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 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.65K+ 72.37% |
$348K - $381K
|
3.92K
$806K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.62K+ 6.55% |
$343K - $375K
|
26.3K
$5.41M
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
BUY
|
- |
1.57K+ 104.45% |
$333K - $364K
|
3.08K
$632K
|
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
1.57K+ 4.81% |
$332K - $363K
|
34.2K
$7.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 166.99% |
$332K - $363K
|
2.51K
$515K
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
1.55KNew |
$328K - $358K
|
1.55K
$318K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.54KNew |
$326K - $356K
|
1.54K
$316K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1.52K+ 6.9% |
$321K - $351K
|
23.5K
$4.83M
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
1.51K+ 2.21% |
$320K - $350K
|
69.9K
$14.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.5K+ 11.3% |
$318K - $347K
|
14.8K
$3.04M
|
|
|
Nov 10, 2021
Q3 2021
|
Corre Partners Management, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$318K - $347K
|
1.5K
$308K
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
1.49KNew |
$315K - $345K
|
1.49K
$306K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.47K+ 29.65% |
$311K - $340K
|
6.42K
$1.32M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.45K+ 37.85% |
$308K - $336K
|
5.3K
$1.09M
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
1.44K+ 0.57% |
$305K - $333K
|
253K
$52.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.43K+ 7.55% |
$303K - $331K
|
20.4K
$4.19M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.43K+ 7.55% |
$303K - $331K
|
20.4K
$4.19M
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
1.4K+ 2153.85% |
$296K - $324K
|
1.47K
$301K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.4K+ 3.24% |
$296K - $323K
|
44.5K
$9.14M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.4K+ 29.22% |
$295K - $323K
|
6.17K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.38K+ 133.46% |
$292K - $319K
|
2.41K
$496K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.38K+ 5.33% |
$291K - $318K
|
27.2K
$5.59M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.37KNew |
$290K - $317K
|
1.37K
$281K
|
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
BUY
|
- |
1.36K+ 45.95% |
$287K - $314K
|
4.31K
$886K
|
|
|
Nov 15, 2021
Q3 2021
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.35K+ 139.59% |
$287K - $313K
|
2.32K
$478K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.34K+ 114.97% |
$285K - $311K
|
2.51K
$517K
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.33K+ 9.09% |
$282K - $308K
|
16K
$3.29M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.33K+ 25.75% |
$281K - $308K
|
6.49K
$1.33M
|
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.32K+ 54.11% |
$279K - $305K
|
3.75K
$772K
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.31K+ 1.27% |
$278K - $303K
|
104K
$21.5M
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.29K+ 4.24% |
$274K - $299K
|
31.8K
$6.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.29K+ 15.09% |
$274K - $299K
|
9.86K
$2.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.28K+ 6.33% |
$272K - $297K
|
21.6K
$4.43M
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
1.28K+ 3.9% |
$272K - $297K
|
34.2K
$7.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.28K+ 0.58% |
$271K - $296K
|
223K
$45.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.25KNew |
$264K - $289K
|
1.25K
$257K
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.24K+ 19.41% |
$263K - $287K
|
7.63K
$1.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.23KNew |
$261K - $286K
|
1.23K
$254K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
1.23K+ 37.37% |
$260K - $285K
|
4.52K
$929K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.22K+ 11.29% |
$259K - $283K
|
12.1K
$2.48M
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.22KNew |
$259K - $283K
|
1.22K
$251K
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.21K+ 1.47% |
$256K - $279K
|
83.1K
$17.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.2K+ 8.86% |
$254K - $278K
|
14.8K
$3.03M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.2K+ 8.86% |
$254K - $278K
|
14.8K
$3.03M
|
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.2K+ 9.91% |
$254K - $278K
|
13.3K
$2.74M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.19K+ 24.9% |
$253K - $276K
|
5.99K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.19K+ 12.28% |
$252K - $276K
|
10.9K
$2.24M
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.19K+ 16.29% |
$252K - $275K
|
8.49K
$1.75M
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.19KNew |
$252K - $275K
|
1.19K
$245K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.19K+ 130.48% |
$252K - $275K
|
2.1K
$432K
|