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
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-140- 2.12% |
$23.4K - $26.3K
|
6.45K
$1.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-141- 6.24% |
$23.5K - $26.5K
|
2.12K
$480K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-143- 7.55% |
$23.9K - $26.9K
|
1.75K
$397K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-143- 3.22% |
$23.9K - $26.9K
|
4.29K
$973K
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-145- 2.88% |
$24.2K - $27.3K
|
4.9K
$1.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-145- 0.21% |
$24.2K - $27.3K
|
68.5K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-146- 4.46% |
$24.4K - $27.5K
|
3.13K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-148- 3.33% |
$24.7K - $27.8K
|
4.3K
$975K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-149- 5.84% |
$24.9K - $28K
|
2.4K
$544K
|
|
|
Feb 08, 2023
Q4 2022
|
Parthenon LLC
|
SELL
|
- |
-150- 2.71% |
$25K - $28.2K
|
5.38K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-152- 7.28% |
$25.4K - $28.6K
|
1.94K
$439K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-153- 2.03% |
$25.5K - $28.8K
|
7.4K
$1.68M
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-154- 4.38% |
$25.7K - $29K
|
3.36K
$762K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-156- 40.94% |
$26K - $29.3K
|
225
$51K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-156- 0.52% |
$26K - $29.3K
|
29.9K
$6.78M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-158- 4.8% |
$26.4K - $29.7K
|
3.13K
$709K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-160- 2.06% |
$26.7K - $30.1K
|
7.61K
$1.72M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-169- 9.73% |
$28.2K - $31.8K
|
1.57K
$355K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-169- 11.58% |
$28.2K - $31.8K
|
1.29K
$292K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-169- 1.8% |
$28.2K - $31.8K
|
9.22K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-170- 7.85% |
$28.4K - $32K
|
2K
$452K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-170- 5.94% |
$28.4K - $32K
|
2.69K
$610K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-171- 4.04% |
$28.5K - $32.2K
|
4.06K
$920K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-172- 1.16% |
$28.7K - $32.3K
|
14.6K
$3.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-172- 12.05% |
$28.7K - $32.3K
|
1.26K
$284K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-172- 1.31% |
$28.7K - $32.3K
|
13K
$2.94M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-173- 8.29% |
$28.9K - $32.5K
|
1.91K
$433K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-174- 18.93% |
$29K - $32.7K
|
745
$169K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-174- 3.33% |
$29K - $32.7K
|
5.05K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-175- 5.69% |
$29.2K - $32.9K
|
2.9K
$657K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-176- 0.46% |
$29.4K - $33.1K
|
37.8K
$8.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-177- 2.04% |
$29.5K - $33.3K
|
8.51K
$1.93M
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-180- 6.11% |
$30K - $33.8K
|
2.77K
$626K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-181- 1.46% |
$30.2K - $34K
|
12.2K
$2.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
SELL
|
- |
-181- 7.92% |
$30.2K - $34K
|
2.1K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-187- 7.41% |
$31.2K - $35.2K
|
2.34K
$529K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-188- 0.62% |
$31.4K - $35.4K
|
30.2K
$6.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-189- 5.55% |
$31.5K - $35.5K
|
3.22K
$729K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-190- 4.8% |
$31.7K - $35.7K
|
3.77K
$853K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-191- 5.41% |
$31.9K - $35.9K
|
3.34K
$756K
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-191- 0.75% |
$31.9K - $35.9K
|
25.2K
$5.71M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-192- 9.78% |
$32K - $36.1K
|
1.77K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-197- 9.51% |
$32.9K - $37K
|
1.88K
$425K
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-200- 6.26% |
$33.4K - $37.6K
|
2.99K
$678K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
SELL
|
- |
-200- 6.03% |
$33.4K - $37.6K
|
3.12K
$706K
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-201- 0.33% |
$33.5K - $37.8K
|
61K
$13.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-202- 7.07% |
$33.7K - $38K
|
2.65K
$601K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-203- 3.61% |
$33.9K - $38.2K
|
5.42K
$1.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-204- 3.06% |
$34K - $38.4K
|
6.45K
$1.46M
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-206- 6.31% |
$34.4K - $38.7K
|
3.06K
$693K
|