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 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
306+ 6.98% |
$64.9K - $74.2K
|
4.69K
$1.06M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
302New |
$64.1K - $73.3K
|
302
$68.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
302+ 10.54% |
$64.1K - $73.3K
|
3.17K
$715K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
298+ 1.73% |
$63.2K - $72.3K
|
17.5K
$3.95M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
297+ 12.25% |
$63K - $72K
|
2.72K
$614K
|
|
|
Feb 11, 2022
Q4 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
291New |
$61.7K - $70.6K
|
291
$65.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
288+ 6.14% |
$61.1K - $69.9K
|
4.98K
$1.12M
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
286+ 2.67% |
$60.7K - $69.4K
|
11K
$2.48M
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
283+ 0.54% |
$60K - $68.6K
|
52.7K
$11.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
283+ 1.98% |
$60K - $68.6K
|
14.5K
$3.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
281+ 0.36% |
$59.6K - $68.2K
|
78.9K
$17.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
275New |
$58.3K - $66.7K
|
275
$62.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
BUY
|
- |
270+ 0.51% |
$57.3K - $65.5K
|
53.6K
$12.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
270+ 8.26% |
$57.3K - $65.5K
|
3.54K
$799K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
261+ 4.72% |
$55.4K - $63.3K
|
5.8K
$1.31M
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
260+ 1.29% |
$55.2K - $63.1K
|
20.4K
$4.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
258+ 13.9% |
$54.7K - $62.6K
|
2.11K
$477K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
257+ 26.74% |
$54.5K - $62.3K
|
1.22K
$275K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
256+ 7.03% |
$54.3K - $62.1K
|
3.9K
$879K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
255New |
$54.1K - $61.9K
|
255
$57.6K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
253+ 18.62% |
$53.7K - $61.4K
|
1.61K
$364K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
251+ 5.27% |
$53.2K - $60.9K
|
5.02K
$1.13M
|
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
251+ 23.05% |
$53.2K - $60.9K
|
1.34K
$302K
|
|
|
Feb 07, 2022
Q4 2021
|
Parthenon LLC
|
BUY
|
- |
250+ 4.74% |
$53K - $60.6K
|
5.53K
$1.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
250+ 0.85% |
$53K - $60.6K
|
29.8K
$6.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
250+ 19.78% |
$53K - $60.6K
|
1.51K
$342K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
248+ 3.2% |
$52.6K - $60.2K
|
7.99K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
245+ 0.81% |
$52K - $59.4K
|
30.7K
$6.92M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
241New |
$51.1K - $58.5K
|
241
$54.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
240+ 21.35% |
$50.9K - $58.2K
|
1.36K
$308K
|
|
|
Feb 09, 2022
Q4 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
239+ 1.16% |
$50.7K - $58K
|
20.9K
$4.71M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
237+ 16.18% |
$50.3K - $57.5K
|
1.7K
$384K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
237+ 1.36% |
$50.3K - $57.5K
|
17.6K
$3.98M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
235+ 1.54% |
$49.8K - $57K
|
15.5K
$3.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
234New |
$49.6K - $56.8K
|
234
$52.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
232+ 5.1% |
$49.2K - $56.3K
|
4.78K
$1.08M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
232+ 2.48% |
$49.2K - $56.3K
|
9.58K
$2.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
231+ 12.06% |
$49K - $56K
|
2.15K
$484K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
230+ 3.03% |
$48.8K - $55.8K
|
7.82K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
229+ 6.36% |
$48.6K - $55.5K
|
3.83K
$864K
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
228+ 5.2% |
$48.4K - $55.3K
|
4.61K
$1.04M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
225+ 8.08% |
$47.7K - $54.6K
|
3.01K
$680K
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
224+ 8.93% |
$47.5K - $54.3K
|
2.73K
$616K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
221+ 2.96% |
$46.9K - $53.6K
|
7.68K
$1.73M
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
220+ 23.43% |
$46.7K - $53.4K
|
1.16K
$262K
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
220+ 8.43% |
$46.7K - $53.4K
|
2.83K
$639K
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
218+ 5.93% |
$46.2K - $52.9K
|
3.9K
$879K
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
218+ 7.63% |
$46.2K - $52.9K
|
3.08K
$694K
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
216+ 12.09% |
$45.8K - $52.4K
|
2K
$452K
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
215+ 6.88% |
$45.6K - $52.2K
|
3.34K
$754K
|