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 06, 2022
Q1 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
7.18KNew |
$1.37M - $1.62M
|
7.18K
$1.59M
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
7.15KNew |
$1.37M - $1.61M
|
7.15K
$1.58M
|
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
7.1K+ 72.99% |
$1.36M - $1.6M
|
16.8K
$3.72M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.09K+ 37.92% |
$1.36M - $1.6M
|
25.8K
$5.7M
|
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
7.01K+ 5.36% |
$1.34M - $1.58M
|
138K
$30.5M
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7KNew |
$1.34M - $1.58M
|
7K
$1.55M
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
6.89KNew |
$1.32M - $1.55M
|
6.89K
$1.52M
|
|
|
May 05, 2022
Q1 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
6.81K+ 8.32% |
$1.3M - $1.53M
|
88.7K
$19.6M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
6.69K+ 3.15% |
$1.28M - $1.51M
|
219K
$48.4M
|
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
6.42K+ 19.31% |
$1.23M - $1.45M
|
39.7K
$8.77M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.28K+ 293.55% |
$1.2M - $1.41M
|
8.41K
$1.86M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.22K+ 34.09% |
$1.19M - $1.4M
|
24.4K
$5.41M
|
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.18K+ 147.86% |
$1.18M - $1.39M
|
10.4K
$2.29M
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
6.12K+ 4.46% |
$1.17M - $1.38M
|
144K
$31.7M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.09K+ 25.64% |
$1.17M - $1.37M
|
29.8K
$6.6M
|
|
|
May 13, 2022
Q1 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
5.92K+ 2.81% |
$1.13M - $1.33M
|
216K
$47.8M
|
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
BUY
|
- |
5.91K+ 14.33% |
$1.13M - $1.33M
|
47.1K
$10.4M
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.8K+ 4.15% |
$1.11M - $1.31M
|
146K
$32.2M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.76K+ 209.64% |
$1.1M - $1.3M
|
8.51K
$1.88M
|
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.74K+ 287.0% |
$1.1M - $1.29M
|
7.74K
$1.71M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.68K+ 35.73% |
$1.09M - $1.28M
|
21.6K
$4.78M
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5.68K+ 66.54% |
$1.09M - $1.28M
|
14.2K
$3.14M
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
5.62K+ 30.39% |
$1.08M - $1.27M
|
24.1K
$5.33M
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
BUY
|
- |
5.56K+ 10.28% |
$1.06M - $1.25M
|
59.6K
$13.2M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.53K+ 19.63% |
$1.06M - $1.25M
|
33.7K
$7.45M
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
5.48K+ 105.28% |
$1.05M - $1.23M
|
10.7K
$2.36M
|
|
|
May 04, 2022
Q1 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
5.45K+ 74.66% |
$1.04M - $1.23M
|
12.7K
$2.82M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
5.43K+ 30.77% |
$1.04M - $1.22M
|
23.1K
$5.1M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.42K+ 47.37% |
$1.04M - $1.22M
|
16.8K
$3.73M
|
|
|
May 16, 2022
Q1 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
5.4KNew |
$1.03M - $1.22M
|
5.4K
$1.19M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.15K+ 13.81% |
$987K - $1.16M
|
42.5K
$9.39M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
5.08K+ 54.9% |
$973K - $1.14M
|
14.3K
$3.17M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
5.05K+ 1.42% |
$967K - $1.14M
|
361K
$79.8M
|
|
|
May 16, 2022
Q1 2022
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
5KNew |
$958K - $1.13M
|
5K
$1.11M
|
|
|
May 10, 2022
Q1 2022
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
5K+ 2.74% |
$958K - $1.13M
|
188K
$41.5M
|
|
|
May 09, 2022
Q1 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.95K+ 12.89% |
$948K - $1.11M
|
43.3K
$9.58M
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.86K+ 6.63% |
$930K - $1.09M
|
78.1K
$17.3M
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
4.86K+ 18.95% |
$930K - $1.09M
|
30.5K
$6.74M
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
4.83K+ 14.37% |
$924K - $1.09M
|
38.4K
$8.49M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.76K+ 2.13% |
$911K - $1.07M
|
228K
$50.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.63K+ 5.27% |
$886K - $1.04M
|
92.4K
$20.4M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.59KNew |
$879K - $1.03M
|
4.59K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.4K+ 64.72% |
$842K - $991K
|
11.2K
$2.48M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
4.39K+ 5.11% |
$841K - $989K
|
90.3K
$20M
|
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
4.38K+ 14.81% |
$838K - $986K
|
33.9K
$7.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
4.33K+ 12747.06% |
$830K - $977K
|
4.37K
$966K
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.31K+ 182.57% |
$824K - $970K
|
6.66K
$1.47M
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.25K+ 42.46% |
$814K - $957K
|
14.3K
$3.15M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.22K+ 78.88% |
$807K - $950K
|
9.56K
$2.11M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.17K+ 10.34% |
$799K - $940K
|
44.6K
$9.85M
|