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 26, 2022
Q1 2022
|
Vista Finance, LLC
|
SELL
|
- |
-1.01KClosed |
$192K - $226K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.01KClosed |
$193K - $227K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.01KClosed |
$194K - $228K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.02KClosed |
$195K - $229K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.02K- 21.54% |
$196K - $230K
|
3.72K
$839K
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 4.92% |
$196K - $231K
|
19.8K
$4.48M
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-1.03K- 54.7% |
$197K - $232K
|
852
$192K
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.03K- 12.54% |
$198K - $233K
|
7.21K
$1.63M
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
SELL
|
- |
-1.04K- 7.3% |
$198K - $233K
|
13.1K
$2.96M
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.04K- 14.12% |
$198K - $233K
|
6.3K
$1.42M
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.04KClosed |
$200K - $235K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.05K- 23.29% |
$202K - $237K
|
3.47K
$783K
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.05KClosed |
$202K - $237K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
SELL
|
- |
-1.06KClosed |
$203K - $239K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.07KClosed |
$204K - $240K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.07K- 6.66% |
$205K - $242K
|
15K
$3.39M
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-1.09K- 41.85% |
$208K - $245K
|
1.51K
$341K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.09K- 17.84% |
$209K - $246K
|
5.02K
$1.13M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 13.9% |
$210K - $247K
|
6.77K
$1.53M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 20.21% |
$210K - $247K
|
4.34K
$978K
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.1KClosed |
$211K - $249K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.11KClosed |
$212K - $250K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.11K- 36.59% |
$213K - $250K
|
1.93K
$434K
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.11KClosed |
$213K - $251K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.11K- 5.41% |
$213K - $251K
|
19.5K
$4.4M
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.12K- 51.88% |
$214K - $252K
|
1.04K
$234K
|
|
May 12, 2022
Q1 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-1.12K- 1.84% |
$214K - $252K
|
59.6K
$13.5M
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.15KClosed |
$220K - $259K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.15K- 4.12% |
$220K - $259K
|
26.8K
$6.05M
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.15K- 14.44% |
$221K - $260K
|
6.84K
$1.54M
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.16KClosed |
$222K - $261K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.16K- 8.51% |
$223K - $262K
|
12.5K
$2.82M
|
|
May 12, 2022
Q1 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.17K- 2.74% |
$224K - $264K
|
41.6K
$9.38M
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.17K- 9.0% |
$224K - $264K
|
11.8K
$2.67M
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.18KClosed |
$227K - $267K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.19K- 27.01% |
$227K - $267K
|
3.2K
$723K
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.2KClosed |
$230K - $270K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.2KClosed |
$230K - $270K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.21KClosed |
$231K - $272K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-1.21K- 1.93% |
$232K - $273K
|
61.4K
$13.9M
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.21KClosed |
$232K - $273K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-1.21K- 74.02% |
$232K - $273K
|
425
$95.9K
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.21KClosed |
$232K - $273K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.22KClosed |
$233K - $274K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.22K- 2.21% |
$234K - $276K
|
54.3K
$12.2M
|
|
May 16, 2022
Q1 2022
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-1.26KClosed |
$242K - $284K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.27K- 24.49% |
$242K - $285K
|
3.9K
$881K
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.28K- 41.79% |
$245K - $288K
|
1.78K
$401K
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.28K- 46.72% |
$246K - $289K
|
1.46K
$330K
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.29K- 34.44% |
$246K - $290K
|
2.45K
$552K
|