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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.14K+ 9.97% |
$666K - $762K
|
34.6K
$7.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
3.12K+ 11.92% |
$662K - $757K
|
29.3K
$6.62M
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
3.12KNew |
$661K - $756K
|
3.12K
$704K
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.06KNew |
$649K - $742K
|
3.06K
$692K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.02KNew |
$640K - $732K
|
3.02K
$682K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3K+ 23.19% |
$635K - $726K
|
15.9K
$3.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
2.97K+ 23.15% |
$629K - $719K
|
15.8K
$3.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
2.96K+ 2.37% |
$628K - $718K
|
128K
$28.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.95K+ 3.55% |
$627K - $717K
|
86.1K
$19.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.91KNew |
$618K - $706K
|
2.91K
$658K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
2.91K+ 2.0% |
$617K - $705K
|
148K
$33.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
2.91K+ 22.04% |
$616K - $705K
|
16.1K
$3.64M
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.9K+ 50.39% |
$616K - $704K
|
8.66K
$1.96M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.9K+ 38.99% |
$615K - $704K
|
10.3K
$2.34M
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
2.9K+ 9.84% |
$615K - $703K
|
32.3K
$7.31M
|
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.9KNew |
$615K - $703K
|
2.9K
$655K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.86K+ 72.86% |
$608K - $695K
|
6.8K
$1.54M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
2.84K+ 4.07% |
$603K - $690K
|
72.8K
$16.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
2.82K+ 3.4% |
$598K - $684K
|
85.9K
$19.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
2.81K+ 2.37% |
$595K - $681K
|
121K
$27.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.78K+ 92.88% |
$589K - $674K
|
5.77K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.78KNew |
$589K - $674K
|
2.78K
$628K
|
|
|
Feb 14, 2022
Q4 2021
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.78K+ 159.21% |
$589K - $673K
|
4.52K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.77KNew |
$587K - $671K
|
2.77K
$626K
|
|
|
Feb 04, 2022
Q4 2021
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
2.76KNew |
$585K - $669K
|
2.76K
$624K
|
|
|
Jan 14, 2022
Q4 2021
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.75K+ 2.27% |
$583K - $667K
|
124K
$28M
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.73KNew |
$579K - $662K
|
2.73K
$617K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.71K+ 7.15% |
$575K - $657K
|
40.6K
$9.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
2.66K+ 4.05% |
$565K - $646K
|
68.4K
$15.5M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
2.66KNew |
$565K - $646K
|
2.66K
$602K
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
2.66K+ 102.67% |
$563K - $644K
|
5.24K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.66K+ 10.82% |
$563K - $644K
|
27.2K
$6.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2.65KNew |
$561K - $642K
|
2.65K
$598K
|
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
2.64KNew |
$561K - $641K
|
2.64K
$597K
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.64K+ 201.29% |
$561K - $641K
|
3.96K
$894K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.64KNew |
$560K - $640K
|
2.64K
$596K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
2.63K+ 2.44% |
$557K - $637K
|
111K
$25M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.62KNew |
$556K - $636K
|
2.62K
$592K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.62K+ 59.76% |
$556K - $636K
|
7K
$1.58M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2.61KNew |
$554K - $633K
|
2.61K
$590K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.6K+ 9.66% |
$551K - $630K
|
29.5K
$6.66M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
2.6KNew |
$550K - $629K
|
2.6K
$586K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.59K+ 16.17% |
$549K - $627K
|
18.6K
$4.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.58K+ 93.82% |
$548K - $627K
|
5.34K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.54K+ 38.74% |
$539K - $617K
|
9.11K
$2.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
2.52KNew |
$535K - $611K
|
2.52K
$570K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.5K+ 7.23% |
$531K - $607K
|
37.1K
$8.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.5KNew |
$531K - $607K
|
2.5K
$565K
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.5KNew |
$531K - $607K
|
2.5K
$565K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.49KNew |
$529K - $605K
|
2.49K
$564K
|