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 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
385+ 1.21% |
$81.5K - $89.1K
|
32.1K
$7.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
379+ 4.97% |
$80.2K - $87.7K
|
8.01K
$1.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
378+ 1.57% |
$80K - $87.5K
|
24.5K
$5.44M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
365+ 35.54% |
$77.3K - $84.5K
|
1.39K
$309K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
356+ 7.32% |
$75.4K - $82.4K
|
5.22K
$1.16M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
355+ 64.43% |
$75.2K - $82.1K
|
906
$201K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
351+ 7.76% |
$74.3K - $81.2K
|
4.88K
$1.08M
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
342+ 24.6% |
$72.4K - $79.1K
|
1.73K
$384K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
337+ 3.23% |
$71.4K - $78K
|
10.8K
$2.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
332+ 2.23% |
$70.3K - $76.8K
|
15.2K
$3.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
328+ 2.35% |
$69.4K - $75.9K
|
14.3K
$3.17M
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
326+ 16.88% |
$69K - $75.4K
|
2.26K
$501K
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
325+ 1.13% |
$68.8K - $75.2K
|
29K
$6.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
324New |
$68.6K - $75K
|
324
$71.9K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
318+ 2.93% |
$67.3K - $73.6K
|
11.2K
$2.48M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
310+ 8.14% |
$65.6K - $71.7K
|
4.12K
$914K
|
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
309+ 4.15% |
$65.4K - $71.5K
|
7.75K
$1.72M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
308+ 7.27% |
$65.2K - $71.3K
|
4.55K
$1.01M
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
306+ 18.9% |
$64.8K - $70.8K
|
1.93K
$427K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
305+ 4.1% |
$64.6K - $70.6K
|
7.75K
$1.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
298+ 4.21% |
$63.1K - $69K
|
7.38K
$1.64M
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
296+ 2.84% |
$62.7K - $68.5K
|
10.7K
$2.38M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
293+ 0.93% |
$62K - $67.8K
|
31.9K
$7.08M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
290New |
$61.4K - $67.1K
|
290
$64.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
286New |
$60.6K - $66.2K
|
286
$63.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
286New |
$60.6K - $66.2K
|
286
$63.5K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
284New |
$60.1K - $65.7K
|
284
$63K
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
283+ 13.76% |
$59.9K - $65.5K
|
2.34K
$519K
|
|
|
Nov 16, 2021
Q3 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
282+ 6.21% |
$59.7K - $65.3K
|
4.82K
$1.07M
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
277+ 1.24% |
$58.6K - $64.1K
|
22.6K
$5.01M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
270+ 24.79% |
$57.2K - $62.5K
|
1.36K
$302K
|
|
|
Oct 13, 2021
Q3 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
265+ 21.85% |
$56.1K - $61.3K
|
1.48K
$328K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
264+ 16.42% |
$55.9K - $61.1K
|
1.87K
$415K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
264+ 0.83% |
$55.9K - $61.1K
|
31.9K
$7.09M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
262+ 26.04% |
$55.5K - $60.6K
|
1.27K
$281K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
258+ 7.36% |
$54.6K - $59.7K
|
3.76K
$835K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
250+ 8.12% |
$52.9K - $57.8K
|
3.33K
$738K
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
248+ 0.66% |
$52.5K - $57.4K
|
37.6K
$8.34M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
246+ 0.28% |
$52.1K - $56.9K
|
86.9K
$19.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
242+ 1.55% |
$51.2K - $56K
|
15.8K
$3.51M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
242+ 5.09% |
$51.2K - $56K
|
5K
$1.11M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
242+ 4.78% |
$51.2K - $56K
|
5.3K
$1.18M
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
240+ 114.29% |
$50.8K - $55.5K
|
450
$99.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
239+ 8.84% |
$50.6K - $55.3K
|
2.94K
$653K
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
235+ 3.94% |
$49.8K - $54.4K
|
6.2K
$1.38M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
235+ 1.58% |
$49.8K - $54.4K
|
15.1K
$3.35M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
235+ 46.53% |
$49.8K - $54.4K
|
740
$164K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
234+ 28.09% |
$49.5K - $54.1K
|
1.07K
$237K
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
234+ 0.59% |
$49.5K - $54.1K
|
40.1K
$8.89M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
229+ 5.12% |
$48.5K - $53K
|
4.7K
$1.04M
|