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 14, 2022
Q3 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
4.88K+ 35.51% |
$801K - $981K
|
18.6K
$4.44M
|
|
|
Jan 24, 2023
Q3 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
4.83K+ 9.46% |
$793K - $972K
|
55.9K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.79K+ 1.69% |
$786K - $962K
|
288K
$68.8M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.68KNew |
$768K - $941K
|
4.68K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.59K+ 4.6% |
$754K - $923K
|
104K
$24.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.52K+ 2.96% |
$742K - $909K
|
157K
$37.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
4.46KNew |
$731K - $896K
|
4.46K
$1.06M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.37K+ 7.85% |
$717K - $878K
|
60K
$14.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.36K+ 16.31% |
$715K - $876K
|
31.1K
$7.41M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.34K+ 54.75% |
$712K - $873K
|
12.3K
$2.93M
|
|
|
Nov 08, 2022
Q3 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.34KNew |
$712K - $872K
|
4.34K
$1.03M
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.28K+ 0.58% |
$702K - $860K
|
739K
$176M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.18K+ 9.25% |
$686K - $840K
|
49.3K
$11.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
4.17K+ 23.81% |
$684K - $837K
|
21.7K
$5.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
4.15K+ 89.58% |
$682K - $835K
|
8.79K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.08K+ 6.41% |
$670K - $821K
|
67.8K
$16.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Covalent Partners LLC
Concord, MA |
BUY
|
- |
4K+ 133.33% |
$657K - $804K
|
7K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.94KNew |
$646K - $791K
|
3.94K
$939K
|
|
|
Oct 13, 2022
Q3 2022
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
3.84KNew |
$630K - $772K
|
3.84K
$915K
|
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
3.81KNew |
$626K - $767K
|
3.81K
$909K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.81K+ 4.18% |
$625K - $766K
|
95K
$22.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.77K+ 9.32% |
$618K - $757K
|
44.2K
$10.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
3.72K+ 142.88% |
$610K - $747K
|
6.32K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.71K+ 1.4% |
$610K - $747K
|
268K
$64M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.71K+ 259.08% |
$609K - $746K
|
5.14K
$1.23M
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
3.69K+ 506.58% |
$606K - $743K
|
4.42K
$1.05M
|
|
|
Nov 18, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
3.69KNew |
$605K - $741K
|
3.69K
$879K
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.67KNew |
$602K - $738K
|
3.67K
$875K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3.67KNew |
$602K - $737K
|
3.67K
$874K
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.65K+ 4.1% |
$600K - $734K
|
92.7K
$22.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.64K+ 1.56% |
$598K - $732K
|
238K
$56.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.6K+ 33.45% |
$592K - $725K
|
14.4K
$3.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.6K+ 13.29% |
$591K - $724K
|
30.7K
$7.32M
|
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
BUY
|
- |
3.59K+ 2.79% |
$589K - $722K
|
132K
$31.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.56K+ 73.14% |
$585K - $716K
|
8.43K
$2.01M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.53K+ 327.3% |
$579K - $709K
|
4.6K
$1.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.5K+ 286.89% |
$575K - $704K
|
4.72K
$1.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.49KNew |
$572K - $701K
|
3.49K
$831K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.46K+ 19.03% |
$567K - $695K
|
21.6K
$5.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
3.4K+ 3.76% |
$558K - $683K
|
93.8K
$22.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.36K+ 95.37% |
$552K - $676K
|
6.88K
$1.64M
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.31KNew |
$543K - $666K
|
3.31K
$789K
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
3.31K+ 14.39% |
$543K - $665K
|
26.3K
$6.27M
|
|
|
Sep 30, 2024
Q3 2022
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.26KNew |
$536K - $656K
|
3.26K
$778K
|
|
|
Oct 02, 2024
Q3 2022
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.26KNew |
$536K - $656K
|
3.26K
$778K
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
3.26KNew |
$536K - $656K
|
3.26K
$778K
|
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.21K+ 41.43% |
$526K - $645K
|
10.9K
$2.61M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.2K+ 223.85% |
$526K - $644K
|
4.63K
$1.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
3.18K+ 0.95% |
$521K - $639K
|
339K
$80.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.16KNew |
$519K - $636K
|
3.16K
$754K
|