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 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
446+ 3.13% |
$94.6K - $108K
|
14.7K
$3.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
441+ 16.15% |
$93.5K - $107K
|
3.17K
$716K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
440+ 11000.0% |
$93.3K - $107K
|
444
$100K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
435+ 5.02% |
$92.3K - $106K
|
9.1K
$2.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
430+ 14.51% |
$91.2K - $104K
|
3.39K
$766K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
429+ 25.52% |
$91K - $104K
|
2.11K
$476K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
429+ 18.33% |
$91K - $104K
|
2.77K
$625K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
421+ 11.97% |
$89.3K - $102K
|
3.94K
$889K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
420+ 34.54% |
$89.1K - $102K
|
1.64K
$369K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
420+ 0.31% |
$89.1K - $102K
|
134K
$30.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
411New |
$87.2K - $99.7K
|
411
$92.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
410+ 6.77% |
$87K - $99.4K
|
6.47K
$1.46M
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
405+ 1.56% |
$85.9K - $98.2K
|
26.4K
$5.95M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
405+ 1.14% |
$85.9K - $98.2K
|
35.9K
$8.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
404+ 3.98% |
$85.7K - $98K
|
10.6K
$2.38M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
398+ 28.59% |
$84.4K - $96.5K
|
1.79K
$404K
|
|
|
Dec 19, 2024
Q4 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
396+ 1.05% |
$84K - $96.1K
|
38K
$8.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
395+ 13.11% |
$83.8K - $95.8K
|
3.41K
$769K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
392+ 0.11% |
$83.2K - $95.1K
|
355K
$80.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
381+ 1.77% |
$80.8K - $92.4K
|
21.9K
$4.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
378+ 0.47% |
$80.2K - $91.7K
|
80.4K
$18.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
378+ 11.81% |
$80.2K - $91.7K
|
3.58K
$808K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
376+ 1.03% |
$79.8K - $91.2K
|
36.9K
$8.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
373+ 0.5% |
$79.1K - $90.5K
|
75.2K
$17M
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
369+ 10.94% |
$78.3K - $89.5K
|
3.74K
$844K
|
|
|
Feb 16, 2022
Q4 2021
|
Castellan Group
Louisville, KY |
BUY
|
- |
368+ 3.64% |
$78.1K - $89.3K
|
10.5K
$2.36M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
366+ 111.93% |
$77.6K - $88.8K
|
693
$156K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
365+ 10.32% |
$77.4K - $88.5K
|
3.9K
$881K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
364+ 0.57% |
$77.2K - $88.3K
|
64.1K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
357+ 7.7% |
$75.7K - $86.6K
|
5K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
354New |
$75.1K - $85.9K
|
354
$79.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
347+ 3.59% |
$73.6K - $84.2K
|
10K
$2.26M
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
347+ 2.54% |
$73.6K - $84.2K
|
14K
$3.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
346+ 8.76% |
$73.4K - $83.9K
|
4.3K
$970K
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
343+ 18.36% |
$72.8K - $83.2K
|
2.21K
$499K
|
|
|
Feb 07, 2022
Q4 2021
|
Greenfield Ftc, Inc.
|
BUY
|
- |
342+ 0.62% |
$72.5K - $83K
|
55.6K
$12.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
340+ 0.49% |
$72.1K - $82.5K
|
69.5K
$15.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
332+ 1.88% |
$70.4K - $80.5K
|
18K
$4.07M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
331+ 9.7% |
$70.2K - $80.3K
|
3.74K
$845K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
330+ 8.0% |
$70K - $80K
|
4.45K
$1.01M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
329+ 9.32% |
$69.8K - $79.8K
|
3.86K
$871K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
322New |
$68.3K - $78.1K
|
322
$72.7K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
322+ 88.46% |
$68.3K - $78.1K
|
686
$155K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
320+ 24.19% |
$67.9K - $77.6K
|
1.64K
$371K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
319+ 0.96% |
$67.7K - $77.4K
|
33.6K
$7.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
318+ 2.39% |
$67.5K - $77.1K
|
13.6K
$3.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
315+ 11.06% |
$66.8K - $76.4K
|
3.16K
$714K
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
313+ 5.01% |
$66.4K - $75.9K
|
6.56K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
313New |
$66.4K - $75.9K
|
313
$70.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
308New |
$65.3K - $74.7K
|
308
$69.5K
|