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 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-7.5KClosed |
$1.59M - $1.82M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.53K- 66.68% |
$1.6M - $1.83M
|
3.76K
$851K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.62K- 26.86% |
$1.62M - $1.85M
|
20.7K
$4.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-8.42K- 9.41% |
$1.79M - $2.04M
|
81.1K
$18.3M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-8.45K- 43.4% |
$1.79M - $2.05M
|
11K
$2.49M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-8.5K- 17.27% |
$1.8M - $2.06M
|
40.7K
$9.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-8.52K- 62.06% |
$1.81M - $2.07M
|
5.21K
$1.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-8.7K- 67.19% |
$1.85M - $2.11M
|
4.25K
$961K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.91K- 8.56% |
$1.89M - $2.16M
|
95.2K
$21.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.31K- 18.73% |
$1.97M - $2.26M
|
40.4K
$9.13M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-9.44K- 46.92% |
$2M - $2.29M
|
10.7K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-10.2K- 20.63% |
$2.16M - $2.47M
|
39.2K
$8.86M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.3K- 3.8% |
$2.18M - $2.49M
|
260K
$58.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-10.3K- 70.26% |
$2.19M - $2.5M
|
4.36K
$987K
|
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-11.2K- 25.22% |
$2.37M - $2.71M
|
33.1K
$7.48M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.5K- 17.96% |
$2.45M - $2.8M
|
52.7K
$11.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-11.6K- 1.25% |
$2.45M - $2.8M
|
912K
$206M
|
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-11.6K- 30.82% |
$2.47M - $2.82M
|
26.1K
$5.91M
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-11.7K- 4.64% |
$2.49M - $2.85M
|
242K
$54.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12.1K- 4.46% |
$2.57M - $2.93M
|
259K
$58.6M
|
|
|
Mar 22, 2023
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12.1K- 9.95% |
$2.57M - $2.93M
|
110K
$24.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-12.5K- 86.81% |
$2.64M - $3.02M
|
1.89K
$428K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-12.9K- 63.08% |
$2.74M - $3.14M
|
7.56K
$1.71M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13.1K- 31.87% |
$2.78M - $3.18M
|
28K
$6.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Glenn Welling
Engaged Capital LLC | Newport Beach, Ca
|
SELL
|
- |
-13.4KClosed |
$2.84M - $3.25M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-13.9K- 21.16% |
$2.96M - $3.38M
|
52K
$11.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-14.8K- 65.1% |
$3.14M - $3.59M
|
7.93K
$1.79M
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-14.8KClosed |
$3.14M - $3.59M
|
0
$0
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-14.9K- 45.5% |
$3.15M - $3.6M
|
17.8K
$4.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-15.3KClosed |
$3.25M - $3.71M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-15.4K- 78.61% |
$3.28M - $3.75M
|
4.2K
$951K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
SELL
|
- |
-15.8K- 52.66% |
$3.34M - $3.82M
|
14.2K
$3.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-16.6K- 42.46% |
$3.52M - $4.03M
|
22.5K
$5.09M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.7K- 34.52% |
$3.76M - $4.3M
|
33.6K
$7.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-19.1K- 1.99% |
$4.05M - $4.63M
|
941K
$213M
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-19.6K- 81.03% |
$4.16M - $4.76M
|
4.59K
$1.04M
|
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-19.9K- 88.34% |
$4.23M - $4.84M
|
2.63K
$595K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-21.5K- 69.1% |
$4.56M - $5.21M
|
9.61K
$2.17M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-21.5K- 33.83% |
$4.56M - $5.22M
|
42.1K
$9.52M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-21.9K- 32.48% |
$4.65M - $5.32M
|
45.6K
$10.3M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-22.2K- 86.1% |
$4.7M - $5.38M
|
3.58K
$809K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-23K- 91.16% |
$4.87M - $5.57M
|
2.23K
$504K
|
|
|
Nov 07, 2022
Q4 2021
|
Infini Capital Management LTD
Central, K3 |
SELL
|
- |
-24KClosed |
$5.08M - $5.81M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-25.1K- 12.08% |
$5.32M - $6.09M
|
183K
$41.3M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-25.6K- 22.99% |
$5.42M - $6.2M
|
85.6K
$19.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-26KClosed |
$5.51M - $6.3M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-26.3KClosed |
$5.57M - $6.37M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-29.2K- 68.44% |
$6.18M - $7.07M
|
13.4K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-29.2K- 26.38% |
$6.19M - $7.08M
|
81.4K
$18.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-29.4K- 7.98% |
$6.23M - $7.12M
|
338K
$76.5M
|