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 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
138+ 2.92% |
$29.2K - $31.9K
|
4.86K
$1.08M
|
|
Nov 09, 2021
Q3 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
138+ 5.18% |
$29.2K - $31.9K
|
2.8K
$622K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
136+ 3.89% |
$28.8K - $31.5K
|
3.64K
$807K
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
133+ 1.36% |
$28.2K - $30.8K
|
9.94K
$2.2M
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
133+ 3.78% |
$28.2K - $30.8K
|
3.66K
$811K
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
129+ 1.5% |
$27.3K - $29.8K
|
8.76K
$1.94M
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
124+ 12.4% |
$26.3K - $28.7K
|
1.12K
$249K
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
122+ 1.05% |
$25.8K - $28.2K
|
11.7K
$2.61M
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
111+ 7.58% |
$23.5K - $25.7K
|
1.58K
$350K
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
111New |
$23.5K - $25.7K
|
111
$24.6K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
108+ 4.72% |
$22.9K - $25K
|
2.39K
$531K
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
106+ 3.87% |
$22.4K - $24.5K
|
2.85K
$632K
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
105+ 0.42% |
$22.2K - $24.3K
|
25.2K
$5.58M
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
104+ 0.37% |
$22K - $24.1K
|
27.8K
$6.18M
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
101+ 66.01% |
$21.4K - $23.4K
|
254
$56.4K
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
100+ 0.13% |
$21.2K - $23.1K
|
80K
$17.8M
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
100+ 2.6% |
$21.2K - $23.1K
|
3.95K
$876K
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
100+ 11.03% |
$21.2K - $23.1K
|
1.01K
$223K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
99+ 1.01% |
$21K - $22.9K
|
9.86K
$2.19M
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
96+ 4.55% |
$20.3K - $22.2K
|
2.21K
$490K
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
96+ 0.27% |
$20.3K - $22.2K
|
36K
$8M
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
95+ 2.22% |
$20.1K - $22K
|
4.38K
$973K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
94+ 4.68% |
$19.9K - $21.8K
|
2.1K
$467K
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
93+ 6.05% |
$19.7K - $21.5K
|
1.63K
$362K
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
92+ 0.28% |
$19.5K - $21.3K
|
32.8K
$7.27M
|
|
Nov 15, 2021
Q3 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
91+ 2.68% |
$19.3K - $21.1K
|
3.49K
$775K
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
90+ 3.06% |
$19.1K - $20.8K
|
3.03K
$673K
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
89+ 1.6% |
$18.8K - $20.6K
|
5.65K
$1.25M
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
87+ 1.9% |
$18.4K - $20.1K
|
4.66K
$1.03M
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
86+ 0.44% |
$18.2K - $19.9K
|
19.8K
$4.4M
|
|
Nov 16, 2021
Q3 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
86New |
$18.2K - $19.9K
|
86
$19.1K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
85+ 0.91% |
$18K - $19.7K
|
9.39K
$2.08M
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
85+ 0.44% |
$18K - $19.7K
|
19.4K
$4.31M
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
84+ 3.39% |
$17.8K - $19.4K
|
2.56K
$569K
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
83+ 1.1% |
$17.6K - $19.2K
|
7.63K
$1.69M
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
80+ 0.08% |
$16.9K - $18.5K
|
95.9K
$21.3M
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
79+ 3.95% |
$16.7K - $18.3K
|
2.08K
$461K
|
|
Nov 04, 2021
Q3 2021
|
Independent Family Office, LLC
|
BUY
|
- |
78+ 0.18% |
$16.5K - $18K
|
44.2K
$9.81M
|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
77New |
$16.3K - $17.8K
|
77
$17.1K
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
73+ 0.17% |
$15.5K - $16.9K
|
42.2K
$9.37M
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
72+ 0.36% |
$15.2K - $16.7K
|
20.3K
$4.5M
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
72+ 18.27% |
$15.2K - $16.7K
|
466
$103K
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
70+ 1.15% |
$14.8K - $16.2K
|
6.14K
$1.36M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
70+ 2.07% |
$14.8K - $16.2K
|
3.45K
$766K
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
69+ 2.85% |
$14.6K - $16K
|
2.49K
$553K
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
68+ 4.48% |
$14.4K - $15.7K
|
1.59K
$352K
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
67+ 5.83% |
$14.2K - $15.5K
|
1.22K
$270K
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
65+ 0.55% |
$13.8K - $15K
|
11.8K
$2.62M
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
64+ 1.85% |
$13.6K - $14.8K
|
3.53K
$783K
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
64+ 2.26% |
$13.6K - $14.8K
|
2.9K
$643K
|