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 04, 2022
Q4 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4.13K+ 6.92% |
$876K - $1M
|
63.9K
$14.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
4.12K+ 100.0% |
$874K - $1M
|
8.24K
$1.88M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
4.12K+ 0.44% |
$874K - $1M
|
932K
$213M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.09K+ 41.6% |
$867K - $991K
|
13.9K
$3.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.07K+ 8.16% |
$864K - $988K
|
53.9K
$12.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.02KNew |
$852K - $974K
|
4.02K
$918K
|
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
4.01KNew |
$850K - $971K
|
4.01K
$916K
|
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
4.01K+ 900.0% |
$850K - $971K
|
4.45K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4K+ 5.77% |
$848K - $969K
|
73.2K
$16.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.99KNew |
$846K - $967K
|
3.99K
$912K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.98K+ 31.45% |
$844K - $965K
|
16.6K
$3.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.94KNew |
$836K - $956K
|
3.94K
$902K
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.93KNew |
$833K - $952K
|
3.93K
$897K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
3.89K+ 1.11% |
$825K - $944K
|
356K
$81.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.85KNew |
$816K - $933K
|
3.85K
$879K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3.84KNew |
$815K - $932K
|
3.84K
$879K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.81K+ 3.45% |
$809K - $925K
|
114K
$26.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.8K+ 75.18% |
$806K - $922K
|
8.86K
$2.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.8K+ 531.19% |
$806K - $921K
|
4.51K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.74KNew |
$794K - $908K
|
3.74K
$856K
|
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3.69KNew |
$782K - $895K
|
3.69K
$843K
|
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.65K+ 35.43% |
$774K - $885K
|
14K
$3.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
3.65K+ 6.38% |
$774K - $885K
|
60.9K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
3.65K+ 6.39% |
$774K - $885K
|
60.7K
$13.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Stairway Partners, LLC
|
BUY
|
- |
3.64K+ 2.11% |
$773K - $883K
|
176K
$40.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.6K+ 117.72% |
$764K - $873K
|
6.66K
$1.52M
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.6K+ 1.99% |
$763K - $873K
|
185K
$42.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.55K+ 105.81% |
$754K - $862K
|
6.91K
$1.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.53K+ 56.89% |
$748K - $856K
|
9.73K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.52K+ 8.29% |
$747K - $854K
|
46K
$10.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3.48K+ 2.73% |
$738K - $844K
|
131K
$29.9M
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3.45K+ 2.58% |
$732K - $838K
|
137K
$31.4M
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
3.39KNew |
$719K - $822K
|
3.39K
$775K
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.39K+ 47.69% |
$718K - $821K
|
10.5K
$2.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.38KNew |
$716K - $819K
|
3.38K
$772K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.33K+ 10.43% |
$706K - $807K
|
35.2K
$8.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.33K+ 13.57% |
$706K - $807K
|
27.9K
$6.37M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
3.31K+ 43.08% |
$703K - $803K
|
11K
$2.52M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.29K+ 212.53% |
$698K - $798K
|
4.84K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.28K+ 170.49% |
$696K - $796K
|
5.21K
$1.19M
|
|
|
Apr 05, 2022
Q4 2021
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.27KNew |
$693K - $793K
|
3.27K
$747K
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.27KNew |
$693K - $793K
|
3.27K
$747K
|
|
|
Jan 14, 2022
Q4 2021
|
Addenda Capital Inc.
|
BUY
|
- |
3.25K+ 14.51% |
$689K - $788K
|
25.7K
$5.87M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
3.25K+ 7.06% |
$689K - $787K
|
49.2K
$11.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.23K+ 4.18% |
$685K - $783K
|
80.6K
$18.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.21K+ 590.98% |
$681K - $778K
|
3.75K
$858K
|
|
|
Feb 11, 2022
Q4 2021
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
3.2K+ 29.63% |
$679K - $776K
|
14K
$3.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$672K - $769K
|
3.17K
$725K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.16K+ 62.09% |
$670K - $766K
|
8.24K
$1.88M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.15K+ 29.29% |
$669K - $765K
|
13.9K
$3.18M
|