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 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.48K+ 86.89% |
$406K - $515K
|
5.33K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
2.45K+ 18.9% |
$402K - $510K
|
15.4K
$3.48M
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.45K+ 1.41% |
$401K - $508K
|
175K
$39.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2.43K+ 4.23% |
$398K - $504K
|
59.8K
$13.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
2.42K+ 8.44% |
$396K - $502K
|
31K
$7M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.41K+ 15.82% |
$395K - $501K
|
17.6K
$3.98M
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.4K+ 0.92% |
$393K - $499K
|
262K
$59.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.4KNew |
$393K - $498K
|
2.4K
$540K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.4K+ 16.13% |
$393K - $498K
|
17.2K
$3.89M
|
|
|
Aug 15, 2022
Q2 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
2.39K+ 9.91% |
$392K - $498K
|
26.5K
$5.98M
|
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.39K+ 1.36% |
$391K - $496K
|
177K
$40M
|
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.38KNew |
$391K - $496K
|
2.38K
$537K
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.36K+ 132.19% |
$386K - $490K
|
4.14K
$933K
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.32K+ 18.33% |
$380K - $482K
|
15K
$3.37M
|
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
2.31K+ 6.47% |
$379K - $481K
|
38.1K
$8.58M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.31KNew |
$378K - $479K
|
2.31K
$520K
|
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
BUY
|
- |
2.28K+ 56.34% |
$373K - $474K
|
6.32K
$1.42M
|
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
BUY
|
- |
2.27K+ 97.68% |
$373K - $473K
|
4.6K
$1.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.24K+ 7.34% |
$367K - $465K
|
32.7K
$7.38M
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.21K+ 5.41% |
$362K - $460K
|
43.1K
$9.72M
|
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.2K+ 5.08% |
$361K - $458K
|
45.5K
$10.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.19KNew |
$358K - $454K
|
2.19K
$493K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.15K+ 91.11% |
$353K - $447K
|
4.51K
$1.02M
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2.07K+ 1.44% |
$339K - $430K
|
146K
$32.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
2.04K+ 5.22% |
$335K - $425K
|
41.1K
$9.27M
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.04K+ 40.83% |
$335K - $425K
|
7.04K
$1.59M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.03KNew |
$333K - $422K
|
2.03K
$458K
|
|
|
Jul 20, 2022
Q2 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.03KNew |
$332K - $421K
|
2.03K
$457K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.02K+ 13.76% |
$332K - $421K
|
16.7K
$3.77M
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.02KNew |
$331K - $420K
|
2.02K
$455K
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 45.62% |
$330K - $419K
|
6.43K
$1.45M
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
BUY
|
- |
2KNew |
$328K - $416K
|
2K
$451K
|
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.97K+ 8.75% |
$323K - $410K
|
24.5K
$5.52M
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
1.95K+ 22.53% |
$320K - $406K
|
10.6K
$2.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.95KNew |
$320K - $405K
|
1.95K
$440K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.95K+ 22.57% |
$319K - $405K
|
10.6K
$2.38M
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.93K+ 84.39% |
$316K - $400K
|
4.21K
$948K
|
|
|
Jul 13, 2022
Q2 2022
|
Addenda Capital Inc.
|
BUY
|
- |
1.9K+ 6.51% |
$311K - $395K
|
31.1K
$7.01M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.9K+ 8.7% |
$311K - $395K
|
23.7K
$5.35M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.89K+ 14.6% |
$309K - $392K
|
14.8K
$3.33M
|
|
|
Jul 27, 2022
Q2 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 7.98% |
$308K - $390K
|
25.4K
$5.73M
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.86K+ 81.91% |
$305K - $387K
|
4.13K
$932K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.83K+ 16636.36% |
$300K - $380K
|
1.84K
$415K
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1.83KNew |
$300K - $380K
|
1.83K
$412K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
1.82K+ 3.69% |
$299K - $379K
|
51.2K
$11.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.82K+ 16.86% |
$298K - $378K
|
12.6K
$2.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.77KNew |
$290K - $368K
|
1.77K
$399K
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1.75K+ 23.35% |
$287K - $364K
|
9.25K
$2.09M
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.74K+ 11.99% |
$285K - $362K
|
16.3K
$3.66M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
1.73K+ 1.64% |
$284K - $360K
|
107K
$24.2M
|