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 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-9- 0.2% |
$1.91K - $2.18K
|
4.59K
$1.04M
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-9Closed |
$1.91K - $2.18K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 0.22% |
$1.91K - $2.18K
|
4.16K
$940K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-9- 0.02% |
$1.91K - $2.18K
|
36.7K
$8.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-9- 2.83% |
$1.91K - $2.18K
|
309
$69.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-10- 0.2% |
$2.12K - $2.43K
|
5.03K
$1.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-10- 0.65% |
$2.12K - $2.43K
|
1.54K
$348K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-10- 0.49% |
$2.12K - $2.43K
|
2.03K
$459K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-11- 0.28% |
$2.33K - $2.67K
|
3.92K
$886K
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-11- 0.06% |
$2.33K - $2.67K
|
18.7K
$4.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-11- 0.08% |
$2.33K - $2.67K
|
13.7K
$3.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-12- 0.8% |
$2.55K - $2.91K
|
1.5K
$338K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-13- 0.07% |
$2.76K - $3.15K
|
19.7K
$4.44M
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-13- 1.72% |
$2.76K - $3.15K
|
741
$167K
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
SELL
|
- |
-14- 0.39% |
$2.97K - $3.4K
|
3.59K
$812K
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-14- 0.03% |
$2.97K - $3.4K
|
46.6K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-14- 0.76% |
$2.97K - $3.4K
|
1.83K
$412K
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-15- 0.1% |
$3.18K - $3.64K
|
15K
$3.39M
|
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
SELL
|
- |
-15- 0.04% |
$3.18K - $3.64K
|
37.5K
$8.47M
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-15- 0.52% |
$3.18K - $3.64K
|
2.88K
$650K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-15- 0.49% |
$3.18K - $3.64K
|
3.07K
$694K
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.06% |
$3.39K - $3.88K
|
28.1K
$6.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-17- 0.54% |
$3.61K - $4.12K
|
3.12K
$706K
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-18- 0.22% |
$3.82K - $4.37K
|
8.13K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-18- 1.6% |
$3.82K - $4.37K
|
1.11K
$250K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-18- 0.15% |
$3.82K - $4.37K
|
12.1K
$2.74M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19- 0.78% |
$4.03K - $4.61K
|
2.4K
$543K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-20- 0.97% |
$4.24K - $4.85K
|
2.03K
$460K
|
|
|
Feb 01, 2022
Q4 2021
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-20Closed |
$4.24K - $4.85K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-20- 2.16% |
$4.24K - $4.85K
|
905
$205K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20- 2.6% |
$4.24K - $4.85K
|
750
$170K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-20- 1.17% |
$4.24K - $4.85K
|
1.7K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-20- 15.87% |
$4.24K - $4.85K
|
106
$24K
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-22- 0.56% |
$4.67K - $5.34K
|
3.9K
$880K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-23- 10.09% |
$4.88K - $5.58K
|
205
$46.3K
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
SELL
|
- |
-25- 0.44% |
$5.3K - $6.06K
|
5.71K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-25- 2.16% |
$5.3K - $6.06K
|
1.13K
$256K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-26- 0.69% |
$5.52K - $6.31K
|
3.73K
$842K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-26- 1.39% |
$5.52K - $6.31K
|
1.84K
$417K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-27- 1.16% |
$5.73K - $6.55K
|
2.3K
$520K
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-28- 0.87% |
$5.94K - $6.79K
|
3.21K
$725K
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-30- 0.84% |
$6.36K - $7.28K
|
3.52K
$796K
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-31- 0.11% |
$6.58K - $7.52K
|
28.5K
$6.43M
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-31Closed |
$6.58K - $7.52K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-32- 0.5% |
$6.79K - $7.76K
|
6.39K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-33Closed |
$7K - $8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-33- 0.75% |
$7K - $8K
|
4.39K
$992K
|
|
|
Feb 14, 2022
Q4 2021
|
S&T Bank
Indiana, PA |
SELL
|
- |
-34- 1.62% |
$7.21K - $8.25K
|
2.06K
$466K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-35Closed |
$7.42K - $8.49K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-36- 2.56% |
$7.64K - $8.73K
|
1.37K
$310K
|