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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.1K+ 18.43% |
$3.18M - $3.59M
|
123K
$27.7M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
19.1KNew |
$3.18M - $3.59M
|
19.1K
$4.31M
|
|
|
May 30, 2023
Q4 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
18.5KNew |
$3.08M - $3.48M
|
18.5K
$4.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18.1K+ 37.44% |
$3.01M - $3.4M
|
66.3K
$15M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18K+ 6.82% |
$2.99M - $3.38M
|
281K
$63.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
17.3KNew |
$2.89M - $3.26M
|
17.3K
$3.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
17.2K+ 1043.38% |
$2.88M - $3.24M
|
18.9K
$4.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
17.2KNew |
$2.87M - $3.24M
|
17.2K
$3.89M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.2KNew |
$2.86M - $3.23M
|
17.2K
$3.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.8KNew |
$2.81M - $3.17M
|
16.8K
$3.81M
|
|
|
Jan 23, 2023
Q4 2022
|
Moody Aldrich Partners LLC
|
BUY
|
- |
16.7KNew |
$2.78M - $3.14M
|
16.7K
$3.77M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
16.7K+ 12.17% |
$2.78M - $3.14M
|
154K
$34.7M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
16.5KNew |
$2.76M - $3.11M
|
16.5K
$3.74M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
16.5K+ 7.67% |
$2.75M - $3.1M
|
231K
$52.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16.4K+ 123.61% |
$2.74M - $3.09M
|
29.7K
$6.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16.3K+ 323.83% |
$2.73M - $3.07M
|
21.4K
$4.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
15.7K+ 15.33% |
$2.61M - $2.95M
|
118K
$26.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.6K+ 99.24% |
$2.6M - $2.93M
|
31.2K
$7.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
15.5K+ 176.41% |
$2.59M - $2.92M
|
24.3K
$5.49M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
15.1K+ 49.53% |
$2.52M - $2.84M
|
45.7K
$10.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
15.1K+ 35.57% |
$2.52M - $2.84M
|
57.6K
$13M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
15KNew |
$2.5M - $2.82M
|
15K
$3.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
14.9KNew |
$2.48M - $2.8M
|
14.9K
$3.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
14.8K+ 97.7% |
$2.47M - $2.79M
|
30K
$6.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
14.7KNew |
$2.46M - $2.77M
|
14.7K
$3.33M
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
14.7K+ 64.97% |
$2.44M - $2.76M
|
37.2K
$8.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
14.5K+ 143.81% |
$2.42M - $2.73M
|
24.6K
$5.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
14.5KNew |
$2.42M - $2.73M
|
14.5K
$3.28M
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
14.4KNew |
$2.41M - $2.71M
|
14.4K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
14.4KNew |
$2.41M - $2.71M
|
14.4K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
14.2K+ 48.62% |
$2.37M - $2.67M
|
43.4K
$9.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
14KNew |
$2.33M - $2.63M
|
14K
$3.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
13.9K+ 14.73% |
$2.31M - $2.61M
|
108K
$24.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Strategic Investment Management, LLC
|
BUY
|
- |
13.8K+ 6.92% |
$2.3M - $2.59M
|
213K
$48.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
13.8K+ 170.27% |
$2.3M - $2.59M
|
21.9K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
13.5K+ 393.98% |
$2.26M - $2.55M
|
17K
$3.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.3K+ 48.09% |
$2.22M - $2.5M
|
41K
$9.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
13.2KNew |
$2.21M - $2.49M
|
13.2K
$2.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
13.2KNew |
$2.2M - $2.48M
|
13.2K
$2.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
13.1K+ 304.47% |
$2.18M - $2.46M
|
17.4K
$3.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
13KNew |
$2.17M - $2.45M
|
13K
$2.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
12.7KNew |
$2.11M - $2.38M
|
12.7K
$2.86M
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
12.6KNew |
$2.1M - $2.36M
|
12.6K
$2.84M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
12.5KNew |
$2.09M - $2.36M
|
12.5K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.5K+ 120.27% |
$2.08M - $2.34M
|
22.8K
$5.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
12.3KNew |
$2.04M - $2.3M
|
12.3K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12.2K+ 610300.0% |
$2.04M - $2.3M
|
12.2K
$2.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
12.1K+ 30.13% |
$2.01M - $2.27M
|
52.1K
$11.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
12K+ 8.88% |
$2.01M - $2.26M
|
148K
$33.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.9K+ 84.17% |
$1.98M - $2.23M
|
26K
$5.87M
|