K - $164K
|
10.2K
$2.44M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-708Closed |
$150K - $164K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-731- 31.84% |
$155K - $169K
|
1.57K
$373K
|
|
|
Oct 25, 2021
Q3 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-738- 8.28% |
$156K - $171K
|
8.17K
$1.95M
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-755- 4.4% |
$160K - $175K
|
16.4K
$3.91M
|
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-762- 20.11% |
$161K - $176K
|
3.03K
$722K
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-769- 1.64% |
$163K - $178K
|
46.1K
$11M
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-776- 5.11% |
$164K - $180K
|
14.4K
$3.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-782- 19.22% |
$166K - $181K
|
3.29K
$784K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-784- 15.62% |
$166K - $181K
|
4.24K
$1.01M
|