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 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
117+ 1.63% |
$24.8K - $28.4K
|
7.32K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
115+ 0.61% |
$24.4K - $27.9K
|
19K
$4.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
115+ 1.39% |
$24.4K - $27.9K
|
8.42K
$1.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
114+ 6.86% |
$24.2K - $27.7K
|
1.78K
$401K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
114+ 0.97% |
$24.2K - $27.7K
|
11.9K
$2.68M
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
113+ 3.84% |
$24K - $27.4K
|
3.06K
$690K
|
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
112+ 0.17% |
$23.8K - $27.2K
|
64.8K
$14.6M
|
|
|
Jan 07, 2022
Q4 2021
|
Woodstock Corp
|
BUY
|
- |
110+ 0.4% |
$23.3K - $26.7K
|
27.8K
$6.28M
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
110+ 3.07% |
$23.3K - $26.7K
|
3.69K
$833K
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
110+ 4.6% |
$23.3K - $26.7K
|
2.5K
$564K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
110New |
$23.3K - $26.7K
|
110
$24.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
110+ 4.8% |
$23.3K - $26.7K
|
2.4K
$542K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
104+ 14.09% |
$22.1K - $25.2K
|
842
$190K
|
|
|
Feb 08, 2022
Q4 2021
|
Front Street Capital Management, Inc.
|
BUY
|
- |
103+ 8.29% |
$21.8K - $25K
|
1.35K
$304K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
103+ 5.23% |
$21.8K - $25K
|
2.07K
$468K
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
102+ 6.59% |
$21.6K - $24.7K
|
1.65K
$372K
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
102New |
$21.6K - $24.7K
|
102
$23K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
101+ 4.47% |
$21.4K - $24.5K
|
2.36K
$532K
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
101New |
$21.4K - $24.5K
|
101
$22.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
101+ 2.1% |
$21.4K - $24.5K
|
4.9K
$1.11M
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
100+ 1.95% |
$21.2K - $24.3K
|
5.24K
$1.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 909.09% |
$21.2K - $24.3K
|
111
$25.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
100+ 1.8% |
$21.2K - $24.3K
|
5.66K
$1.28M
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
100+ 1.31% |
$21.2K - $24.3K
|
7.73K
$1.75M
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100+ 1.95% |
$21.2K - $24.3K
|
5.22K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
100+ 8.0% |
$21.2K - $24.3K
|
1.35K
$305K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
100+ 32.26% |
$21.2K - $24.3K
|
410
$92.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
98+ 1.26% |
$20.8K - $23.8K
|
7.87K
$1.78M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
96+ 10.2% |
$20.4K - $23.3K
|
1.04K
$234K
|
|
|
Feb 16, 2022
Q4 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
96+ 1.72% |
$20.4K - $23.3K
|
5.69K
$1.28M
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
95+ 5.69% |
$20.2K - $23K
|
1.77K
$398K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
95+ 1.33% |
$20.2K - $23K
|
7.24K
$1.63M
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
92+ 9.73% |
$19.5K - $22.3K
|
1.04K
$234K
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
92+ 0.88% |
$19.5K - $22.3K
|
10.6K
$2.39M
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
92+ 2.82% |
$19.5K - $22.3K
|
3.36K
$757K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
91+ 0.85% |
$19.3K - $22.1K
|
10.7K
$2.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
91+ 4.87% |
$19.3K - $22.1K
|
1.96K
$442K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
90+ 0.29% |
$19.1K - $21.8K
|
30.8K
$6.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
89New |
$18.9K - $21.6K
|
89
$20.1K
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
89+ 5.5% |
$18.9K - $21.6K
|
1.71K
$385K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
87+ 1.18% |
$18.5K - $21.1K
|
7.47K
$1.69M
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
85+ 8.29% |
$18K - $20.6K
|
1.11K
$251K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
85+ 4.54% |
$18K - $20.6K
|
1.96K
$442K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
85+ 2.62% |
$18K - $20.6K
|
3.33K
$751K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
85+ 7.88% |
$18K - $20.6K
|
1.16K
$262K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
85+ 1.12% |
$18K - $20.6K
|
7.66K
$1.73M
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
84+ 3.81% |
$17.8K - $20.4K
|
2.29K
$517K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
84+ 1.11% |
$17.8K - $20.4K
|
7.66K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
82+ 2.3% |
$17.4K - $19.9K
|
3.65K
$823K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
81+ 6.01% |
$17.2K - $19.6K
|
1.43K
$323K
|