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 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
222+ 0.72% |
$42.5K - $50K
|
31K
$7.04M
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
221+ 0.39% |
$42.3K - $49.8K
|
56.7K
$12.8M
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
220+ 1.82% |
$42.1K - $49.6K
|
12.3K
$2.8M
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
217+ 10.71% |
$41.6K - $48.9K
|
2.24K
$509K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
213New |
$40.8K - $48K
|
213
$48.3K
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
211+ 10.89% |
$40.4K - $47.5K
|
2.15K
$487K
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
208+ 15.29% |
$39.8K - $46.9K
|
1.57K
$356K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
202+ 15.28% |
$38.7K - $45.5K
|
1.52K
$346K
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
200+ 4.16% |
$38.3K - $45.1K
|
5K
$1.13M
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
196+ 2.67% |
$37.5K - $44.2K
|
7.54K
$1.71M
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
194+ 0.82% |
$37.2K - $43.7K
|
23.9K
$5.43M
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
194+ 0.92% |
$37.2K - $43.7K
|
21.3K
$4.84M
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
191New |
$36.6K - $43K
|
191
$43.3K
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
190+ 1.26% |
$36.4K - $42.8K
|
15.2K
$3.45M
|
|
Apr 26, 2022
Q1 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
188+ 20.91% |
$36K - $42.4K
|
1.09K
$246K
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
187+ 6.66% |
$35.8K - $42.1K
|
3K
$679K
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
186+ 2.19% |
$35.6K - $41.9K
|
8.68K
$1.97M
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
183+ 6.55% |
$35K - $41.2K
|
2.98K
$675K
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
180+ 2.08% |
$34.5K - $40.6K
|
8.84K
$2.01M
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
179+ 13.78% |
$34.3K - $40.3K
|
1.48K
$335K
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
176+ 0.5% |
$33.7K - $39.7K
|
35.4K
$8.03M
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
175+ 282.26% |
$33.5K - $39.4K
|
237
$53.7K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
171+ 12.62% |
$32.7K - $38.5K
|
1.53K
$346K
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
168+ 1.48% |
$32.2K - $37.9K
|
11.5K
$2.62M
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
167New |
$32K - $37.6K
|
167
$37.9K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
165+ 6.23% |
$31.6K - $37.2K
|
2.81K
$638K
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
165+ 1.86% |
$31.6K - $37.2K
|
9.02K
$2.05M
|
|
May 12, 2022
Q1 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
164New |
$31.4K - $37K
|
164
$37.2K
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
163+ 2.34% |
$31.2K - $36.7K
|
7.12K
$1.61M
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
163+ 23.52% |
$31.2K - $36.7K
|
856
$194K
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
163+ 13.84% |
$31.2K - $36.7K
|
1.34K
$304K
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
162+ 1.19% |
$31K - $36.5K
|
13.8K
$3.12M
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
159+ 51.46% |
$30.5K - $35.8K
|
468
$106K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
158+ 0.85% |
$30.3K - $35.6K
|
18.8K
$4.26M
|
|
May 12, 2022
Q1 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
156+ 5.81% |
$29.9K - $35.1K
|
2.84K
$644K
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
152+ 14.59% |
$29.1K - $34.2K
|
1.19K
$271K
|
|
May 16, 2022
Q1 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
151New |
$28.9K - $34K
|
151
$34.2K
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
150+ 7.22% |
$28.7K - $33.8K
|
2.23K
$505K
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
148+ 4.38% |
$28.3K - $33.3K
|
3.53K
$799K
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
146+ 10.9% |
$28K - $32.9K
|
1.49K
$337K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
145+ 143.56% |
$27.8K - $32.7K
|
246
$55.8K
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
145+ 1.82% |
$27.8K - $32.7K
|
8.09K
$1.84M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
140+ 0.87% |
$26.8K - $31.5K
|
16.2K
$3.67M
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
139+ 2.44% |
$26.6K - $31.3K
|
5.85K
$1.33M
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
138+ 3.54% |
$26.4K - $31.1K
|
4.03K
$915K
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
137+ 3.45% |
$26.2K - $30.9K
|
4.11K
$932K
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
136+ 2.96% |
$26K - $30.6K
|
4.73K
$1.07M
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
136+ 4.09% |
$26K - $30.6K
|
3.46K
$785K
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
135+ 13.2% |
$25.9K - $30.4K
|
1.16K
$263K
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
135+ 14.0% |
$25.9K - $30.4K
|
1.1K
$249K
|