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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
19+ 0.57% |
$3.17K - $3.57K
|
3.37K
$762K
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
19+ 0.82% |
$3.17K - $3.57K
|
2.34K
$531K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
19+ 0.41% |
$3.17K - $3.57K
|
4.65K
$1.05M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
19+ 0.14% |
$3.17K - $3.57K
|
13.6K
$3.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
18+ 0.43% |
$3K - $3.38K
|
4.17K
$945K
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
17+ 0.06% |
$2.84K - $3.2K
|
29.1K
$6.6M
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
17+ 0.3% |
$2.84K - $3.2K
|
5.7K
$1.29M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
16New |
$2.67K - $3.01K
|
16
$3.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
16+ 0.72% |
$2.67K - $3.01K
|
2.22K
$503K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
16New |
$2.67K - $3.01K
|
16
$3.62K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
16New |
$2.67K - $3.01K
|
16
$3.62K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
15+ 0.49% |
$2.5K - $2.82K
|
3.1K
$701K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$2.5K - $2.82K
|
15
$3.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
15+ 0.09% |
$2.5K - $2.82K
|
17.1K
$3.87M
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
15+ 0.96% |
$2.5K - $2.82K
|
1.57K
$356K
|
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
13+ 0.14% |
$2.17K - $2.44K
|
9.4K
$2.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12+ 0.52% |
$2K - $2.26K
|
2.32K
$526K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.09% |
$2K - $2.26K
|
13.1K
$2.96M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12+ 0.42% |
$2K - $2.26K
|
2.9K
$656K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
12+ 0.7% |
$2K - $2.26K
|
1.72K
$388K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
12+ 0.35% |
$2K - $2.26K
|
3.4K
$771K
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
10+ 0.21% |
$1.67K - $1.88K
|
4.8K
$1.09M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
10+ 0.37% |
$1.67K - $1.88K
|
2.73K
$619K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
10New |
$1.67K - $1.88K
|
10
$2.26K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
10+ 0.22% |
$1.67K - $1.88K
|
4.64K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.81% |
$1.67K - $1.88K
|
1.25K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10New |
$1.67K - $1.88K
|
10
$2.26K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9+ 0.49% |
$1.5K - $1.69K
|
1.86K
$421K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.1% |
$1.33K - $1.5K
|
8.28K
$1.88M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
8+ 0.51% |
$1.33K - $1.5K
|
1.58K
$359K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
8+ 0.36% |
$1.33K - $1.5K
|
2.25K
$510K
|
|
|
Feb 09, 2023
Q4 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8+ 0.35% |
$1.33K - $1.5K
|
2.29K
$520K
|
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
8+ 0.5% |
$1.33K - $1.5K
|
1.62K
$366K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8+ 0.06% |
$1.33K - $1.5K
|
12.8K
$2.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.36% |
$1.17K - $1.32K
|
1.96K
$443K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.14% |
$1.17K - $1.32K
|
4.9K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
7+ 0.47% |
$1.17K - $1.32K
|
1.5K
$340K
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6+ 0.46% |
$1K - $1.13K
|
1.31K
$296K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6+ 0.5% |
$1K - $1.13K
|
1.2K
$273K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
6+ 0.34% |
$1K - $1.13K
|
1.75K
$396K
|
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.44% |
$1K - $1.13K
|
1.38K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
6+ 0.05% |
$1K - $1.13K
|
13K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.27% |
$1K - $1.13K
|
2.23K
$506K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
6New |
$1K - $1.13K
|
6
$1.36K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
5+ 0.34% |
$834 - $940
|
1.47K
$334K
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
BUY
|
- |
5+ 0.08% |
$834 - $940
|
6.53K
$1.48M
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
5+ 0.35% |
$834 - $940
|
1.44K
$326K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$834 - $940
|
2.01K
$454K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
5+ 0.07% |
$834 - $940
|
7.32K
$1.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
5+ 0.13% |
$834 - $940
|
3.72K
$842K
|