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 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
205+ 5.93% |
$43.5K - $49.7K
|
3.66K
$826K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
203+ 0.4% |
$43.1K - $49.2K
|
51.2K
$11.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
203+ 4.48% |
$43.1K - $49.2K
|
4.73K
$1.07M
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
202+ 1.02% |
$42.8K - $49K
|
20.1K
$4.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
201+ 13.85% |
$42.6K - $48.8K
|
1.65K
$373K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
199+ 4.06% |
$42.2K - $48.3K
|
5.1K
$1.15M
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
193+ 0.6% |
$40.9K - $46.8K
|
32.3K
$7.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
184+ 6.0% |
$39K - $44.6K
|
3.25K
$734K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
180+ 10.39% |
$38.2K - $43.7K
|
1.91K
$432K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
179+ 7.21% |
$38K - $43.4K
|
2.66K
$601K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
178+ 9.96% |
$37.8K - $43.2K
|
1.97K
$444K
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
176+ 0.9% |
$37.3K - $42.7K
|
19.7K
$4.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
175+ 5.47% |
$37.1K - $42.4K
|
3.38K
$762K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
173+ 1.34% |
$36.7K - $42K
|
13.1K
$2.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
173+ 1.29% |
$36.7K - $42K
|
13.6K
$3.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
171+ 4.5% |
$36.3K - $41.5K
|
3.97K
$897K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
170+ 2.84% |
$36.1K - $41.2K
|
6.16K
$1.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
167+ 27.6% |
$35.4K - $40.5K
|
772
$174K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
166+ 13.1% |
$35.2K - $40.3K
|
1.43K
$323K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
165+ 10.39% |
$35K - $40K
|
1.75K
$396K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
165+ 7.96% |
$35K - $40K
|
2.24K
$505K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
161+ 22.12% |
$34.2K - $39.1K
|
889
$201K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
161+ 1.63% |
$34.2K - $39.1K
|
10K
$2.26M
|
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
160New |
$33.9K - $38.8K
|
160
$36.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
158+ 4.35% |
$33.5K - $38.3K
|
3.79K
$856K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
156+ 3.95% |
$33.1K - $37.8K
|
4.1K
$926K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
154+ 1.55% |
$32.7K - $37.4K
|
10.1K
$2.28M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
154+ 0.62% |
$32.7K - $37.4K
|
24.8K
$5.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
154+ 6.17% |
$32.7K - $37.4K
|
2.65K
$598K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
153New |
$32.5K - $37.1K
|
153
$34.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
151+ 3.14% |
$32K - $36.6K
|
4.96K
$1.12M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
150+ 340.91% |
$31.8K - $36.4K
|
194
$43.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
149+ 13.96% |
$31.6K - $36.1K
|
1.22K
$274K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
147+ 0.53% |
$31.2K - $35.7K
|
27.8K
$6.28M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
146+ 0.86% |
$31K - $35.4K
|
17.2K
$3.89M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
145+ 3.01% |
$30.8K - $35.2K
|
4.96K
$1.12M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
144+ 7.84% |
$30.5K - $34.9K
|
1.98K
$447K
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
140+ 6.57% |
$29.7K - $34K
|
2.27K
$513K
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
139+ 50.55% |
$29.5K - $33.7K
|
414
$93.4K
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
133+ 1.9% |
$28.2K - $32.3K
|
7.13K
$1.61M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
BUY
|
- |
131+ 1.0% |
$27.8K - $31.8K
|
13.2K
$2.99M
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
130+ 53.06% |
$27.6K - $31.5K
|
375
$84.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
129New |
$27.4K - $31.3K
|
129
$29.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
127New |
$26.9K - $30.8K
|
127
$28.7K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
126+ 3.65% |
$26.7K - $30.6K
|
3.58K
$808K
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
125+ 9.65% |
$26.5K - $30.3K
|
1.42K
$320K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
122+ 0.44% |
$25.9K - $29.6K
|
27.9K
$6.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
122+ 2.91% |
$25.9K - $29.6K
|
4.32K
$974K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
120+ 2.97% |
$25.5K - $29.1K
|
4.16K
$938K
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
119+ 10.9% |
$25.2K - $28.9K
|
1.21K
$273K
|