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
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-476- 3.2% |
$91.2K - $107K
|
14.4K
$3.24M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-478- 9.66% |
$91.5K - $108K
|
4.47K
$1.01M
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-479- 32.74% |
$91.7K - $108K
|
984
$222K
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-481- 13.04% |
$92.1K - $108K
|
3.21K
$723K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-482- 16.6% |
$92.3K - $109K
|
2.42K
$546K
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-485- 0.81% |
$92.9K - $109K
|
59.6K
$13.4M
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-487Closed |
$93.3K - $110K
|
0
$0
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-488- 21.49% |
$93.5K - $110K
|
1.78K
$402K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-490- 19.58% |
$93.8K - $110K
|
2.01K
$454K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-490- 9.44% |
$93.8K - $110K
|
4.7K
$1.06M
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-492- 4.15% |
$94.2K - $111K
|
11.4K
$2.56M
|
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-501- 2.4% |
$96K - $113K
|
20.4K
$4.59M
|
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
SELL
|
- |
-508- 1.36% |
$97.3K - $114K
|
36.9K
$8.33M
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-511- 76.61% |
$97.9K - $115K
|
156
$35.2K
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
SELL
|
- |
-515- 10.89% |
$98.6K - $116K
|
4.21K
$950K
|
|
|
Apr 27, 2022
Q1 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-520- 11.4% |
$99.6K - $117K
|
4.04K
$911K
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-522- 15.44% |
$100K - $118K
|
2.86K
$644K
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-534- 21.35% |
$102K - $120K
|
1.97K
$443K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-539- 0.36% |
$103K - $121K
|
148K
$33.5M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-543- 24.76% |
$104K - $122K
|
1.65K
$372K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-547- 4.69% |
$105K - $123K
|
11.1K
$2.51M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-547- 10.57% |
$105K - $123K
|
4.63K
$1.04M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-550Closed |
$105K - $124K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-550- 9.0% |
$105K - $124K
|
5.56K
$1.25M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-553- 3.55% |
$106K - $125K
|
15K
$3.39M
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-555- 8.98% |
$106K - $125K
|
5.62K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-557- 1.71% |
$107K - $126K
|
32K
$7.22M
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-559- 13.3% |
$107K - $126K
|
3.65K
$822K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-561- 0.16% |
$107K - $126K
|
348K
$78.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-562- 5.31% |
$108K - $127K
|
10K
$2.26M
|
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-569- 2.64% |
$109K - $128K
|
21K
$4.72M
|
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-570- 16.79% |
$109K - $128K
|
2.82K
$637K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-575- 78.44% |
$110K - $130K
|
158
$35.6K
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-581- 3.3% |
$111K - $131K
|
17K
$3.84M
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-582- 10.28% |
$111K - $131K
|
5.08K
$1.14M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-588- 31.73% |
$113K - $132K
|
1.27K
$285K
|
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-588- 7.76% |
$113K - $132K
|
6.99K
$1.58M
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-592- 6.48% |
$113K - $133K
|
8.54K
$1.93M
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-600- 3.33% |
$115K - $135K
|
17.4K
$3.93M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-601- 5.63% |
$115K - $135K
|
10.1K
$2.27M
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-606- 24.33% |
$116K - $137K
|
1.89K
$425K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-609- 15.17% |
$117K - $137K
|
3.41K
$768K
|
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-612- 22.43% |
$117K - $138K
|
2.12K
$477K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-612- 0.78% |
$117K - $138K
|
78.3K
$17.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-619- 15.46% |
$119K - $139K
|
3.39K
$763K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-619- 16.32% |
$119K - $139K
|
3.18K
$716K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-619- 24.22% |
$119K - $139K
|
1.94K
$437K
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-620- 6.74% |
$119K - $140K
|
8.58K
$1.93M
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-624- 15.22% |
$120K - $141K
|
3.48K
$784K
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-628Closed |
$120K - $142K
|
0
$0
|