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
|
Petix & Botte CO
|
BUY
|
- |
5.5K+ 66.87% |
$1.16M - $1.27M
|
13.7K
$2.75M
|
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.5K+ 76.92% |
$1.16M - $1.27M
|
12.6K
$2.53M
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
5.44K+ 106.21% |
$1.15M - $1.26M
|
10.6K
$2.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.39K+ 74.86% |
$1.14M - $1.25M
|
12.6K
$2.52M
|
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
5.35K+ 4.39% |
$1.13M - $1.24M
|
127K
$25.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
5.34K+ 1.67% |
$1.13M - $1.24M
|
325K
$65.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.33K+ 77.5% |
$1.13M - $1.23M
|
12.2K
$2.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
5.3KNew |
$1.12M - $1.23M
|
5.3K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.24K+ 6.3% |
$1.11M - $1.21M
|
88.4K
$17.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
5.22K+ 5.68% |
$1.11M - $1.21M
|
97.1K
$19.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.17KNew |
$1.09M - $1.2M
|
5.17K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.15K+ 14.21% |
$1.09M - $1.19M
|
41.4K
$8.29M
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
5.15K+ 2.94% |
$1.09M - $1.19M
|
181K
$36.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
5K+ 250.0% |
$1.06M - $1.16M
|
7K
$1.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.96K+ 4.97% |
$1.05M - $1.15M
|
105K
$21M
|
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
4.93K+ 6.29% |
$1.04M - $1.14M
|
83.2K
$16.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Dan L Duncan Foundation
Houston, TX |
BUY
|
- |
4.86K+ 3.5% |
$1.03M - $1.13M
|
144K
$28.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4.82K+ 8.78% |
$1.02M - $1.12M
|
59.7K
$12M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.77K+ 55.33% |
$1.01M - $1.1M
|
13.4K
$2.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.75K+ 421.65% |
$1.01M - $1.1M
|
5.88K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.68K+ 70.81% |
$991K - $1.08M
|
11.3K
$2.26M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4.64K+ 7.31% |
$981K - $1.07M
|
68.1K
$13.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.63K+ 1.79% |
$980K - $1.07M
|
263K
$52.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Core Alternative Capital
|
BUY
|
- |
4.6K+ 7.31% |
$974K - $1.06M
|
67.5K
$13.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
4.55K+ 111.08% |
$964K - $1.05M
|
8.65K
$1.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.51K+ 23.47% |
$955K - $1.04M
|
23.7K
$4.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.5K+ 30.82% |
$952K - $1.04M
|
19.1K
$3.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.42K+ 2.06% |
$936K - $1.02M
|
219K
$43.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4.36K+ 13.06% |
$924K - $1.01M
|
37.8K
$7.57M
|
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
4.28K+ 3.18% |
$906K - $991K
|
139K
$27.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.25K+ 1.0% |
$899K - $982K
|
430K
$86.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
4.19K+ 0.53% |
$888K - $970K
|
795K
$159M
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
4.19K+ 0.53% |
$888K - $970K
|
795K
$159M
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
4.12K+ 52.93% |
$873K - $954K
|
11.9K
$2.39M
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
4.07K+ 12.44% |
$863K - $943K
|
36.8K
$7.38M
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.01KNew |
$849K - $927K
|
4.01K
$803K
|
|
|
Nov 01, 2021
Q3 2021
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4K+ 23.75% |
$847K - $926K
|
20.8K
$4.18M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4K+ 2.51% |
$847K - $925K
|
164K
$32.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 13.9% |
$843K - $922K
|
32.6K
$6.54M
|
|
|
Oct 19, 2021
Q3 2021
|
Amarillo National Bank
|
BUY
|
- |
3.97K+ 6.01% |
$841K - $920K
|
70.1K
$14M
|
|
|
Nov 10, 2021
Q3 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
3.95K+ 283.5% |
$837K - $914K
|
5.35K
$1.07M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
3.93K+ 7.83% |
$832K - $909K
|
54.1K
$10.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
3.9K+ 4.57% |
$826K - $902K
|
89.2K
$17.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.87K+ 2.51% |
$819K - $895K
|
158K
$31.7M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
3.77KNew |
$798K - $872K
|
3.77K
$755K
|
|
|
Oct 19, 2021
Q3 2021
|
Fluent Financial, LLC
|
BUY
|
- |
3.74K+ 13.04% |
$792K - $865K
|
32.4K
$6.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.74K+ 36.39% |
$791K - $865K
|
14K
$2.81M
|
|
|
Nov 10, 2021
Q3 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3.71K+ 25.05% |
$786K - $859K
|
18.5K
$3.71M
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.69K+ 1.46% |
$782K - $854K
|
256K
$51.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
3.63K+ 1.03% |
$769K - $840K
|
356K
$71.3M
|