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 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.08K+ 7.9% |
$782K - $920K
|
55.8K
$12.3M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.07K+ 106.19% |
$779K - $916K
|
7.89K
$1.75M
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.05K+ 2.4% |
$776K - $913K
|
173K
$38.3M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.92K+ 104.62% |
$750K - $883K
|
7.66K
$1.69M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.91K+ 1.51% |
$749K - $881K
|
264K
$58.3M
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.91K+ 44.72% |
$748K - $880K
|
12.6K
$2.8M
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.77K+ 105.81% |
$721K - $849K
|
7.33K
$1.62M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.74KNew |
$716K - $843K
|
3.74K
$827K
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.67K+ 62.45% |
$703K - $827K
|
9.54K
$2.11M
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.62K+ 1.41% |
$692K - $815K
|
260K
$57.5M
|
|
|
May 16, 2022
Q1 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
3.6KNew |
$689K - $811K
|
3.6K
$796K
|
|
|
Apr 14, 2022
Q1 2022
|
Addenda Capital Inc.
|
BUY
|
- |
3.55K+ 13.84% |
$680K - $800K
|
29.2K
$6.46M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
3.55K+ 3.21% |
$679K - $799K
|
114K
$25.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
3.53K+ 22.41% |
$677K - $796K
|
19.3K
$4.27M
|
|
|
Apr 21, 2022
Q1 2022
|
Stairway Partners, LLC
|
BUY
|
- |
3.52K+ 1.99% |
$674K - $793K
|
180K
$39.8M
|
|
|
May 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
BUY
|
- |
3.46K+ 40.26% |
$663K - $780K
|
12.1K
$2.67M
|
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
3.41K+ 10.54% |
$653K - $768K
|
35.8K
$7.91M
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3.4K+ 5.2% |
$650K - $765K
|
68.7K
$15.2M
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.33KNew |
$637K - $749K
|
3.33K
$735K
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.32KNew |
$635K - $747K
|
3.32K
$734K
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.27K+ 12.37% |
$627K - $737K
|
29.7K
$6.57M
|
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.22K+ 1.87% |
$616K - $724K
|
175K
$38.7M
|
|
|
May 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3.21K+ 3.99% |
$614K - $722K
|
83.6K
$18.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.1KNew |
$594K - $699K
|
3.1K
$686K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.09K+ 3.63% |
$592K - $696K
|
88.3K
$19.5M
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.07K+ 9.12% |
$587K - $691K
|
36.7K
$8.11M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
3.05K+ 6.19% |
$584K - $687K
|
52.3K
$11.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.05K+ 60.35% |
$584K - $687K
|
8.1K
$1.79M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.03K+ 27.61% |
$581K - $684K
|
14K
$3.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
BUY
|
- |
3.02K+ 7.16% |
$577K - $679K
|
45.1K
$9.98M
|
|
|
May 11, 2022
Q1 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.99K+ 6.56% |
$573K - $674K
|
48.5K
$10.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.97K+ 15.17% |
$568K - $668K
|
22.5K
$4.98M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.96K+ 8.24% |
$567K - $667K
|
38.9K
$8.61M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.95K+ 38.52% |
$565K - $665K
|
10.6K
$2.35M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.95K+ 38.52% |
$565K - $665K
|
10.6K
$2.35M
|
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.94K+ 4.27% |
$563K - $663K
|
71.9K
$15.9M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.92K+ 7.15% |
$559K - $658K
|
43.8K
$9.68M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.92K+ 3.07% |
$559K - $658K
|
98.1K
$21.7M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.91K+ 28.17% |
$558K - $656K
|
13.3K
$2.93M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
2.9K+ 3.14% |
$556K - $654K
|
95.2K
$21.1M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
2.89K+ 409.63% |
$554K - $652K
|
3.6K
$796K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.85K+ 132.6% |
$546K - $642K
|
5K
$1.11M
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
2.83K+ 7.81% |
$543K - $639K
|
39.1K
$8.65M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
2.83K+ 8.7% |
$543K - $638K
|
35.4K
$7.82M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.83K+ 31.96% |
$542K - $638K
|
11.7K
$2.59M
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
2.81K+ 48.15% |
$539K - $634K
|
8.66K
$1.91M
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.81K+ 19.52% |
$539K - $634K
|
17.2K
$3.81M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.8K+ 27.26% |
$536K - $631K
|
13.1K
$2.89M
|
|
|
May 11, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.77K+ 5.6% |
$531K - $624K
|
52.3K
$11.6M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.75K+ 52.83% |
$527K - $620K
|
7.96K
$1.76M
|