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
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-36- 0.29% |
$7.64K - $8.73K
|
12.5K
$2.82M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-39- 1.38% |
$8.27K - $9.46K
|
2.8K
$632K
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
SELL
|
- |
-40- 2.35% |
$8.48K - $9.7K
|
1.66K
$375K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-40- 3.36% |
$8.48K - $9.7K
|
1.15K
$260K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-41- 0.75% |
$8.7K - $9.94K
|
5.43K
$1.23M
|
|
|
Jan 13, 2022
Q4 2021
|
Kennicott Capital Management LLC
|
SELL
|
- |
-43- 1.61% |
$9.12K - $10.4K
|
2.63K
$594K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-43- 0.61% |
$9.12K - $10.4K
|
7.03K
$1.59M
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-44- 1.12% |
$9.33K - $10.7K
|
3.9K
$880K
|
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-44- 1.95% |
$9.33K - $10.7K
|
2.21K
$500K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-45- 2.65% |
$9.55K - $10.9K
|
1.65K
$373K
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-46- 1.13% |
$9.76K - $11.2K
|
4.04K
$912K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-46- 1.52% |
$9.76K - $11.2K
|
2.99K
$675K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-47- 0.35% |
$9.97K - $11.4K
|
13.4K
$3.03M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-47- 38.52% |
$9.97K - $11.4K
|
75
$17K
|
|
|
Feb 10, 2022
Q4 2021
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-48- 1.08% |
$10.2K - $11.6K
|
4.38K
$990K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
SELL
|
- |
-50- 4.2% |
$10.6K - $12.1K
|
1.14K
$258K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-50Closed |
$10.6K - $12.1K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-50- 2.29% |
$10.6K - $12.1K
|
2.14K
$483K
|
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-50- 0.3% |
$10.6K - $12.1K
|
16.9K
$3.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-50- 0.19% |
$10.6K - $12.1K
|
26.7K
$6.02M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-50- 0.77% |
$10.6K - $12.1K
|
6.43K
$1.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-51- 0.11% |
$10.8K - $12.4K
|
48.3K
$10.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-52- 2.49% |
$11K - $12.6K
|
2.03K
$459K
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-54- 0.85% |
$11.5K - $13.1K
|
6.27K
$1.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-54- 1.74% |
$11.5K - $13.1K
|
3.05K
$690K
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-56- 1.48% |
$11.9K - $13.6K
|
3.73K
$844K
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-58- 0.77% |
$12.3K - $14.1K
|
7.5K
$1.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-61- 2.11% |
$12.9K - $14.8K
|
2.84K
$641K
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-62- 0.33% |
$13.2K - $15K
|
18.5K
$4.19M
|
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-62- 1.67% |
$13.2K - $15K
|
3.66K
$826K
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-64- 1.22% |
$13.6K - $15.5K
|
5.19K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-66- 1.46% |
$14K - $16K
|
4.47K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-66- 6.02% |
$14K - $16K
|
1.03K
$233K
|
|
|
Feb 11, 2022
Q4 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-68- 0.71% |
$14.4K - $16.5K
|
9.57K
$2.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-68- 2.67% |
$14.4K - $16.5K
|
2.48K
$560K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-71- 6.59% |
$15.1K - $17.2K
|
1.01K
$228K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-71- 1.26% |
$15.1K - $17.2K
|
5.58K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-71- 15.24% |
$15.1K - $17.2K
|
395
$89.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-72- 1.17% |
$15.3K - $17.5K
|
6.07K
$1.37M
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-73- 0.77% |
$15.5K - $17.7K
|
9.39K
$2.12M
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-74- 2.26% |
$15.7K - $17.9K
|
3.2K
$723K
|
|
|
Jan 19, 2022
Q4 2021
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-75- 3.8% |
$15.9K - $18.2K
|
1.9K
$429K
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-78- 4.2% |
$16.5K - $18.9K
|
1.78K
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-78- 0.25% |
$16.5K - $18.9K
|
31.7K
$7.16M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-81- 5.23% |
$17.2K - $19.6K
|
1.47K
$332K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-83- 2.48% |
$17.6K - $20.1K
|
3.27K
$738K
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-86Closed |
$18.2K - $20.9K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-89- 4.32% |
$18.9K - $21.6K
|
1.97K
$445K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-89- 1.01% |
$18.9K - $21.6K
|
8.73K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-89- 0.6% |
$18.9K - $21.6K
|
14.7K
$3.31M
|