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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.04K+ 2.83% |
$220K - $252K
|
37.8K
$8.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.04KNew |
$220K - $252K
|
1.04K
$235K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 23.62% |
$220K - $252K
|
5.43K
$1.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.03KNew |
$219K - $251K
|
1.03K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.03K+ 1.2% |
$219K - $251K
|
86.9K
$19.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.03K+ 7.2% |
$219K - $250K
|
15.4K
$3.47M
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.02KNew |
$217K - $248K
|
1.02K
$231K
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.02KNew |
$217K - $248K
|
1.02K
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 80.7% |
$214K - $245K
|
2.26K
$510K
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.01K+ 37.72% |
$214K - $245K
|
3.68K
$832K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
1.01KNew |
$214K - $244K
|
1.01K
$228K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Finance, LLC
|
BUY
|
- |
1.01KNew |
$213K - $244K
|
1.01K
$227K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1K+ 44.08% |
$212K - $243K
|
3.27K
$739K
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
1K+ 4.99% |
$212K - $243K
|
21K
$4.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
1KNew |
$212K - $243K
|
1K
$226K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
998New |
$212K - $242K
|
998
$226K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
991+ 44.2% |
$210K - $240K
|
3.23K
$731K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
985New |
$209K - $239K
|
985
$223K
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
984New |
$209K - $239K
|
984
$222K
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
982New |
$208K - $238K
|
982
$222K
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
979New |
$208K - $237K
|
979
$221K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
976New |
$207K - $237K
|
976
$221K
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
BUY
|
- |
974New |
$207K - $236K
|
974
$220K
|
|
|
Feb 02, 2022
Q4 2021
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
972+ 9.5% |
$206K - $236K
|
11.2K
$2.53M
|
|
|
Jan 31, 2022
Q4 2021
|
Sicart Associates LLC
|
BUY
|
- |
966New |
$205K - $234K
|
966
$218K
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
BUY
|
- |
963New |
$204K - $234K
|
963
$218K
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
953New |
$202K - $231K
|
953
$215K
|
|
|
Mar 04, 2022
Q4 2021
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
940New |
$199K - $228K
|
940
$212K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
939+ 44.67% |
$199K - $228K
|
3.04K
$687K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
933+ 24.28% |
$198K - $226K
|
4.78K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
932+ 2.66% |
$198K - $226K
|
36K
$8.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
927+ 43.95% |
$197K - $225K
|
3.04K
$686K
|
|
|
Feb 14, 2022
Q4 2021
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
927New |
$197K - $225K
|
927
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
926New |
$196K - $225K
|
926
$209K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
916New |
$194K - $222K
|
916
$207K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
915New |
$194K - $222K
|
915
$207K
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
910+ 2.72% |
$193K - $221K
|
34.4K
$7.76M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
909New |
$193K - $220K
|
909
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
909+ 1.07% |
$193K - $220K
|
85.6K
$19.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
905New |
$192K - $220K
|
905
$205K
|
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
BUY
|
- |
904New |
$192K - $219K
|
904
$204K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
903New |
$192K - $219K
|
903
$204K
|
|
|
Feb 10, 2022
Q4 2021
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
903New |
$192K - $219K
|
903
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
903New |
$192K - $219K
|
903
$204K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
903New |
$192K - $219K
|
903
$204K
|
|
|
Feb 03, 2022
Q4 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
900New |
$191K - $218K
|
900
$203K
|
|
|
Feb 11, 2022
Q4 2021
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
899New |
$191K - $218K
|
899
$203K
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
887+ 24.41% |
$188K - $215K
|
4.52K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
884New |
$188K - $214K
|
884
$200K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
873+ 5.63% |
$185K - $212K
|
16.4K
$3.7M
|