Purchases and Sales Made in Q4 2022 in Ishares Russell 2000 ETF (IWM)

IWM Quotes by TradingView

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 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

SELL
 -
-2.77K
- 15.92%
$462K - $521K
14.6K $3.31M
Jan 31, 2023 Q4 2022
Austin Private Wealth, LLC

SELL
 -
-2.79K
- 15.19%
$465K - $524K
15.6K $3.52M
Aug 16, 2024 Q4 2022
Td Private Client Wealth LLC

New York, NY
SELL
 -
-2.83K
- 3.47%
$472K - $532K
78.7K $17.8M
Jan 13, 2023 Q4 2022
Allworth Financial LP

SELL
 -
-2.88K
- 3.98%
$481K - $542K
69.6K $15.8M
Jan 30, 2023 Q4 2022
Sharkey, Howes & Javer

SELL
 -
-2.89K
- 33.87%
$482K - $543K
5.64K $1.28M
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-2.91K
- 11.2%
$485K - $547K
23.1K $5.22M
Feb 10, 2023 Q4 2022
Csenge Advisory Group

SELL
 -
-2.92K
- 48.33%
$486K - $548K
3.12K $706K
Feb 14, 2023 Q4 2022
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-2.97K
- 3.96%
$495K - $558K
72K $16.3M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-3K
- 0.41%
$501K - $565K
724K $164M
Feb 14, 2023 Q4 2022
Redmont Wealth Advisors LLC

Chicago, IL
SELL
 -
-3.03K
- 16.27%
$506K - $571K
15.6K $3.54M
Feb 13, 2023 Q4 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-3.06K
- 3.78%
$511K - $576K
78.1K $17.7M
Feb 13, 2023 Q4 2022
Wintrust Investments LLC

Chicago, IL
SELL
 -
-3.09K
- 1.44%
$515K - $581K
211K $47.8M
Jul 24, 2024 Q4 2022
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-3.09K
Closed
$515K - $581K
0 $0
Feb 14, 2023 Q4 2022
Van Leeuwen & Company, LLC

Princeton, NJ
SELL
 -
-3.12K
- 7.74%
$521K - $587K
37.2K $8.43M
Jan 23, 2023 Q4 2022
Tap Consulting, LLC

SELL
 -
-3.14K
- 7.6%
$523K - $590K
38.2K $8.64M
Feb 02, 2023 Q4 2022
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-3.14K
- 12.7%
$524K - $591K
21.6K $4.9M
Jan 10, 2023 Q4 2022
Rb Capital Management, LLC

SELL
 -
-3.23K
- 17.26%
$539K - $608K
15.5K $3.51M
Jan 08, 2025 Q4 2022
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-3.24K
- 7.33%
$541K - $610K
41K $9.28M
Jan 26, 2023 Q4 2022
Paulson Wealth Management Inc.

SELL
 -
-3.32K
- 3.58%
$553K - $623K
89.4K $20.2M
Jan 23, 2023 Q4 2022
Simpli Fi, Inc.

SELL
 -
-3.32K
- 4.79%
$553K - $624K
65.9K $14.9M
Jan 24, 2023 Q4 2022
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-3.44K
- 73.74%
$574K - $647K
1.23K $278K
Jan 27, 2023 Q4 2022
Pinnacle Wealth Management, LLC

SELL
 -
-3.46K
- 70.14%
$577K - $650K
1.47K $333K
Feb 09, 2023 Q4 2022
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-3.52K
- 18.88%
$587K - $662K
15.1K $3.42M
Feb 03, 2023 Q4 2022
Blue Bell Private Wealth Management, LLC

SELL
 -
-3.53K
- 9.34%
$589K - $663K
34.2K $7.75M
Feb 09, 2023 Q4 2022
Abbot Financial Management, Inc.

North Andover, MA
SELL
 -
-3.53K
- 20.46%
$589K - $664K
13.7K $3.11M
Jan 26, 2023 Q4 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-3.57K
- 56.14%
$595K - $671K
2.79K $631K
Jan 10, 2023 Q4 2022
Jcic Asset Management Inc.

Toronto, A6
SELL
 -
-3.6K
- 8.1%
$600K - $676K
40.8K $9.24M
Feb 02, 2023 Q4 2022
Welch & Forbes LLC

SELL
 -
-3.67K
- 4.15%
$613K - $691K
84.8K $19.2M
Feb 14, 2023 Q4 2022
Dimension Capital Management LLC

Coral Gables, FL
SELL
 -
-3.68K
- 4.87%
$613K - $691K
71.9K $16.3M
Jan 11, 2023 Q4 2022
Telemus Capital, LLC

SELL
 -
-3.78K
- 3.88%
$631K - $711K
93.7K $21.2M
Feb 06, 2023 Q4 2022
Valmark Advisers, Inc.

SELL
 -
-3.81K
- 13.38%
$635K - $716K
24.7K $5.59M
Jan 11, 2023 Q4 2022
New England Guild Wealth Advisors, Inc.

SELL
 -
-3.87K
- 12.52%
$645K - $727K
27K $6.12M
Feb 07, 2023 Q4 2022
Dakota Wealth Management

SELL
 -
-3.91K
- 15.04%
$653K - $736K
22.1K $5M
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

SELL
 -
-3.93K
- 15.84%
$655K - $738K
20.9K $4.72M
Feb 10, 2023 Q4 2022
Cavalier Investments, LLC

SELL
 -
-3.95K
- 32.32%
$659K - $742K
8.27K $1.87M
Feb 14, 2023 Q4 2022
Westshore Wealth, LLC

SELL
 -
-4.06K
- 9.93%
$677K - $763K
36.8K $8.34M
Feb 08, 2023 Q4 2022
Washington Trust CO

SELL
 -
-4.07K
- 1.14%
$678K - $765K
353K $79.9M
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-4.16K
- 18.8%
$693K - $782K
18K $4.07M
Feb 09, 2023 Q4 2022
Dagco, Inc.

SELL
 -
-4.27K
- 14.9%
$712K - $803K
24.4K $5.53M
Feb 07, 2023 Q4 2022
Edge Capital Group, LLC

SELL
 -
-4.28K
- 23.24%
$714K - $805K
14.1K $3.2M
Feb 13, 2023 Q4 2022
Fiduciary Trust CO

Boston, MA
SELL
 -
-4.31K
- 10.92%
$719K - $811K
35.2K $7.96M
Jan 27, 2023 Q4 2022
Btc Capital Management, Inc.

SELL
 -
-4.33K
- 6.74%
$722K - $814K
59.9K $13.6M
Feb 10, 2023 Q4 2022
Patton Fund Management, Inc.

SELL
 -
-4.38K
- 5.95%
$730K - $823K
69.2K $15.7M
Jan 23, 2023 Q4 2022
Foster Group, Inc.

SELL
 -
-4.42K
- 3.38%
$737K - $831K
126K $28.6M
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-4.45K
- 99.98%
$742K - $837K
1 $226
Feb 01, 2023 Q4 2022
Portland Global Advisors LLC

SELL
 -
-4.64K
- 6.39%
$774K - $873K
68K $15.4M
Jan 20, 2023 Q4 2022
Bray Capital Advisors

SELL
 -
-4.7K
- 6.59%
$783K - $883K
66.6K $15.1M
Feb 13, 2023 Q4 2022
Haverford Trust CO

Radnor, PA
SELL
 -
-4.86K
- 22.48%
$811K - $914K
16.8K $3.79M
Jan 24, 2023 Q4 2022
Fragasso Group Inc.

Pittsburgh, PA
SELL
 -
-4.9K
Closed
$817K - $921K
0 $0

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