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 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
42+ 3.98% |
$8.91K - $10.2K
|
1.1K
$248K
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
41+ 0.65% |
$8.7K - $9.94K
|
6.31K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
41+ 0.63% |
$8.7K - $9.94K
|
6.6K
$1.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
40+ 0.39% |
$8.48K - $9.7K
|
10.2K
$2.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
40+ 0.29% |
$8.48K - $9.7K
|
13.8K
$3.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
40+ 4.33% |
$8.48K - $9.7K
|
964
$218K
|
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
37+ 1.36% |
$7.85K - $8.97K
|
2.76K
$622K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
37New |
$7.85K - $8.97K
|
37
$8.35K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
37+ 0.9% |
$7.85K - $8.97K
|
4.16K
$940K
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
35+ 0.52% |
$7.42K - $8.49K
|
6.75K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
35+ 0.23% |
$7.42K - $8.49K
|
15K
$3.4M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
34New |
$7.21K - $8.25K
|
34
$7.67K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
34+ 0.61% |
$7.21K - $8.25K
|
5.61K
$1.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
34New |
$7.21K - $8.25K
|
34
$7.67K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
33+ 0.58% |
$7K - $8K
|
5.71K
$1.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
33+ 1.3% |
$7K - $8K
|
2.57K
$581K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
32+ 2.11% |
$6.79K - $7.76K
|
1.55K
$349K
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
30+ 1.3% |
$6.36K - $7.28K
|
2.34K
$529K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
30New |
$6.36K - $7.28K
|
30
$6.77K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
30+ 0.29% |
$6.36K - $7.28K
|
10.3K
$2.33M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
29+ 0.78% |
$6.15K - $7.03K
|
3.74K
$843K
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
29+ 0.57% |
$6.15K - $7.03K
|
5.12K
$1.16M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
29+ 0.06% |
$6.15K - $7.03K
|
46K
$10.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
28+ 1.47% |
$5.94K - $6.79K
|
1.93K
$436K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
28+ 0.2% |
$5.94K - $6.79K
|
14.3K
$3.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
27+ 0.63% |
$5.73K - $6.55K
|
4.33K
$976K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
26+ 0.24% |
$5.52K - $6.31K
|
10.7K
$2.42M
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
26+ 0.56% |
$5.52K - $6.31K
|
4.68K
$1.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
26+ 0.17% |
$5.52K - $6.31K
|
15.4K
$3.49M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26+ 1.24% |
$5.52K - $6.31K
|
2.13K
$481K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
25+ 0.37% |
$5.3K - $6.06K
|
6.73K
$1.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
25+ 0.34% |
$5.3K - $6.06K
|
7.38K
$1.67M
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
25+ 0.36% |
$5.3K - $6.06K
|
7.02K
$1.59M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
24+ 0.57% |
$5.09K - $5.82K
|
4.26K
$961K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
24+ 75.0% |
$5.09K - $5.82K
|
56
$12.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
23+ 0.89% |
$4.88K - $5.58K
|
2.62K
$592K
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
23+ 2.35% |
$4.88K - $5.58K
|
1K
$226K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
22+ 1.83% |
$4.67K - $5.34K
|
1.22K
$276K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
22+ 1.07% |
$4.67K - $5.34K
|
2.07K
$467K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
22+ 2.15% |
$4.67K - $5.34K
|
1.04K
$236K
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
21+ 0.52% |
$4.45K - $5.09K
|
4.03K
$909K
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
20+ 1.25% |
$4.24K - $4.85K
|
1.63K
$367K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
19+ 4.36% |
$4.03K - $4.61K
|
455
$103K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
18+ 0.63% |
$3.82K - $4.37K
|
2.9K
$654K
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
18+ 1.48% |
$3.82K - $4.37K
|
1.24K
$279K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
17+ 0.2% |
$3.61K - $4.12K
|
8.34K
$1.88M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
16New |
$3.39K - $3.88K
|
16
$3.61K
|
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
BUY
|
- |
16+ 0.7% |
$3.39K - $3.88K
|
2.3K
$519K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
16+ 3.07% |
$3.39K - $3.88K
|
537
$121K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
15+ 0.64% |
$3.18K - $3.64K
|
2.35K
$530K
|