Purchases and Sales Made in Q3 2022 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
546+ 12.26% |
$89.6K - $110K
|
5K
$1.15M
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
541+ 8.61% |
$88.8K - $109K
|
6.82K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
540+ 18.7% |
$88.7K - $109K
|
3.43K
$790K
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
535+ 8.25% |
$87.8K - $108K
|
7.02K
$1.62M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
527+ 0.64% |
$86.5K - $106K
|
82.9K
$19.1M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
517+ 8.52% |
$84.9K - $104K
|
6.58K
$1.52M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
508+ 2.05% |
$83.4K - $102K
|
25.2K
$5.81M
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
508+ 7.55% |
$83.4K - $102K
|
7.24K
$1.67M
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
491+ 2.13% |
$80.6K - $98.7K
|
23.6K
$5.43M
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
488+ 1.06% |
$80.1K - $98.1K
|
46.7K
$10.7M
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
486+ 8.11% |
$79.8K - $97.7K
|
6.48K
$1.49M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
482+ 11.2% |
$79.1K - $96.9K
|
4.79K
$1.1M
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
476New |
$78.1K - $95.7K
|
476
$110K
|
|
Nov 08, 2022
Q3 2022
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
470New |
$77.2K - $94.5K
|
470
$108K
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
465+ 28.77% |
$76.3K - $93.5K
|
2.08K
$479K
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
460+ 0.69% |
$75.5K - $92.5K
|
67.1K
$15.5M
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
450+ 45.09% |
$73.9K - $90.5K
|
1.45K
$334K
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
447+ 0.61% |
$73.4K - $89.9K
|
73.7K
$17M
|
|
Nov 02, 2022
Q3 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
445+ 6.48% |
$73.1K - $89.5K
|
7.32K
$1.69M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
445New |
$73.1K - $89.5K
|
445
$102K
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
445+ 20.92% |
$73.1K - $89.5K
|
2.57K
$592K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
442+ 10.49% |
$72.6K - $88.9K
|
4.66K
$1.07M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
442+ 3.42% |
$72.6K - $88.9K
|
13.4K
$3.08M
|
|
Nov 14, 2022
Q3 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
439+ 0.65% |
$72.1K - $88.3K
|
67.9K
$15.6M
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
436+ 10.68% |
$71.6K - $87.7K
|
4.52K
$1.04M
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
431+ 32.83% |
$70.8K - $86.7K
|
1.74K
$402K
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
421+ 1.1% |
$69.1K - $84.7K
|
38.8K
$8.93M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
418+ 21.04% |
$68.6K - $84K
|
2.41K
$554K
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
412+ 0.96% |
$67.6K - $82.8K
|
43.2K
$9.94M
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
412+ 5.38% |
$67.6K - $82.8K
|
8.07K
$1.86M
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
411+ 17.24% |
$67.5K - $82.6K
|
2.8K
$644K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
411+ 1.3% |
$67.5K - $82.6K
|
32K
$7.37M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
404+ 4.54% |
$66.3K - $81.2K
|
9.29K
$2.14M
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
397New |
$65.2K - $79.8K
|
397
$91.4K
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
382+ 3.03% |
$62.7K - $76.8K
|
13K
$2.99M
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
380+ 0.98% |
$62.4K - $76.4K
|
39K
$8.98M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
371+ 1.56% |
$60.9K - $74.6K
|
24.1K
$5.56M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
369+ 9.86% |
$60.6K - $74.2K
|
4.11K
$947K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
366+ 1.23% |
$60.1K - $73.6K
|
30.1K
$6.93M
|
|
Nov 08, 2022
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
365+ 10.94% |
$59.9K - $73.4K
|
3.7K
$852K
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
365+ 2.25% |
$59.9K - $73.4K
|
16.6K
$3.83M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
359+ 1.76% |
$58.9K - $72.2K
|
20.7K
$4.77M
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
356+ 3.54% |
$58.4K - $71.6K
|
10.4K
$2.4M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
356New |
$58.4K - $71.6K
|
356
$82K
|
|
Oct 28, 2022
Q3 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
355+ 0.33% |
$58.3K - $71.4K
|
107K
$24.6M
|
|
Oct 13, 2022
Q3 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
352+ 17.54% |
$57.8K - $70.8K
|
2.36K
$543K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
344+ 8.85% |
$56.5K - $69.2K
|
4.23K
$974K
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
330+ 2.16% |
$54.2K - $66.4K
|
15.6K
$3.6M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
323+ 3.89% |
$53K - $64.9K
|
8.63K
$1.99M
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
317+ 2.36% |
$52K - $63.7K
|
13.8K
$3.17M
|