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
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-654- 22.09% |
$139K - $159K
|
2.31K
$521K
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-672- 14.48% |
$143K - $163K
|
3.97K
$897K
|
|
Feb 14, 2022
Q4 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-675Closed |
$143K - $164K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-683- 8.8% |
$145K - $166K
|
7.07K
$1.6M
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-703- 24.31% |
$149K - $171K
|
2.19K
$495K
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-705- 10.21% |
$150K - $171K
|
6.2K
$1.4M
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-714- 3.31% |
$151K - $173K
|
20.9K
$4.71M
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-724- 7.66% |
$154K - $176K
|
8.73K
$1.97M
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-725- 3.58% |
$154K - $176K
|
19.6K
$4.42M
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-730- 5.07% |
$155K - $177K
|
13.7K
$3.09M
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-731- 23.82% |
$155K - $177K
|
2.34K
$528K
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-733- 10.39% |
$155K - $178K
|
6.32K
$1.43M
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-779- 2.19% |
$165K - $189K
|
34.8K
$7.86M
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-791- 2.19% |
$168K - $192K
|
35.3K
$7.97M
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-792- 1.72% |
$168K - $192K
|
45.3K
$10.2M
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-806- 13.0% |
$171K - $196K
|
5.39K
$1.22M
|
|
Jan 24, 2022
Q4 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-818- 1.88% |
$174K - $198K
|
42.7K
$9.66M
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-836- 33.21% |
$177K - $203K
|
1.68K
$380K
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-840- 12.48% |
$178K - $204K
|
5.89K
$1.33M
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-841- 10.79% |
$178K - $204K
|
6.96K
$1.57M
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-850- 30.16% |
$180K - $206K
|
1.97K
$445K
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-850- 8.52% |
$180K - $206K
|
9.13K
$2.06M
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-863- 4.5% |
$183K - $209K
|
18.3K
$4.14M
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-868- 4.48% |
$184K - $211K
|
18.5K
$4.18M
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-887- 12.21% |
$188K - $215K
|
6.38K
$1.44M
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-899- 0.69% |
$191K - $218K
|
130K
$29.3M
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-909- 1.39% |
$193K - $220K
|
64.3K
$14.5M
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-910- 7.8% |
$193K - $221K
|
10.8K
$2.43M
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-914Closed |
$194K - $222K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-920- 4.06% |
$195K - $223K
|
21.7K
$4.91M
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-924Closed |
$196K - $224K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-925Closed |
$196K - $224K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-930- 5.02% |
$197K - $226K
|
17.6K
$3.97M
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-934- 2.73% |
$198K - $227K
|
33.3K
$7.52M
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-937- 2.86% |
$199K - $227K
|
31.8K
$7.19M
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-938- 21.76% |
$199K - $228K
|
3.37K
$762K
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-960- 14.71% |
$204K - $233K
|
5.57K
$1.26M
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-960Closed |
$204K - $233K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-965Closed |
$205K - $234K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1KClosed |
$212K - $243K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1K- 1.47% |
$212K - $243K
|
67K
$15.1M
|
|
Feb 07, 2022
Q4 2021
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1K- 5.56% |
$212K - $243K
|
17K
$3.84M
|
|
Feb 14, 2022
Q4 2021
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-1KClosed |
$212K - $243K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.01KClosed |
$214K - $244K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.02KClosed |
$217K - $248K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.02KClosed |
$217K - $248K
|
0
$0
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
SELL
|
- |
-1.03K- 1.79% |
$218K - $249K
|
56.4K
$12.8M
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.03K- 41.03% |
$219K - $250K
|
1.48K
$335K
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.03K- 1.71% |
$219K - $251K
|
59.3K
$13.4M
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.04KClosed |
$220K - $252K
|
0
$0
|