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 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
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-449- 8.11% |
$95.2K - $109K
|
5.08K
$1.15M
|
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-450- 15.54% |
$95.5K - $109K
|
2.45K
$553K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilton Capital Management, LLC
|
SELL
|
- |
-450- 31.14% |
$95.5K - $109K
|
995
$225K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
SELL
|
- |
-453- 14.73% |
$96.1K - $110K
|
2.62K
$593K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-455- 2.25% |
$96.5K - $110K
|
19.8K
$4.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-462- 3.26% |
$98K - $112K
|
13.7K
$3.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
SELL
|
- |
-463- 19.12% |
$98.2K - $112K
|
1.96K
$443K
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-465- 1.41% |
$98.6K - $113K
|
32.5K
$7.36M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-475- 12.8% |
$101K - $115K
|
3.24K
$732K
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-476- 4.39% |
$101K - $115K
|
10.4K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-480- 4.96% |
$102K - $116K
|
9.2K
$2.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-485- 4.32% |
$103K - $118K
|
10.7K
$2.43M
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-486- 13.67% |
$103K - $118K
|
3.07K
$694K
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-493- 17.61% |
$105K - $120K
|
2.31K
$521K
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-496- 1.68% |
$105K - $120K
|
29K
$6.55M
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-497- 3.0% |
$105K - $121K
|
16.1K
$3.63M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-498- 19.54% |
$106K - $121K
|
2.05K
$464K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-504- 1.85% |
$107K - $122K
|
26.8K
$6.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-509- 1.88% |
$108K - $123K
|
26.5K
$6M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-513- 6.29% |
$109K - $124K
|
7.64K
$1.73M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-514- 19.95% |
$109K - $125K
|
2.06K
$466K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-514- 2.78% |
$109K - $125K
|
17.9K
$4.06M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-514- 2.78% |
$109K - $125K
|
17.9K
$4.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-517- 9.67% |
$110K - $125K
|
4.83K
$1.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-527- 20.52% |
$112K - $128K
|
2.04K
$462K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-531- 7.91% |
$113K - $129K
|
6.18K
$1.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-536- 2.47% |
$114K - $130K
|
21.2K
$4.79M
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
SELL
|
- |
-539- 13.6% |
$114K - $131K
|
3.42K
$774K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-556- 34.05% |
$118K - $135K
|
1.08K
$244K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-557- 12.38% |
$118K - $135K
|
3.94K
$892K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-557- 0.79% |
$118K - $135K
|
70K
$15.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-560- 10.51% |
$119K - $136K
|
4.77K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-574- 8.38% |
$122K - $139K
|
6.27K
$1.42M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-574- 13.75% |
$122K - $139K
|
3.6K
$814K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-574- 1.05% |
$122K - $139K
|
54.3K
$12.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-575- 21.12% |
$122K - $139K
|
2.15K
$486K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-588Closed |
$125K - $143K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-593- 1.74% |
$126K - $144K
|
33.6K
$7.59M
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-594- 5.51% |
$126K - $144K
|
10.2K
$2.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-596- 1.53% |
$126K - $145K
|
38.4K
$8.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-603- 2.18% |
$128K - $146K
|
27.1K
$6.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-605- 57.62% |
$128K - $147K
|
445
$101K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-605- 2.3% |
$128K - $147K
|
25.7K
$5.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
SELL
|
- |
-606- 2.92% |
$129K - $147K
|
20.2K
$4.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-606- 32.65% |
$129K - $147K
|
1.25K
$283K
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-614- 92.05% |
$130K - $149K
|
53
$12K
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
SELL
|
- |
-630- 13.15% |
$134K - $153K
|
4.16K
$941K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-634- 2.43% |
$134K - $154K
|
25.5K
$5.77M
|