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 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.04K- 5.04% |
$221K - $252K
|
19.6K
$4.43M
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.05K- 4.41% |
$222K - $254K
|
22.7K
$5.13M
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.05K- 1.96% |
$223K - $255K
|
52.7K
$11.9M
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.09KClosed |
$231K - $264K
|
0
$0
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-1.09KClosed |
$232K - $265K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.1KClosed |
$232K - $266K
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
SELL
|
- |
-1.1K- 1.5% |
$233K - $266K
|
72K
$16.3M
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-1.11K- 4.33% |
$234K - $268K
|
24.4K
$5.52M
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.12KClosed |
$237K - $271K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.14K- 20.98% |
$241K - $276K
|
4.28K
$968K
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-1.15K- 2.82% |
$244K - $279K
|
39.6K
$8.95M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.15K- 4.98% |
$244K - $279K
|
22K
$4.96M
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-1.16K- 4.8% |
$246K - $281K
|
22.9K
$5.19M
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.16KClosed |
$246K - $281K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-1.19K- 35.05% |
$253K - $289K
|
2.21K
$500K
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.2K- 36.35% |
$255K - $291K
|
2.1K
$475K
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-1.21K- 3.08% |
$258K - $294K
|
38.2K
$8.63M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-1.22K- 11.75% |
$259K - $296K
|
9.17K
$2.07M
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
SELL
|
- |
-1.26K- 1.77% |
$267K - $306K
|
70K
$15.8M
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.29K- 8.04% |
$273K - $313K
|
14.8K
$3.33M
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.29K- 3.5% |
$274K - $313K
|
35.6K
$8.05M
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.31K- 10.67% |
$278K - $318K
|
11K
$2.48M
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.33K- 7.04% |
$283K - $324K
|
17.6K
$3.98M
|
|
Feb 14, 2022
Q4 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.34K- 4.8% |
$284K - $325K
|
26.5K
$6M
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.34K- 11.54% |
$285K - $326K
|
10.3K
$2.32M
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-1.34K- 0.5% |
$285K - $326K
|
265K
$60M
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.39K- 0.4% |
$294K - $336K
|
347K
$78.4M
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.39K- 58.53% |
$295K - $337K
|
984
$222K
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.47K- 5.85% |
$311K - $355K
|
23.6K
$5.33M
|
|
Jun 20, 2024
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.47K- 3.54% |
$311K - $355K
|
39.9K
$9.01M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.48K- 27.83% |
$313K - $358K
|
3.83K
$865K
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.57K- 20.22% |
$333K - $380K
|
6.19K
$1.4M
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.59K- 5.13% |
$336K - $385K
|
29.3K
$6.63M
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.61K- 15.02% |
$341K - $390K
|
9.1K
$2.06M
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.63KClosed |
$345K - $394K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.64K- 2.09% |
$349K - $399K
|
76.9K
$17.4M
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.65KClosed |
$349K - $399K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.66K- 7.36% |
$352K - $403K
|
20.9K
$4.72M
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 19.17% |
$353K - $403K
|
7.01K
$1.58M
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
SELL
|
- |
-1.67K- 2.09% |
$353K - $404K
|
78.1K
$17.7M
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-1.7K- 13.37% |
$360K - $412K
|
11K
$2.49M
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.71K- 32.38% |
$362K - $414K
|
3.56K
$805K
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-1.78K- 2.08% |
$377K - $431K
|
83.8K
$18.9M
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.8KClosed |
$382K - $437K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.84K- 32.77% |
$391K - $447K
|
3.78K
$855K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.85K- 23.21% |
$392K - $448K
|
6.12K
$1.38M
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.87K- 23.07% |
$396K - $453K
|
6.22K
$1.41M
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.93KClosed |
$409K - $467K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-1.94K- 43.97% |
$410K - $469K
|
2.47K
$557K
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.94K- 41.37% |
$411K - $470K
|
2.75K
$621K
|