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 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-718- 13.89% |
$118K - $144K
|
4.45K
$1.07M
|
|
Oct 24, 2022
Q3 2022
|
Bg Investment Services, Inc.
|
SELL
|
- |
-720- 2.68% |
$118K - $145K
|
26.1K
$6.3M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-721- 1.25% |
$118K - $145K
|
57.1K
$13.7M
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-723- 27.36% |
$119K - $145K
|
1.92K
$463K
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-731- 2.52% |
$120K - $147K
|
28.3K
$6.82M
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-750- 5.48% |
$123K - $151K
|
12.9K
$3.12M
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-750- 33.71% |
$123K - $151K
|
1.48K
$355K
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-765- 16.01% |
$126K - $154K
|
4.01K
$967K
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-767- 8.8% |
$126K - $154K
|
7.95K
$1.91M
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-775- 2.0% |
$127K - $156K
|
38K
$9.16M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-791- 5.07% |
$130K - $159K
|
14.8K
$3.57M
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-795- 0.45% |
$131K - $160K
|
176K
$42.3M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-796- 7.02% |
$131K - $160K
|
10.5K
$2.54M
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-802- 1.3% |
$132K - $161K
|
61.1K
$14.7M
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-803- 4.62% |
$132K - $161K
|
16.6K
$3.99M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-807- 0.9% |
$132K - $162K
|
88.6K
$21.3M
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-820- 2.96% |
$135K - $165K
|
26.9K
$6.47M
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-822- 11.6% |
$135K - $165K
|
6.27K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-826- 4.85% |
$136K - $166K
|
16.2K
$3.9M
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-829- 1.06% |
$136K - $167K
|
77.3K
$18.6M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-829- 6.43% |
$136K - $167K
|
12.1K
$2.91M
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-848- 8.71% |
$139K - $171K
|
8.89K
$2.14M
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-854- 0.24% |
$140K - $172K
|
357K
$85.9M
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-856- 5.93% |
$141K - $172K
|
13.6K
$3.27M
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-857- 2.77% |
$141K - $172K
|
30.1K
$7.25M
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-859- 6.81% |
$141K - $173K
|
11.8K
$2.83M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-860- 3.2% |
$141K - $173K
|
26K
$6.26M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-876- 5.91% |
$144K - $176K
|
13.9K
$3.36M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-876- 5.91% |
$144K - $176K
|
13.9K
$3.36M
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-881- 30.46% |
$145K - $177K
|
2.01K
$484K
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-885- 0.84% |
$145K - $178K
|
105K
$25.3M
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-903- 31.65% |
$148K - $182K
|
1.95K
$470K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-925- 6.65% |
$152K - $186K
|
13K
$3.13M
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-930- 34.05% |
$153K - $187K
|
1.8K
$434K
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-931- 6.51% |
$153K - $187K
|
13.4K
$3.22M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-945- 12.98% |
$155K - $190K
|
6.34K
$1.53M
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-948- 21.17% |
$156K - $191K
|
3.53K
$850K
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-952- 3.41% |
$156K - $191K
|
26.9K
$6.49M
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-980- 24.78% |
$161K - $197K
|
2.98K
$717K
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-980- 10.62% |
$161K - $197K
|
8.25K
$1.99M
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-983- 23.84% |
$161K - $198K
|
3.14K
$757K
|
|
Nov 10, 2022
Q3 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-997- 37.59% |
$164K - $200K
|
1.66K
$399K
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1K- 18.66% |
$164K - $201K
|
4.36K
$1.05M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1K- 30.21% |
$164K - $201K
|
2.32K
$558K
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-1.04K- 3.5% |
$171K - $209K
|
28.7K
$6.91M
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1.05K- 13.02% |
$172K - $211K
|
7.01K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.06K- 6.31% |
$173K - $212K
|
15.7K
$3.77M
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-1.07K- 4.38% |
$175K - $214K
|
23.2K
$5.6M
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1.07K- 26.5% |
$175K - $215K
|
2.97K
$714K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.07K- 17.98% |
$176K - $216K
|
4.89K
$1.18M
|