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 19, 2022
Q4 2021
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-269- 0.43% |
$57.1K - $65.2K
|
62.3K
$14.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-270- 6.47% |
$57.3K - $65.5K
|
3.9K
$882K
|
|
|
Jan 31, 2022
Q4 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-277- 3.39% |
$58.8K - $67.2K
|
7.89K
$1.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-280- 9.97% |
$59.4K - $67.9K
|
2.53K
$572K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-281- 6.78% |
$59.6K - $68.2K
|
3.87K
$873K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-283- 6.67% |
$60K - $68.6K
|
3.96K
$895K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-286Closed |
$60.7K - $69.4K
|
0
$0
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-288- 71.11% |
$61.1K - $69.9K
|
117
$26.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-296- 2.02% |
$62.8K - $71.8K
|
14.4K
$3.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-297- 1.05% |
$63K - $72K
|
27.9K
$6.32M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-299- 1.1% |
$63.4K - $72.5K
|
26.9K
$6.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-300Closed |
$63.6K - $72.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-300- 14.96% |
$63.6K - $72.8K
|
1.71K
$386K
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-304- 0.79% |
$64.5K - $73.7K
|
38.3K
$8.65M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-305- 1.69% |
$64.7K - $74K
|
17.8K
$4.02M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-306- 44.41% |
$64.9K - $74.2K
|
383
$86.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-306- 8.15% |
$64.9K - $74.2K
|
3.45K
$779K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-307- 2.08% |
$65.1K - $74.5K
|
14.5K
$3.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-310- 1.45% |
$65.8K - $75.2K
|
21K
$4.75M
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-319- 1.27% |
$67.7K - $77.4K
|
24.8K
$5.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-320- 2.08% |
$67.9K - $77.6K
|
15.1K
$3.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-324Closed |
$68.7K - $78.6K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-326- 0.81% |
$69.2K - $79.1K
|
39.7K
$8.98M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-327- 3.28% |
$69.4K - $79.3K
|
9.64K
$2.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-329- 0.98% |
$69.8K - $79.8K
|
33.2K
$7.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-331- 8.52% |
$70.2K - $80.3K
|
3.55K
$803K
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
SELL
|
- |
-333- 12.16% |
$70.6K - $80.8K
|
2.41K
$544K
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-333- 6.01% |
$70.6K - $80.8K
|
5.21K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-338- 6.39% |
$71.7K - $82K
|
4.95K
$1.12M
|
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-348- 15.76% |
$73.8K - $84.4K
|
1.86K
$420K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-351- 6.42% |
$74.5K - $85.1K
|
5.12K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-351- 6.54% |
$74.5K - $85.1K
|
5.02K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-368- 16.63% |
$78.1K - $89.3K
|
1.85K
$417K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-371- 1.38% |
$78.7K - $90K
|
26.5K
$5.98M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-373- 6.72% |
$79.1K - $90.5K
|
5.18K
$1.17M
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
SELL
|
- |
-374- 25.03% |
$79.3K - $90.7K
|
1.12K
$253K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-382- 27.31% |
$81K - $92.7K
|
1.02K
$230K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-390- 6.0% |
$82.7K - $94.6K
|
6.11K
$1.38M
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-392Closed |
$83.2K - $95.1K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-393- 22.55% |
$83.4K - $95.3K
|
1.35K
$305K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-396- 4.33% |
$84K - $96.1K
|
8.74K
$1.98M
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-400- 23.17% |
$84.8K - $97K
|
1.33K
$300K
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-402- 21.43% |
$85.3K - $97.5K
|
1.47K
$333K
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-408- 5.84% |
$86.5K - $99K
|
6.58K
$1.49M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-409- 2.25% |
$86.8K - $99.2K
|
17.8K
$4.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-410- 2.45% |
$87K - $99.4K
|
16.3K
$3.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-428- 48.25% |
$90.8K - $104K
|
459
$104K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-429- 1.15% |
$91K - $104K
|
37K
$8.36M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-435- 2.18% |
$92.3K - $106K
|
19.5K
$4.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-443- 17.16% |
$94K - $107K
|
2.14K
$483K
|