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 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
11.5K+ 29.96% |
$1.89M - $2.39M
|
49.9K
$11M
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
11.3K+ 17.54% |
$1.86M - $2.36M
|
76K
$16.8M
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
11.3K+ 5635.0% |
$1.85M - $2.34M
|
11.5K
$2.54M
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.9K+ 55.74% |
$1.78M - $2.26M
|
30.3K
$6.71M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.6K+ 1.45% |
$1.74M - $2.21M
|
747K
$165M
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
10.6K+ 17.19% |
$1.73M - $2.19M
|
72K
$15.9M
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
10.2KNew |
$1.67M - $2.12M
|
10.2K
$2.26M
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.1K+ 72.01% |
$1.65M - $2.1M
|
24.1K
$5.33M
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10K+ 2.01% |
$1.65M - $2.09M
|
510K
$113M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9.71K+ 687.32% |
$1.59M - $2.02M
|
11.1K
$2.46M
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
9.39KNew |
$1.54M - $1.95M
|
9.39K
$2.08M
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
BUY
|
- |
9.29KNew |
$1.52M - $1.93M
|
9.29K
$2.05M
|
|
Aug 15, 2022
Q2 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
9.28K+ 478.3% |
$1.52M - $1.93M
|
11.2K
$2.48M
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
8.59K+ 141.13% |
$1.41M - $1.79M
|
14.7K
$3.25M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.44K+ 25.05% |
$1.38M - $1.76M
|
42.1K
$9.32M
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.42K+ 1.02% |
$1.38M - $1.75M
|
831K
$184M
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
8.25K+ 210.05% |
$1.35M - $1.72M
|
12.2K
$2.69M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.25K+ 1.43% |
$1.35M - $1.72M
|
584K
$129M
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
8.19K+ 74.5% |
$1.34M - $1.7M
|
19.2K
$4.24M
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.03K+ 33466.67% |
$1.32M - $1.67M
|
8.06K
$1.78M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.99K+ 14.32% |
$1.31M - $1.66M
|
63.8K
$14.1M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.92K+ 1.69% |
$1.3M - $1.65M
|
476K
$105M
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
7.91K+ 6.89% |
$1.3M - $1.64M
|
123K
$27.1M
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
7.89K+ 859.48% |
$1.29M - $1.64M
|
8.81K
$1.95M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.73K+ 5.76% |
$1.27M - $1.61M
|
142K
$31.4M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.73K+ 90.79% |
$1.27M - $1.61M
|
16.2K
$3.59M
|
|
Jul 27, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.64K+ 127.51% |
$1.25M - $1.59M
|
13.6K
$3.01M
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
7.6KNew |
$1.25M - $1.58M
|
7.6K
$1.68M
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
7.53K+ 1.91% |
$1.23M - $1.56M
|
402K
$88.9M
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
7.45K+ 95.47% |
$1.22M - $1.55M
|
15.2K
$3.37M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.44K+ 135.89% |
$1.22M - $1.55M
|
12.9K
$2.86M
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.25K+ 4.98% |
$1.19M - $1.51M
|
153K
$33.8M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.2K+ 4.07% |
$1.18M - $1.5M
|
184K
$40.7M
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
7.15K+ 8.68% |
$1.17M - $1.49M
|
89.5K
$19.8M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.98K+ 0.24% |
$1.14M - $1.45M
|
2.89M
$639M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.95K+ 3.43% |
$1.14M - $1.45M
|
210K
$46.4M
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.84K+ 10.8% |
$1.12M - $1.42M
|
70.1K
$15.5M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.8K+ 59.84% |
$1.11M - $1.41M
|
18.2K
$4.02M
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
6.78KNew |
$1.11M - $1.41M
|
6.78K
$1.5M
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
6.75K+ 8.98% |
$1.11M - $1.4M
|
81.9K
$18.1M
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.61K+ 44.27% |
$1.08M - $1.37M
|
21.5K
$4.76M
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
6.6K+ 12.97% |
$1.08M - $1.37M
|
57.5K
$12.7M
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.52K+ 16.69% |
$1.07M - $1.36M
|
45.6K
$10.1M
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
6.35K+ 1.93% |
$1.04M - $1.32M
|
335K
$74.2M
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.3K+ 26.21% |
$1.03M - $1.31M
|
30.4K
$6.71M
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
6.2K+ 3.61% |
$1.02M - $1.29M
|
178K
$39.3M
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
6.18K+ 52.05% |
$1.01M - $1.29M
|
18.1K
$3.99M
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.16KNew |
$1.01M - $1.28M
|
6.16K
$1.36M
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6.15KNew |
$1.01M - $1.28M
|
6.15K
$1.36M
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
6.13K+ 2502.04% |
$1M - $1.27M
|
6.38K
$1.41M
|