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 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.95K- 69.3% |
$414K - $473K
|
864
$195K
|
|
Jan 26, 2022
Q4 2021
|
Gam Holding Ag
|
SELL
|
- |
-2K- 50.1% |
$424K - $485K
|
1.99K
$450K
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.05K- 24.41% |
$434K - $497K
|
6.34K
$1.43M
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.06K- 13.67% |
$437K - $500K
|
13K
$2.94M
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.06K- 7.23% |
$437K - $500K
|
26.5K
$5.98M
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.08K- 2.0% |
$442K - $505K
|
102K
$23.1M
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-2.12KClosed |
$449K - $513K
|
0
$0
|
|
Jan 30, 2025
Q4 2021
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-2.13KClosed |
$451K - $515K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.18KClosed |
$462K - $529K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.22K- 3.36% |
$470K - $538K
|
63.8K
$14.4M
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.25K- 10.8% |
$478K - $546K
|
18.6K
$4.21M
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.31K- 11.97% |
$490K - $560K
|
17K
$3.83M
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.33K- 27.54% |
$494K - $564K
|
6.12K
$1.38M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.34K- 29.79% |
$497K - $569K
|
5.53K
$1.25M
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.36K- 6.51% |
$500K - $572K
|
33.9K
$7.65M
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.39K- 4.7% |
$507K - $579K
|
48.5K
$11M
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-2.46KClosed |
$522K - $597K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.48KClosed |
$527K - $603K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.5K- 35.77% |
$529K - $605K
|
4.48K
$1.01M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.5K- 17.66% |
$531K - $607K
|
11.7K
$2.64M
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-2.52K- 4.41% |
$534K - $611K
|
54.6K
$12.3M
|
|
Dec 20, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-2.52K- 4.41% |
$534K - $611K
|
54.6K
$12.3M
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
SELL
|
- |
-2.53K- 1.82% |
$537K - $614K
|
136K
$30.8M
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-2.53K- 9.29% |
$537K - $614K
|
24.7K
$5.59M
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.55K- 72.4% |
$540K - $618K
|
971
$219K
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.56K- 6.19% |
$543K - $621K
|
38.8K
$8.77M
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.58KClosed |
$547K - $625K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Nkcfo LLC
|
SELL
|
- |
-2.6KClosed |
$552K - $631K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.64K- 48.82% |
$560K - $641K
|
2.77K
$626K
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.68K- 5.24% |
$567K - $649K
|
48.4K
$10.9M
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.71K- 10.07% |
$574K - $657K
|
24.2K
$5.47M
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.72KClosed |
$577K - $660K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
SELL
|
- |
-2.78K- 4.12% |
$589K - $674K
|
64.7K
$14.6M
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.78K- 53.77% |
$590K - $674K
|
2.39K
$540K
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.79K- 4.1% |
$592K - $676K
|
65.3K
$14.8M
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.79K- 18.15% |
$592K - $677K
|
12.6K
$2.84M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.81K- 9.82% |
$596K - $682K
|
25.8K
$5.83M
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.99K- 40.15% |
$633K - $724K
|
4.45K
$1.01M
|
|
Feb 10, 2022
Q4 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.01KClosed |
$639K - $731K
|
0
$0
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-3.05KClosed |
$648K - $741K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.07K- 13.92% |
$650K - $743K
|
19K
$4.28M
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.09K- 9.36% |
$655K - $749K
|
29.9K
$6.76M
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.12K- 38.34% |
$661K - $756K
|
5.01K
$1.13M
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.17K- 3.7% |
$673K - $769K
|
82.6K
$18.7M
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.2K- 98.95% |
$678K - $775K
|
34
$7.68K
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.24K- 37.04% |
$687K - $786K
|
5.51K
$1.24M
|
|
Feb 11, 2022
Q4 2021
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-3.3KClosed |
$700K - $800K
|
0
$0
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-3.36K- 6.22% |
$714K - $816K
|
50.8K
$11.5M
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-3.38K- 12.04% |
$717K - $820K
|
24.7K
$5.58M
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
SELL
|
- |
-3.39K- 7.44% |
$718K - $821K
|
42.1K
$9.52M
|