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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-525- 5.07% |
$86.2K - $106K
|
9.83K
$2.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-532- 1.71% |
$87.3K - $107K
|
30.6K
$7.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-535- 19.05% |
$87.8K - $108K
|
2.27K
$548K
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-539- 3.17% |
$88.5K - $108K
|
16.5K
$3.97M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-541- 10.08% |
$88.8K - $109K
|
4.83K
$1.16M
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-545- 0.71% |
$89.5K - $110K
|
76.6K
$18.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-548- 3.28% |
$90K - $110K
|
16.2K
$3.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-549- 1.42% |
$90.1K - $110K
|
38.2K
$9.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-550- 3.39% |
$90.3K - $111K
|
15.7K
$3.78M
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-552- 11.99% |
$90.6K - $111K
|
4.05K
$976K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-553- 5.89% |
$90.8K - $111K
|
8.84K
$2.13M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-554- 9.99% |
$91K - $111K
|
4.99K
$1.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-555- 8.15% |
$91.1K - $112K
|
6.25K
$1.51M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-568- 20.84% |
$93.2K - $114K
|
2.16K
$520K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-572- 28.15% |
$93.9K - $115K
|
1.46K
$352K
|
|
|
Oct 19, 2022
Q3 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-577- 3.85% |
$94.7K - $116K
|
14.4K
$3.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-580- 7.37% |
$95.2K - $117K
|
7.29K
$1.76M
|
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
SELL
|
- |
-582- 7.33% |
$95.5K - $117K
|
7.35K
$1.77M
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-584- 4.51% |
$95.9K - $117K
|
12.4K
$2.98M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-590- 6.66% |
$96.9K - $119K
|
8.27K
$1.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-596- 5.4% |
$97.8K - $120K
|
10.4K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-600- 34.78% |
$98.5K - $121K
|
1.13K
$271K
|
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-601- 4.6% |
$98.7K - $121K
|
12.5K
$3.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-603- 4.14% |
$99K - $121K
|
14K
$3.36M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-607- 0.36% |
$99.7K - $122K
|
168K
$40.5M
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-608- 2.11% |
$99.8K - $122K
|
28.2K
$6.79M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-617- 42.55% |
$101K - $124K
|
833
$201K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-622- 10.39% |
$102K - $125K
|
5.37K
$1.29M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-622- 1.46% |
$102K - $125K
|
42K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-626- 3.66% |
$103K - $126K
|
16.5K
$3.97M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-634- 93.1% |
$104K - $127K
|
47
$11.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-635- 17.83% |
$104K - $128K
|
2.93K
$705K
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-641- 4.19% |
$105K - $129K
|
14.7K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-657- 33.2% |
$108K - $132K
|
1.32K
$318K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-659- 3.55% |
$108K - $133K
|
17.9K
$4.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-660- 4.58% |
$108K - $133K
|
13.8K
$3.31M
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-661- 1.18% |
$109K - $133K
|
55.3K
$13.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-664- 1.07% |
$109K - $134K
|
61.2K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-666- 12.13% |
$109K - $134K
|
4.82K
$1.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-667- 73.06% |
$110K - $134K
|
246
$59.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-673- 2.94% |
$110K - $135K
|
22.2K
$5.36M
|
|
|
Oct 11, 2022
Q3 2022
|
Addenda Capital Inc.
|
SELL
|
- |
-675- 2.17% |
$111K - $136K
|
30.4K
$7.33M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-676- 1.51% |
$111K - $136K
|
44K
$10.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-685- 17.89% |
$112K - $138K
|
3.14K
$757K
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-701- 1.76% |
$115K - $141K
|
39.1K
$9.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-702- 29.08% |
$115K - $141K
|
1.71K
$412K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-704- 62.75% |
$116K - $142K
|
418
$101K
|
|
|
Oct 12, 2022
Q3 2022
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-705- 1.29% |
$116K - $142K
|
54K
$13M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-705- 2.63% |
$116K - $142K
|
26.1K
$6.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-707- 7.87% |
$116K - $142K
|
8.28K
$1.99M
|