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 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
4.03KNew |
$660K - $837K
|
4.03K
$891K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.03K+ 12.53% |
$660K - $837K
|
36.2K
$8M
|
|
|
Jan 24, 2023
Q2 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
3.94K+ 7.72% |
$646K - $820K
|
55K
$12.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.94K+ 20.91% |
$646K - $819K
|
22.8K
$5.04M
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
3.91K+ 176.62% |
$640K - $812K
|
6.12K
$1.35M
|
|
|
Jul 22, 2022
Q2 2022
|
Libra Wealth LLC
|
BUY
|
- |
3.88KNew |
$636K - $806K
|
3.88K
$858K
|
|
|
Aug 12, 2022
Q2 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.87K+ 5.43% |
$635K - $805K
|
75.3K
$16.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.85K+ 18.42% |
$631K - $800K
|
24.7K
$5.47M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3.83K+ 52.89% |
$627K - $796K
|
11.1K
$2.45M
|
|
|
Nov 03, 2022
Q2 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.81KNew |
$625K - $793K
|
3.81K
$843K
|
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.8K+ 29.1% |
$622K - $789K
|
16.8K
$3.72M
|
|
|
Aug 18, 2022
Q2 2022
|
Poplar Forest Capital LLC
|
BUY
|
- |
3.7KNew |
$606K - $769K
|
3.7K
$818K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.67K+ 8.63% |
$601K - $762K
|
46.1K
$10.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.66K+ 13.03% |
$600K - $761K
|
31.8K
$7.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.61K+ 64.15% |
$591K - $750K
|
9.23K
$2.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.56KNew |
$584K - $740K
|
3.56K
$787K
|
|
|
Aug 04, 2022
Q2 2022
|
Fluent Financial, LLC
|
BUY
|
- |
3.44K+ 7.31% |
$564K - $716K
|
50.6K
$11.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.44K+ 6.5% |
$564K - $716K
|
56.4K
$12.5M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.44K+ 6.01% |
$564K - $716K
|
60.7K
$13.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.37KNew |
$553K - $701K
|
3.37K
$746K
|
|
|
Jul 19, 2022
Q2 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3.36K+ 2.44% |
$551K - $698K
|
141K
$31.2M
|
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.34KNew |
$547K - $694K
|
3.34K
$738K
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.32K+ 1.46% |
$545K - $691K
|
231K
$51.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.29KNew |
$539K - $683K
|
3.29K
$727K
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.28K+ 6.28% |
$538K - $682K
|
55.5K
$12.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
3.22K+ 4.5% |
$527K - $669K
|
74.7K
$16.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
3.21K+ 5.89% |
$527K - $668K
|
57.8K
$12.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3.17KNew |
$519K - $658K
|
3.17K
$700K
|
|
|
Aug 11, 2022
Q2 2022
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
3.1K+ 41.33% |
$508K - $645K
|
10.6K
$2.34M
|
|
|
Aug 16, 2022
Q2 2022
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
3.1K+ 2.81% |
$508K - $645K
|
113K
$25.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.02K+ 95.45% |
$495K - $628K
|
6.18K
$1.37M
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.02K+ 146.46% |
$494K - $627K
|
5.08K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Covalent Partners LLC
Concord, MA |
BUY
|
- |
3KNew |
$492K - $624K
|
3K
$663K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.99K+ 12.41% |
$491K - $622K
|
27.1K
$5.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
2.96KNew |
$485K - $616K
|
2.96K
$655K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.92K+ 92.63% |
$478K - $606K
|
6.07K
$1.34M
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.89K+ 21.16% |
$474K - $601K
|
16.5K
$3.66M
|
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.84K+ 18.38% |
$465K - $590K
|
18.3K
$4.04M
|
|
|
Aug 03, 2022
Q2 2022
|
Athena Investment Management
|
BUY
|
- |
2.75K+ 39.84% |
$450K - $571K
|
9.64K
$2.13M
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.73KNew |
$447K - $567K
|
2.73K
$603K
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
2.71K+ 2.81% |
$444K - $563K
|
98.9K
$21.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.69K+ 4.94% |
$440K - $559K
|
57K
$12.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.67K+ 100.79% |
$437K - $554K
|
5.31K
$1.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
2.65K+ 2.57% |
$435K - $552K
|
106K
$23.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.6KNew |
$426K - $541K
|
2.6K
$575K
|
|
|
Aug 12, 2022
Q2 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
2.6KNew |
$426K - $541K
|
2.6K
$575K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.56K+ 8.32% |
$420K - $532K
|
33.3K
$7.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Sabby Management, LLC
Upper Saddle River, NJ |
BUY
|
- |
2.5KNew |
$410K - $520K
|
2.5K
$553K
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.49K+ 12.43% |
$408K - $517K
|
22.5K
$4.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.49K+ 18.89% |
$407K - $517K
|
15.6K
$3.46M
|