Purchases and Sales Made in Q2 2022 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
106+ 8.43% |
$17.4K - $22K
|
1.36K
$307K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
106New |
$17.4K - $22K
|
106
$23.9K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
105+ 8.22% |
$17.2K - $21.8K
|
1.38K
$312K
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
105+ 7.67% |
$17.2K - $21.8K
|
1.47K
$332K
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
103+ 2.19% |
$16.9K - $21.4K
|
4.8K
$1.08M
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
103+ 7.73% |
$16.9K - $21.4K
|
1.44K
$323K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
102+ 2.41% |
$16.7K - $21.2K
|
4.34K
$978K
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
102+ 0.96% |
$16.7K - $21.2K
|
10.7K
$2.42M
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
101+ 0.95% |
$16.6K - $21K
|
10.7K
$2.41M
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
100+ 2.44% |
$16.4K - $20.8K
|
4.2K
$947K
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
100New |
$16.4K - $20.8K
|
100
$22.5K
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
99+ 0.36% |
$16.2K - $20.6K
|
27.9K
$6.29M
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
97+ 5.97% |
$15.9K - $20.2K
|
1.72K
$388K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
97+ 1.75% |
$15.9K - $20.2K
|
5.64K
$1.27M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
96+ 1.27% |
$15.7K - $20K
|
7.67K
$1.73M
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
96+ 30.97% |
$15.7K - $20K
|
406
$91.5K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
94New |
$15.4K - $19.5K
|
94
$21.2K
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
91+ 3.56% |
$14.9K - $18.9K
|
2.65K
$596K
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
90+ 8.16% |
$14.8K - $18.7K
|
1.19K
$269K
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
90+ 0.47% |
$14.8K - $18.7K
|
19.4K
$4.37M
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
88+ 1.43% |
$14.4K - $18.3K
|
6.23K
$1.41M
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
86+ 0.41% |
$14.1K - $17.9K
|
21K
$4.73M
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
86+ 3.29% |
$14.1K - $17.9K
|
2.7K
$608K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
86+ 33.2% |
$14.1K - $17.9K
|
345
$77.8K
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
85+ 0.22% |
$13.9K - $17.7K
|
38.8K
$8.74M
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
83+ 1.31% |
$13.6K - $17.3K
|
6.43K
$1.45M
|
|
Aug 10, 2022
Q2 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
82+ 3.98% |
$13.4K - $17K
|
2.14K
$483K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
80+ 114.29% |
$13.1K - $16.6K
|
150
$33.8K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
79+ 2.38% |
$12.9K - $16.4K
|
3.4K
$767K
|
|
Jul 11, 2022
Q2 2022
|
Addison Capital CO
|
BUY
|
- |
76+ 1.18% |
$12.5K - $15.8K
|
6.52K
$1.47M
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
BUY
|
- |
76+ 4.7% |
$12.5K - $15.8K
|
1.69K
$382K
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
76+ 0.64% |
$12.5K - $15.8K
|
12K
$2.69M
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
75New |
$12.3K - $15.6K
|
75
$16.9K
|
|
Jul 25, 2022
Q2 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
73+ 1.6% |
$12K - $15.2K
|
4.64K
$1.04M
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
73+ 1.28% |
$12K - $15.2K
|
5.78K
$1.3M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
73+ 1.91% |
$12K - $15.2K
|
3.89K
$876K
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
72+ 4.21% |
$11.8K - $15K
|
1.78K
$402K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
70+ 4.59% |
$11.5K - $14.6K
|
1.59K
$359K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
70+ 0.49% |
$11.5K - $14.6K
|
14.4K
$3.25M
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
BUY
|
- |
67+ 2.11% |
$11K - $13.9K
|
3.25K
$732K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
66New |
$10.8K - $13.7K
|
66
$14.9K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
65+ 0.32% |
$10.7K - $13.5K
|
20.5K
$4.62M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
64+ 0.36% |
$10.5K - $13.3K
|
17.8K
$4.01M
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
BUY
|
- |
64+ 2.09% |
$10.5K - $13.3K
|
3.13K
$706K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
64+ 0.36% |
$10.5K - $13.3K
|
17.8K
$4.01M
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
63+ 3.38% |
$10.3K - $13.1K
|
1.93K
$434K
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
62+ 4.03% |
$10.2K - $12.9K
|
1.6K
$361K
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
60+ 1.67% |
$9.83K - $12.5K
|
3.66K
$825K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
60+ 0.41% |
$9.83K - $12.5K
|
14.8K
$3.34M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
60+ 0.41% |
$9.83K - $12.5K
|
14.8K
$3.34M
|