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 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5+ 0.12% |
$834 - $940
|
4.32K
$978K
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5+ 0.34% |
$834 - $940
|
1.46K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.25% |
$834 - $940
|
1.99K
$451K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.38% |
$667 - $752
|
1.07K
$242K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
4+ 0.25% |
$667 - $752
|
1.59K
$360K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.11% |
$667 - $752
|
3.68K
$834K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.99% |
$667 - $752
|
410
$92.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
4+ 0.27% |
$667 - $752
|
1.48K
$335K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.23% |
$667 - $752
|
1.75K
$396K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.09% |
$500 - $564
|
3.29K
$746K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
3+ 0.13% |
$500 - $564
|
2.34K
$529K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3+ 0.01% |
$500 - $564
|
57.1K
$12.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3+ 0.0% |
$500 - $564
|
61.7K
$14M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.22% |
$500 - $564
|
1.4K
$316K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.06% |
$334 - $376
|
3.12K
$707K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
2+ 0.09% |
$334 - $376
|
2.19K
$496K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.07% |
$334 - $376
|
2.92K
$662K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.14% |
$334 - $376
|
1.39K
$314K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.06% |
$334 - $376
|
3.18K
$719K
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$334 - $376
|
3.75K
$848K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$334 - $376
|
3.7K
$839K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2+ 0.13% |
$334 - $376
|
1.59K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$334 - $376
|
11.2K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2+ 0.04% |
$334 - $376
|
5.64K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.45% |
$334 - $376
|
447
$101K
|
|
|
May 10, 2024
Q4 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2+ 0.06% |
$334 - $376
|
3.26K
$738K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.01% |
$167 - $188
|
17.8K
$4.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 2.13% |
$167 - $188
|
48
$10.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.76% |
$167 - $188
|
133
$30.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
1+ 0.01% |
$167 - $188
|
13.2K
$3M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$167 - $188
|
21
$4.76K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.86% |
$167 - $188
|
117
$26.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1New |
$167 - $188
|
1
$226
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$167 - $188
|
9.58K
$2.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$167 - $188
|
558
$126K
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$167 - $188
|
3.12K
$708K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.93% |
$167 - $188
|
109
$24.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1+ 0.03% |
$167 - $188
|
3.09K
$701K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1+ 0.01% |
$167 - $188
|
10.4K
$2.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1+ 0.03% |
$167 - $188
|
3.17K
$719K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$167 - $188
|
2.55K
$578K
|
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
1+ 0.04% |
$167 - $188
|
2.63K
$595K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.06% |
$167 - $188
|
1.73K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.01% |
$167 - $188
|
18.2K
$4.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.25% |
$167 - $188
|
398
$90.1K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 2.0% |
$167 - $188
|
51
$11.6K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 1.59% |
$167 - $188
|
64
$14.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 16.67% |
$167 - $188
|
5
$1.13K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 0.02% |
$167 - $188
|
5.08K
$1.15M
|