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 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
3+ 0.06% |
$635 - $694
|
4.65K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3+ 0.04% |
$635 - $694
|
8.34K
$1.85M
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2+ 0.74% |
$423 - $463
|
273
$60.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.29% |
$423 - $463
|
680
$151K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
2+ 0.01% |
$423 - $463
|
31.6K
$7.01M
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$423 - $463
|
2.27K
$503K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.46% |
$423 - $463
|
436
$96.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.19% |
$423 - $463
|
1.08K
$239K
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
2+ 0.09% |
$423 - $463
|
2.19K
$486K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.12% |
$423 - $463
|
1.72K
$381K
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.18% |
$423 - $463
|
1.12K
$247K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.03% |
$212 - $231
|
3.27K
$725K
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$212 - $231
|
3.85K
$853K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
1+ 0.05% |
$212 - $231
|
2.21K
$490K
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.02% |
$212 - $231
|
6.33K
$1.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$212 - $231
|
9.77K
$2.17M
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$212 - $231
|
3.98K
$883K
|
|
|
Nov 15, 2021
Q3 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.09% |
$212 - $231
|
1.16K
$257K
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1+ 0.03% |
$212 - $231
|
3.24K
$718K
|
|
|
Mar 15, 2022
Q3 2021
|
Central Bank Of Brazil
Brasilia Df, D5 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 23, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1- 0.09% |
$212 - $231
|
1.08K
$240K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-2- 0.14% |
$423 - $463
|
1.39K
$308K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.13% |
$423 - $463
|
1.59K
$353K
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
SELL
|
- |
-3- 0.14% |
$635 - $694
|
2.09K
$462K
|
|
|
Nov 12, 2021
Q3 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-3- 0.08% |
$635 - $694
|
3.72K
$824K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-3- 1.49% |
$635 - $694
|
199
$44.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Meridian Management CO
|
SELL
|
- |
-3- 0.13% |
$635 - $694
|
2.28K
$506K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3- 0.09% |
$635 - $694
|
3.2K
$709K
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4- 0.04% |
$847 - $926
|
9.46K
$2.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-4- 0.1% |
$847 - $926
|
4.19K
$928K
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.18% |
$1.06K - $1.16K
|
2.84K
$629K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5- 0.65% |
$1.06K - $1.16K
|
770
$171K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5Closed |
$1.06K - $1.16K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5- 0.16% |
$1.06K - $1.16K
|
3.07K
$680K
|
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-5- 0.12% |
$1.06K - $1.16K
|
4.07K
$903K
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6- 0.14% |
$1.27K - $1.39K
|
4.28K
$948K
|
|
|
Nov 15, 2021
Q3 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-6- 0.08% |
$1.27K - $1.39K
|
7.28K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
SELL
|
- |
-7- 0.3% |
$1.48K - $1.62K
|
2.31K
$513K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7- 0.12% |
$1.48K - $1.62K
|
5.62K
$1.25M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-7- 0.22% |
$1.48K - $1.62K
|
3.11K
$690K
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
SELL
|
- |
-8- 0.12% |
$1.69K - $1.85K
|
6.51K
$1.44M
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-8- 0.03% |
$1.69K - $1.85K
|
31.5K
$6.98M
|
|
|
Oct 28, 2021
Q3 2021
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-9- 0.2% |
$1.91K - $2.08K
|
4.43K
$982K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9- 0.36% |
$1.91K - $2.08K
|
2.52K
$558K
|
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-10- 0.03% |
$2.12K - $2.31K
|
38.6K
$8.55M
|
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
SELL
|
- |
-10- 0.1% |
$2.12K - $2.31K
|
9.74K
$2.16M
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-10- 0.52% |
$2.12K - $2.31K
|
1.93K
$427K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-10- 0.49% |
$2.12K - $2.31K
|
2.04K
$452K
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-10- 0.53% |
$2.12K - $2.31K
|
1.87K
$415K
|