Purchases and Sales Made in Q4 2022 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q4 2022. 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 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.8KNew |
$300K - $338K
|
1.8K
$407K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
1.78KNew |
$296K - $334K
|
1.78K
$402K
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.74KNew |
$290K - $327K
|
1.74K
$394K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.73K+ 5.11% |
$288K - $325K
|
35.5K
$8.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.73KNew |
$288K - $325K
|
1.73K
$391K
|
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.73KNew |
$288K - $324K
|
1.73K
$391K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.72K+ 1.09% |
$286K - $323K
|
159K
$36M
|
|
|
Jan 31, 2023
Q4 2022
|
Tran Capital Management, L.P.
|
BUY
|
- |
1.7KNew |
$283K - $319K
|
1.7K
$385K
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.69K+ 18.97% |
$281K - $317K
|
10.6K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.68KNew |
$281K - $316K
|
1.68K
$381K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
1.68K+ 23.32% |
$280K - $316K
|
8.87K
$2.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.64KNew |
$274K - $309K
|
1.64K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.63K+ 3.06% |
$273K - $307K
|
55K
$12.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
1.61KNew |
$268K - $302K
|
1.61K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
1.56KNew |
$260K - $293K
|
1.56K
$353K
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.56K+ 8.36% |
$260K - $293K
|
20.2K
$4.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.54KNew |
$257K - $290K
|
1.54K
$349K
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.53KNew |
$255K - $287K
|
1.53K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.53K+ 16.6% |
$255K - $287K
|
10.7K
$2.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.52KNew |
$254K - $286K
|
1.52K
$344K
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.52KNew |
$253K - $285K
|
1.52K
$343K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
1.51K+ 10.25% |
$252K - $284K
|
16.3K
$3.68M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.51KNew |
$251K - $283K
|
1.51K
$341K
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.49KNew |
$249K - $280K
|
1.49K
$338K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1.48K+ 15.74% |
$247K - $279K
|
10.9K
$2.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
1.48K+ 7.73% |
$247K - $279K
|
20.7K
$4.68M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.48KNew |
$247K - $278K
|
1.48K
$335K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.48K+ 73.05% |
$246K - $278K
|
3.5K
$792K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.47K+ 9.23% |
$245K - $276K
|
17.4K
$3.94M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.47KNew |
$244K - $275K
|
1.47K
$332K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.46K+ 29.29% |
$244K - $275K
|
6.46K
$1.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.46KNew |
$244K - $275K
|
1.46K
$331K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.46KNew |
$244K - $275K
|
1.46K
$331K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.44KNew |
$241K - $272K
|
1.44K
$327K
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.44KNew |
$241K - $272K
|
1.44K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.44KNew |
$240K - $271K
|
1.44K
$326K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$239K - $270K
|
1.43K
$325K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.43KNew |
$239K - $269K
|
1.43K
$324K
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 44.24% |
$234K - $264K
|
4.57K
$1.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
1.4K+ 4.43% |
$233K - $263K
|
33K
$7.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.38KNew |
$230K - $260K
|
1.38K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.38KNew |
$230K - $259K
|
1.38K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.37K+ 1.31% |
$229K - $258K
|
106K
$24.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
1.36K+ 9.75% |
$227K - $256K
|
15.3K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.36KNew |
$226K - $255K
|
1.36K
$307K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.36K+ 2.9% |
$226K - $255K
|
48K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.36K+ 0.58% |
$226K - $255K
|
235K
$53.2M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.35KNew |
$226K - $254K
|
1.35K
$306K
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1.35KNew |
$225K - $254K
|
1.35K
$306K
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
1.34KNew |
$224K - $252K
|
1.34K
$304K
|