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
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
782+ 22.43% |
$130K - $147K
|
4.27K
$967K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
778New |
$130K - $146K
|
778
$176K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
763+ 11.03% |
$127K - $143K
|
7.68K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
753+ 41.9% |
$126K - $142K
|
2.55K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
751New |
$125K - $141K
|
751
$170K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
747+ 2.94% |
$125K - $140K
|
26.2K
$5.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
738+ 214.53% |
$123K - $139K
|
1.08K
$245K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
726+ 34.77% |
$121K - $137K
|
2.81K
$637K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
710+ 0.48% |
$118K - $134K
|
149K
$33.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
701+ 5.32% |
$117K - $132K
|
13.9K
$3.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
695+ 2.61% |
$116K - $131K
|
27.4K
$6.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
688+ 11.24% |
$115K - $129K
|
6.81K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Verger Capital Management LLC
|
BUY
|
- |
667+ 3.18% |
$111K - $125K
|
21.7K
$4.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
665+ 13300.0% |
$111K - $125K
|
670
$152K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
664+ 19.92% |
$111K - $125K
|
4K
$905K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
658+ 28.33% |
$110K - $124K
|
2.98K
$675K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
656+ 34.84% |
$109K - $123K
|
2.54K
$575K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
654+ 4.22% |
$109K - $123K
|
16.2K
$3.66M
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
648+ 3.13% |
$108K - $122K
|
21.4K
$4.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
641+ 654.08% |
$107K - $121K
|
739
$167K
|
|
|
Feb 13, 2023
Q4 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
634+ 0.68% |
$106K - $119K
|
94.4K
$21.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
623+ 15.93% |
$104K - $117K
|
4.53K
$1.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
615+ 9.81% |
$103K - $116K
|
6.89K
$1.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
610New |
$102K - $115K
|
610
$138K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
600+ 9.64% |
$100K - $113K
|
6.82K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
600+ 45.32% |
$100K - $113K
|
1.92K
$436K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
599+ 0.78% |
$99.9K - $113K
|
77.2K
$17.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
584+ 8.76% |
$97.4K - $110K
|
7.25K
$1.64M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
584+ 18.97% |
$97.4K - $110K
|
3.66K
$830K
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
581+ 31.34% |
$96.9K - $109K
|
2.44K
$551K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
579New |
$96.6K - $109K
|
579
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
578+ 3.72% |
$96.4K - $109K
|
16.1K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
575+ 8.88% |
$95.9K - $108K
|
7.05K
$1.6M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
574New |
$95.7K - $108K
|
574
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
572+ 108.75% |
$95.4K - $108K
|
1.1K
$249K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
564+ 11.97% |
$94.1K - $106K
|
5.28K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenfield Ftc, Inc.
|
BUY
|
- |
553+ 0.99% |
$92.2K - $104K
|
56.5K
$12.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
548+ 6.68% |
$91.4K - $103K
|
8.75K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
548+ 23.57% |
$91.4K - $103K
|
2.87K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
547+ 8.2% |
$91.2K - $103K
|
7.22K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
544+ 6.84% |
$90.7K - $102K
|
8.49K
$1.92M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
544+ 40.15% |
$90.7K - $102K
|
1.9K
$430K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
539+ 2.26% |
$89.9K - $101K
|
24.4K
$5.53M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
538+ 18.39% |
$89.7K - $101K
|
3.46K
$785K
|
|
|
Feb 13, 2023
Q4 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
538+ 1.37% |
$89.7K - $101K
|
39.7K
$9M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
531+ 2.62% |
$88.6K - $99.9K
|
20.8K
$4.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
528+ 4.98% |
$88.1K - $99.3K
|
11.1K
$2.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
524+ 28.57% |
$87.4K - $98.5K
|
2.36K
$534K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
510+ 12.21% |
$85.1K - $95.9K
|
4.69K
$1.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
505+ 2970.59% |
$84.2K - $95K
|
522
$118K
|