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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-152- 0.71% |
$32.2K - $36.9K
|
21.2K
$4.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-156- 8.13% |
$33.1K - $37.8K
|
1.76K
$398K
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-157Closed |
$33.3K - $38.1K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
SELL
|
- |
-157- 10.13% |
$33.3K - $38.1K
|
1.39K
$315K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-160- 22.32% |
$33.9K - $38.8K
|
557
$126K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-160- 13.63% |
$33.9K - $38.8K
|
1.01K
$229K
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-160- 11.44% |
$33.9K - $38.8K
|
1.24K
$280K
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-161- 4.61% |
$34.2K - $39.1K
|
3.33K
$752K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
SELL
|
- |
-167- 7.9% |
$35.4K - $40.5K
|
1.95K
$440K
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-169- 4.15% |
$35.8K - $41K
|
3.91K
$883K
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-170- 1.75% |
$36.1K - $41.2K
|
9.57K
$2.16M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-171- 19.57% |
$36.3K - $41.5K
|
703
$159K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-172- 8.38% |
$36.5K - $41.7K
|
1.88K
$425K
|
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-183- 13.45% |
$38.8K - $44.4K
|
1.18K
$266K
|
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-185- 7.89% |
$39.2K - $44.9K
|
2.16K
$488K
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-188- 6.1% |
$39.9K - $45.6K
|
2.89K
$654K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-190- 3.18% |
$40.3K - $46.1K
|
5.78K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-190- 9.0% |
$40.3K - $46.1K
|
1.92K
$434K
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-193- 5.12% |
$40.9K - $46.8K
|
3.58K
$809K
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
SELL
|
- |
-195- 2.22% |
$41.4K - $47.3K
|
8.59K
$1.94M
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-195- 0.66% |
$41.4K - $47.3K
|
29.1K
$6.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Private Management Group Inc
|
SELL
|
- |
-195- 5.03% |
$41.4K - $47.3K
|
3.69K
$833K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-196- 0.21% |
$41.6K - $47.5K
|
94.4K
$21.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-200- 21.83% |
$42.4K - $48.5K
|
716
$162K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-202- 2.81% |
$42.8K - $49K
|
6.99K
$1.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-203- 1.24% |
$43.1K - $49.2K
|
16.1K
$3.65M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-207- 3.73% |
$43.9K - $50.2K
|
5.35K
$1.21M
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-207- 1.69% |
$43.9K - $50.2K
|
12.1K
$2.72M
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-214- 1.32% |
$45.4K - $51.9K
|
16K
$3.61M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-216- 9.77% |
$45.8K - $52.4K
|
1.99K
$451K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-219- 5.35% |
$46.5K - $53.1K
|
3.87K
$875K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
SELL
|
- |
-221- 6.35% |
$46.9K - $53.6K
|
3.26K
$736K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-221- 4.45% |
$46.9K - $53.6K
|
4.74K
$1.07M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-226- 6.18% |
$47.9K - $54.8K
|
3.43K
$775K
|
|
|
Jan 19, 2022
Q4 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-230- 0.45% |
$48.8K - $55.8K
|
50.9K
$11.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-231- 4.92% |
$49K - $56K
|
4.47K
$1.01M
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-231- 0.24% |
$49K - $56K
|
96.3K
$21.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-237- 1.5% |
$50.3K - $57.5K
|
15.6K
$3.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-239- 94.84% |
$50.7K - $58K
|
13
$2.94K
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-247- 3.31% |
$52.4K - $59.9K
|
7.21K
$1.63M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-250Closed |
$53K - $60.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-254Closed |
$53.9K - $61.6K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-256- 4.12% |
$54.3K - $62.1K
|
5.96K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-257- 33.68% |
$54.5K - $62.3K
|
506
$114K
|
|
|
Jan 21, 2022
Q4 2021
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-258- 1.48% |
$54.7K - $62.6K
|
17.2K
$3.88M
|
|
|
Jun 28, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-260- 11.27% |
$55.2K - $63.1K
|
2.05K
$463K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-260- 8.47% |
$55.2K - $63.1K
|
2.81K
$635K
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-260- 8.52% |
$55.2K - $63.1K
|
2.79K
$631K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-268- 16.86% |
$56.8K - $65K
|
1.32K
$299K
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-268- 3.83% |
$56.8K - $65K
|
6.74K
$1.52M
|