Purchases and Sales Made in Q3 2021 in Ishares Russell 2000 ETF (IWM)

IWM Quotes by TradingView

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 05, 2021 Q3 2021
Valley Forge Investment Consultants Inc Adv

BUY
 -
1.18K
+ 83.93%
$249K - $272K
2.58K $593K
Nov 15, 2021 Q3 2021
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
1.17K
New
$247K - $270K
1.17K $269K
Nov 15, 2021 Q3 2021
Cmg Global Holdings, LLC

BUY
 -
1.16K
+ 5.94%
$245K - $268K
20.6K $4.75M
Nov 09, 2021 Q3 2021
Bank Of The West

BUY
 -
1.16K
+ 9.92%
$245K - $267K
12.8K $2.95M
Oct 13, 2021 Q3 2021
Everhart Financial Group, Inc.

BUY
 -
1.16K
New
$245K - $267K
1.16K $266K
Nov 12, 2021 Q3 2021
Wealth Alliance

Mellville, NY
BUY
 -
1.16K
+ 106.26%
$245K - $267K
2.24K $516K
Oct 20, 2021 Q3 2021
Csenge Advisory Group

BUY
 -
1.15K
+ 5.24%
$243K - $266K
23.1K $5.32M
Oct 28, 2021 Q3 2021
180 Wealth Advisors, LLC

BUY
 -
1.13K
New
$239K - $261K
1.13K $260K
Oct 14, 2021 Q3 2021
Simpli Fi, Inc.

BUY
 -
1.12K
+ 1.75%
$236K - $258K
64.8K $14.9M
Oct 20, 2021 Q3 2021
Brown Miller Wealth Management, LLC

BUY
 -
1.11K
+ 18.05%
$236K - $258K
7.29K $1.68M
Nov 12, 2021 Q3 2021
Fca Corp

Houston, TX
BUY
 -
1.1K
+ 7.46%
$234K - $255K
15.9K $3.66M
Nov 15, 2021 Q3 2021
Reynders Mc Veigh Capital Management, LLC

BUY
 -
1.1K
New
$233K - $254K
1.1K $253K
Mar 24, 2023 Q3 2021
Ratio Wealth Group

Denver, CO
BUY
 -
1.09K
New
$231K - $253K
1.09K $252K
Nov 08, 2021 Q3 2021
Sonata Capital Group Inc

BUY
 -
1.08K
New
$228K - $249K
1.08K $248K
Nov 01, 2021 Q3 2021
Israel Discount Bank Of New York

New York, NY
BUY
 -
1.08K
+ 12.55%
$228K - $249K
9.66K $2.23M
Oct 14, 2021 Q3 2021
Clear Creek Financial Management, LLC

BUY
 -
1.06K
+ 2.66%
$225K - $246K
41.1K $9.47M
Oct 15, 2021 Q3 2021
First Citizens Bank & Trust CO

BUY
 -
1.06K
+ 5.7%
$225K - $246K
19.7K $4.53M
Nov 12, 2021 Q3 2021
S&T Bank

Indiana, PA
BUY
 -
1.04K
+ 98.2%
$220K - $240K
2.1K $483K
Nov 12, 2021 Q3 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.04K
+ 4.21%
$219K - $240K
25.6K $5.9M
Aug 25, 2023 Q3 2021
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
1.02K
New
$216K - $236K
1.02K $235K
Nov 03, 2021 Q3 2021
Hengehold Capital Management LLC

BUY
 -
1.02K
+ 1.0%
$215K - $235K
102K $23.5M
Nov 12, 2021 Q3 2021
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.02K
+ 0.35%
$215K - $235K
289K $66.7M
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.01K
+ 4.01%
$215K - $235K
26.3K $6.05M
Oct 18, 2021 Q3 2021
Sterling Investment Advisors LLC

BUY
 -
1K
+ 10.17%
$212K - $232K
10.9K $2.5M
Oct 25, 2021 Q3 2021
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
1K
+ 49.46%
$212K - $231K
3.02K $696K
Nov 12, 2021 Q3 2021
Arrowstreet Capital, Limited Partnership

Boston, MA
BUY
 -
1K
+ 3.72%
$212K - $231K
27.9K $6.42M
Oct 08, 2021 Q3 2021
Freedman Financial Associates, Inc.

