Purchases and Sales Made in Q3 2022 in Ishares Russell 2000 ETF (IWM)

IWM Quotes by TradingView

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 31, 2022 Q3 2022
Narwhal Capital Management

BUY
 -
1K
+ 44.84%
$164K - $201K
3.23K $744K
Nov 14, 2022 Q3 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
996
+ 121.32%
$164K - $200K
1.82K $418K
Oct 06, 2022 Q3 2022
Pure Financial Advisors, LLC

BUY
 -
977
+ 29.25%
$160K - $196K
4.32K $994K
Nov 14, 2022 Q3 2022
Bamco Inc

New York, NY
BUY
 -
975
New
$160K - $196K
975 $225K
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
945
+ 2.08%
$155K - $190K
46.5K $10.7M
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
945
+ 2.08%
$155K - $190K
46.5K $10.7M
Nov 07, 2022 Q3 2022
Mount Yale Investment Advisors, LLC

BUY
 -
939
+ 3.64%
$154K - $189K
26.7K $6.16M
Oct 05, 2022 Q3 2022
American National Bank

BUY
 -
937
+ 64.27%
$154K - $188K
2.4K $552K
Nov 07, 2022 Q3 2022
Occidental Asset Management, LLC

BUY
 -
931
+ 11.41%
$153K - $187K
9.09K $2.09M
Nov 14, 2022 Q3 2022
Metropolitan Life Insurance CO

New York, NY
BUY
 -
900
+ 3.49%
$148K - $181K
26.7K $6.15M
Nov 01, 2022 Q3 2022
Benchmark Financial Wealth Advisors, LLC

BUY
 -
891
+ 2.8%
$146K - $179K
32.7K $7.52M
Nov 09, 2022 Q3 2022
Archer Investment Corp

BUY
 -
886
+ 2.26%
$145K - $178K
40.2K $9.25M
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
874
+ 2.52%
$143K - $176K
35.6K $8.2M
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
863
+ 44.21%
$142K - $174K
2.82K $648K
Oct 18, 2022 Q3 2022
Corundum Group, Inc.

BUY
 -
849
+ 6.47%
$139K - $171K
14K $3.22M
Nov 09, 2022 Q3 2022
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
821
+ 47.21%
$135K - $165K
2.56K $590K
Oct 24, 2022 Q3 2022
Miracle Mile Advisors, LLC

BUY
 -
798
+ 32.04%
$131K - $160K
3.29K $758K
Nov 10, 2022 Q3 2022
Goelzer Investment Management, Inc.

BUY
 -
797
+ 23.5%
$131K - $160K
4.19K $965K
Nov 14, 2022 Q3 2022
Meridian Wealth Management, LLC

BUY
 -
783
+ 1.5%
$129K - $157K
52.9K $12.2M
Nov 09, 2022 Q3 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
776
+ 4.82%
$127K - $156K
16.9K $3.89M
Oct 31, 2022 Q3 2022
Graypoint LLC

BUY
 -
771
+ 8.41%
$127K - $155K
9.94K $2.29M
Nov 09, 2022 Q3 2022
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
750
+ 20.57%
$123K - $151K
4.4K $1.01M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
749
New
$123K - $151K
749 $173K
Nov 14, 2022 Q3 2022
Bison Wealth, LLC

BUY
 -
746
+ 92.79%
$122K - $150K
1.55K $357K
Nov 10, 2022 Q3 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
736
+ 5.03%
$121K - $148K
15.4K $3.54M
Nov 14, 2022 Q3 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
736
New
$121K - $148K
736 $170K
Oct 17, 2022 Q3 2022
Strategic Equity Management

BUY
 -
709
+ 2.99%
$116K - $143K
24.4K $5.62M
Nov 14, 2022 Q3 2022
Wescott Financial Advisory Group, LLC

BUY
 -
709
+ 48.76%
$116K - $143K
2.16K $498K
Oct 27, 2022 Q3 2022
Portland Global Advisors LLC

BUY
 -
707
+ 0.98%
$116K - $142K
72.7K $16.7M
Oct 31, 2022 Q3 2022
West Coast Financial LLC

BUY
 -
683
+ 8.59%
$112K - $137K
8.64K $1.99M
Nov 14, 2022 Q3 2022
Bayview Asset Management, LLC

Coral Gables, FL
BUY
 -
683
+ 15.65%
$112K - $137K
5.05K $1.16M
Nov 14, 2022 Q3 2022
Bsw Wealth Partners

Boulder, CO
BUY
 -
657
+ 1.17%
$108K - $132K
57.1K $13.1M
Nov 14, 2022 Q3 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
649
+ 1.13%
$107K - $130K
58.2K $13.4M
Oct 27, 2022 Q3 2022
Bristlecone Advisors, LLC

BUY
 -
647
+ 4.84%
$106K - $130K
14K $3.23M
Oct 17, 2022 Q3 2022
Peterson Financial Group, Inc.

BUY
 -
637
+ 10.51%
$105K - $128K
6.7K $1.54M
Oct 18, 2022 Q3 2022
Mc Ilrath & Eck, LLC

BUY
 -
636
+ 77.75%
$104K - $128K
1.45K $335K
Nov 14, 2022 Q3 2022
Apriem Advisors

Irvine, CA
BUY
 -
628
+ 46.35%
$103K - $126K
1.98K $457K
Nov 14, 2022 Q3 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
612
+ 30.83%
$100K - $123K
2.6K $598K
Nov 14, 2022 Q3 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
601
+ 3.21%
$98.7K - $121K
19.3K $4.45M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
600
+ 17.24%
$98.5K - $121K
4.08K $940K
Nov 02, 2022 Q3 2022
Flaharty Asset Management, LLC

BUY
 -
600
+ 19.56%
$98.5K - $121K
3.67K $845K
Oct 14, 2022 Q3 2022
Toth Financial Advisory Corp

BUY
 -
595
+ 68.39%
$97.7K - $120K
1.47K $337K
Oct 19, 2022 Q3 2022
Patten & Patten Inc

BUY
 -
595
+ 5.94%
$97.7K - $120K
10.6K $2.44M
Oct 12, 2022 Q3 2022
Summit Financial Group, Inc.

BUY
 -
593
+ 5.04%
$97.4K - $119K
12.4K $2.85M
Oct 25, 2022 Q3 2022
Fifth Third Securities, Inc.

BUY
 -
573
+ 2.54%
$94.1K - $115K
23.2K $5.34M
Nov 10, 2022 Q3 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
567
+ 12.38%
$93.1K - $114K
5.15K $1.19M
Nov 14, 2022 Q3 2022
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
555
+ 28.61%
$91.1K - $112K
2.5K $575K
Oct 17, 2022 Q3 2022
North Crest Asset Manangement, LLC

BUY
 -
554
+ 20.95%
$91K - $111K
3.2K $737K
Oct 27, 2022 Q3 2022
Aj Wealth Strategies, LLC

BUY
 -
553
+ 5.0%
$90.8K - $111K
11.6K $2.68M

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