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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.27K- 74.62% |
$864K - $1.1M
|
1.79K
$404K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5.28K- 71.2% |
$865K - $1.1M
|
2.14K
$481K
|
|
|
Aug 12, 2022
Q2 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5.32K- 60.56% |
$871K - $1.11M
|
3.46K
$780K
|
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-5.43KClosed |
$891K - $1.13M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.45K- 5.62% |
$894K - $1.13M
|
91.6K
$20.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-5.46K- 1.57% |
$894K - $1.13M
|
342K
$77.2M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.51K- 32.7% |
$903K - $1.15M
|
11.3K
$2.56M
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-5.67K- 15.54% |
$929K - $1.18M
|
30.8K
$6.94M
|
|
|
Jul 21, 2022
Q2 2022
|
Rye Brook Capital LLC
|
SELL
|
- |
-5.7KClosed |
$934K - $1.19M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-5.99K- 28.59% |
$982K - $1.25M
|
15K
$3.37M
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-6.06K- 56.73% |
$994K - $1.26M
|
4.62K
$1.04M
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-6.17K- 6.48% |
$1.01M - $1.28M
|
89K
$20.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Bayview Asset Management, LLC
Coral Gables, FL |
SELL
|
- |
-6.3K- 59.05% |
$1.03M - $1.31M
|
4.37K
$984K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6.31K- 17.52% |
$1.03M - $1.31M
|
29.7K
$6.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.45K- 18.91% |
$1.06M - $1.34M
|
27.7K
$6.24M
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-6.48K- 4.22% |
$1.06M - $1.35M
|
147K
$33.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.54K- 77.74% |
$1.07M - $1.36M
|
1.87K
$422K
|
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-6.58KClosed |
$1.08M - $1.37M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.68K- 54.21% |
$1.1M - $1.39M
|
5.64K
$1.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-6.69KClosed |
$1.1M - $1.39M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7.05K- 34.19% |
$1.16M - $1.47M
|
13.6K
$3.06M
|
|
|
Sep 01, 2022
Q2 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-7.18KClosed |
$1.18M - $1.49M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-7.24K- 62.29% |
$1.19M - $1.5M
|
4.38K
$988K
|
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-7.43KClosed |
$1.22M - $1.54M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-7.43K- 12.33% |
$1.22M - $1.55M
|
52.9K
$11.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-7.51KClosed |
$1.23M - $1.56M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-7.64K- 56.04% |
$1.25M - $1.59M
|
5.99K
$1.35M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-7.72KClosed |
$1.27M - $1.61M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-7.8K- 13.51% |
$1.28M - $1.62M
|
49.9K
$11.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-7.83K- 75.67% |
$1.28M - $1.63M
|
2.52K
$568K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.89K- 35.88% |
$1.29M - $1.64M
|
14.1K
$3.18M
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-7.91K- 45.92% |
$1.3M - $1.64M
|
9.32K
$2.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.11K- 18.13% |
$1.33M - $1.69M
|
36.6K
$8.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-8.15KClosed |
$1.34M - $1.69M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-8.16K- 31.18% |
$1.34M - $1.7M
|
18K
$4.06M
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-8.26K- 67.01% |
$1.35M - $1.72M
|
4.07K
$917K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.33K- 18.28% |
$1.37M - $1.73M
|
37.2K
$8.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-8.35K- 31.97% |
$1.37M - $1.74M
|
17.8K
$4.01M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8.45K- 32.94% |
$1.38M - $1.76M
|
17.2K
$3.88M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-8.47KClosed |
$1.39M - $1.76M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
American Assets Investment Management, LLC
|
SELL
|
- |
-8.5KClosed |
$1.39M - $1.77M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.81K- 10.92% |
$1.44M - $1.83M
|
71.9K
$16.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-8.99K- 47.27% |
$1.47M - $1.87M
|
10K
$2.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.13K- 18.86% |
$1.5M - $1.9M
|
39.3K
$8.86M
|
|
|
Jul 26, 2022
Q2 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-9.37K- 28.06% |
$1.54M - $1.95M
|
24K
$5.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.5K- 8.69% |
$1.56M - $1.98M
|
99.9K
$22.5M
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-9.8K- 41.89% |
$1.61M - $2.04M
|
13.6K
$3.06M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-9.83K- 70.29% |
$1.61M - $2.04M
|
4.15K
$936K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.6K- 3.43% |
$1.73M - $2.2M
|
298K
$67.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-10.7K- 4.26% |
$1.75M - $2.22M
|
240K
$54.1M
|