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
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-170- 4.37% |
$27.9K - $34.2K
|
3.72K
$886K
|
|
|
Nov 03, 2022
Q3 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-175- 4.72% |
$28.7K - $35.2K
|
3.53K
$842K
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-175- 3.61% |
$28.7K - $35.2K
|
4.67K
$1.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-176- 0.68% |
$28.9K - $35.4K
|
25.6K
$6.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-177- 0.72% |
$29.1K - $35.6K
|
24.5K
$5.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-178- 2.15% |
$29.2K - $35.8K
|
8.11K
$1.93M
|
|
|
Oct 20, 2022
Q3 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-182- 8.67% |
$29.9K - $36.6K
|
1.92K
$457K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-184- 7.16% |
$30.2K - $37K
|
2.39K
$569K
|
|
|
Nov 09, 2022
Q3 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-185- 8.06% |
$30.4K - $37.2K
|
2.11K
$503K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-187- 2.08% |
$30.7K - $37.6K
|
8.8K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-189- 0.62% |
$31K - $38K
|
30.3K
$7.22M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-190- 13.3% |
$31.2K - $38.2K
|
1.24K
$295K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-192- 2.72% |
$31.5K - $38.6K
|
6.88K
$1.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-193- 4.18% |
$31.7K - $38.8K
|
4.42K
$1.05M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-194- 1.8% |
$31.8K - $39K
|
10.6K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-194- 11.67% |
$31.8K - $39K
|
1.47K
$350K
|
|
|
Nov 03, 2022
Q3 2022
|
Nbw Capital LLC
|
SELL
|
- |
-196- 0.98% |
$32.2K - $39.4K
|
19.8K
$4.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-196- 1.25% |
$32.2K - $39.4K
|
15.5K
$3.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-199- 8.81% |
$32.7K - $40K
|
2.06K
$491K
|
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-200- 10.99% |
$32.8K - $40.2K
|
1.62K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-200- 3.35% |
$32.8K - $40.2K
|
5.77K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-200- 6.09% |
$32.8K - $40.2K
|
3.08K
$735K
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-200- 6.84% |
$32.8K - $40.2K
|
2.72K
$649K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 11.76% |
$32.8K - $40.2K
|
1.5K
$358K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-203- 9.07% |
$33.3K - $40.8K
|
2.04K
$485K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-207- 11.62% |
$34K - $41.6K
|
1.57K
$375K
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-208- 13.27% |
$34.1K - $41.8K
|
1.36K
$324K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
SELL
|
- |
-209- 20.57% |
$34.3K - $42K
|
807
$192K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-210- 10.73% |
$34.5K - $42.2K
|
1.75K
$417K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-210- 23.33% |
$34.5K - $42.2K
|
690
$165K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-211- 1.05% |
$34.6K - $42.4K
|
19.9K
$4.74M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-214- 3.23% |
$35.1K - $43K
|
6.41K
$1.53M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-215- 8.51% |
$35.3K - $43.2K
|
2.31K
$551K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-217- 2.13% |
$35.6K - $43.6K
|
9.96K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-217- 10.77% |
$35.6K - $43.6K
|
1.8K
$429K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-220- 7.6% |
$36.1K - $44.2K
|
2.67K
$637K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-222- 12.28% |
$36.4K - $44.6K
|
1.59K
$378K
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-227- 3.17% |
$37.3K - $45.6K
|
6.93K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-227- 0.62% |
$37.3K - $45.6K
|
36.4K
$8.67M
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-229- 1.1% |
$37.6K - $46K
|
20.6K
$4.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-235- 2.79% |
$38.6K - $47.3K
|
8.2K
$1.96M
|
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-236- 1.76% |
$38.7K - $47.5K
|
13.2K
$3.14M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-238- 5.95% |
$39.1K - $47.9K
|
3.76K
$898K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-240- 2.63% |
$39.4K - $48.3K
|
8.9K
$2.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-242- 0.71% |
$39.7K - $48.7K
|
33.7K
$8.03M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-244- 5.13% |
$40.1K - $49.1K
|
4.51K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-248- 12.05% |
$40.7K - $49.9K
|
1.81K
$432K
|
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-250- 12.99% |
$41K - $50.3K
|
1.68K
$399K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-251- 1.26% |
$41.2K - $50.5K
|
19.6K
$4.67M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-254- 4.27% |
$41.7K - $51.1K
|
5.7K
$1.36M
|