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 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.08K- 6.4% |
$178K - $218K
|
15.8K
$3.78M
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.09K- 5.57% |
$178K - $218K
|
18.4K
$4.39M
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-1.09K- 2.08% |
$179K - $220K
|
51.5K
$12.3M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.09K- 10.72% |
$180K - $220K
|
9.11K
$2.17M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.12K- 2.05% |
$183K - $224K
|
53.4K
$12.7M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1.12K- 41.2% |
$183K - $224K
|
1.59K
$380K
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.12K- 2.12% |
$184K - $226K
|
51.7K
$12.3M
|
|
Nov 14, 2022
Q3 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.15K- 13.24% |
$189K - $231K
|
7.54K
$1.8M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.15K- 4.94% |
$189K - $232K
|
22.2K
$5.29M
|
|
Nov 07, 2022
Q3 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.15K- 15.84% |
$189K - $232K
|
6.12K
$1.46M
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.16K- 22.32% |
$191K - $234K
|
4.05K
$965K
|
|
Nov 14, 2022
Q3 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.17K- 3.76% |
$192K - $235K
|
29.9K
$7.12M
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.17K- 3.84% |
$192K - $235K
|
29.2K
$6.96M
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-1.18K- 11.75% |
$194K - $237K
|
8.85K
$2.11M
|
|
Nov 14, 2022
Q3 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1.2K- 1.06% |
$197K - $241K
|
112K
$26.7M
|
|
Nov 14, 2022
Q3 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-1.22K- 2.77% |
$200K - $245K
|
42.8K
$10.2M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.25K- 8.66% |
$205K - $251K
|
13.2K
$3.14M
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.27K- 30.25% |
$208K - $255K
|
2.93K
$698K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.27K- 8.6% |
$209K - $256K
|
13.5K
$3.22M
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.28K- 4.23% |
$210K - $258K
|
29.1K
$6.93M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.29K- 39.13% |
$211K - $259K
|
2K
$477K
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.31K- 7.81% |
$215K - $263K
|
15.4K
$3.68M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 17.19% |
$217K - $265K
|
6.35K
$1.52M
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.33K- 35.58% |
$219K - $268K
|
2.41K
$575K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.34K- 10.88% |
$220K - $269K
|
11K
$2.62M
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
SELL
|
- |
-1.35K- 14.11% |
$222K - $271K
|
8.22K
$1.96M
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.36K- 36.95% |
$222K - $272K
|
2.31K
$551K
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.36K- 3.48% |
$224K - $274K
|
37.7K
$9M
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.4K- 55.45% |
$230K - $282K
|
1.13K
$269K
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.41K- 7.02% |
$231K - $283K
|
18.6K
$4.44M
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.41K- 4.5% |
$232K - $284K
|
30K
$7.15M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.42K- 15.22% |
$233K - $286K
|
7.91K
$1.89M
|
|
Oct 12, 2022
Q3 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-1.42K- 47.59% |
$234K - $286K
|
1.57K
$374K
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.43K- 9.49% |
$235K - $288K
|
13.7K
$3.26M
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.44K- 5.23% |
$236K - $289K
|
26K
$6.19M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.44K- 1.74% |
$237K - $290K
|
81.6K
$19.5M
|
|
Nov 01, 2022
Q3 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.46K- 23.25% |
$239K - $293K
|
4.8K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.48K- 3.21% |
$242K - $297K
|
44.4K
$10.6M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.49K- 18.32% |
$245K - $300K
|
6.66K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.52K- 7.36% |
$250K - $306K
|
19.2K
$4.57M
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.53K- 7.53% |
$251K - $307K
|
18.7K
$4.47M
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.55K- 1.14% |
$254K - $311K
|
135K
$32.1M
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.56K- 4.95% |
$256K - $313K
|
29.9K
$7.14M
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.56K- 0.57% |
$257K - $314K
|
273K
$65.1M
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.57K- 2.39% |
$258K - $316K
|
64.3K
$15.3M
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-1.57K- 5.65% |
$258K - $316K
|
26.3K
$6.27M
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.59KClosed |
$261K - $319K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.6K- 3.9% |
$263K - $322K
|
39.5K
$9.41M
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 35.93% |
$266K - $326K
|
2.89K
$688K
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-1.62K- 17.2% |
$266K - $326K
|
7.8K
$1.86M
|