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 11, 2022
Q1 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
13.6K+ 17.95% |
$2.6M - $3.06M
|
89.1K
$20.1M
|
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
13.2KNew |
$2.52M - $2.97M
|
13.2K
$2.97M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
13.1K+ 7.9% |
$2.5M - $2.95M
|
179K
$40.3M
|
|
|
May 13, 2022
Q1 2022
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
12.5K+ 73.86% |
$2.39M - $2.81M
|
29.4K
$6.63M
|
|
|
Jun 20, 2024
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12.5K+ 31.28% |
$2.39M - $2.81M
|
52.4K
$11.8M
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
12.3KNew |
$2.36M - $2.78M
|
12.3K
$2.78M
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
12.2K+ 12.4% |
$2.33M - $2.75M
|
110K
$24.9M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
12KNew |
$2.3M - $2.7M
|
12K
$2.71M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
11.7K+ 62.69% |
$2.24M - $2.64M
|
30.4K
$6.85M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11.5K+ 2.04% |
$2.21M - $2.6M
|
576K
$130M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.3K+ 47.21% |
$2.17M - $2.55M
|
35.3K
$7.96M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.3KNew |
$2.16M - $2.55M
|
11.3K
$2.55M
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 1.47% |
$2.16M - $2.54M
|
781K
$176M
|
|
|
May 13, 2022
Q1 2022
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
10.7KNew |
$2.04M - $2.4M
|
10.7K
$2.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.6K+ 24.93% |
$2.03M - $2.39M
|
53K
$12M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.3K+ 72.95% |
$1.98M - $2.33M
|
24.5K
$5.52M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10K+ 12.06% |
$1.92M - $2.26M
|
93.3K
$21M
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10K+ 7.03% |
$1.92M - $2.26M
|
153K
$34.4M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
10K+ 2.61% |
$1.92M - $2.26M
|
395K
$88.9M
|
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
9.67K+ 84.73% |
$1.85M - $2.18M
|
21.1K
$4.75M
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
9.62K+ 308.96% |
$1.84M - $2.17M
|
12.7K
$2.87M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.31K+ 13.49% |
$1.78M - $2.1M
|
78.3K
$17.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
8.95K+ 14.66% |
$1.71M - $2.02M
|
70K
$15.8M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
8.9K+ 168.65% |
$1.7M - $2M
|
14.2K
$3.2M
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8.88K+ 35.72% |
$1.7M - $2M
|
33.7K
$7.6M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.75K+ 16.61% |
$1.68M - $1.97M
|
61.4K
$13.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
8.69KNew |
$1.66M - $1.96M
|
8.69K
$1.96M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.41K+ 146.84% |
$1.61M - $1.89M
|
14.1K
$3.18M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.38K+ 61.58% |
$1.6M - $1.89M
|
22K
$4.96M
|
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
BUY
|
- |
8.37K+ 410.85% |
$1.6M - $1.88M
|
10.4K
$2.34M
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
8.33K+ 19.56% |
$1.6M - $1.88M
|
50.9K
$11.5M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.33K+ 7.12% |
$1.6M - $1.88M
|
125K
$28.3M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8.19K+ 61.2% |
$1.57M - $1.85M
|
21.6K
$4.86M
|
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
8.15KNew |
$1.56M - $1.84M
|
8.15K
$1.84M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.1K+ 35.72% |
$1.55M - $1.83M
|
30.8K
$6.94M
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7.98KNew |
$1.53M - $1.8M
|
7.98K
$1.8M
|
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
BUY
|
- |
7.84K+ 5.76% |
$1.5M - $1.77M
|
144K
$32.5M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.84KNew |
$1.5M - $1.77M
|
7.84K
$1.77M
|
|
|
May 10, 2022
Q1 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
7.8KNew |
$1.49M - $1.76M
|
7.8K
$1.76M
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
7.78K+ 11.56% |
$1.49M - $1.75M
|
75.1K
$16.9M
|
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
7.76K+ 9.8% |
$1.49M - $1.75M
|
87K
$19.6M
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.7K+ 20.8% |
$1.47M - $1.73M
|
44.7K
$10.1M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.57K+ 42.54% |
$1.45M - $1.71M
|
25.4K
$5.72M
|
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
7.51K+ 2.34% |
$1.44M - $1.69M
|
329K
$74.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
7.5K+ 8.24% |
$1.44M - $1.69M
|
98.5K
$22.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
7.41K+ 7.54% |
$1.42M - $1.67M
|
106K
$23.8M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
7.4K+ 21755.88% |
$1.42M - $1.67M
|
7.43K
$1.68M
|
|
|
May 09, 2022
Q1 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
7.3K+ 11.44% |
$1.4M - $1.65M
|
71.2K
$16M
|
|
|
May 10, 2022
Q1 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.29KNew |
$1.4M - $1.64M
|
7.29K
$1.64M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.28K+ 145.2% |
$1.39M - $1.64M
|
12.3K
$2.77M
|