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 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 6.29% |
$382K - $430K
|
38.7K
$8.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.28KNew |
$379K - $428K
|
2.28K
$515K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.27KNew |
$378K - $426K
|
2.27K
$513K
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$374K - $422K
|
2.25K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.22K+ 32.6% |
$371K - $418K
|
9.05K
$2.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.19K+ 4.1% |
$365K - $411K
|
55.6K
$12.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.18KNew |
$364K - $411K
|
2.18K
$495K
|
|
|
Feb 14, 2023
Q4 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
2.18KNew |
$364K - $411K
|
2.18K
$494K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.18K+ 1.24% |
$363K - $410K
|
178K
$40.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
2.17K+ 8.9% |
$362K - $408K
|
26.6K
$6.02M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.17K+ 31.8% |
$361K - $408K
|
8.98K
$2.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.15K+ 10.06% |
$359K - $405K
|
23.6K
$5.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
BUY
|
- |
2.14KNew |
$357K - $402K
|
2.14K
$484K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.12K+ 11.13% |
$353K - $398K
|
21.1K
$4.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.1KNew |
$350K - $395K
|
2.1K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
2.08KNew |
$347K - $391K
|
2.08K
$471K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.08K+ 2.6% |
$346K - $391K
|
82.1K
$18.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.07K+ 8.95% |
$346K - $390K
|
25.3K
$5.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.07K+ 4.46% |
$346K - $390K
|
48.5K
$11M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.07K+ 4.46% |
$346K - $390K
|
48.5K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
2.07K+ 74.25% |
$345K - $389K
|
4.85K
$1.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.06K+ 8.07% |
$344K - $388K
|
27.6K
$6.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.06K+ 11.18% |
$343K - $386K
|
20.4K
$4.63M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.02KNew |
$337K - $380K
|
2.02K
$458K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.02K+ 4.44% |
$337K - $380K
|
47.5K
$10.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.02K+ 30.41% |
$337K - $380K
|
8.66K
$1.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
2.02KNew |
$336K - $379K
|
2.02K
$457K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2K+ 68.08% |
$334K - $377K
|
4.95K
$1.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Leeward Investments, LLC Ma
|
BUY
|
- |
1.99KNew |
$332K - $375K
|
1.99K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 4.68% |
$332K - $375K
|
44.6K
$10.1M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.96KNew |
$328K - $369K
|
1.96K
$445K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1.95KNew |
$325K - $367K
|
1.95K
$442K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.95K+ 4.41% |
$325K - $367K
|
46.1K
$10.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.93KNew |
$321K - $362K
|
1.93K
$436K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
1.9KNew |
$318K - $358K
|
1.9K
$431K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.9K+ 6.47% |
$318K - $358K
|
31.3K
$7.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.9KNew |
$317K - $357K
|
1.9K
$430K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.9KNew |
$317K - $357K
|
1.9K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
1.89KNew |
$315K - $356K
|
1.89K
$428K
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.89K+ 8.82% |
$315K - $355K
|
23.3K
$5.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.88K+ 2.27% |
$314K - $354K
|
85K
$19.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.88K+ 2.18% |
$313K - $353K
|
88.1K
$20M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.87KNew |
$312K - $352K
|
1.87K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.86K+ 3.2% |
$311K - $350K
|
60.1K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
1.85KNew |
$309K - $349K
|
1.85K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.85K+ 38.33% |
$308K - $347K
|
6.66K
$1.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.83KNew |
$305K - $344K
|
1.83K
$415K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.83K+ 9.06% |
$305K - $344K
|
22K
$4.99M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
1.81K+ 1.95% |
$302K - $340K
|
94.6K
$21.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.81KNew |
$301K - $340K
|
1.81K
$409K
|