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 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
20+ 13.07% |
$3.28K - $4.02K
|
173
$41.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
20+ 0.69% |
$3.28K - $4.02K
|
2.94K
$701K
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
20+ 1.09% |
$3.28K - $4.02K
|
1.85K
$441K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
20+ 0.69% |
$3.28K - $4.02K
|
2.9K
$692K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
19+ 28.79% |
$3.12K - $3.82K
|
85
$20.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
19+ 0.46% |
$3.12K - $3.82K
|
4.15K
$990K
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
18+ 0.55% |
$2.96K - $3.62K
|
3.29K
$785K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
16+ 0.07% |
$2.63K - $3.22K
|
24.5K
$5.83M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
15+ 0.94% |
$2.46K - $3.02K
|
1.62K
$386K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15+ 0.39% |
$2.46K - $3.02K
|
3.91K
$933K
|
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
14+ 0.43% |
$2.3K - $2.81K
|
3.27K
$779K
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
14+ 0.21% |
$2.3K - $2.81K
|
6.81K
$1.62M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
13+ 0.67% |
$2.13K - $2.61K
|
1.96K
$467K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
12+ 0.53% |
$1.97K - $2.41K
|
2.26K
$539K
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
12+ 0.32% |
$1.97K - $2.41K
|
3.73K
$890K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
12+ 0.5% |
$1.97K - $2.41K
|
2.42K
$578K
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
11+ 7.28% |
$1.81K - $2.21K
|
162
$38.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
11+ 0.23% |
$1.81K - $2.21K
|
4.79K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11+ 0.16% |
$1.81K - $2.21K
|
7.05K
$1.68M
|
|
|
Oct 11, 2022
Q3 2022
|
Woodstock Corp
|
BUY
|
- |
10+ 0.04% |
$1.64K - $2.01K
|
26.9K
$6.41M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
10+ 0.28% |
$1.64K - $2.01K
|
3.56K
$848K
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
10+ 0.15% |
$1.64K - $2.01K
|
6.79K
$1.62M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
10+ 0.29% |
$1.64K - $2.01K
|
3.52K
$839K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10+ 0.64% |
$1.64K - $2.01K
|
1.58K
$376K
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
BUY
|
- |
9+ 0.25% |
$1.48K - $1.81K
|
3.65K
$869K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
9+ 0.4% |
$1.48K - $1.81K
|
2.24K
$535K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
9+ 0.33% |
$1.48K - $1.81K
|
2.72K
$649K
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.11% |
$1.48K - $1.81K
|
8.27K
$1.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
9+ 0.4% |
$1.48K - $1.81K
|
2.29K
$545K
|
|
|
Nov 07, 2022
Q3 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
8+ 0.03% |
$1.31K - $1.61K
|
24K
$5.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
8+ 0.04% |
$1.31K - $1.61K
|
20.6K
$4.91M
|
|
|
Mar 12, 2024
Q3 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
8+ 0.5% |
$1.31K - $1.61K
|
1.61K
$384K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7+ 0.35% |
$1.15K - $1.41K
|
2.02K
$482K
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
7+ 0.47% |
$1.15K - $1.41K
|
1.49K
$356K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
7+ 0.55% |
$1.15K - $1.41K
|
1.29K
$307K
|
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.51% |
$1.15K - $1.41K
|
1.37K
$328K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.36% |
$1.15K - $1.41K
|
1.95K
$465K
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6+ 1.85% |
$985 - $1.21K
|
331
$78.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.3% |
$985 - $1.21K
|
1.99K
$473K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
5+ 15.63% |
$821 - $1.01K
|
37
$8.82K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
5+ 0.27% |
$821 - $1.01K
|
1.88K
$449K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
5+ 0.19% |
$821 - $1.01K
|
2.58K
$615K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 4.26% |
$657 - $804
|
98
$23.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
4+ 0.03% |
$657 - $804
|
13.6K
$3.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4+ 4.04% |
$657 - $804
|
103
$24.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$493 - $603
|
2K
$477K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.28% |
$493 - $603
|
1.06K
$254K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
3+ 0.01% |
$493 - $603
|
31.6K
$7.53M
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3+ 0.2% |
$493 - $603
|
1.51K
$360K
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
2+ 0.11% |
$328 - $402
|
1.8K
$429K
|