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 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
62New |
$13.1K - $14.3K
|
62
$13.8K
|
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
60+ 0.58% |
$12.7K - $13.9K
|
10.5K
$2.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
60+ 1.91% |
$12.7K - $13.9K
|
3.2K
$711K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
60+ 6.24% |
$12.7K - $13.9K
|
1.02K
$227K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
60+ 0.65% |
$12.7K - $13.9K
|
9.35K
$2.07M
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
59+ 64.13% |
$12.5K - $13.7K
|
151
$33.5K
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
58+ 0.24% |
$12.3K - $13.4K
|
24.5K
$5.44M
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
57+ 0.29% |
$12.1K - $13.2K
|
19.4K
$4.31M
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
56+ 1.17% |
$11.9K - $13K
|
4.84K
$1.07M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
55+ 1.64% |
$11.6K - $12.7K
|
3.41K
$757K
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
52+ 1.83% |
$11K - $12K
|
2.89K
$642K
|
|
|
Nov 17, 2021
Q3 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
51+ 0.21% |
$10.8K - $11.8K
|
24.1K
$5.36M
|
|
|
Oct 12, 2021
Q3 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
50+ 1.44% |
$10.6K - $11.6K
|
3.52K
$781K
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
50+ 0.57% |
$10.6K - $11.6K
|
8.85K
$1.96M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
50+ 4.64% |
$10.6K - $11.6K
|
1.13K
$250K
|
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
50+ 147.06% |
$10.6K - $11.6K
|
84
$18.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
47+ 0.04% |
$9.95K - $10.9K
|
118K
$26.2M
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
BUY
|
- |
46+ 0.59% |
$9.74K - $10.6K
|
7.85K
$1.74M
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
44+ 2.43% |
$9.32K - $10.2K
|
1.86K
$412K
|
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
44+ 0.63% |
$9.32K - $10.2K
|
7K
$1.55M
|
|
|
Oct 29, 2021
Q3 2021
|
Verger Capital Management LLC
|
BUY
|
- |
42+ 0.3% |
$8.89K - $9.72K
|
13.9K
$3.09M
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
42+ 2.96% |
$8.89K - $9.72K
|
1.46K
$324K
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
42+ 0.17% |
$8.89K - $9.72K
|
25.1K
$5.58M
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
41+ 0.98% |
$8.68K - $9.49K
|
4.24K
$942K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
41+ 0.89% |
$8.68K - $9.49K
|
4.67K
$1.04M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
40+ 0.34% |
$8.47K - $9.26K
|
11.8K
$2.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
40+ 0.22% |
$8.47K - $9.26K
|
18.5K
$4.11M
|
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
40+ 0.54% |
$8.47K - $9.26K
|
7.48K
$1.66M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
39+ 1.45% |
$8.26K - $9.02K
|
2.73K
$606K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
39+ 0.6% |
$8.26K - $9.02K
|
6.51K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
39+ 3.69% |
$8.26K - $9.02K
|
1.1K
$243K
|
|
|
Oct 27, 2021
Q3 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
38+ 3.52% |
$8.05K - $8.79K
|
1.12K
$248K
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
38+ 0.18% |
$8.05K - $8.79K
|
21.6K
$4.79M
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
BUY
|
- |
36+ 3.37% |
$7.62K - $8.33K
|
1.1K
$245K
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
36+ 3.76% |
$7.62K - $8.33K
|
994
$221K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
35+ 1.11% |
$7.41K - $8.1K
|
3.19K
$708K
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
35New |
$7.41K - $8.1K
|
35
$7.77K
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
34+ 0.96% |
$7.2K - $7.87K
|
3.58K
$794K
|
|
|
Nov 12, 2021
Q3 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
34+ 0.67% |
$7.2K - $7.87K
|
5.09K
$1.13M
|
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
BUY
|
- |
33New |
$6.99K - $7.64K
|
33
$7.32K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
32+ 1.57% |
$6.78K - $7.4K
|
2.07K
$460K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31New |
$6.56K - $7.17K
|
31
$6.88K
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
30+ 0.31% |
$6.35K - $6.94K
|
9.68K
$2.15M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
29+ 0.39% |
$6.14K - $6.71K
|
7.49K
$1.66M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
28+ 1.38% |
$5.93K - $6.48K
|
2.06K
$457K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
28+ 0.03% |
$5.93K - $6.48K
|
94.3K
$20.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
28+ 0.73% |
$5.93K - $6.48K
|
3.84K
$853K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
28+ 4.69% |
$5.93K - $6.48K
|
625
$139K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
27+ 0.5% |
$5.72K - $6.25K
|
5.47K
$1.21M
|
|
|
Oct 28, 2021
Q3 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
26+ 11.5% |
$5.5K - $6.02K
|
252
$55.9K
|