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 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.3K+ 8106.25% |
$213K - $270K
|
1.31K
$290K
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.29K+ 32.45% |
$212K - $269K
|
5.28K
$1.17M
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.29KNew |
$211K - $267K
|
1.29K
$284K
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.28K+ 75.53% |
$209K - $265K
|
2.96K
$655K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.28K+ 3.89% |
$209K - $265K
|
34.1K
$7.54M
|
|
Aug 12, 2022
Q2 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.27K+ 1.43% |
$208K - $264K
|
90.4K
$20M
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
BUY
|
- |
1.26KNew |
$206K - $262K
|
1.26K
$278K
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
1.26K+ 4.48% |
$206K - $261K
|
29.3K
$6.47M
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.25K+ 107.21% |
$205K - $260K
|
2.41K
$534K
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.23KNew |
$202K - $257K
|
1.23K
$273K
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.23K+ 1.33% |
$202K - $256K
|
93.6K
$20.7M
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.22KNew |
$200K - $254K
|
1.22K
$270K
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$200K - $254K
|
1.22K
$270K
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.21KNew |
$198K - $252K
|
1.21K
$268K
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.21K+ 75.23% |
$198K - $251K
|
2.81K
$621K
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
1.2KNew |
$197K - $249K
|
1.2K
$265K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.2K+ 3.94% |
$196K - $249K
|
31.6K
$6.99M
|
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
1.19KNew |
$195K - $247K
|
1.19K
$263K
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.19K+ 1.35% |
$194K - $247K
|
89.1K
$19.7M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.19KNew |
$194K - $247K
|
1.19K
$262K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 33.48% |
$192K - $244K
|
4.68K
$1.03M
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 21.93% |
$191K - $243K
|
6.49K
$1.43M
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
1.16K+ 17.05% |
$189K - $240K
|
7.94K
$1.75M
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.16K+ 6.13% |
$189K - $240K
|
20K
$4.43M
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 16.53% |
$189K - $240K
|
8.15K
$1.8M
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.14K+ 16.78% |
$187K - $237K
|
7.94K
$1.76M
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.14K+ 50.31% |
$186K - $236K
|
3.39K
$750K
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.12K+ 35.78% |
$183K - $232K
|
4.23K
$936K
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.11K+ 6.14% |
$182K - $231K
|
19.2K
$4.24M
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
1.1K+ 1.56% |
$181K - $229K
|
72K
$15.9M
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.07K+ 4.06% |
$175K - $222K
|
27.3K
$6.04M
|
|
Jul 25, 2022
Q2 2022
|
Corundum Group, Inc.
|
BUY
|
- |
1.06K+ 8.77% |
$173K - $220K
|
13.1K
$2.9M
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.04K+ 2.79% |
$171K - $217K
|
38.4K
$8.48M
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.04K+ 14.43% |
$171K - $217K
|
8.26K
$1.83M
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.02K+ 18.27% |
$168K - $213K
|
6.62K
$1.46M
|
|
Jul 26, 2022
Q2 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
1KNew |
$164K - $208K
|
1K
$221K
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
BUY
|
- |
1K+ 74.35% |
$164K - $208K
|
2.35K
$519K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
995+ 1.18% |
$163K - $207K
|
85.3K
$18.9M
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
991+ 40.93% |
$162K - $206K
|
3.41K
$755K
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
BUY
|
- |
983+ 29.03% |
$161K - $204K
|
4.37K
$966K
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
972+ 19.1% |
$159K - $202K
|
6.06K
$1.34M
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
966+ 4.67% |
$158K - $201K
|
21.7K
$4.79M
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
942+ 15.69% |
$154K - $196K
|
6.95K
$1.54M
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
921+ 48.81% |
$151K - $191K
|
2.81K
$621K
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
916+ 2.11% |
$150K - $190K
|
44.3K
$9.81M
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
902+ 56.77% |
$148K - $188K
|
2.49K
$551K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
899+ 3.77% |
$147K - $187K
|
24.7K
$5.47M
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
891+ 7.76% |
$146K - $185K
|
12.4K
$2.74M
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
888+ 48.18% |
$146K - $185K
|
2.73K
$604K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
880New |
$144K - $183K
|
880
$195K
|