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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-89- 0.6% |
$18.9K - $21.6K
|
14.7K
$3.31M
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-91- 4.24% |
$19.3K - $22.1K
|
2.05K
$464K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-92- 0.56% |
$19.5K - $22.3K
|
16.4K
$3.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-94- 2.5% |
$19.9K - $22.8K
|
3.67K
$829K
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-96- 6.55% |
$20.4K - $23.3K
|
1.37K
$309K
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-97- 9.6% |
$20.6K - $23.5K
|
913
$206K
|
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-98- 0.33% |
$20.8K - $23.8K
|
29.3K
$6.62M
|
|
|
Feb 03, 2022
Q4 2021
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-100- 1.06% |
$21.2K - $24.3K
|
9.31K
$2.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-104- 5.56% |
$22.1K - $25.2K
|
1.77K
$399K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-105Closed |
$22.3K - $25.5K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-105- 13.06% |
$22.3K - $25.5K
|
699
$158K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-106- 1.54% |
$22.5K - $25.7K
|
6.78K
$1.53M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-107- 5.57% |
$22.7K - $26K
|
1.81K
$410K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-109- 0.85% |
$23.1K - $26.4K
|
12.7K
$2.87M
|
|
|
Jan 28, 2022
Q4 2021
|
Wedgewood Investors Inc
|
SELL
|
- |
-110- 4.29% |
$23.3K - $26.7K
|
2.45K
$554K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-110- 1.96% |
$23.3K - $26.7K
|
5.51K
$1.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-110- 35.26% |
$23.3K - $26.7K
|
202
$45.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-111Closed |
$23.5K - $26.9K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-112- 0.35% |
$23.8K - $27.2K
|
31.6K
$7.15M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-113- 4.43% |
$24K - $27.4K
|
2.44K
$550K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-114- 0.52% |
$24.2K - $27.7K
|
21.8K
$4.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-115- 1.97% |
$24.4K - $27.9K
|
5.73K
$1.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
SELL
|
- |
-118- 5.06% |
$25K - $28.6K
|
2.22K
$501K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-120- 0.26% |
$25.5K - $29.1K
|
45.8K
$10.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-120- 4.28% |
$25.5K - $29.1K
|
2.68K
$607K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-121- 5.05% |
$25.7K - $29.3K
|
2.27K
$514K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-121- 0.62% |
$25.7K - $29.3K
|
19.3K
$4.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-121- 0.61% |
$25.7K - $29.3K
|
19.7K
$4.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-122- 52.59% |
$25.9K - $29.6K
|
110
$24.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-125- 49.6% |
$26.5K - $30.3K
|
127
$28.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-126- 2.38% |
$26.7K - $30.6K
|
5.17K
$1.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
SELL
|
- |
-127- 1.95% |
$26.9K - $30.8K
|
6.39K
$1.44M
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-127- 2.56% |
$26.9K - $30.8K
|
4.84K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-127- 1.52% |
$26.9K - $30.8K
|
8.21K
$1.86M
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-129- 1.32% |
$27.4K - $31.3K
|
9.64K
$2.18M
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-133- 11.25% |
$28.2K - $32.3K
|
1.05K
$237K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-135- 3.09% |
$28.6K - $32.7K
|
4.23K
$956K
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-138- 1.85% |
$29.3K - $33.5K
|
7.34K
$1.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-139Closed |
$29.5K - $33.7K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-140Closed |
$29.7K - $34K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-140Closed |
$29.7K - $34K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-142Closed |
$30.1K - $34.4K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-145- 5.78% |
$30.8K - $35.2K
|
2.36K
$534K
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-146- 4.29% |
$31K - $35.4K
|
3.26K
$736K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-147Closed |
$31.2K - $35.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-149- 20.14% |
$31.6K - $36.1K
|
591
$134K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-150- 0.36% |
$31.8K - $36.4K
|
41.6K
$9.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-150- 4.18% |
$31.8K - $36.4K
|
3.44K
$778K
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-151- 6.84% |
$32K - $36.6K
|
2.06K
$465K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-151- 2.75% |
$32K - $36.6K
|
5.35K
$1.21M
|