Purchases and Sales Made in Q3 2021 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
897+ 4.42% |
$190K - $208K
|
21.2K
$4.7M
|
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
892+ 14.05% |
$189K - $206K
|
7.24K
$1.61M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
891+ 13.33% |
$189K - $206K
|
7.58K
$1.68M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
890+ 13.31% |
$188K - $206K
|
7.58K
$1.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
879+ 28.61% |
$186K - $203K
|
3.95K
$877K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
856+ 34.42% |
$181K - $198K
|
3.34K
$742K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
853+ 9.51% |
$181K - $197K
|
9.82K
$2.18M
|
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
826+ 14.05% |
$175K - $191K
|
6.71K
$1.49M
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
825+ 1.94% |
$175K - $191K
|
43.3K
$9.62M
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
823+ 2.52% |
$174K - $190K
|
33.4K
$7.42M
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
822+ 2.55% |
$174K - $190K
|
33.1K
$7.35M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
822+ 0.71% |
$174K - $190K
|
116K
$25.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
814+ 5.77% |
$172K - $188K
|
14.9K
$3.31M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
809+ 11.58% |
$171K - $187K
|
7.8K
$1.73M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
806+ 45.28% |
$171K - $187K
|
2.59K
$574K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
798+ 1.95% |
$169K - $185K
|
41.7K
$9.25M
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
796+ 1.34% |
$169K - $184K
|
60.3K
$13.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
770+ 13.29% |
$163K - $178K
|
6.57K
$1.46M
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
763New |
$162K - $177K
|
763
$169K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
746+ 24.97% |
$158K - $173K
|
3.73K
$829K
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
730+ 0.95% |
$155K - $169K
|
77.5K
$17.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Nkcfo LLC
|
BUY
|
- |
725+ 38.67% |
$154K - $168K
|
2.6K
$577K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
725+ 11.2% |
$154K - $168K
|
7.2K
$1.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
715+ 33.35% |
$151K - $165K
|
2.86K
$634K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
712+ 11.61% |
$151K - $165K
|
6.85K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
709+ 2.3% |
$150K - $164K
|
31.5K
$7M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
701New |
$148K - $162K
|
701
$156K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
699+ 1.33% |
$148K - $162K
|
53.5K
$11.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
692+ 32.84% |
$147K - $160K
|
2.8K
$621K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
684+ 6.76% |
$145K - $158K
|
10.8K
$2.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
676+ 25.5% |
$143K - $156K
|
3.33K
$738K
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
675New |
$143K - $156K
|
675
$150K
|
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
667New |
$141K - $154K
|
667
$148K
|
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
666+ 3.14% |
$141K - $154K
|
21.9K
$4.85M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
665+ 4.21% |
$141K - $154K
|
16.4K
$3.65M
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
660+ 3.38% |
$140K - $153K
|
20.2K
$4.48M
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
654+ 2.39% |
$138K - $151K
|
28K
$6.22M
|
|
|
Jun 20, 2024
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
645+ 1.58% |
$137K - $149K
|
41.3K
$9.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
630+ 15.14% |
$133K - $146K
|
4.79K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
630+ 4.62% |
$133K - $146K
|
14.3K
$3.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
616+ 1.5% |
$130K - $143K
|
41.8K
$9.27M
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
616+ 16.84% |
$130K - $143K
|
4.27K
$948K
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
605+ 23.93% |
$128K - $140K
|
3.13K
$695K
|
|
|
Nov 12, 2021
Q3 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
598+ 0.93% |
$127K - $138K
|
64.6K
$14.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
594+ 1.43% |
$126K - $137K
|
42.1K
$9.35M
|
|
|
May 10, 2024
Q3 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
592+ 26.22% |
$125K - $137K
|
2.85K
$632K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
591+ 3.51% |
$125K - $137K
|
17.4K
$3.86M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
590+ 38.84% |
$125K - $137K
|
2.11K
$468K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
588+ 14.49% |
$124K - $136K
|
4.65K
$1.03M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
586+ 3.91% |
$124K - $136K
|
15.6K
$3.46M
|