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 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.32K- 3.06% |
$545K - $667K
|
105K
$25.3M
|
|
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.34KClosed |
$548K - $671K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.35K- 8.86% |
$550K - $674K
|
34.5K
$8.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.41K- 10.88% |
$560K - $686K
|
27.9K
$6.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.46K- 3.55% |
$569K - $697K
|
94.1K
$22.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.55K- 10.46% |
$583K - $714K
|
30.4K
$7.32M
|
|
|
Nov 15, 2022
Q3 2022
|
Castellan Group
Louisville, KY |
SELL
|
- |
-3.56K- 47.06% |
$584K - $715K
|
4K
$964K
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-3.58K- 2.67% |
$588K - $720K
|
131K
$31.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.6K- 29.54% |
$591K - $724K
|
8.58K
$2.07M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.67K- 1.61% |
$602K - $737K
|
224K
$53.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-3.67K- 9.27% |
$603K - $738K
|
35.9K
$8.66M
|
|
|
Oct 21, 2022
Q3 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.7K- 4.79% |
$608K - $744K
|
73.5K
$17.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-3.7K- 83.55% |
$608K - $744K
|
729
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.74K- 11.27% |
$614K - $751K
|
29.4K
$7.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.77K- 2.73% |
$619K - $758K
|
134K
$32.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-3.88K- 79.67% |
$638K - $781K
|
991
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.89K- 24.2% |
$638K - $781K
|
12.2K
$2.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.99K- 7.99% |
$654K - $801K
|
45.9K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-4.07K- 76.64% |
$668K - $818K
|
1.24K
$299K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.14K- 41.95% |
$680K - $833K
|
5.73K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.15K- 15.15% |
$682K - $835K
|
23.3K
$5.61M
|
|
|
Nov 08, 2022
Q3 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-4.55K- 21.83% |
$747K - $915K
|
16.3K
$3.92M
|
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-4.6K- 1.83% |
$755K - $925K
|
247K
$59.5M
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-4.65K- 98.25% |
$764K - $936K
|
83
$20K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.66KClosed |
$765K - $937K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.73K- 26.84% |
$777K - $952K
|
12.9K
$3.11M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.75K- 90.49% |
$779K - $954K
|
499
$120K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.78K- 1.02% |
$785K - $962K
|
463K
$112M
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.8K- 9.19% |
$788K - $965K
|
47.4K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.83K- 42.0% |
$792K - $971K
|
6.67K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.83KClosed |
$793K - $972K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 25.27% |
$800K - $980K
|
14.4K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-4.9K- 20.81% |
$804K - $985K
|
18.6K
$4.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-4.99K- 10.48% |
$819K - $1M
|
42.6K
$10.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.16K- 63.53% |
$847K - $1.04M
|
2.96K
$714K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.18K- 12.47% |
$850K - $1.04M
|
36.4K
$8.76M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.26K- 16.47% |
$863K - $1.06M
|
26.7K
$6.42M
|
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-5.38K- 42.7% |
$884K - $1.08M
|
7.22K
$1.74M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-5.39K- 65.19% |
$884K - $1.08M
|
2.88K
$693K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.39K- 2.93% |
$886K - $1.08M
|
179K
$43.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-5.69K- 26.22% |
$933K - $1.14M
|
16K
$3.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-5.79K- 21.37% |
$951K - $1.16M
|
21.3K
$5.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-5.96K- 9.33% |
$979K - $1.2M
|
58K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-6.05K- 97.83% |
$993K - $1.22M
|
134
$32.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.06K- 8.44% |
$996K - $1.22M
|
65.8K
$15.8M
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6.08K- 9.38% |
$998K - $1.22M
|
58.7K
$14.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Infini Capital Management LTD
Central, K3 |
SELL
|
- |
-6.14K- 9.85% |
$1.01M - $1.23M
|
56.2K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.22K- 10.88% |
$1.02M - $1.25M
|
50.9K
$12.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-6.44K- 26.98% |
$1.06M - $1.3M
|
17.4K
$4.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-6.46K- 30.45% |
$1.06M - $1.3M
|
14.7K
$3.55M
|