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 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
631+ 3.11% |
$134K - $153K
|
20.9K
$4.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
628New |
$133K - $152K
|
628
$142K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
617+ 4.4% |
$131K - $150K
|
14.6K
$3.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
616+ 0.39% |
$131K - $149K
|
161K
$36.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
614+ 88.35% |
$130K - $149K
|
1.31K
$295K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
607+ 6.85% |
$129K - $147K
|
9.47K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
604+ 8.27% |
$128K - $147K
|
7.91K
$1.79M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
601+ 2.99% |
$127K - $146K
|
20.7K
$4.67M
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
599+ 62.46% |
$127K - $145K
|
1.56K
$352K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
597+ 3.64% |
$127K - $145K
|
17K
$3.84M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
593New |
$126K - $144K
|
593
$134K
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
590+ 48.28% |
$125K - $143K
|
1.81K
$409K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
586+ 0.18% |
$124K - $142K
|
325K
$73.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
572+ 16.21% |
$121K - $139K
|
4.1K
$925K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
569+ 0.38% |
$121K - $138K
|
149K
$33.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
562+ 3.37% |
$119K - $136K
|
17.2K
$3.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
560+ 0.96% |
$119K - $136K
|
58.8K
$13.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
553+ 59.85% |
$117K - $134K
|
1.48K
$333K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
550+ 29.49% |
$117K - $133K
|
2.42K
$545K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
550+ 11.48% |
$117K - $133K
|
5.34K
$1.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
550New |
$117K - $133K
|
550
$124K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
550+ 11.0% |
$117K - $133K
|
5.55K
$1.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
550+ 3.84% |
$117K - $133K
|
14.9K
$3.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
550+ 11.06% |
$117K - $133K
|
5.53K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
549+ 30.52% |
$116K - $133K
|
2.35K
$530K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
543+ 9.76% |
$115K - $132K
|
6.1K
$1.38M
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
540+ 279.79% |
$115K - $131K
|
733
$165K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
523+ 11.21% |
$111K - $127K
|
5.19K
$1.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
522+ 2.25% |
$111K - $127K
|
23.7K
$5.35M
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
516+ 4.63% |
$109K - $125K
|
11.7K
$2.63M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
506+ 0.98% |
$107K - $123K
|
52.3K
$11.8M
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
500+ 15.28% |
$106K - $121K
|
3.77K
$851K
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
500+ 16.67% |
$106K - $121K
|
3.5K
$790K
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
500+ 5.52% |
$106K - $121K
|
9.56K
$2.16M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
491+ 29.76% |
$104K - $119K
|
2.14K
$483K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
487+ 9740.0% |
$103K - $118K
|
492
$111K
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
485+ 0.81% |
$103K - $118K
|
60.1K
$13.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
481+ 19.76% |
$102K - $117K
|
2.92K
$658K
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
478+ 16.33% |
$101K - $116K
|
3.41K
$769K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
467+ 14.04% |
$99.1K - $113K
|
3.79K
$856K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
467+ 25.56% |
$99.1K - $113K
|
2.29K
$518K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
467+ 36.83% |
$99.1K - $113K
|
1.74K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
466+ 2.09% |
$98.8K - $113K
|
22.8K
$5.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
466+ 3.55% |
$98.8K - $113K
|
13.6K
$3.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
464+ 1.4% |
$98.4K - $113K
|
33.6K
$7.58M
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
464+ 16.23% |
$98.4K - $113K
|
3.32K
$750K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
456+ 3.2% |
$96.7K - $111K
|
14.7K
$3.32M
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
455+ 0.18% |
$96.5K - $110K
|
256K
$57.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
454+ 6.06% |
$96.3K - $110K
|
7.95K
$1.79M
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
446+ 7.38% |
$94.6K - $108K
|
6.49K
$1.46M
|