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
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 60.58% |
$3.51M - $3.84M
|
10.8K
$2.58M
|
|
Nov 12, 2021
Q3 2021
|
Bracebridge Capital, LLC
|
SELL
|
- |
-16.6KClosed |
$3.52M - $3.85M
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16.9K- 80.18% |
$3.58M - $3.91M
|
4.17K
$995K
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16.9K- 32.68% |
$3.58M - $3.91M
|
34.8K
$8.3M
|
|
Oct 27, 2021
Q3 2021
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-17KClosed |
$3.6M - $3.93M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-19K- 91.71% |
$4.02M - $4.39M
|
1.72K
$409K
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-20.5K- 10.99% |
$4.35M - $4.75M
|
166K
$39.7M
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-20.8KClosed |
$4.41M - $4.82M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Glenn Welling
Engaged Capital LLC | Newport Beach, Ca
|
SELL
|
- |
-20.9K- 60.93% |
$4.43M - $4.84M
|
13.4K
$3.2M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-21.2K- 65.27% |
$4.5M - $4.91M
|
11.3K
$2.69M
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-21.5K- 23.14% |
$4.55M - $4.97M
|
71.4K
$17M
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-21.7K- 52.33% |
$4.59M - $5.01M
|
19.7K
$4.71M
|
|
Oct 25, 2021
Q3 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-22.2KClosed |
$4.71M - $5.15M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-23K- 71.56% |
$4.87M - $5.32M
|
9.14K
$2.18M
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-23.2K- 78.84% |
$4.92M - $5.38M
|
6.24K
$1.49M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.3K- 19.3% |
$4.93M - $5.39M
|
97.4K
$23.2M
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-23.4K- 39.69% |
$4.95M - $5.41M
|
35.6K
$8.48M
|
|
Nov 12, 2021
Q3 2021
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-24K- 80.0% |
$5.08M - $5.55M
|
6K
$1.43M
|
|
Oct 25, 2021
Q3 2021
|
Wealth Cmt
|
SELL
|
- |
-24.8KClosed |
$5.26M - $5.75M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-25KClosed |
$5.29M - $5.79M
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-26.3K- 94.63% |
$5.57M - $6.09M
|
1.49K
$356K
|
|
Nov 12, 2021
Q3 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-26.6K- 27.57% |
$5.64M - $6.16M
|
70K
$16.7M
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-28.3K- 33.69% |
$6M - $6.56M
|
55.7K
$13.3M
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28.9K- 81.14% |
$6.11M - $6.68M
|
6.71K
$1.6M
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-30.4K- 3.45% |
$6.44M - $7.04M
|
851K
$203M
|
|
Nov 12, 2021
Q3 2021
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-30.8KClosed |
$6.51M - $7.12M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-31K- 38.55% |
$6.56M - $7.16M
|
49.4K
$11.8M
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-31.2K- 3.15% |
$6.6M - $7.22M
|
960K
$229M
|
|
Nov 15, 2021
Q3 2021
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
SELL
|
- |
-31.7K- 33.3% |
$6.71M - $7.34M
|
63.5K
$15.1M
|
|
Nov 07, 2022
Q3 2021
|
Infini Capital Management LTD
Central, K3 |
SELL
|
- |
-32.3K- 57.38% |
$6.83M - $7.46M
|
24K
$5.71M
|
|
Nov 04, 2021
Q3 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-33.2KClosed |
$7.03M - $7.68M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-34.1KClosed |
$7.22M - $7.89M
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-34.9KClosed |
$7.4M - $8.09M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
SELL
|
- |
-37K- 84.72% |
$7.84M - $8.57M
|
6.68K
$1.59M
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-37.7K- 84.38% |
$7.98M - $8.72M
|
6.98K
$1.66M
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-37.7K- 5.87% |
$7.99M - $8.73M
|
605K
$144M
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-38.6K- 21.2% |
$8.17M - $8.92M
|
143K
$34.2M
|
|
Nov 15, 2021
Q3 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-38.6KClosed |
$8.18M - $8.94M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Cumberland Advisors Inc
|
SELL
|
- |
-39.9KClosed |
$8.44M - $9.23M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-40.6K- 97.22% |
$8.59M - $9.39M
|
1.16K
$276K
|
|
Nov 12, 2021
Q3 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-42.4KClosed |
$8.97M - $9.8M
|
0
$0
|
|
Nov 16, 2023
Q3 2021
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-43.3K- 40.08% |
$9.18M - $10M
|
64.8K
$15.4M
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-43.4K- 62.53% |
$9.19M - $10M
|
26K
$6.2M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-43.5K- 18.97% |
$9.2M - $10.1M
|
186K
$44.3M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-45.1KClosed |
$9.54M - $10.4M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-45.8KClosed |
$9.71M - $10.6M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-46K- 23.48% |
$9.73M - $10.6M
|
150K
$35.7M
|
|
Nov 05, 2021
Q3 2021
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-46.3K- 93.72% |
$9.8M - $10.7M
|
3.1K
$739K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-46.5K- 68.01% |
$9.85M - $10.8M
|
21.9K
$5.22M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-46.5K- 61.92% |
$9.86M - $10.8M
|
28.6K
$6.83M
|