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 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-2- 0.07% |
$383 - $451
|
3.07K
$691K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
SELL
|
- |
-4- 0.47% |
$766 - $901
|
848
$191K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4- 0.08% |
$766 - $901
|
5.1K
$1.15M
|
|
|
May 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-4- 0.02% |
$766 - $901
|
18.7K
$4.21M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4- 0.03% |
$766 - $901
|
15.1K
$3.41M
|
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4- 0.01% |
$766 - $901
|
38.4K
$8.65M
|
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-5- 0.22% |
$958 - $1.13K
|
2.29K
$515K
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-6- 0.28% |
$1.15K - $1.35K
|
2.16K
$486K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-6Closed |
$1.15K - $1.35K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-6- 0.11% |
$1.15K - $1.35K
|
5.58K
$1.26M
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-7Closed |
$1.34K - $1.58K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7- 0.06% |
$1.34K - $1.58K
|
12.6K
$2.83M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-7- 0.27% |
$1.34K - $1.58K
|
2.63K
$593K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-7- 0.3% |
$1.34K - $1.58K
|
2.35K
$531K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-8- 0.21% |
$1.53K - $1.8K
|
3.72K
$838K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-8- 0.16% |
$1.53K - $1.8K
|
4.99K
$1.12M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-8- 4.12% |
$1.53K - $1.8K
|
186
$41.9K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-9- 45.0% |
$1.72K - $2.03K
|
11
$2.48K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
SELL
|
- |
-9- 2.66% |
$1.72K - $2.03K
|
329
$74.2K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-9- 0.44% |
$1.72K - $2.03K
|
2.02K
$456K
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-9- 0.04% |
$1.72K - $2.03K
|
20.3K
$4.58M
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-10- 15.63% |
$1.92K - $2.25K
|
54
$12.2K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-10- 0.56% |
$1.92K - $2.25K
|
1.77K
$398K
|
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-10- 0.1% |
$1.92K - $2.25K
|
10.5K
$2.36M
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-10- 0.03% |
$1.92K - $2.25K
|
39.9K
$9M
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.07% |
$1.92K - $2.25K
|
13.9K
$3.13M
|
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-10- 0.76% |
$1.92K - $2.25K
|
1.3K
$293K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-11- 0.18% |
$2.11K - $2.48K
|
6.26K
$1.41M
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-11- 0.56% |
$2.11K - $2.48K
|
1.95K
$440K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.31% |
$2.11K - $2.48K
|
3.59K
$809K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-12- 0.22% |
$2.3K - $2.7K
|
5.54K
$1.25M
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-14- 1.26% |
$2.68K - $3.15K
|
1.1K
$247K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-14- 0.59% |
$2.68K - $3.15K
|
2.35K
$531K
|
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-14- 1.27% |
$2.68K - $3.15K
|
1.09K
$245K
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-14- 0.19% |
$2.68K - $3.15K
|
7.26K
$1.64M
|
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-14- 0.48% |
$2.68K - $3.15K
|
2.88K
$649K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15Closed |
$2.87K - $3.38K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-16- 1.48% |
$3.06K - $3.61K
|
1.06K
$240K
|
|
|
May 10, 2022
Q1 2022
|
Meridian Management CO
|
SELL
|
- |
-16- 0.7% |
$3.06K - $3.61K
|
2.28K
$515K
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
SELL
|
- |
-17- 0.74% |
$3.26K - $3.83K
|
2.29K
$516K
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-17- 0.3% |
$3.26K - $3.83K
|
5.73K
$1.29M
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-17- 3.76% |
$3.26K - $3.83K
|
435
$98.1K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-17- 3.74% |
$3.26K - $3.83K
|
438
$98.7K
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
SELL
|
- |
-18- 1.46% |
$3.45K - $4.06K
|
1.22K
$275K
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-18- 1.44% |
$3.45K - $4.06K
|
1.24K
$279K
|
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-18- 0.81% |
$3.45K - $4.06K
|
2.19K
$495K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-19- 1.23% |
$3.64K - $4.28K
|
1.53K
$344K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-19- 0.17% |
$3.64K - $4.28K
|
11.4K
$2.57M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-20- 0.07% |
$3.83K - $4.51K
|
30.6K
$6.91M
|
|
|
May 13, 2022
Q1 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-20- 0.4% |
$3.83K - $4.51K
|
4.96K
$1.12M
|