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 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
3KNew |
$501K - $565K
|
3K
$680K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
2.93KNew |
$488K - $551K
|
2.93K
$663K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.9KNew |
$483K - $545K
|
2.9K
$656K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.86K+ 81.69% |
$477K - $538K
|
6.36K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.86K+ 16.93% |
$477K - $538K
|
19.7K
$4.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
2.86K+ 0.75% |
$476K - $537K
|
384K
$87M
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.84K+ 85.3% |
$473K - $533K
|
6.16K
$1.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
2.83K+ 6.7% |
$473K - $533K
|
45.1K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.83KNew |
$472K - $533K
|
2.83K
$641K
|
|
|
Jan 13, 2023
Q4 2022
|
Brewster Financial Planning LLC
|
BUY
|
- |
2.83K+ 4.34% |
$471K - $531K
|
67.9K
$15.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.81K+ 53.95% |
$469K - $528K
|
8.02K
$1.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.81KNew |
$468K - $527K
|
2.81K
$635K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.8K+ 85.87% |
$467K - $527K
|
6.06K
$1.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
2.78K+ 8.33% |
$464K - $523K
|
36.2K
$8.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.77K+ 68.55% |
$463K - $521K
|
6.82K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.76K+ 57.61% |
$460K - $518K
|
7.54K
$1.71M
|
|
|
Feb 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.74KNew |
$456K - $515K
|
2.74K
$620K
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.72K+ 39.13% |
$454K - $512K
|
9.69K
$2.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.72KNew |
$454K - $511K
|
2.72K
$616K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.72K+ 20.91% |
$454K - $511K
|
15.7K
$3.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.67KNew |
$445K - $501K
|
2.67K
$604K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 8.36% |
$442K - $498K
|
34.3K
$7.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.65K+ 9.11% |
$442K - $498K
|
31.7K
$7.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.64K+ 18.83% |
$441K - $497K
|
16.7K
$3.77M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.63K+ 137.21% |
$439K - $494K
|
4.55K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.62K+ 126.13% |
$437K - $493K
|
4.7K
$1.06M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.6KNew |
$433K - $489K
|
2.6K
$588K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.59K+ 23.07% |
$431K - $486K
|
13.8K
$3.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
2.58K+ 19.34% |
$430K - $485K
|
15.9K
$3.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.57K+ 9.61% |
$428K - $483K
|
29.3K
$6.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.56KNew |
$427K - $482K
|
2.56K
$580K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.56K+ 9.52% |
$427K - $481K
|
29.4K
$6.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.55K+ 37.23% |
$425K - $479K
|
9.4K
$2.13M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.55KNew |
$425K - $479K
|
2.55K
$577K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.53K+ 15.2% |
$422K - $476K
|
19.2K
$4.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.52K+ 98.75% |
$421K - $475K
|
5.08K
$1.15M
|
|
|
Jan 24, 2023
Q4 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.52K+ 5.19% |
$420K - $474K
|
51.1K
$11.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.52K+ 55.76% |
$420K - $473K
|
7.03K
$1.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.5K+ 52.97% |
$417K - $470K
|
7.22K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
2.48K+ 8.31% |
$414K - $467K
|
32.4K
$7.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.46KNew |
$411K - $463K
|
2.46K
$558K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.44K+ 12.26% |
$407K - $459K
|
22.3K
$5.06M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.41KNew |
$402K - $453K
|
2.41K
$545K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.39KNew |
$398K - $449K
|
2.39K
$540K
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.37KNew |
$395K - $445K
|
2.37K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.36KNew |
$393K - $443K
|
2.36K
$534K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
2.34KNew |
$390K - $439K
|
2.34K
$529K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.34KNew |
$390K - $439K
|
2.34K
$529K
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.31K+ 75.8% |
$386K - $435K
|
5.36K
$1.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.31K+ 4.93% |
$386K - $435K
|
49.3K
$11.2M
|