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 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.4K+ 330.9% |
$1.14M - $1.31M
|
7.03K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.29KNew |
$1.12M - $1.28M
|
5.29K
$1.19M
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.26KNew |
$1.12M - $1.28M
|
5.26K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.24K+ 7482.86% |
$1.11M - $1.27M
|
5.31K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
5.23K+ 130.19% |
$1.11M - $1.27M
|
9.24K
$2.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.2K+ 4.24% |
$1.1M - $1.26M
|
128K
$28.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.1KNew |
$1.08M - $1.24M
|
5.1K
$1.15M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.1K+ 0.33% |
$1.08M - $1.24M
|
1.56M
$353M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.08K+ 5.47% |
$1.08M - $1.23M
|
97.8K
$22.1M
|
|
|
Feb 09, 2022
Q4 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
5.06K+ 12.49% |
$1.07M - $1.23M
|
45.5K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.05KNew |
$1.07M - $1.22M
|
5.05K
$1.14M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.04K+ 25.45% |
$1.07M - $1.22M
|
24.9K
$5.62M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
5.04K+ 166.9% |
$1.07M - $1.22M
|
8.06K
$1.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
4.98KNew |
$1.06M - $1.21M
|
4.98K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
4.92K+ 53.09% |
$1.04M - $1.19M
|
14.2K
$3.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.87K+ 590.79% |
$1.03M - $1.18M
|
5.7K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
4.86K+ 56.22% |
$1.03M - $1.18M
|
13.5K
$3.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.86K+ 24.38% |
$1.03M - $1.18M
|
24.8K
$5.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.81KNew |
$1.02M - $1.17M
|
4.81K
$1.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
4.8KNew |
$1.02M - $1.16M
|
4.8K
$1.09M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.68KNew |
$993K - $1.13M
|
4.68K
$1.06M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.64KNew |
$985K - $1.13M
|
4.64K
$1.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.64KNew |
$985K - $1.13M
|
4.64K
$1.05M
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.62K+ 5.56% |
$980K - $1.12M
|
87.7K
$19.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.6K+ 3.33% |
$975K - $1.12M
|
143K
$32.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
4.6KNew |
$975K - $1.11M
|
4.6K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
4.6KNew |
$975K - $1.11M
|
4.6K
$1.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4.59KNew |
$974K - $1.11M
|
4.59K
$1.04M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.57K+ 5.84% |
$970K - $1.11M
|
82.9K
$18.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.57K+ 2.09% |
$970K - $1.11M
|
223K
$50.4M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.51KNew |
$957K - $1.09M
|
4.51K
$1.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.5KNew |
$955K - $1.09M
|
4.5K
$1.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.49K+ 17.83% |
$952K - $1.09M
|
29.7K
$6.7M
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4.48K+ 8.4% |
$951K - $1.09M
|
57.8K
$13.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.47K+ 32.81% |
$949K - $1.08M
|
18.1K
$4.09M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.47KNew |
$948K - $1.08M
|
4.47K
$1.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.46K+ 8.35% |
$947K - $1.08M
|
57.9K
$13.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
4.41K+ 97.5% |
$935K - $1.07M
|
8.93K
$2.02M
|
|
|
Jan 25, 2022
Q4 2021
|
Belvedere Trading LLC
|
BUY
|
- |
4.39K+ 6.7% |
$932K - $1.07M
|
70K
$15.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
4.37KNew |
$926K - $1.06M
|
4.37K
$987K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.33K+ 39.72% |
$918K - $1.05M
|
15.2K
$3.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
4.27K+ 140.95% |
$905K - $1.04M
|
7.3K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.26K+ 99.32% |
$903K - $1.03M
|
8.54K
$1.93M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.25K+ 5.38% |
$901K - $1.03M
|
83.2K
$18.8M
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
4.25K+ 62.61% |
$900K - $1.03M
|
11K
$2.49M
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
4.22K+ 3.1% |
$896K - $1.02M
|
141K
$31.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
4.19K+ 40.97% |
$888K - $1.02M
|
14.4K
$3.26M
|
|
|
Feb 08, 2022
Q4 2021
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
4.18KNew |
$886K - $1.01M
|
4.18K
$944K
|
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.18KNew |
$886K - $1.01M
|
4.18K
$944K
|
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4.16K+ 10.3% |
$882K - $1.01M
|
44.5K
$10.1M
|