Purchases and Sales Made in Q4 2021 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
1.94KNew |
$412K - $471K
|
1.94K
$439K
|
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.93K+ 12.77% |
$409K - $468K
|
17K
$3.85M
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.89K+ 10.26% |
$400K - $457K
|
20.3K
$4.58M
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.88KNew |
$399K - $456K
|
1.88K
$425K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.88KNew |
$398K - $455K
|
1.88K
$424K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.87K+ 202.05% |
$397K - $454K
|
2.8K
$633K
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.86KNew |
$395K - $451K
|
1.86K
$421K
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1.85KNew |
$393K - $449K
|
1.85K
$419K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
1.84KNew |
$390K - $446K
|
1.84K
$415K
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
1.83KNew |
$389K - $445K
|
1.83K
$414K
|
|
|
Feb 11, 2022
Q4 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
1.83KNew |
$389K - $445K
|
1.83K
$414K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.83K+ 1.95% |
$389K - $444K
|
96K
$21.7M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
1.81K+ 10.56% |
$385K - $440K
|
19K
$4.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.8K+ 8.85% |
$382K - $437K
|
22.2K
$5.01M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.8K+ 8.85% |
$382K - $437K
|
22.2K
$5.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.8K+ 4.0% |
$382K - $436K
|
46.8K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.78K+ 70.16% |
$377K - $431K
|
4.31K
$973K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.77K+ 5.78% |
$375K - $429K
|
32.3K
$7.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.75K+ 2.44% |
$371K - $424K
|
73.5K
$16.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.73K+ 1.99% |
$367K - $419K
|
88.6K
$20M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.72KNew |
$365K - $418K
|
1.72K
$389K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.72KNew |
$365K - $417K
|
1.72K
$389K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.71K+ 5.9% |
$363K - $415K
|
30.7K
$6.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.71KNew |
$363K - $415K
|
1.71K
$386K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
1.7KNew |
$361K - $413K
|
1.7K
$385K
|
|
|
Feb 08, 2022
Q4 2021
|
Alpine Associates Management Inc.
Englewood Cliffs, NJ |
BUY
|
- |
1.7KNew |
$361K - $412K
|
1.7K
$384K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.69K+ 17.14% |
$358K - $410K
|
11.6K
$2.61M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.69K+ 891.53% |
$357K - $409K
|
1.87K
$424K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.68K+ 65.21% |
$357K - $408K
|
4.26K
$964K
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.68K+ 23.18% |
$356K - $407K
|
8.92K
$2.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
1.67KNew |
$355K - $406K
|
1.67K
$378K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.67K+ 4.54% |
$354K - $405K
|
38.5K
$8.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.67KNew |
$353K - $404K
|
1.67K
$376K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.65KNew |
$349K - $399K
|
1.65K
$372K
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.64K+ 2.01% |
$348K - $398K
|
83.1K
$18.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.64KNew |
$347K - $397K
|
1.64K
$370K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 7.43% |
$345K - $394K
|
23.5K
$5.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
1.61KNew |
$341K - $390K
|
1.61K
$364K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
1.6K+ 2.62% |
$339K - $388K
|
62.6K
$14.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Divisadero Street Capital Management, LP
Miami, FL |
BUY
|
- |
1.6KNew |
$339K - $388K
|
1.6K
$362K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.59K+ 9.11% |
$337K - $385K
|
19K
$4.3M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.58KNew |
$336K - $384K
|
1.58K
$358K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.58K+ 109.04% |
$335K - $383K
|
3.03K
$685K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.57K+ 3.85% |
$334K - $382K
|
42.4K
$9.59M
|
|
|
Jan 24, 2022
Q4 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
1.57KNew |
$332K - $380K
|
1.57K
$354K
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.57K+ 2.32% |
$332K - $380K
|
68.9K
$15.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.56K+ 58.7% |
$330K - $377K
|
4.2K
$950K
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.55KNew |
$328K - $375K
|
1.55K
$350K
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.55KNew |
$328K - $375K
|
1.55K
$349K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.53KNew |
$323K - $370K
|
1.53K
$345K
|