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 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
1.34KNew |
$223K - $251K
|
1.34K
$303K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.33KNew |
$221K - $249K
|
1.33K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.33K+ 8.61% |
$221K - $249K
|
16.7K
$3.78M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
1.32KNew |
$220K - $248K
|
1.32K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 34.44% |
$220K - $248K
|
5.15K
$1.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.32KNew |
$220K - $248K
|
1.32K
$299K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
1.32KNew |
$220K - $247K
|
1.32K
$298K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.32K+ 5.74% |
$219K - $247K
|
24.2K
$5.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.32KNew |
$219K - $247K
|
1.32K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.31K+ 3.61% |
$219K - $247K
|
37.7K
$8.53M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.31K+ 0.23% |
$219K - $246K
|
565K
$128M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$218K - $246K
|
1.31K
$296K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.31KNew |
$218K - $246K
|
1.31K
$296K
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.29KNew |
$216K - $243K
|
1.29K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.29KNew |
$215K - $243K
|
1.29K
$292K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.28KNew |
$213K - $240K
|
1.28K
$289K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 10.73% |
$213K - $240K
|
13.2K
$2.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.26K+ 7.9% |
$211K - $238K
|
17.3K
$3.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.26K+ 5.4% |
$211K - $238K
|
24.7K
$5.59M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.26K+ 8.87% |
$211K - $237K
|
15.5K
$3.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
1.26KNew |
$211K - $237K
|
1.26K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.26KNew |
$210K - $236K
|
1.26K
$284K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
1.25KNew |
$209K - $236K
|
1.25K
$284K
|
|
|
Feb 10, 2023
Q4 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
1.25K+ 19.79% |
$209K - $235K
|
7.57K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.24KNew |
$207K - $234K
|
1.24K
$282K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.24KNew |
$207K - $233K
|
1.24K
$281K
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
1.24KNew |
$206K - $233K
|
1.24K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.24K+ 98.49% |
$206K - $233K
|
2.49K
$565K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.24KNew |
$206K - $232K
|
1.24K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.23K+ 3.15% |
$206K - $232K
|
40.4K
$9.16M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.23KNew |
$205K - $231K
|
1.23K
$279K
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.23KNew |
$204K - $230K
|
1.23K
$277K
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.22KNew |
$204K - $229K
|
1.22K
$276K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
1.22K+ 62.19% |
$203K - $229K
|
3.18K
$720K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.22K+ 15.03% |
$203K - $229K
|
9.33K
$2.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.21K+ 3.5% |
$202K - $227K
|
35.7K
$8.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.21K+ 39.8% |
$202K - $227K
|
4.24K
$961K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.21K+ 7.87% |
$201K - $227K
|
16.5K
$3.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.21KNew |
$201K - $227K
|
1.21K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.2K+ 16.84% |
$200K - $226K
|
8.32K
$1.89M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.2K+ 16.84% |
$200K - $226K
|
8.32K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.2K+ 31.57% |
$200K - $225K
|
5K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.19K+ 1.45% |
$199K - $224K
|
83.3K
$18.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.18KNew |
$197K - $222K
|
1.18K
$267K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.18K+ 24.43% |
$197K - $222K
|
6.01K
$1.36M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.17KNew |
$196K - $221K
|
1.17K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.17KNew |
$195K - $220K
|
1.17K
$265K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.17K+ 2.16% |
$195K - $220K
|
55.2K
$12.5M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.17K+ 41.69% |
$195K - $219K
|
3.96K
$898K
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.16KNew |
$193K - $218K
|
1.16K
$263K
|