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
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-673- 21.53% |
$112K - $127K
|
2.45K
$556K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-675- 26.11% |
$113K - $127K
|
1.91K
$433K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-681- 41.58% |
$114K - $128K
|
957
$217K
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-689- 0.72% |
$115K - $130K
|
95.5K
$21.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-696- 2.76% |
$116K - $131K
|
24.5K
$5.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-700- 2.25% |
$117K - $132K
|
30.4K
$6.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Castellan Group
Louisville, KY |
SELL
|
- |
-700- 17.5% |
$117K - $132K
|
3.3K
$747K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-702- 12.25% |
$117K - $132K
|
5.03K
$1.14M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-720- 2.98% |
$120K - $135K
|
23.4K
$5.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-724- 16.25% |
$121K - $136K
|
3.73K
$845K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-726- 16.07% |
$121K - $137K
|
3.79K
$859K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-737- 8.31% |
$123K - $139K
|
8.13K
$1.84M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-739- 3.18% |
$123K - $139K
|
22.5K
$5.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-741- 1.41% |
$124K - $139K
|
51.8K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-744- 51.17% |
$124K - $140K
|
710
$161K
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-750- 9.13% |
$125K - $141K
|
7.47K
$1.69M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-753- 1.29% |
$126K - $142K
|
57.4K
$13M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-756- 9.9% |
$126K - $142K
|
6.88K
$1.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-759- 10.56% |
$127K - $143K
|
6.43K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-767- 26.69% |
$128K - $144K
|
2.11K
$477K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-772- 33.22% |
$129K - $145K
|
1.55K
$351K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-775- 5.21% |
$129K - $146K
|
14.1K
$3.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-780- 18.01% |
$130K - $147K
|
3.55K
$804K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-786- 1.66% |
$131K - $148K
|
46.6K
$10.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-794- 18.91% |
$132K - $149K
|
3.4K
$771K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-801- 40.01% |
$134K - $151K
|
1.2K
$272K
|
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-804- 1.88% |
$134K - $151K
|
42K
$9.52M
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-805- 1.18% |
$134K - $151K
|
67.1K
$15.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-809- 28.91% |
$135K - $152K
|
1.99K
$450K
|
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-826- 2.0% |
$138K - $155K
|
40.4K
$9.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-832- 16.3% |
$139K - $156K
|
4.27K
$968K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-836- 2.38% |
$139K - $157K
|
34.3K
$7.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-850- 4.31% |
$142K - $160K
|
18.9K
$4.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-851- 13.29% |
$142K - $160K
|
5.55K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-857- 12.86% |
$143K - $161K
|
5.81K
$1.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-858- 4.2% |
$143K - $161K
|
19.5K
$4.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-859- 9.45% |
$143K - $162K
|
8.23K
$1.86M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-859- 9.09% |
$143K - $162K
|
8.59K
$1.95M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-862- 4.83% |
$144K - $162K
|
17K
$3.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-875- 0.34% |
$146K - $165K
|
260K
$58.8M
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-887- 13.4% |
$148K - $167K
|
5.73K
$1.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-892- 33.83% |
$149K - $168K
|
1.75K
$395K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-899- 25.42% |
$150K - $169K
|
2.64K
$597K
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-900- 37.55% |
$150K - $169K
|
1.5K
$339K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-924- 5.61% |
$154K - $174K
|
15.5K
$3.52M
|
|
|
May 22, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-927- 9.28% |
$155K - $174K
|
9.07K
$2.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-935- 14.98% |
$156K - $176K
|
5.31K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-940- 60.22% |
$157K - $177K
|
621
$141K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-954- 13.19% |
$159K - $179K
|
6.28K
$1.42M
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-955- 4.47% |
$159K - $180K
|
20.4K
$4.62M
|