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 |
|---|---|---|---|---|---|---|---|
|
Jun 08, 2022
Q4 2021
|
Presidio Capital Management, LLC
|
BUY
|
- |
7.44KNew |
$1.58M - $1.81M
|
7.44K
$1.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
7.44K+ 4.71% |
$1.58M - $1.8M
|
166K
$37.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.38KNew |
$1.56M - $1.79M
|
7.38K
$1.67M
|
|
|
Feb 04, 2022
Q4 2021
|
New Century Advisors, LLC
|
BUY
|
- |
7.37KNew |
$1.56M - $1.79M
|
7.37K
$1.67M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
7.22KNew |
$1.53M - $1.75M
|
7.22K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
7K+ 100.0% |
$1.48M - $1.7M
|
14K
$3.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.99K+ 59.27% |
$1.48M - $1.7M
|
18.8K
$4.25M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.94K+ 374.86% |
$1.47M - $1.68M
|
8.79K
$1.99M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
6.84K+ 600.0% |
$1.45M - $1.66M
|
7.98K
$1.8M
|
|
|
Sep 18, 2023
Q4 2021
|
Washington Capital Management Inc
|
BUY
|
- |
6.84KNew |
$1.45M - $1.66M
|
6.84K
$1.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6.83K+ 65.05% |
$1.45M - $1.66M
|
17.3K
$3.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.83K+ 10.58% |
$1.45M - $1.66M
|
71.4K
$16.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.8K+ 31.84% |
$1.44M - $1.65M
|
28.2K
$6.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
6.8KNew |
$1.44M - $1.65M
|
6.8K
$1.54M
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6.77KNew |
$1.44M - $1.64M
|
6.77K
$1.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.77K+ 4.07% |
$1.44M - $1.64M
|
173K
$39.1M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
6.74KNew |
$1.43M - $1.63M
|
6.74K
$1.52M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.68K+ 14.84% |
$1.42M - $1.62M
|
51.7K
$11.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.67K+ 6.52% |
$1.41M - $1.62M
|
109K
$24.6M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
6.65KNew |
$1.41M - $1.61M
|
6.65K
$1.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
6.61K+ 8589.61% |
$1.4M - $1.6M
|
6.69K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.56K+ 8.34% |
$1.39M - $1.59M
|
85.2K
$19.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
6.42KNew |
$1.36M - $1.56M
|
6.42K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
6.35KNew |
$1.35M - $1.54M
|
6.35K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
6.34K+ 129.14% |
$1.35M - $1.54M
|
11.3K
$2.54M
|
|
|
Jan 25, 2022
Q4 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
6.29K+ 9.09% |
$1.34M - $1.53M
|
75.5K
$17.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
6.28K+ 19.18% |
$1.33M - $1.52M
|
39K
$8.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
6.24K+ 4.21% |
$1.32M - $1.51M
|
154K
$34.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.22K+ 20.02% |
$1.32M - $1.51M
|
37.3K
$8.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.18K+ 5.31% |
$1.31M - $1.5M
|
122K
$27.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.12K+ 12.39% |
$1.3M - $1.48M
|
55.5K
$12.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
6.11KNew |
$1.3M - $1.48M
|
6.11K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
6.11K+ 22.7% |
$1.3M - $1.48M
|
33K
$7.46M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.1K+ 146.12% |
$1.29M - $1.48M
|
10.3K
$2.32M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.08K+ 212.52% |
$1.29M - $1.47M
|
8.94K
$2.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
6.03K+ 2.95% |
$1.28M - $1.46M
|
210K
$47.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.02K+ 40.48% |
$1.28M - $1.46M
|
20.9K
$4.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
6KNew |
$1.27M - $1.46M
|
6K
$1.36M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.93KNew |
$1.26M - $1.44M
|
5.93K
$1.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.93KNew |
$1.26M - $1.44M
|
5.93K
$1.34M
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.88KNew |
$1.25M - $1.43M
|
5.88K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.76K+ 13.3% |
$1.22M - $1.4M
|
49.1K
$11.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
5.74K+ 11.03% |
$1.22M - $1.39M
|
57.8K
$13.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.7KNew |
$1.21M - $1.38M
|
5.7K
$1.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Moody Aldrich Partners LLC
|
BUY
|
- |
5.67KNew |
$1.2M - $1.37M
|
5.67K
$1.28M
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
5.63K+ 36.09% |
$1.19M - $1.37M
|
21.2K
$4.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
5.51K+ 3.97% |
$1.17M - $1.34M
|
144K
$32.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.5K+ 263.28% |
$1.17M - $1.33M
|
7.59K
$1.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.46K+ 18.86% |
$1.16M - $1.32M
|
34.4K
$7.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.43K+ 49.84% |
$1.15M - $1.32M
|
16.3K
$3.69M
|