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 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
14New |
$2.97K - $3.4K
|
14
$3.16K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
12+ 14.29% |
$2.55K - $2.91K
|
96
$21.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
12New |
$2.55K - $2.91K
|
12
$2.71K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 0.47% |
$2.33K - $2.67K
|
2.36K
$532K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
11New |
$2.33K - $2.67K
|
11
$2.48K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11+ 0.57% |
$2.33K - $2.67K
|
1.94K
$437K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10+ 1.02% |
$2.12K - $2.43K
|
994
$224K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 1.1% |
$2.12K - $2.43K
|
916
$207K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.1% |
$1.91K - $2.18K
|
8.86K
$2M
|
|
|
Feb 04, 2022
Q4 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
9+ 0.77% |
$1.91K - $2.18K
|
1.18K
$267K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
9+ 81.82% |
$1.91K - $2.18K
|
20
$4.51K
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
9+ 0.33% |
$1.91K - $2.18K
|
2.7K
$610K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
8+ 0.4% |
$1.7K - $1.94K
|
1.99K
$448K
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
8+ 0.05% |
$1.7K - $1.94K
|
16.3K
$3.68M
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
8+ 0.09% |
$1.7K - $1.94K
|
8.76K
$1.98M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
7New |
$1.48K - $1.7K
|
7
$1.58K
|
|
|
Jan 25, 2022
Q4 2021
|
Mc Cutchen Group LLC
|
BUY
|
- |
7+ 0.42% |
$1.48K - $1.7K
|
1.66K
$375K
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
7+ 0.34% |
$1.48K - $1.7K
|
2.09K
$471K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
6+ 0.37% |
$1.27K - $1.46K
|
1.64K
$370K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
6New |
$1.27K - $1.46K
|
6
$1.35K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.24% |
$1.27K - $1.46K
|
2.56K
$577K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
6+ 0.13% |
$1.27K - $1.46K
|
4.67K
$1.05M
|
|
|
Jan 14, 2022
Q4 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
5+ 0.14% |
$1.06K - $1.21K
|
3.52K
$795K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
5New |
$1.06K - $1.21K
|
5
$1.13K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
5+ 0.23% |
$1.06K - $1.21K
|
2.23K
$503K
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
5+ 0.18% |
$1.06K - $1.21K
|
2.78K
$627K
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$1.06K - $1.21K
|
11.1K
$2.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
5+ 0.22% |
$1.06K - $1.21K
|
2.26K
$511K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5+ 0.02% |
$1.06K - $1.21K
|
20.3K
$4.59M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
5+ 0.03% |
$1.06K - $1.21K
|
17K
$3.84M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.32% |
$1.06K - $1.21K
|
1.57K
$353K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5+ 0.07% |
$1.06K - $1.21K
|
6.78K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5+ 0.22% |
$1.06K - $1.21K
|
2.27K
$512K
|
|
|
Mar 12, 2024
Q4 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
5+ 0.31% |
$1.06K - $1.21K
|
1.59K
$360K
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$848 - $970
|
7.58K
$1.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
4+ 0.32% |
$848 - $970
|
1.27K
$287K
|
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.29% |
$848 - $970
|
1.36K
$307K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.08% |
$848 - $970
|
4.82K
$1.09M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.22% |
$636 - $728
|
1.39K
$314K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
3+ 0.21% |
$636 - $728
|
1.43K
$323K
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.71% |
$636 - $728
|
424
$95.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
3+ 0.08% |
$636 - $728
|
3.74K
$843K
|
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
3+ 0.05% |
$636 - $728
|
5.87K
$1.32M
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3+ 0.75% |
$636 - $728
|
404
$91.2K
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
BUY
|
- |
2+ 0.06% |
$424 - $485
|
3.6K
$813K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 3.23% |
$424 - $485
|
64
$14.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
2+ 0.31% |
$424 - $485
|
646
$146K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
2+ 0.01% |
$424 - $485
|
31.6K
$7.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2+ 0.11% |
$424 - $485
|
1.88K
$425K
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2+ 0.06% |
$424 - $485
|
3.24K
$731K
|