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 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-14- 0.9% |
$2.3K - $2.81K
|
1.54K
$367K
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-15- 0.33% |
$2.46K - $3.02K
|
4.47K
$1.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-15- 0.34% |
$2.46K - $3.02K
|
4.43K
$1.06M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-16- 0.14% |
$2.63K - $3.22K
|
11.2K
$2.67M
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-16- 6.56% |
$2.63K - $3.22K
|
228
$54.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-16- 1.26% |
$2.63K - $3.22K
|
1.26K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-16- 1.11% |
$2.63K - $3.22K
|
1.42K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-16- 0.6% |
$2.63K - $3.22K
|
2.67K
$636K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-17- 0.77% |
$2.79K - $3.42K
|
2.19K
$521K
|
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
SELL
|
- |
-17- 0.37% |
$2.79K - $3.42K
|
4.61K
$1.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-17- 0.43% |
$2.79K - $3.42K
|
3.92K
$936K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-17- 5.7% |
$2.79K - $3.42K
|
281
$67K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-18- 1.02% |
$2.96K - $3.62K
|
1.75K
$416K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-18- 0.5% |
$2.96K - $3.62K
|
3.61K
$860K
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-18- 1.4% |
$2.96K - $3.62K
|
1.27K
$302K
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-19- 0.83% |
$3.12K - $3.82K
|
2.27K
$542K
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
SELL
|
- |
-19- 0.08% |
$3.12K - $3.82K
|
24.6K
$5.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-19- 1.06% |
$3.12K - $3.82K
|
1.77K
$423K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-20- 0.14% |
$3.28K - $4.02K
|
14.2K
$3.39M
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
SELL
|
- |
-20- 0.55% |
$3.28K - $4.02K
|
3.59K
$855K
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-20- 1.62% |
$3.28K - $4.02K
|
1.22K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-20- 0.24% |
$3.28K - $4.02K
|
8.32K
$1.98M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-22- 0.32% |
$3.61K - $4.42K
|
6.94K
$1.66M
|
|
|
Oct 24, 2022
Q3 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-23- 0.26% |
$3.78K - $4.62K
|
8.89K
$2.12M
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-24- 0.42% |
$3.94K - $4.83K
|
5.63K
$1.34M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-24- 0.49% |
$3.94K - $4.83K
|
4.83K
$1.15M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-25- 3.33% |
$4.1K - $5.03K
|
725
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-26- 1.09% |
$4.27K - $5.23K
|
2.37K
$564K
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-26- 0.13% |
$4.27K - $5.23K
|
20.5K
$4.89M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-26- 18.06% |
$4.27K - $5.23K
|
118
$28.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-27- 0.96% |
$4.43K - $5.43K
|
2.8K
$667K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-27- 0.03% |
$4.43K - $5.43K
|
86.8K
$20.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.23% |
$4.43K - $5.43K
|
11.9K
$2.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-27- 0.41% |
$4.43K - $5.43K
|
6.59K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-27- 0.15% |
$4.43K - $5.43K
|
17.4K
$4.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-28- 1.58% |
$4.6K - $5.63K
|
1.74K
$416K
|
|
|
Nov 09, 2022
Q3 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-29- 1.04% |
$4.76K - $5.83K
|
2.76K
$658K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-29- 0.93% |
$4.76K - $5.83K
|
3.1K
$740K
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-30- 2.47% |
$4.93K - $6.03K
|
1.19K
$283K
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-30- 3.16% |
$4.93K - $6.03K
|
919
$219K
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-30- 0.94% |
$4.93K - $6.03K
|
3.17K
$756K
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-30- 1.11% |
$4.93K - $6.03K
|
2.67K
$636K
|
|
|
Nov 14, 2022
Q3 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-30- 0.88% |
$4.93K - $6.03K
|
3.38K
$806K
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-31- 0.83% |
$5.09K - $6.23K
|
3.7K
$882K
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-31- 0.83% |
$5.09K - $6.23K
|
3.7K
$882K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-32- 1.73% |
$5.25K - $6.43K
|
1.82K
$434K
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
SELL
|
- |
-33- 1.99% |
$5.42K - $6.64K
|
1.63K
$388K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-33- 0.76% |
$5.42K - $6.64K
|
4.3K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-33- 0.76% |
$5.42K - $6.64K
|
4.31K
$1.03M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-35- 2.17% |
$5.75K - $7.04K
|
1.58K
$376K
|