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 |
|---|---|---|---|---|---|---|---|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-375- 5.96% |
$61.6K - $75.4K
|
5.92K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-379- 10.21% |
$62.2K - $76.2K
|
3.33K
$795K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-380- 67.26% |
$62.4K - $76.4K
|
185
$44.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-385- 9.83% |
$63.2K - $77.4K
|
3.53K
$842K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-387- 0.56% |
$63.5K - $77.8K
|
68.7K
$16.4M
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-387- 4.46% |
$63.5K - $77.8K
|
8.29K
$1.98M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-388- 12.87% |
$63.7K - $78K
|
2.63K
$626K
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-391- 1.22% |
$64.2K - $78.6K
|
31.6K
$7.53M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-394- 16.13% |
$64.7K - $79.2K
|
2.05K
$489K
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-395- 2.57% |
$64.8K - $79.4K
|
15K
$3.58M
|
|
|
Oct 19, 2022
Q3 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-398- 3.06% |
$65.3K - $80K
|
12.6K
$3.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-398- 1.64% |
$65.3K - $80K
|
23.9K
$5.69M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-409- 0.58% |
$67.1K - $82.2K
|
69.7K
$16.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-410- 21.23% |
$67.3K - $82.4K
|
1.52K
$363K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-412- 7.89% |
$67.6K - $82.8K
|
4.81K
$1.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-415- 0.96% |
$68.1K - $83.4K
|
42.7K
$10.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
SELL
|
- |
-418- 37.25% |
$68.6K - $84K
|
704
$168K
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-422- 14.04% |
$69.3K - $84.9K
|
2.58K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-423- 4.33% |
$69.4K - $85.1K
|
9.34K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-424- 16.52% |
$69.6K - $85.3K
|
2.14K
$511K
|
|
|
Nov 09, 2022
Q3 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-426- 14.33% |
$69.9K - $85.7K
|
2.55K
$607K
|
|
|
Oct 26, 2022
Q3 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-428- 5.62% |
$70.3K - $86.1K
|
7.19K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-430- 13.33% |
$70.6K - $86.5K
|
2.8K
$667K
|
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-431- 18.86% |
$70.8K - $86.7K
|
1.85K
$442K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-442- 0.57% |
$72.6K - $88.9K
|
77.7K
$18.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-445- 1.42% |
$73.1K - $89.5K
|
31K
$7.39M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-452- 2.97% |
$74.2K - $90.9K
|
14.8K
$3.52M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-458- 7.82% |
$75.2K - $92.1K
|
5.4K
$1.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-461- 92.38% |
$75.7K - $92.7K
|
38
$9.06K
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-463- 23.94% |
$76K - $93.1K
|
1.47K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-463- 1.65% |
$76K - $93.1K
|
27.5K
$6.56M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-465- 1.94% |
$76.3K - $93.5K
|
23.5K
$5.61M
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-469- 19.92% |
$77K - $94.3K
|
1.89K
$449K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-472- 10.15% |
$77.5K - $94.9K
|
4.18K
$996K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-475- 25.23% |
$78K - $95.5K
|
1.41K
$336K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-479- 14.08% |
$78.6K - $96.3K
|
2.92K
$697K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-480- 80.54% |
$78.8K - $96.5K
|
116
$27.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-484- 1.62% |
$79.5K - $97.3K
|
29.3K
$7M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-491- 3.09% |
$80.6K - $98.7K
|
15.4K
$3.67M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-497- 6.78% |
$81.6K - $99.9K
|
6.84K
$1.63M
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-498- 6.11% |
$81.8K - $100K
|
7.66K
$1.83M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-498- 0.48% |
$81.8K - $100K
|
103K
$24.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-500- 19.04% |
$82.1K - $101K
|
2.13K
$507K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-500- 13.54% |
$82.1K - $101K
|
3.19K
$761K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-507- 72.84% |
$83.2K - $102K
|
189
$45.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-508- 18.36% |
$83.4K - $102K
|
2.26K
$539K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-509- 9.86% |
$83.6K - $102K
|
4.65K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-509- 0.84% |
$83.6K - $102K
|
60.2K
$14.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-510- 0.66% |
$83.7K - $103K
|
76.3K
$18.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-519- 3.15% |
$85.2K - $104K
|
16K
$3.81M
|