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 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-35- 2.61% |
$5.75K - $7.04K
|
1.31K
$312K
|
|
|
Nov 08, 2022
Q3 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-35- 0.37% |
$5.75K - $7.04K
|
9.39K
$2.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-36- 1.97% |
$5.91K - $7.24K
|
1.8K
$428K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.32% |
$6.24K - $7.64K
|
11.8K
$2.81M
|
|
|
May 10, 2024
Q3 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-38- 1.15% |
$6.24K - $7.64K
|
3.26K
$776K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-39- 14.66% |
$6.4K - $7.84K
|
227
$54.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-42- 7.02% |
$6.9K - $8.44K
|
556
$133K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-43- 2.62% |
$7.06K - $8.65K
|
1.6K
$382K
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-43- 1.34% |
$7.06K - $8.65K
|
3.17K
$757K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-43- 68.25% |
$7.06K - $8.65K
|
20
$4.77K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-43- 0.93% |
$7.06K - $8.65K
|
4.6K
$1.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-44- 1.3% |
$7.22K - $8.85K
|
3.33K
$794K
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-45- 2.61% |
$7.39K - $9.05K
|
1.68K
$401K
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-47- 1.89% |
$7.72K - $9.45K
|
2.43K
$580K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-47- 1.38% |
$7.72K - $9.45K
|
3.37K
$803K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-48- 15.95% |
$7.88K - $9.65K
|
253
$60.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-48- 3.47% |
$7.88K - $9.65K
|
1.34K
$318K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-49- 0.33% |
$8.04K - $9.85K
|
14.9K
$3.54M
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-50- 8.21% |
$8.21K - $10.1K
|
559
$133K
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-50- 1.52% |
$8.21K - $10.1K
|
3.23K
$770K
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-50- 0.49% |
$8.21K - $10.1K
|
10.2K
$2.42M
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-52- 2.26% |
$8.54K - $10.5K
|
2.25K
$536K
|
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-53- 0.77% |
$8.7K - $10.7K
|
6.83K
$1.63M
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-53- 1.18% |
$8.7K - $10.7K
|
4.44K
$1.06M
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-53- 0.4% |
$8.7K - $10.7K
|
13.2K
$3.15M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-53- 0.69% |
$8.7K - $10.7K
|
7.64K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-54- 3.71% |
$8.87K - $10.9K
|
1.4K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-55- 1.37% |
$9.03K - $11.1K
|
3.96K
$943K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
SELL
|
- |
-55- 0.08% |
$9.03K - $11.1K
|
71.3K
$17M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-55- 0.58% |
$9.03K - $11.1K
|
9.39K
$2.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-56- 0.74% |
$9.19K - $11.3K
|
7.55K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-56- 0.64% |
$9.19K - $11.3K
|
8.69K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-57- 0.07% |
$9.36K - $11.5K
|
86.6K
$20.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-58- 3.51% |
$9.52K - $11.7K
|
1.6K
$381K
|
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-60- 2.96% |
$9.85K - $12.1K
|
1.97K
$469K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-61- 50.83% |
$10K - $12.3K
|
59
$14.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
SELL
|
- |
-61- 13.41% |
$10K - $12.3K
|
394
$94K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-62- 0.55% |
$10.2K - $12.5K
|
11.2K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-63- 2.95% |
$10.3K - $12.7K
|
2.07K
$494K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-64- 0.42% |
$10.5K - $12.9K
|
15.3K
$3.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-64- 1.33% |
$10.5K - $12.9K
|
4.74K
$1.13M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-65- 3.02% |
$10.7K - $13.1K
|
2.09K
$498K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-65- 1.7% |
$10.7K - $13.1K
|
3.75K
$894K
|
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-66- 2.41% |
$10.8K - $13.3K
|
2.68K
$638K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-66- 1.88% |
$10.8K - $13.3K
|
3.44K
$821K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-67- 1.51% |
$11K - $13.5K
|
4.37K
$1.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-68- 2.13% |
$11.2K - $13.7K
|
3.13K
$745K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-68- 0.21% |
$11.2K - $13.7K
|
33K
$7.87M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-68- 1.89% |
$11.2K - $13.7K
|
3.54K
$843K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-70- 1.41% |
$11.5K - $14.1K
|
4.91K
$1.17M
|