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 |
---|---|---|---|---|---|---|---|
Oct 14, 2022
Q3 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
312+ 0.58% |
$51.2K - $62.7K
|
54.1K
$12.5M
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
300+ 3.74% |
$49.3K - $60.3K
|
8.32K
$1.92M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
300+ 5.05% |
$49.3K - $60.3K
|
6.24K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
300+ 3.57% |
$49.3K - $60.3K
|
8.7K
$2M
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
296+ 5.65% |
$48.6K - $59.5K
|
5.54K
$1.27M
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
294+ 3.9% |
$48.3K - $59.1K
|
7.84K
$1.81M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
291+ 0.01% |
$47.8K - $58.5K
|
3.64M
$837M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
289+ 3.1% |
$47.4K - $58.1K
|
9.62K
$2.21M
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
287+ 6.25% |
$47.1K - $57.7K
|
4.88K
$1.12M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
284+ 2.05% |
$46.6K - $57.1K
|
14.1K
$3.25M
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
283+ 22.64% |
$46.5K - $56.9K
|
1.53K
$353K
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
280+ 4.05% |
$46K - $56.3K
|
7.2K
$1.66M
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
278+ 1.42% |
$45.6K - $55.9K
|
19.8K
$4.56M
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
276+ 13.56% |
$45.3K - $55.5K
|
2.31K
$532K
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
275New |
$45.1K - $55.3K
|
275
$63.3K
|
|
Nov 14, 2022
Q3 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
273+ 0.36% |
$44.8K - $54.9K
|
75.5K
$17.4M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
272+ 1.36% |
$44.7K - $54.7K
|
20.2K
$4.65M
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
268+ 2.2% |
$44K - $53.9K
|
12.5K
$2.87M
|
|
Nov 03, 2022
Q3 2022
|
Poplar Forest Capital LLC
|
BUY
|
- |
266+ 7.2% |
$43.7K - $53.5K
|
3.96K
$913K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
264+ 2.46% |
$43.3K - $53.1K
|
11K
$2.53M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
264+ 2.46% |
$43.3K - $53.1K
|
11K
$2.53M
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
BUY
|
- |
261+ 10.38% |
$42.8K - $52.5K
|
2.78K
$639K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
259+ 0.71% |
$42.5K - $52.1K
|
36.6K
$8.43M
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
256+ 18.25% |
$42K - $51.5K
|
1.66K
$382K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
252+ 6.24% |
$41.4K - $50.7K
|
4.29K
$988K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
244+ 8.23% |
$40.1K - $49.1K
|
3.21K
$739K
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
237+ 10.3% |
$38.9K - $47.7K
|
2.54K
$585K
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
235+ 5.07% |
$38.6K - $47.3K
|
4.87K
$1.12M
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
235+ 11.22% |
$38.6K - $47.3K
|
2.33K
$537K
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
234+ 0.88% |
$38.4K - $47.1K
|
26.9K
$6.2M
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
231+ 3.81% |
$37.9K - $46.4K
|
6.3K
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
230+ 1.2% |
$37.8K - $46.2K
|
19.3K
$4.45M
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
228+ 1.56% |
$37.4K - $45.8K
|
14.8K
$3.41M
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
222New |
$36.4K - $44.6K
|
222
$51.1K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
220+ 13.33% |
$36.1K - $44.2K
|
1.87K
$431K
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
220+ 5.97% |
$36.1K - $44.2K
|
3.91K
$900K
|
|
Oct 26, 2022
Q3 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
218+ 15.29% |
$35.8K - $43.8K
|
1.64K
$379K
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
217+ 4.35% |
$35.6K - $43.6K
|
5.21K
$1.2M
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
214+ 4.5% |
$35.1K - $43K
|
4.97K
$1.15M
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
214+ 1.01% |
$35.1K - $43K
|
21.3K
$4.92M
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
210New |
$34.5K - $42.2K
|
210
$48.4K
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
210+ 16.8% |
$34.5K - $42.2K
|
1.46K
$336K
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
209+ 1.85% |
$34.3K - $42K
|
11.5K
$2.65M
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
206+ 1.95% |
$33.8K - $41.4K
|
10.8K
$2.48M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
204New |
$33.5K - $41K
|
204
$47K
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
203+ 0.29% |
$33.3K - $40.8K
|
69.2K
$15.9M
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
202+ 9.52% |
$33.2K - $40.6K
|
2.32K
$535K
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
201+ 4.06% |
$33K - $40.4K
|
5.15K
$1.19M
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
BUY
|
- |
200+ 4.76% |
$32.8K - $40.2K
|
4.4K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
200+ 7.69% |
$32.8K - $40.2K
|
2.8K
$645K
|