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 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.72K+ 224.05% |
$521K - $613K
|
3.93K
$870K
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.67KNew |
$512K - $602K
|
2.67K
$591K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.65K+ 39.21% |
$508K - $598K
|
9.42K
$2.08M
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.6K+ 742.86% |
$498K - $586K
|
2.95K
$652K
|
|
|
Apr 14, 2022
Q1 2022
|
Xr Securities LLC
|
BUY
|
- |
2.57K+ 21.24% |
$493K - $580K
|
14.7K
$3.25M
|
|
|
Nov 19, 2024
Q1 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.57K+ 40.59% |
$493K - $580K
|
8.92K
$1.97M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.57K+ 88.68% |
$492K - $579K
|
5.47K
$1.21M
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.54K+ 53.17% |
$486K - $571K
|
7.31K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.51K+ 12.95% |
$481K - $566K
|
21.9K
$4.85M
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.49KNew |
$477K - $561K
|
2.49K
$551K
|
|
|
May 10, 2022
Q1 2022
|
Miramar Capital, LLC
|
BUY
|
- |
2.49KNew |
$477K - $561K
|
2.49K
$551K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2.47K+ 81.97% |
$473K - $556K
|
5.48K
$1.21M
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.46K+ 486.56% |
$472K - $555K
|
2.97K
$656K
|
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
2.44K+ 3.57% |
$468K - $550K
|
70.9K
$15.7M
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.43K+ 20.99% |
$464K - $546K
|
14K
$3.09M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.42K+ 5.27% |
$464K - $546K
|
48.4K
$10.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.41K+ 6.25% |
$461K - $542K
|
40.9K
$9.05M
|
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.4K+ 6.7% |
$460K - $541K
|
38.3K
$8.47M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.39K+ 0.95% |
$457K - $537K
|
254K
$56.3M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
2.32KNew |
$444K - $523K
|
2.32K
$513K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
2.32K+ 4.43% |
$443K - $522K
|
54.6K
$12.1M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.28K+ 11.6% |
$436K - $514K
|
21.9K
$4.85M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.24K+ 24.62% |
$429K - $504K
|
11.3K
$2.51M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.24K+ 6.1% |
$428K - $504K
|
38.8K
$8.59M
|
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
2.23K+ 7.17% |
$428K - $503K
|
33.4K
$7.38M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.23K+ 3.65% |
$427K - $503K
|
63.3K
$14M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.21K+ 2.54% |
$422K - $497K
|
89.1K
$19.7M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.16K+ 9.74% |
$414K - $487K
|
24.3K
$5.38M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.16K+ 9.74% |
$414K - $487K
|
24.3K
$5.38M
|
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
2.16KNew |
$413K - $486K
|
2.16K
$477K
|
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.15K+ 10.5% |
$411K - $483K
|
22.6K
$4.99M
|
|
|
Apr 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
2.13K+ 3.22% |
$408K - $480K
|
68.4K
$15.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.13K+ 214.29% |
$408K - $480K
|
3.12K
$691K
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
2.12K+ 6.17% |
$406K - $478K
|
36.5K
$8.07M
|
|
|
May 13, 2022
Q1 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
2.09K+ 7.88% |
$400K - $471K
|
28.6K
$6.33M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.03KNew |
$389K - $458K
|
2.03K
$449K
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.02K+ 19.55% |
$386K - $454K
|
12.3K
$2.73M
|
|
|
Apr 22, 2022
Q1 2022
|
Defender Capital, Llc.
|
BUY
|
- |
2KNew |
$383K - $451K
|
2K
$442K
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
1.92K+ 4.74% |
$367K - $431K
|
42.3K
$9.36M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.9K+ 112.66% |
$363K - $427K
|
3.58K
$791K
|
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
1.89KNew |
$361K - $425K
|
1.89K
$417K
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
1.88KNew |
$360K - $423K
|
1.88K
$416K
|
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.82K+ 38.51% |
$349K - $411K
|
6.55K
$1.45M
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.82K+ 11.21% |
$349K - $410K
|
18.1K
$3.99M
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.82K+ 2.32% |
$348K - $409K
|
80K
$17.7M
|
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.81KNew |
$347K - $409K
|
1.81K
$401K
|
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.79KNew |
$343K - $403K
|
1.79K
$396K
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
1.75K+ 5.89% |
$336K - $395K
|
31.5K
$6.97M
|
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.75K+ 39.27% |
$335K - $394K
|
6.21K
$1.37M
|
|
|
May 10, 2022
Q1 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.74K+ 0.62% |
$333K - $392K
|
284K
$62.8M
|