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 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
55+ 0.35% |
$9.03K - $11.1K
|
15.7K
$3.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
55+ 3.15% |
$9.03K - $11.1K
|
1.8K
$429K
|
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
54+ 0.85% |
$8.87K - $10.9K
|
6.4K
$1.53M
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
54+ 0.59% |
$8.87K - $10.9K
|
9.27K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
54+ 0.78% |
$8.87K - $10.9K
|
6.95K
$1.66M
|
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
53+ 3.13% |
$8.7K - $10.7K
|
1.75K
$416K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
52+ 0.16% |
$8.54K - $10.5K
|
32.3K
$7.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
52New |
$8.54K - $10.5K
|
52
$12.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
51+ 0.28% |
$8.37K - $10.3K
|
18.4K
$4.38M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
51+ 2.24% |
$8.37K - $10.3K
|
2.33K
$554K
|
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
50+ 1.39% |
$8.21K - $10.1K
|
3.66K
$872K
|
|
|
Nov 01, 2022
Q3 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
50+ 0.92% |
$8.21K - $10.1K
|
5.46K
$1.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
50+ 4.86% |
$8.21K - $10.1K
|
1.08K
$257K
|
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
49+ 0.33% |
$8.04K - $9.85K
|
15K
$3.57M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
48+ 2.49% |
$7.88K - $9.65K
|
1.98K
$471K
|
|
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
47+ 1.08% |
$7.72K - $9.45K
|
4.42K
$1.05M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
46+ 2.59% |
$7.55K - $9.25K
|
1.82K
$434K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
46+ 0.08% |
$7.55K - $9.25K
|
59.4K
$14.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
46+ 1.41% |
$7.55K - $9.25K
|
3.32K
$791K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
45+ 1.05% |
$7.39K - $9.05K
|
4.33K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
45+ 6.46% |
$7.39K - $9.05K
|
742
$177K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
42+ 1.25% |
$6.9K - $8.44K
|
3.39K
$809K
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
39+ 0.13% |
$6.4K - $7.84K
|
31.1K
$7.43M
|
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
38+ 0.69% |
$6.24K - $7.64K
|
5.57K
$1.33M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
37+ 0.7% |
$6.07K - $7.44K
|
5.3K
$1.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
36+ 1.56% |
$5.91K - $7.24K
|
2.35K
$559K
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
35+ 1.03% |
$5.75K - $7.04K
|
3.45K
$821K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
34+ 0.73% |
$5.58K - $6.84K
|
4.71K
$1.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
34+ 1.32% |
$5.58K - $6.84K
|
2.6K
$621K
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
34+ 0.15% |
$5.58K - $6.84K
|
23K
$5.49M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
33+ 1.29% |
$5.42K - $6.64K
|
2.59K
$616K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
32+ 0.73% |
$5.25K - $6.43K
|
4.4K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
32+ 1.62% |
$5.25K - $6.43K
|
2.01K
$480K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30+ 0.3% |
$4.93K - $6.03K
|
10.1K
$2.41M
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
30+ 0.75% |
$4.93K - $6.03K
|
4.03K
$961K
|
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
30+ 0.34% |
$4.93K - $6.03K
|
8.91K
$2.12M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
29+ 0.05% |
$4.76K - $5.83K
|
56.7K
$13.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
28+ 0.33% |
$4.6K - $5.63K
|
8.4K
$2M
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
28New |
$4.6K - $5.63K
|
28
$6.68K
|
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
28+ 1.69% |
$4.6K - $5.63K
|
1.68K
$401K
|
|
|
Nov 14, 2022
Q3 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
28+ 0.44% |
$4.6K - $5.63K
|
6.42K
$1.53M
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
27+ 0.58% |
$4.43K - $5.43K
|
4.66K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27+ 14.52% |
$4.43K - $5.43K
|
213
$50.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
26+ 0.85% |
$4.27K - $5.23K
|
3.08K
$734K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
26+ 0.92% |
$4.27K - $5.23K
|
2.86K
$683K
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
25+ 1.7% |
$4.1K - $5.03K
|
1.5K
$357K
|
|
|
Nov 21, 2022
Q3 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
25+ 0.7% |
$4.1K - $5.03K
|
3.59K
$856K
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
21+ 0.36% |
$3.45K - $4.22K
|
5.84K
$1.39M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21+ 24.14% |
$3.45K - $4.22K
|
108
$25.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 10.24% |
$3.45K - $4.22K
|
226
$53.9K
|