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 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
11.9K+ 47.45% |
$1.98M - $2.23M
|
36.9K
$8.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
11.8K+ 366.05% |
$1.97M - $2.22M
|
15.1K
$3.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11.7K+ 8.4% |
$1.95M - $2.2M
|
151K
$34.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
11.7K+ 767.3% |
$1.95M - $2.19M
|
13.2K
$2.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.5KNew |
$1.92M - $2.16M
|
11.5K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.4K+ 4.16% |
$1.9M - $2.14M
|
285K
$64.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11.3K+ 2261.32% |
$1.88M - $2.12M
|
11.8K
$2.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
11.2KNew |
$1.87M - $2.11M
|
11.2K
$2.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
11K+ 758.61% |
$1.84M - $2.07M
|
12.5K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Sabby Management, LLC
Upper Saddle River, NJ |
BUY
|
- |
11KNew |
$1.83M - $2.07M
|
11K
$2.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.5K+ 110.93% |
$1.76M - $1.98M
|
20K
$4.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10.5K+ 175.17% |
$1.75M - $1.98M
|
16.5K
$3.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
10.5K+ 12.16% |
$1.75M - $1.97M
|
96.5K
$21.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
10.4K+ 5.94% |
$1.74M - $1.96M
|
186K
$41.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
10.4K+ 17.96% |
$1.73M - $1.95M
|
68.2K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.99K+ 384.97% |
$1.67M - $1.88M
|
12.6K
$2.84M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
9.97K+ 76.24% |
$1.66M - $1.88M
|
23.1K
$5.21M
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
9.87K+ 64.02% |
$1.65M - $1.86M
|
25.3K
$5.71M
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
9.85K+ 5103.63% |
$1.64M - $1.85M
|
10K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.66K+ 281.65% |
$1.61M - $1.82M
|
13.1K
$2.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
9.65KNew |
$1.61M - $1.81M
|
9.65K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.5K+ 12.83% |
$1.58M - $1.79M
|
83.6K
$18.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.49K+ 2.73% |
$1.58M - $1.78M
|
357K
$80.7M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
9.4K+ 25.75% |
$1.57M - $1.77M
|
45.9K
$10.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
9.4K+ 11.73% |
$1.57M - $1.77M
|
89.5K
$20.2M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
9.17KNew |
$1.53M - $1.72M
|
9.17K
$2.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
9.16K+ 6.81% |
$1.53M - $1.72M
|
144K
$32.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
9.07KNew |
$1.51M - $1.7M
|
9.07K
$2.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
8.89KNew |
$1.48M - $1.67M
|
8.89K
$2.01M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
8.82K+ 23.24% |
$1.47M - $1.66M
|
46.8K
$10.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.72K+ 3.2% |
$1.45M - $1.64M
|
281K
$63.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.49K+ 32.63% |
$1.42M - $1.6M
|
34.5K
$7.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
8.26KNew |
$1.38M - $1.55M
|
8.26K
$1.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8.24K+ 2.31% |
$1.38M - $1.55M
|
364K
$82.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8.24KNew |
$1.37M - $1.55M
|
8.24K
$1.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8.16K+ 3.43% |
$1.36M - $1.53M
|
246K
$55.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
8.01KNew |
$1.34M - $1.51M
|
8.01K
$1.81M
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
7.97KNew |
$1.33M - $1.5M
|
7.97K
$1.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
7.92K+ 61.15% |
$1.32M - $1.49M
|
20.9K
$4.72M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.89K+ 327.9% |
$1.32M - $1.48M
|
10.3K
$2.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7.88K+ 65.16% |
$1.32M - $1.48M
|
20K
$4.52M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.78K+ 29.79% |
$1.3M - $1.46M
|
33.9K
$7.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
7.54KNew |
$1.26M - $1.42M
|
7.54K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.52K+ 2.8% |
$1.25M - $1.41M
|
276K
$62.4M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
7.5K+ 4.37% |
$1.25M - $1.41M
|
179K
$40.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7.43K+ 29.38% |
$1.24M - $1.4M
|
32.7K
$7.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
7.41K+ 24.71% |
$1.24M - $1.39M
|
37.4K
$8.45M
|
|
|
Jan 11, 2023
Q4 2022
|
Stairway Partners, LLC
|
BUY
|
- |
7.39K+ 3.98% |
$1.23M - $1.39M
|
193K
$43.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.35KNew |
$1.23M - $1.38M
|
7.35K
$1.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7.18K+ 1.24% |
$1.2M - $1.35M
|
587K
$133M
|