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 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.64K- 1.64% |
$269K - $329K
|
98.3K
$23.4M
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.65K- 1.57% |
$271K - $331K
|
104K
$24.7M
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.7K- 17.94% |
$279K - $341K
|
7.77K
$1.85M
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.79K- 8.53% |
$294K - $360K
|
19.2K
$4.58M
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.79K- 31.74% |
$294K - $360K
|
3.85K
$919K
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.8K- 12.29% |
$295K - $362K
|
12.8K
$3.06M
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.83K- 5.6% |
$301K - $368K
|
30.9K
$7.37M
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
SELL
|
- |
-1.85K- 40.11% |
$303K - $371K
|
2.76K
$657K
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.86K- 24.74% |
$305K - $373K
|
5.64K
$1.35M
|
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-1.9K- 13.12% |
$312K - $382K
|
12.6K
$3M
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-1.92K- 44.04% |
$316K - $387K
|
2.45K
$583K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.97K- 40.11% |
$323K - $396K
|
2.94K
$702K
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.99K- 3.65% |
$327K - $400K
|
52.5K
$12.5M
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.99K- 9.8% |
$327K - $401K
|
18.3K
$4.37M
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.02K- 4.25% |
$332K - $406K
|
45.5K
$10.9M
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.07K- 2.46% |
$340K - $416K
|
82.1K
$19.6M
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.09K- 33.6% |
$344K - $421K
|
4.14K
$987K
|
|
Oct 21, 2022
Q3 2022
|
Brown Financial Advisory
|
SELL
|
- |
-2.11K- 50.7% |
$347K - $425K
|
2.06K
$490K
|
|
Nov 14, 2022
Q3 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.14K- 61.67% |
$351K - $429K
|
1.33K
$316K
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.2K- 39.45% |
$361K - $442K
|
3.38K
$805K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.22K- 2.97% |
$364K - $446K
|
72.5K
$17.3M
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.24K- 16.49% |
$368K - $451K
|
11.4K
$2.71M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.32K- 9.27% |
$381K - $466K
|
22.7K
$5.41M
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.35K- 10.45% |
$386K - $473K
|
20.2K
$4.81M
|
|
Oct 25, 2022
Q3 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-2.38K- 38.96% |
$391K - $479K
|
3.73K
$890K
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.4K- 52.51% |
$393K - $482K
|
2.17K
$517K
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.45K- 6.08% |
$401K - $492K
|
37.8K
$9M
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.49K- 6.73% |
$409K - $501K
|
34.5K
$8.23M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.5K- 15.22% |
$410K - $502K
|
13.9K
$3.32M
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.56K- 49.11% |
$420K - $514K
|
2.65K
$632K
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.66K- 10.38% |
$437K - $536K
|
23K
$5.49M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.67K- 1.88% |
$438K - $537K
|
139K
$33.2M
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.67K- 67.95% |
$439K - $537K
|
1.26K
$301K
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.72K- 3.05% |
$446K - $546K
|
86.2K
$20.6M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.74K- 6.48% |
$450K - $551K
|
39.6K
$9.44M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.77K- 13.45% |
$454K - $557K
|
17.8K
$4.25M
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-2.79K- 2.02% |
$458K - $561K
|
136K
$32.3M
|
|
Oct 07, 2022
Q3 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-2.8K- 23.43% |
$460K - $563K
|
9.15K
$2.18M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.83K- 12.69% |
$464K - $568K
|
19.4K
$4.64M
|
|
Oct 11, 2022
Q3 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-2.85K- 30.28% |
$468K - $573K
|
6.56K
$1.56M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.88K- 11.97% |
$472K - $578K
|
21.1K
$5.04M
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.96KClosed |
$486K - $596K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.98K- 4.49% |
$488K - $598K
|
63.3K
$15.1M
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-3.06K- 16.23% |
$502K - $615K
|
15.8K
$3.76M
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-3.08K- 65.05% |
$505K - $619K
|
1.65K
$394K
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-3.1K- 39.68% |
$509K - $623K
|
4.71K
$1.12M
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-3.19K- 6.38% |
$523K - $640K
|
46.7K
$11.1M
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.22K- 66.12% |
$528K - $647K
|
1.65K
$393K
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-3.23K- 0.99% |
$529K - $648K
|
321K
$76.6M
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.3K- 24.0% |
$541K - $663K
|
10.4K
$2.49M
|