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 |
---|---|---|---|---|---|---|---|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.48K- 82.71% |
$1.06M - $1.3M
|
1.36K
$326K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.49K- 33.39% |
$1.07M - $1.31M
|
13K
$3.12M
|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-6.54K- 5.96% |
$1.07M - $1.31M
|
103K
$24.8M
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
SELL
|
- |
-6.54K- 79.23% |
$1.07M - $1.32M
|
1.72K
$413K
|
|
Nov 14, 2022
Q3 2022
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-6.65K- 11.25% |
$1.09M - $1.34M
|
52.5K
$12.6M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.69K- 24.17% |
$1.1M - $1.34M
|
21K
$5.06M
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-6.72K- 50.29% |
$1.1M - $1.35M
|
6.64K
$1.6M
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-7.39K- 3.08% |
$1.21M - $1.49M
|
233K
$56M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-7.39K- 3.08% |
$1.21M - $1.49M
|
233K
$56M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.46K- 16.42% |
$1.22M - $1.5M
|
37.9K
$9.14M
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-7.63K- 10.15% |
$1.25M - $1.53M
|
67.5K
$16.3M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-7.66K- 32.02% |
$1.26M - $1.54M
|
16.3K
$3.92M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-8K- 57.0% |
$1.31M - $1.61M
|
6.03K
$1.45M
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-8.02K- 54.6% |
$1.32M - $1.61M
|
6.66K
$1.61M
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-8.03K- 99.7% |
$1.32M - $1.61M
|
24
$5.78K
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-8.35K- 15.81% |
$1.37M - $1.68M
|
44.5K
$10.7M
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-8.42K- 5.84% |
$1.38M - $1.69M
|
136K
$32.7M
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-8.48K- 47.74% |
$1.39M - $1.71M
|
9.29K
$2.24M
|
|
Nov 14, 2022
Q3 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-8.58K- 45.91% |
$1.41M - $1.72M
|
10.1K
$2.44M
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-8.7K- 25.06% |
$1.43M - $1.75M
|
26K
$6.27M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-8.92K- 32.63% |
$1.46M - $1.79M
|
18.4K
$4.44M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.93K- 7.84% |
$1.47M - $1.8M
|
105K
$25.3M
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-9.1K- 12.64% |
$1.49M - $1.83M
|
62.9K
$15.1M
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-9.17K- 5.12% |
$1.51M - $1.84M
|
170K
$41M
|
|
Nov 14, 2022
Q3 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-9.31K- 6.49% |
$1.53M - $1.87M
|
134K
$32.3M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-9.78K- 46.23% |
$1.61M - $1.97M
|
11.4K
$2.74M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.84K- 1.72% |
$1.62M - $1.98M
|
561K
$135M
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-10.5K- 10.84% |
$1.72M - $2.1M
|
86.1K
$20.7M
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-10.5KClosed |
$1.72M - $2.11M
|
0
$0
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-10.6K- 4.68% |
$1.73M - $2.12M
|
215K
$51.8M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11.1K- 3.95% |
$1.82M - $2.23M
|
270K
$65M
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-11.1K- 47.03% |
$1.82M - $2.23M
|
12.5K
$3.01M
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11.2K- 71.21% |
$1.83M - $2.25M
|
4.52K
$1.09M
|
|
Oct 13, 2022
Q3 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-11.2KClosed |
$1.84M - $2.25M
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-11.2K- 38.39% |
$1.85M - $2.26M
|
18K
$4.35M
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-11.5K- 72.3% |
$1.88M - $2.31M
|
4.4K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-11.9K- 74.87% |
$1.95M - $2.39M
|
4K
$962K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-12K- 49.83% |
$1.97M - $2.42M
|
12.1K
$2.92M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-12.2K- 71.68% |
$2.01M - $2.46M
|
4.83K
$1.16M
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-12.3K- 4.68% |
$2.02M - $2.47M
|
250K
$60.2M
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-12.5K- 16.42% |
$2.04M - $2.5M
|
63.4K
$15.3M
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-12.5K- 87.76% |
$2.05M - $2.51M
|
1.74K
$419K
|
|
Nov 14, 2022
Q3 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-12.7K- 44.88% |
$2.08M - $2.55M
|
15.6K
$3.76M
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-13.2K- 22.57% |
$2.17M - $2.65M
|
45.2K
$10.9M
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-13.2K- 11.45% |
$2.17M - $2.66M
|
102K
$24.6M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-13.3K- 6.19% |
$2.18M - $2.67M
|
201K
$48.5M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-13.5K- 13.56% |
$2.22M - $2.72M
|
86.1K
$20.7M
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-13.5K- 2.32% |
$2.22M - $2.72M
|
570K
$137M
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-13.6K- 49.91% |
$2.23M - $2.74M
|
13.7K
$3.29M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14K- 15.94% |
$2.31M - $2.82M
|
74.1K
$17.8M
|