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 |
---|---|---|---|---|---|---|---|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
584+ 3.85% |
$124K - $135K
|
15.7K
$3.49M
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
583+ 9.08% |
$123K - $135K
|
7K
$1.55M
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
583+ 15.34% |
$123K - $135K
|
4.38K
$973K
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
582+ 3.27% |
$123K - $135K
|
18.4K
$4.08M
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
570+ 43.88% |
$121K - $132K
|
1.87K
$415K
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
569+ 20.09% |
$120K - $132K
|
3.4K
$755K
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
563+ 15.12% |
$119K - $130K
|
4.29K
$951K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
558+ 16.54% |
$118K - $129K
|
3.93K
$872K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
555New |
$118K - $128K
|
555
$123K
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
550+ 18.09% |
$116K - $127K
|
3.59K
$797K
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
547+ 7.37% |
$116K - $127K
|
7.97K
$1.77M
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
543New |
$115K - $126K
|
543
$121K
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
541+ 1.94% |
$115K - $125K
|
28.5K
$6.32M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
541+ 1.65% |
$115K - $125K
|
33.3K
$7.39M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
532+ 2.72% |
$113K - $123K
|
20.1K
$4.46M
|
|
Nov 12, 2021
Q3 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
527+ 0.51% |
$112K - $122K
|
103K
$22.9M
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
523+ 3.73% |
$111K - $121K
|
14.5K
$3.23M
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
517+ 44.96% |
$109K - $120K
|
1.67K
$370K
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
511+ 0.66% |
$108K - $118K
|
78.5K
$17.4M
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
510+ 5.7% |
$108K - $118K
|
9.45K
$2.1M
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
510+ 4636.36% |
$108K - $118K
|
521
$116K
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
509+ 0.11% |
$108K - $118K
|
470K
$104M
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
494+ 5.98% |
$105K - $114K
|
8.75K
$1.94M
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
494+ 0.72% |
$105K - $114K
|
69.2K
$15.4M
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
492+ 0.7% |
$104K - $114K
|
71.3K
$15.8M
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
490+ 2.48% |
$104K - $113K
|
20.3K
$4.5M
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
489+ 3.14% |
$104K - $113K
|
16K
$3.56M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
489+ 2.6% |
$104K - $113K
|
19.3K
$4.28M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
486+ 14.93% |
$103K - $112K
|
3.74K
$830K
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
480+ 5.96% |
$102K - $111K
|
8.53K
$1.89M
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
BUY
|
- |
478+ 6.83% |
$101K - $111K
|
7.47K
$1.66M
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
475+ 0.23% |
$101K - $110K
|
204K
$45.4M
|
|
Nov 12, 2021
Q3 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
475+ 1.16% |
$101K - $110K
|
41.3K
$9.16M
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
455+ 2.75% |
$96.3K - $105K
|
17K
$3.78M
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
450+ 4.64% |
$95.3K - $104K
|
10.1K
$2.25M
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
448+ 43.92% |
$94.9K - $104K
|
1.47K
$326K
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
446+ 1.66% |
$94.4K - $103K
|
27.3K
$6.06M
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
445+ 13.54% |
$94.2K - $103K
|
3.73K
$828K
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
445+ 31.54% |
$94.2K - $103K
|
1.86K
$412K
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
444+ 43.57% |
$94K - $103K
|
1.46K
$325K
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
435+ 9.94% |
$92.1K - $101K
|
4.81K
$1.07M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
430+ 94.09% |
$91K - $99.5K
|
887
$197K
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
422+ 3.19% |
$89.4K - $97.6K
|
13.6K
$3.03M
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
421+ 1.09% |
$89.1K - $97.4K
|
39K
$8.65M
|
|
Oct 08, 2021
Q3 2021
|
Platt Investment Counsel, LLC
|
BUY
|
- |
411+ 0.55% |
$87K - $95.1K
|
75K
$16.6M
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
404+ 0.3% |
$85.5K - $93.5K
|
136K
$30.3M
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
BUY
|
- |
403+ 10.08% |
$85.3K - $93.3K
|
4.4K
$977K
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
400+ 18.1% |
$84.7K - $92.6K
|
2.61K
$579K
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
395+ 14.15% |
$83.6K - $91.4K
|
3.19K
$707K
|
|
Jan 28, 2022
Q3 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
391+ 1.53% |
$82.8K - $90.5K
|
26K
$5.76M
|