Purchases and Sales Made in Q1 2022 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q1 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 |
---|---|---|---|---|---|---|---|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
531+ 14.19% |
$102K - $120K
|
4.27K
$963K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
531+ 3.08% |
$102K - $120K
|
17.8K
$4M
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
530+ 18.69% |
$102K - $119K
|
3.37K
$759K
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
520+ 1.55% |
$99.6K - $117K
|
34.1K
$7.69M
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
519+ 13.32% |
$99.4K - $117K
|
4.42K
$995K
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
515+ 14.97% |
$98.6K - $116K
|
3.96K
$892K
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
510New |
$97.7K - $115K
|
510
$115K
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
508+ 29.78% |
$97.3K - $114K
|
2.21K
$499K
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
502+ 49.85% |
$96.1K - $113K
|
1.51K
$340K
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
500+ 13.92% |
$95.8K - $113K
|
4.09K
$923K
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
499+ 0.93% |
$95.6K - $112K
|
54.1K
$12.2M
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
497+ 7.27% |
$95.2K - $112K
|
7.33K
$1.65M
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
496+ 18.92% |
$95K - $112K
|
3.12K
$703K
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
496+ 18.72% |
$95K - $112K
|
3.15K
$709K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
491+ 4.33% |
$94K - $111K
|
11.8K
$2.67M
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
484+ 14.81% |
$92.7K - $109K
|
3.75K
$846K
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
483+ 1.49% |
$92.5K - $109K
|
32.8K
$7.39M
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
482New |
$92.3K - $109K
|
482
$109K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
475+ 3.75% |
$91K - $107K
|
13.2K
$2.97M
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
470+ 38.59% |
$90K - $106K
|
1.69K
$381K
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
469+ 8.92% |
$89.8K - $106K
|
5.73K
$1.29M
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
469+ 31.93% |
$89.8K - $106K
|
1.94K
$437K
|
|
May 16, 2022
Q1 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
465+ 20.6% |
$89.1K - $105K
|
2.72K
$614K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
459+ 9.25% |
$87.9K - $103K
|
5.42K
$1.22M
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
457+ 11.82% |
$87.5K - $103K
|
4.32K
$974K
|
|
May 10, 2024
Q1 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
443+ 15.54% |
$84.8K - $99.8K
|
3.29K
$742K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
440+ 0.45% |
$84.3K - $99.1K
|
98.3K
$22.2M
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
434+ 1.62% |
$83.1K - $97.8K
|
27.3K
$6.15M
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
427+ 2.06% |
$81.8K - $96.2K
|
21.2K
$4.77M
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
419+ 1.09% |
$80.2K - $94.4K
|
38.7K
$8.72M
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
414+ 60.35% |
$79.3K - $93.3K
|
1.1K
$248K
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
412+ 10.97% |
$78.9K - $92.8K
|
4.17K
$939K
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
BUY
|
- |
410+ 28.61% |
$78.5K - $92.4K
|
1.84K
$415K
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
409+ 0.53% |
$78.3K - $92.2K
|
77.9K
$17.6M
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
408+ 9.86% |
$78.1K - $91.9K
|
4.55K
$1.02M
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
408+ 4.27% |
$78.1K - $91.9K
|
9.97K
$2.25M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
407+ 0.04% |
$77.9K - $91.7K
|
956K
$215M
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
406+ 18.23% |
$77.8K - $91.5K
|
2.63K
$594K
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
406+ 13.4% |
$77.8K - $91.5K
|
3.44K
$774K
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
404+ 6.16% |
$77.4K - $91K
|
6.96K
$1.57M
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
400+ 18.06% |
$76.6K - $90.1K
|
2.62K
$589K
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
396+ 38.15% |
$75.8K - $89.2K
|
1.43K
$323K
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
393+ 409.38% |
$75.3K - $88.6K
|
489
$110K
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
390+ 32.02% |
$74.7K - $87.9K
|
1.61K
$362K
|
|
Apr 21, 2022
Q1 2022
|
Brewster Financial Planning LLC
|
BUY
|
- |
385+ 0.6% |
$73.7K - $86.7K
|
65K
$14.6M
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
380+ 20.31% |
$72.8K - $85.6K
|
2.25K
$507K
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
377+ 25.39% |
$72.2K - $84.9K
|
1.86K
$420K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
375+ 2.59% |
$71.8K - $84.5K
|
14.9K
$3.35M
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
374+ 1.87% |
$71.6K - $84.3K
|
20.4K
$4.6M
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
371+ 1.1% |
$71.1K - $83.6K
|
34K
$7.65M
|