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 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.16KNew |
$193K - $217K
|
1.16K
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.16KNew |
$193K - $217K
|
1.16K
$262K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.15KNew |
$192K - $216K
|
1.15K
$261K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.15KNew |
$192K - $216K
|
1.15K
$260K
|
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.15KNew |
$191K - $216K
|
1.15K
$260K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
1.15K+ 37.61% |
$191K - $216K
|
4.19K
$950K
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.12K+ 17.71% |
$186K - $210K
|
7.42K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
1.12K+ 35.51% |
$186K - $210K
|
4.26K
$965K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.1K+ 5.43% |
$183K - $206K
|
21.3K
$4.81M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1.08K+ 0.33% |
$181K - $204K
|
327K
$74.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.08K+ 4.09% |
$180K - $203K
|
27.5K
$6.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
1.08K+ 0.63% |
$180K - $203K
|
171K
$38.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.07K+ 15.4% |
$179K - $202K
|
8.04K
$1.82M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.06K+ 5.58% |
$176K - $198K
|
20K
$4.52M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.04K+ 18.38% |
$173K - $195K
|
6.68K
$1.51M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.04K+ 35.3% |
$173K - $195K
|
3.98K
$900K
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1.03K+ 2.42% |
$172K - $194K
|
43.6K
$9.88M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.03K+ 45.25% |
$172K - $194K
|
3.3K
$748K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.02K+ 5.46% |
$171K - $193K
|
19.8K
$4.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1K+ 3.75% |
$167K - $188K
|
27.7K
$6.27M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1K+ 0.56% |
$167K - $188K
|
179K
$40.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
994+ 6.26% |
$166K - $187K
|
16.9K
$3.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
991+ 3.79% |
$165K - $186K
|
27.1K
$6.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
975+ 38.6% |
$163K - $183K
|
3.5K
$793K
|
|
|
Feb 13, 2023
Q4 2022
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
970+ 5.42% |
$162K - $182K
|
18.9K
$4.27M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
964+ 59.62% |
$161K - $181K
|
2.58K
$585K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
964+ 75.55% |
$161K - $181K
|
2.24K
$507K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
954+ 23.21% |
$159K - $179K
|
5.06K
$1.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
952+ 15.02% |
$159K - $179K
|
7.29K
$1.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
950+ 12.12% |
$158K - $179K
|
8.79K
$1.99M
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
940+ 2.35% |
$157K - $177K
|
41K
$9.28M
|
|
|
Mar 06, 2023
Q4 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
925+ 50.82% |
$154K - $174K
|
2.75K
$622K
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
897+ 1.24% |
$150K - $169K
|
73K
$16.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
896+ 10.18% |
$149K - $168K
|
9.7K
$2.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
894+ 7450.0% |
$149K - $168K
|
906
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
889+ 4.01% |
$148K - $167K
|
23.1K
$5.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
887+ 52.64% |
$148K - $167K
|
2.57K
$583K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
885+ 35.33% |
$148K - $166K
|
3.39K
$768K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
876+ 0.49% |
$146K - $165K
|
180K
$40.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
873+ 40.97% |
$146K - $164K
|
3K
$680K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
856+ 9.22% |
$143K - $161K
|
10.1K
$2.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
852+ 40.63% |
$142K - $160K
|
2.95K
$668K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
841+ 14.92% |
$140K - $158K
|
6.48K
$1.47M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
840+ 4.34% |
$140K - $158K
|
20.2K
$4.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
835+ 23.63% |
$139K - $157K
|
4.37K
$989K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
834+ 8.39% |
$139K - $157K
|
10.8K
$2.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
824+ 0.65% |
$137K - $155K
|
128K
$28.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
819New |
$137K - $154K
|
819
$185K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
815+ 57.88% |
$136K - $153K
|
2.22K
$503K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
795+ 60.83% |
$133K - $149K
|
2.1K
$476K
|