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 08, 2022
Q4 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
872+ 0.85% |
$185K - $212K
|
104K
$23.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
863+ 12.68% |
$183K - $209K
|
7.67K
$1.73M
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
861+ 2.2% |
$183K - $209K
|
39.9K
$9.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
861New |
$183K - $209K
|
861
$195K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
860+ 191.11% |
$182K - $209K
|
1.31K
$296K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
858+ 80.19% |
$182K - $208K
|
1.93K
$436K
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
850+ 87.45% |
$180K - $206K
|
1.82K
$412K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
842New |
$179K - $204K
|
842
$190K
|
|
|
Feb 04, 2022
Q4 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
835+ 22.12% |
$177K - $203K
|
4.61K
$1.04M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
832+ 16.6% |
$176K - $202K
|
5.84K
$1.32M
|
|
|
Jan 21, 2022
Q4 2021
|
Patton Fund Management, Inc.
|
BUY
|
- |
830+ 1.38% |
$176K - $201K
|
61.1K
$13.8M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
829New |
$176K - $201K
|
829
$187K
|
|
|
Jan 13, 2022
Q4 2021
|
Platt Investment Counsel, LLC
|
BUY
|
- |
826+ 1.1% |
$175K - $200K
|
75.8K
$17.1M
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
820+ 3.75% |
$174K - $199K
|
22.7K
$5.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
819+ 6.79% |
$174K - $199K
|
12.9K
$2.91M
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
816+ 3.86% |
$173K - $198K
|
21.9K
$4.96M
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
808+ 72.4% |
$171K - $196K
|
1.92K
$435K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
800+ 5.18% |
$170K - $194K
|
16.2K
$3.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
800+ 68.09% |
$170K - $194K
|
1.98K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
800+ 2.28% |
$170K - $194K
|
35.9K
$8.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
800+ 12.45% |
$170K - $194K
|
7.22K
$1.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Independent Family Office, LLC
|
BUY
|
- |
797+ 1.8% |
$169K - $193K
|
45K
$10.2M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
795+ 3.46% |
$169K - $193K
|
23.8K
$5.37M
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
794+ 28.99% |
$168K - $193K
|
3.53K
$798K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
786New |
$167K - $191K
|
786
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
781+ 1.11% |
$166K - $189K
|
71.3K
$16.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
778+ 6.99% |
$165K - $189K
|
11.9K
$2.69M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
776+ 110.7% |
$165K - $188K
|
1.48K
$334K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
775New |
$164K - $188K
|
775
$175K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
769+ 57.17% |
$163K - $187K
|
2.11K
$478K
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
761+ 3.59% |
$161K - $185K
|
21.9K
$4.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
759+ 2.89% |
$161K - $184K
|
27K
$6.11M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
759New |
$161K - $184K
|
759
$172K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
747+ 4.75% |
$158K - $181K
|
16.5K
$3.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
740+ 9.59% |
$157K - $179K
|
8.46K
$1.91M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
732+ 17.13% |
$155K - $178K
|
5.01K
$1.13M
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
730+ 2.6% |
$155K - $177K
|
28.8K
$6.5M
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
710+ 6.65% |
$151K - $172K
|
11.4K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
710New |
$151K - $172K
|
710
$160K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
699+ 15.01% |
$148K - $170K
|
5.36K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
699+ 6.47% |
$148K - $170K
|
11.5K
$2.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
676+ 8.86% |
$143K - $164K
|
8.31K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
669+ 20.01% |
$142K - $162K
|
4.01K
$907K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
667New |
$141K - $162K
|
667
$151K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
665+ 0.86% |
$141K - $161K
|
78.2K
$17.7M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
654New |
$139K - $159K
|
654
$148K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
648+ 3.16% |
$137K - $157K
|
21.1K
$4.78M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
638+ 56.26% |
$135K - $155K
|
1.77K
$400K
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
635+ 3.43% |
$135K - $154K
|
19.2K
$4.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
632+ 17.72% |
$134K - $153K
|
4.2K
$949K
|