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
|
Comerica Securities,Inc.
|
BUY
|
- |
11.8K+ 15.63% |
$2.5M - $2.86M
|
87.3K
$20M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.8K+ 9.2% |
$2.5M - $2.85M
|
140K
$31.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$2.48M - $2.84M
|
11.7K
$2.67M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.7KNew |
$2.47M - $2.83M
|
11.7K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
11.6K+ 28.1% |
$2.46M - $2.81M
|
52.9K
$12.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11.5KNew |
$2.44M - $2.8M
|
11.5K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
11.5KNew |
$2.44M - $2.79M
|
11.5K
$2.63M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
11.5K+ 13.0% |
$2.44M - $2.79M
|
99.9K
$22.8M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.4KNew |
$2.43M - $2.77M
|
11.4K
$2.61M
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
11K+ 253.06% |
$2.34M - $2.67M
|
15.4K
$3.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9K+ 11.15% |
$2.3M - $2.64M
|
108K
$24.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.7K+ 4.06% |
$2.27M - $2.59M
|
274K
$62.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 8.22% |
$2.26M - $2.58M
|
140K
$32.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
BUY
|
- |
10.5K+ 4.9% |
$2.24M - $2.56M
|
226K
$51.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
10.5K+ 457.16% |
$2.24M - $2.56M
|
12.8K
$2.94M
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
10.5KNew |
$2.22M - $2.54M
|
10.5K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10.4KNew |
$2.21M - $2.53M
|
10.4K
$2.39M
|
|
|
Feb 17, 2022
Q4 2021
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
10.4K+ 447.76% |
$2.21M - $2.52M
|
12.7K
$2.91M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.3K+ 239.95% |
$2.18M - $2.49M
|
14.5K
$3.33M
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
10.2KNew |
$2.17M - $2.48M
|
10.2K
$2.34M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
10.2K+ 10.82% |
$2.16M - $2.47M
|
104K
$23.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
10.2K+ 1211.81% |
$2.15M - $2.46M
|
11K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 22.85% |
$2.13M - $2.44M
|
54.1K
$12.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10K+ 5.68% |
$2.13M - $2.43M
|
187K
$42.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
10KNew |
$2.12M - $2.43M
|
10K
$2.29M
|
|
|
Jan 20, 2022
Q4 2021
|
Campbell Capital Management Inc
|
BUY
|
- |
10KNew |
$2.12M - $2.43M
|
10K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
10K+ 16.67% |
$2.12M - $2.43M
|
70K
$16M
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
9.89KNew |
$2.1M - $2.4M
|
9.89K
$2.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9.6K+ 67.27% |
$2.04M - $2.33M
|
23.9K
$5.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
9.56KNew |
$2.03M - $2.32M
|
9.56K
$2.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.52K+ 7.67% |
$2.02M - $2.31M
|
134K
$30.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.45K+ 4.81% |
$2M - $2.29M
|
206K
$47.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
9.45K+ 16.32% |
$2M - $2.29M
|
67.3K
$15.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
9.31KNew |
$1.98M - $2.26M
|
9.31K
$2.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.06K+ 5.36% |
$1.92M - $2.2M
|
178K
$40.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
9.04K+ 770.1% |
$1.92M - $2.19M
|
10.2K
$2.34M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
8.98KNew |
$1.91M - $2.18M
|
8.98K
$2.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.93K+ 9.34% |
$1.89M - $2.17M
|
105K
$23.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Fluent Financial, LLC
|
BUY
|
- |
8.8K+ 27.14% |
$1.87M - $2.13M
|
41.2K
$9.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
8.64K+ 15.5% |
$1.83M - $2.1M
|
64.4K
$14.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.6K+ 2.97% |
$1.82M - $2.08M
|
298K
$68.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
8.54KNew |
$1.81M - $2.07M
|
8.54K
$1.95M
|
|
|
Feb 03, 2022
Q4 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
8.5KNew |
$1.8M - $2.06M
|
8.5K
$1.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.33KNew |
$1.77M - $2.02M
|
8.33K
$1.9M
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
7.97KNew |
$1.69M - $1.93M
|
7.97K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.94K+ 1.09% |
$1.68M - $1.93M
|
738K
$169M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7.62KNew |
$1.62M - $1.85M
|
7.62K
$1.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.53K+ 45.8% |
$1.6M - $1.83M
|
24K
$5.48M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
7.53K+ 116.04% |
$1.6M - $1.83M
|
14K
$3.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
7.51KNew |
$1.59M - $1.82M
|
7.51K
$1.72M
|