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 12, 2021
Q3 2021
|
Activest Wealth Management
|
SELL
|
- |
-785- 13.54% |
$166K - $182K
|
5.01K
$1.2M
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-790- 17.39% |
$167K - $183K
|
3.75K
$895K
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-808- 42.0% |
$171K - $187K
|
1.12K
$266K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-813- 16.2% |
$172K - $188K
|
4.21K
$1M
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-817- 6.8% |
$173K - $189K
|
11.2K
$2.67M
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-828- 5.14% |
$175K - $192K
|
15.3K
$3.65M
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-834- 13.5% |
$177K - $193K
|
5.35K
$1.27M
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-835- 47.02% |
$177K - $193K
|
941
$224K
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-849- 4.03% |
$180K - $196K
|
20.2K
$4.83M
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-860- 1.96% |
$182K - $199K
|
42.9K
$10.2M
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-861- 27.61% |
$182K - $199K
|
2.26K
$538K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-863- 25.09% |
$183K - $200K
|
2.58K
$614K
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-863- 16.47% |
$183K - $200K
|
4.38K
$1.04M
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-874- 4.59% |
$185K - $202K
|
18.2K
$4.33M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-874- 9.89% |
$185K - $202K
|
7.96K
$1.9M
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
SELL
|
- |
-878Closed |
$186K - $203K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-881Closed |
$187K - $204K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-881- 3.26% |
$187K - $204K
|
26.2K
$6.24M
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-883Closed |
$187K - $204K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-883- 37.86% |
$187K - $204K
|
1.45K
$346K
|
|
Nov 15, 2021
Q3 2021
|
Alamar Capital Management, LLC
|
SELL
|
- |
-886Closed |
$188K - $205K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
SELL
|
- |
-886Closed |
$188K - $205K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-886Closed |
$188K - $205K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-886- 32.54% |
$188K - $205K
|
1.84K
$438K
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-887Closed |
$188K - $205K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
SELL
|
- |
-892Closed |
$189K - $206K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-895Closed |
$189K - $207K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-895Closed |
$189K - $207K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-896Closed |
$190K - $207K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-900Closed |
$191K - $208K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-903Closed |
$191K - $209K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-903Closed |
$191K - $209K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-903Closed |
$191K - $209K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-906- 2.19% |
$192K - $210K
|
40.5K
$9.66M
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-910- 2.99% |
$193K - $211K
|
29.6K
$7.05M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-918- 14.51% |
$194K - $212K
|
5.41K
$1.29M
|
|
Nov 15, 2021
Q3 2021
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-927Closed |
$196K - $214K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-932- 3.17% |
$197K - $216K
|
28.5K
$6.79M
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-939Closed |
$199K - $217K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-940Closed |
$199K - $218K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-978- 3.05% |
$207K - $226K
|
31.1K
$7.41M
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-982- 2.23% |
$208K - $227K
|
43K
$10.2M
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-985Closed |
$209K - $228K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.01K- 2.65% |
$213K - $233K
|
36.9K
$8.8M
|
|
Oct 13, 2021
Q3 2021
|
Greenfield Ftc, Inc.
|
SELL
|
- |
-1.01K- 1.79% |
$213K - $233K
|
55.3K
$13.2M
|
|
Nov 15, 2021
Q3 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.01KClosed |
$213K - $233K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.01K- 3.63% |
$214K - $234K
|
26.9K
$6.41M
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.02K- 15.58% |
$216K - $236K
|
5.53K
$1.32M
|
|
Oct 28, 2021
Q3 2021
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.04K- 3.25% |
$220K - $240K
|
30.9K
$7.38M
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.04K- 2.67% |
$220K - $240K
|
37.9K
$9.04M
|