Peabody, MA
BUY
 -
1K
+ 114.81%
$212K - $231K
1.87K $431K
Nov 09, 2021 Q3 2021
Ieq Capital, LLC

BUY
 -
999
+ 5.28%
$212K - $231K
19.9K $4.59M
Oct 07, 2021 Q3 2021
Pure Financial Advisors, LLC

BUY
 -
984
New
$208K - $228K
984 $227K
Oct 25, 2021 Q3 2021
Osborne Partners Capital Management, LLC

BUY
 -
983
+ 10.64%
$208K - $227K
10.2K $2.35M
Nov 05, 2021 Q3 2021
Xponance, Inc.

BUY
 -
971
+ 66.97%
$206K - $225K
2.42K $558K
Oct 08, 2021 Q3 2021
Traverso Chambers Private Wealth Management, LLC

BUY
 -
964
+ 1.81%
$204K - $223K
54.3K $12.5M
Sep 07, 2023 Q3 2021
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
961
+ 37.09%
$203K - $222K
3.55K $818K
Nov 07, 2022 Q3 2021
Red Tortoise LLC

Atlanta, GA
BUY
 -
960
+ 21.28%
$203K - $222K
5.47K $1.26M
Dec 11, 2023 Q3 2021
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
960
New
$203K - $222K
960 $221K
Nov 02, 2021 Q3 2021
Eagle Ridge Investment Management

BUY
 -
959
New
$203K - $222K
959 $221K
Oct 27, 2021 Q3 2021
B&D White Capital Company, LLC

BUY
 -
954
New
$202K - $221K
954 $220K
Oct 13, 2021 Q3 2021
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
952
+ 2.63%
$202K - $220K
37.2K $8.56M
Nov 04, 2021 Q3 2021
Tctc Holdings, LLC

Dallas, TX
BUY
 -
950
+ 15.71%
$201K - $220K
7K $1.61M
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
947
+ 8.19%
$201K - $219K
12.5K $2.88M
Nov 15, 2021 Q3 2021
Axa S.A.

Paris, I0
BUY
 -
934
+ 14.66%
$198K - $216K
7.31K $1.68M
Nov 04, 2021 Q3 2021
Modera Wealth Management, LLC

BUY
 -
932
+ 0.98%
$197K - $216K
95.6K $22M
Oct 13, 2021 Q3 2021
Lpwm LLC

Minneapolis, MN
BUY
 -
929
+ 2.75%
$197K - $215K
34.7K $8M
Oct 14, 2021 Q3 2021
Intelligence Driven Advisers, LLC

BUY
 -
927
New
$196K - $214K
927 $214K
Nov 01, 2021 Q3 2021
Aevitas Wealth Management, Inc.

BUY
 -
924
New
$196K - $214K
924 $213K
Nov 12, 2021 Q3 2021
Madison Asset Management, LLC

Madison, WI
BUY
 -
920
+ 5.25%
$195K - $213K
18.4K $4.25M
Nov 01, 2021 Q3 2021
Dagco, Inc.

BUY
 -
916
+ 3.33%
$194K - $212K
28.4K $6.55M
Nov 12, 2021 Q3 2021
Lcnb Corp

Lebanon, OH
BUY
 -
900
+ 27.31%
$191K - $208K
4.2K $966K
Nov 10, 2021 Q3 2021
American Century Companies Inc

Kansas City, MO
BUY
 -
900
+ 4.64%
$191K - $208K
20.3K $4.68M

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