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
|
Marquette Asset Management, LLC
|
SELL
|
- |
-8.28K- 22.01% |
$1.75M - $1.92M
|
29.3K
$6.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-8.29KClosed |
$1.75M - $1.92M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Strategic Investment Management, LLC
|
SELL
|
- |
-8.47K- 9.84% |
$1.79M - $1.96M
|
77.6K
$18.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-8.54K- 88.67% |
$1.81M - $1.98M
|
1.09K
$260K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.99K- 32.75% |
$1.9M - $2.08M
|
18.5K
$4.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.99K- 3.78% |
$1.9M - $2.08M
|
229K
$54.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-9.26K- 44.89% |
$1.96M - $2.14M
|
11.4K
$2.71M
|
|
|
Oct 20, 2021
Q3 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-9.44KClosed |
$2M - $2.18M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-9.5K- 2.61% |
$2.01M - $2.2M
|
355K
$84.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
SELL
|
- |
-9.67KClosed |
$2.05M - $2.24M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.74K- 7.36% |
$2.06M - $2.25M
|
123K
$29.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Granby Capital Management, LLC
|
SELL
|
- |
-10K- 40.0% |
$2.12M - $2.31M
|
15K
$3.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Glaxis Capital Management, LLC
Sarasota, FL |
SELL
|
- |
-10KClosed |
$2.12M - $2.31M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10K- 55.2% |
$2.12M - $2.32M
|
8.12K
$1.94M
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-10.1K- 19.14% |
$2.14M - $2.34M
|
42.7K
$10.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Rk Capital Management, LLC
Denver, CO |
SELL
|
- |
-10.2K- 29.82% |
$2.16M - $2.36M
|
24K
$5.72M
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10.4K- 32.16% |
$2.21M - $2.41M
|
22K
$5.24M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-10.5K- 69.31% |
$2.22M - $2.43M
|
4.64K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-10.5K- 36.94% |
$2.22M - $2.43M
|
17.9K
$4.27M
|
|
|
Nov 01, 2021
Q3 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-10.5KClosed |
$2.22M - $2.43M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-10.5KClosed |
$2.23M - $2.44M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-11K- 1.37% |
$2.32M - $2.53M
|
791K
$189M
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-11.2K- 43.69% |
$2.37M - $2.59M
|
14.4K
$3.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-11.2K- 38.21% |
$2.37M - $2.59M
|
18.1K
$4.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-11.4KClosed |
$2.41M - $2.64M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.6K- 10.97% |
$2.46M - $2.68M
|
94.1K
$22.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-11.7K- 92.05% |
$2.48M - $2.71M
|
1.01K
$241K
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-11.7K- 25.39% |
$2.48M - $2.71M
|
34.4K
$8.21M
|
|
|
Jul 29, 2022
Q3 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 92.53% |
$2.49M - $2.72M
|
949
$226K
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-11.8K- 14.17% |
$2.51M - $2.74M
|
71.7K
$17.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-11.9K- 31.25% |
$2.52M - $2.75M
|
26.2K
$6.24M
|
|
|
Nov 22, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-13.3K- 92.37% |
$2.81M - $3.07M
|
1.1K
$262K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-13.4K- 94.21% |
$2.84M - $3.11M
|
825
$197K
|
|
|
Oct 13, 2021
Q3 2021
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-13.8K- 10.22% |
$2.92M - $3.19M
|
121K
$28.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Glazer Capital, LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$2.99M - $3.27M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-14.5K- 57.08% |
$3.07M - $3.35M
|
10.9K
$2.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-14.5K- 21.93% |
$3.08M - $3.36M
|
51.7K
$12.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-14.7K- 8.44% |
$3.12M - $3.41M
|
160K
$38.1M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14.9K- 99.57% |
$3.15M - $3.44M
|
65
$15.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-15K- 81.7% |
$3.17M - $3.47M
|
3.36K
$801K
|
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-15.4K- 40.51% |
$3.25M - $3.56M
|
22.6K
$5.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-15.4K- 28.26% |
$3.26M - $3.56M
|
39.1K
$9.32M
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-15.7K- 41.26% |
$3.32M - $3.63M
|
22.3K
$5.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-15.7K- 24.58% |
$3.32M - $3.63M
|
48.2K
$11.5M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-15.8K- 20.57% |
$3.35M - $3.66M
|
61K
$14.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.8K- 42.53% |
$3.35M - $3.66M
|
21.4K
$5.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.8K- 0.44% |
$3.35M - $3.67M
|
3.59M
$855M
|
|
|
Oct 28, 2021
Q3 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-16KClosed |
$3.38M - $3.7M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-16.4K- 2.8% |
$3.48M - $3.8M
|
570K
$136M
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-16.5K- 79.11% |
$3.49M - $3.81M
|
4.35K
$1.04M
|