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 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
185+ 45.57% |
$30.9K - $34.8K
|
591
$134K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
177+ 4.85% |
$29.5K - $33.3K
|
3.83K
$867K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
176+ 1.16% |
$29.4K - $33.1K
|
15.3K
$3.47M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
176+ 1.26% |
$29.4K - $33.1K
|
14.1K
$3.2M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
174+ 8.65% |
$29K - $32.7K
|
2.19K
$495K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
171+ 7.39% |
$28.5K - $32.2K
|
2.49K
$563K
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
BUY
|
- |
168+ 2.46% |
$28K - $31.6K
|
7K
$1.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
168+ 0.73% |
$28K - $31.6K
|
23.2K
$5.25M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
167New |
$27.9K - $31.4K
|
167
$37.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
166+ 8.4% |
$27.7K - $31.2K
|
2.14K
$485K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
164+ 5.6% |
$27.4K - $30.8K
|
3.09K
$700K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
163+ 1.72% |
$27.2K - $30.7K
|
9.64K
$2.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
160+ 8.5% |
$26.7K - $30.1K
|
2.04K
$463K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
159+ 230.43% |
$26.5K - $29.9K
|
228
$51.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
158New |
$26.4K - $29.7K
|
158
$35.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
158+ 3.55% |
$26.4K - $29.7K
|
4.61K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
156+ 1.89% |
$26K - $29.3K
|
8.41K
$1.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
153+ 1.47% |
$25.5K - $28.8K
|
10.6K
$2.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
151+ 9.59% |
$25.2K - $28.4K
|
1.73K
$391K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
150+ 9.52% |
$25K - $28.2K
|
1.73K
$391K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
150+ 0.61% |
$25K - $28.2K
|
24.7K
$5.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
150New |
$25K - $28.2K
|
150
$34K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
149+ 4.66% |
$24.9K - $28K
|
3.35K
$758K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
148+ 5.81% |
$24.7K - $27.8K
|
2.7K
$611K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
143New |
$23.9K - $26.9K
|
143
$32.4K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
141+ 5.78% |
$23.5K - $26.5K
|
2.58K
$585K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
140+ 0.75% |
$23.4K - $26.3K
|
18.8K
$4.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
135New |
$22.5K - $25.4K
|
135
$30.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
134+ 4.85% |
$22.4K - $25.2K
|
2.9K
$657K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
133+ 86.36% |
$22.2K - $25K
|
287
$65K
|
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
BUY
|
- |
131+ 26.1% |
$21.9K - $24.6K
|
633
$143K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
130+ 2.76% |
$21.7K - $24.4K
|
4.84K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
127+ 8.7% |
$21.2K - $23.9K
|
1.59K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
126New |
$21K - $23.7K
|
126
$28.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
124+ 8.91% |
$20.7K - $23.3K
|
1.52K
$343K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
120+ 94.49% |
$20K - $22.6K
|
247
$55.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
119+ 2.74% |
$19.9K - $22.4K
|
4.46K
$1.01M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
119New |
$19.9K - $22.4K
|
119
$27K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
117New |
$19.5K - $22K
|
117
$26.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
116New |
$19.3K - $21.8K
|
116
$26.3K
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
116+ 2.63% |
$19.3K - $21.8K
|
4.53K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
115+ 1.2% |
$19.2K - $21.6K
|
9.73K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
113+ 4.26% |
$18.8K - $21.2K
|
2.76K
$626K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
111+ 3.4% |
$18.5K - $20.9K
|
3.38K
$766K
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
110+ 9.28% |
$18.3K - $20.7K
|
1.3K
$293K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
110+ 6.63% |
$18.3K - $20.7K
|
1.77K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
105+ 3.11% |
$17.5K - $19.7K
|
3.48K
$789K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
101+ 8.29% |
$16.8K - $19K
|
1.32K
$299K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
100+ 0.81% |
$16.7K - $18.8K
|
12.5K
$2.82M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
100+ 5.21% |
$16.7K - $18.8K
|
2.02K
$458K
|