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
|
Jnba Financial Advisors
|
SELL
|
- |
-23- 2.13% |
$3.84K - $4.33K
|
1.06K
$239K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-24- 1.69% |
$4K - $4.51K
|
1.4K
$316K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-24- 0.21% |
$4K - $4.51K
|
11.6K
$2.63M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-25- 1.49% |
$4.17K - $4.7K
|
1.65K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-25- 25.25% |
$4.17K - $4.7K
|
74
$16.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-26- 1.92% |
$4.34K - $4.89K
|
1.33K
$300K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-26- 4.09% |
$4.34K - $4.89K
|
610
$138K
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-27- 1.62% |
$4.5K - $5.08K
|
1.64K
$371K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-27- 1.26% |
$4.5K - $5.08K
|
2.12K
$479K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-29- 9.54% |
$4.84K - $5.45K
|
275
$62.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-29- 1.57% |
$4.84K - $5.45K
|
1.82K
$412K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-30- 0.39% |
$5K - $5.64K
|
7.7K
$1.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-30- 0.08% |
$5K - $5.64K
|
39.1K
$8.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-30- 1.94% |
$5K - $5.64K
|
1.52K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-30- 0.64% |
$5K - $5.64K
|
4.65K
$1.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-34- 5.01% |
$5.67K - $6.39K
|
645
$146K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-34- 0.42% |
$5.67K - $6.39K
|
8.13K
$1.84M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-34- 0.74% |
$5.67K - $6.39K
|
4.56K
$1.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-34- 0.71% |
$5.67K - $6.39K
|
4.77K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-34- 5.18% |
$5.67K - $6.39K
|
622
$141K
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-34- 0.17% |
$5.67K - $6.39K
|
20.5K
$4.64M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-35- 0.94% |
$5.84K - $6.58K
|
3.68K
$834K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-35- 0.1% |
$5.84K - $6.58K
|
34.7K
$7.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-35- 4.16% |
$5.84K - $6.58K
|
807
$183K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-35- 1.03% |
$5.84K - $6.58K
|
3.35K
$758K
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-37- 2.07% |
$6.17K - $6.96K
|
1.75K
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-37- 1.01% |
$6.17K - $6.96K
|
3.63K
$822K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-38- 0.22% |
$6.34K - $7.15K
|
17.4K
$3.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-39- 1.46% |
$6.51K - $7.33K
|
2.64K
$597K
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-40- 0.45% |
$6.67K - $7.52K
|
8.92K
$2.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-40- 2.81% |
$6.67K - $7.52K
|
1.38K
$313K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-40- 1.3% |
$6.67K - $7.52K
|
3.03K
$685K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-41- 2.28% |
$6.84K - $7.71K
|
1.76K
$398K
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-41- 1.99% |
$6.84K - $7.71K
|
2.02K
$456K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-41- 1.23% |
$6.84K - $7.71K
|
3.29K
$745K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-42- 1.14% |
$7.01K - $7.9K
|
3.63K
$822K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-44- 0.29% |
$7.34K - $8.27K
|
14.9K
$3.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-45- 1.0% |
$7.51K - $8.46K
|
4.46K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-45- 2.59% |
$7.51K - $8.46K
|
1.7K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-45- 0.68% |
$7.51K - $8.46K
|
6.6K
$1.49M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-45- 0.01% |
$7.51K - $8.46K
|
353K
$79.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-46- 2.34% |
$7.67K - $8.65K
|
1.92K
$435K
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-46- 0.61% |
$7.67K - $8.65K
|
7.49K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-47- 3.52% |
$7.84K - $8.84K
|
1.29K
$292K
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-48- 0.05% |
$8.01K - $9.03K
|
96.3K
$21.8M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-49- 1.34% |
$8.17K - $9.21K
|
3.61K
$817K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-49- 2.11% |
$8.17K - $9.21K
|
2.27K
$514K
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-50- 4.06% |
$8.34K - $9.4K
|
1.18K
$268K
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-50- 0.23% |
$8.34K - $9.4K
|
21.3K
$4.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-50- 3.03% |
$8.34K - $9.4K
|
1.6K
$363K
|