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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
369+ 18.85% |
$70.7K - $83.1K
|
2.33K
$525K
|
|
May 09, 2022
Q1 2022
|
Poplar Forest Capital LLC
|
BUY
|
- |
362+ 10.43% |
$69.3K - $81.6K
|
3.83K
$864K
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
355+ 20.03% |
$68K - $80K
|
2.13K
$479K
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
352+ 3.98% |
$67.4K - $79.3K
|
9.19K
$2.07M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
351New |
$67.2K - $79.1K
|
351
$79.1K
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
348+ 18.09% |
$66.6K - $78.4K
|
2.27K
$512K
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
345+ 11.17% |
$66.1K - $77.7K
|
3.44K
$774K
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
343+ 28.3% |
$65.7K - $77.3K
|
1.56K
$351K
|
|
Apr 27, 2022
Q1 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
340+ 7.39% |
$65.1K - $76.6K
|
4.94K
$1.11M
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
339+ 1.1% |
$64.9K - $76.4K
|
31.1K
$7M
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
333+ 7.81% |
$63.8K - $75K
|
4.6K
$1.04M
|
|
May 16, 2022
Q1 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
333+ 5.24% |
$63.8K - $75K
|
6.69K
$1.51M
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
331+ 56.01% |
$63.4K - $74.6K
|
922
$208K
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
320+ 24.98% |
$61.3K - $72.1K
|
1.6K
$361K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
320+ 29.88% |
$61.3K - $72.1K
|
1.39K
$314K
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
315+ 7.32% |
$60.3K - $71K
|
4.62K
$1.04M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
315+ 29.25% |
$60.3K - $71K
|
1.39K
$314K
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
309+ 3.46% |
$59.2K - $69.6K
|
9.24K
$2.08M
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
300+ 23.08% |
$57.5K - $67.6K
|
1.6K
$361K
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
300+ 21.9% |
$57.5K - $67.6K
|
1.67K
$376K
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
300+ 2.37% |
$57.5K - $67.6K
|
13K
$2.92M
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
294+ 0.77% |
$56.3K - $66.2K
|
38.5K
$8.68M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
294+ 100.0% |
$56.3K - $66.2K
|
588
$133K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
293+ 11.01% |
$56.1K - $66K
|
2.95K
$666K
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
290+ 9.51% |
$55.5K - $65.3K
|
3.34K
$753K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
290+ 52.16% |
$55.5K - $65.3K
|
846
$191K
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
288+ 1.36% |
$55.2K - $64.9K
|
21.5K
$4.84M
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
286+ 13.97% |
$54.8K - $64.4K
|
2.33K
$526K
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
285+ 3.25% |
$54.6K - $64.2K
|
9.05K
$2.04M
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
278+ 0.87% |
$53.2K - $62.6K
|
32.1K
$7.24M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
276+ 14.34% |
$52.9K - $62.2K
|
2.2K
$496K
|
|
May 05, 2022
Q1 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
273+ 2.16% |
$52.3K - $61.5K
|
12.9K
$2.91M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
268+ 4.09% |
$51.3K - $60.4K
|
6.81K
$1.54M
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
265+ 12.54% |
$50.8K - $59.7K
|
2.38K
$536K
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
264+ 7.17% |
$50.6K - $59.5K
|
3.94K
$889K
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
260+ 3.33% |
$49.8K - $58.6K
|
8.08K
$1.82M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
254+ 6.38% |
$48.6K - $57.2K
|
4.24K
$955K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
254+ 0.86% |
$48.6K - $57.2K
|
29.7K
$6.7M
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
252+ 0.86% |
$48.3K - $56.8K
|
29.4K
$6.62M
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
252+ 3.83% |
$48.3K - $56.8K
|
6.84K
$1.54M
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
250+ 5.44% |
$47.9K - $56.3K
|
4.84K
$1.09M
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
249+ 1.1% |
$47.7K - $56.1K
|
22.9K
$5.17M
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
243+ 9.27% |
$46.5K - $54.8K
|
2.86K
$645K
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
241+ 1.24% |
$46.2K - $54.3K
|
19.7K
$4.44M
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
239+ 0.95% |
$45.8K - $53.9K
|
25.5K
$5.75M
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
238+ 9.08% |
$45.6K - $53.6K
|
2.86K
$645K
|
|
May 13, 2022
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
236+ 2.98% |
$45.2K - $53.2K
|
8.15K
$1.84M
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
232+ 20.59% |
$44.4K - $52.3K
|
1.36K
$306K
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
223+ 3.62% |
$42.7K - $50.2K
|
6.38K
$1.44M
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
222+ 0.72% |
$42.5K - $50K
|
31K
$7M
|