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
|
Mai Capital Management
|
BUY
|
- |
9.97K+ 3.42% |
$2.11M - $2.31M
|
301K
$69.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
9.95K+ 4.99% |
$2.11M - $2.3M
|
209K
$48.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
BUY
|
- |
9.92K+ 88.65% |
$2.1M - $2.3M
|
21.1K
$4.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.9K+ 13.04% |
$2.1M - $2.29M
|
85.8K
$19.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
9.86K+ 179.18% |
$2.09M - $2.28M
|
15.4K
$3.54M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.85K+ 1.55% |
$2.09M - $2.28M
|
645K
$149M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9.69K+ 49.46% |
$2.05M - $2.24M
|
29.3K
$6.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
8.63K+ 4.41% |
$1.83M - $2M
|
204K
$47.1M
|
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
8.5K+ 14.29% |
$1.8M - $1.97M
|
68K
$15.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.33K+ 11.85% |
$1.76M - $1.93M
|
78.6K
$18.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
8.31K+ 6.06% |
$1.76M - $1.92M
|
145K
$33.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.29K+ 30.86% |
$1.76M - $1.92M
|
35.1K
$8.09M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.25K+ 22.45% |
$1.75M - $1.91M
|
45K
$10.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
7.82K+ 0.8% |
$1.66M - $1.81M
|
992K
$228M
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
7.74K+ 109.3% |
$1.64M - $1.79M
|
14.8K
$3.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.69K+ 43.2% |
$1.63M - $1.78M
|
25.5K
$5.87M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7.6K+ 10.75% |
$1.61M - $1.76M
|
78.3K
$18M
|
|
|
Nov 12, 2021
Q3 2021
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
7.6K+ 3.8% |
$1.61M - $1.76M
|
208K
$47.9M
|
|
|
Nov 12, 2021
Q3 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
7.5KNew |
$1.59M - $1.74M
|
7.5K
$1.73M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.48K+ 14.11% |
$1.58M - $1.73M
|
60.5K
$13.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.42KNew |
$1.57M - $1.72M
|
7.42K
$1.71M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.42K+ 16.89% |
$1.57M - $1.72M
|
51.3K
$11.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.35K+ 12.54% |
$1.56M - $1.7M
|
66K
$15.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.33K+ 94.52% |
$1.55M - $1.7M
|
15.1K
$3.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.33K+ 4.33% |
$1.55M - $1.69M
|
177K
$40.7M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.25K+ 17.22% |
$1.54M - $1.68M
|
49.4K
$11.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7.25K+ 5.71% |
$1.54M - $1.68M
|
134K
$30.9M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
7.2K+ 8.42% |
$1.52M - $1.67M
|
92.8K
$21.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.05K+ 73.5% |
$1.49M - $1.63M
|
16.6K
$3.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
7.02K+ 1687.02% |
$1.49M - $1.62M
|
7.43K
$1.71M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6.98KNew |
$1.48M - $1.62M
|
6.98K
$1.61M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
6.78K+ 3.5% |
$1.43M - $1.57M
|
200K
$46.1M
|
|
|
Nov 18, 2021
Q3 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
6.71KNew |
$1.42M - $1.55M
|
6.71K
$1.55M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.67K+ 18.63% |
$1.41M - $1.54M
|
42.5K
$9.78M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.64K+ 84.58% |
$1.41M - $1.54M
|
14.5K
$3.34M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.47K+ 17.22% |
$1.37M - $1.5M
|
44K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
6.43K+ 30.31% |
$1.36M - $1.49M
|
27.7K
$6.37M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.4K+ 13.2% |
$1.36M - $1.48M
|
54.9K
$12.6M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
6.4KNew |
$1.35M - $1.48M
|
6.4K
$1.47M
|
|
|
Apr 07, 2022
Q3 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
6.36K+ 18.65% |
$1.35M - $1.47M
|
40.5K
$9.33M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.31K+ 105.27% |
$1.34M - $1.46M
|
12.3K
$2.83M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.28K+ 1.14% |
$1.33M - $1.45M
|
555K
$128M
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.05K+ 268.53% |
$1.28M - $1.4M
|
8.3K
$1.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.05K+ 24.15% |
$1.28M - $1.4M
|
31.1K
$7.16M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.02K+ 460.75% |
$1.28M - $1.39M
|
7.33K
$1.69M
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
BUY
|
- |
6.01K+ 22.45% |
$1.27M - $1.39M
|
32.8K
$7.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.91K+ 213.1% |
$1.25M - $1.37M
|
8.68K
$2M
|
|
|
Nov 10, 2021
Q3 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
5.78K+ 3.3% |
$1.22M - $1.34M
|
181K
$41.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
BUY
|
- |
5.77K+ 11.06% |
$1.22M - $1.33M
|
57.9K
$13.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.66K+ 4.63% |
$1.2M - $1.31M
|
128K
$29.5M
|