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 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-11- 0.1% |
$2.33K - $2.55K
|
10.8K
$2.39M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-11- 8.03% |
$2.33K - $2.55K
|
126
$28K
|
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-12- 0.44% |
$2.54K - $2.78K
|
2.72K
$604K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-14- 0.07% |
$2.96K - $3.24K
|
20K
$4.44M
|
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-14- 0.08% |
$2.96K - $3.24K
|
17.7K
$3.92M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15- 0.54% |
$3.18K - $3.47K
|
2.78K
$617K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-15- 0.53% |
$3.18K - $3.47K
|
2.81K
$623K
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-15- 1.12% |
$3.18K - $3.47K
|
1.32K
$294K
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-15- 0.36% |
$3.18K - $3.47K
|
4.14K
$918K
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-16- 0.88% |
$3.39K - $3.7K
|
1.8K
$399K
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.62% |
$3.39K - $3.7K
|
2.55K
$565K
|
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-16- 0.55% |
$3.39K - $3.7K
|
2.9K
$643K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-17- 5.47% |
$3.6K - $3.93K
|
294
$65.2K
|
|
|
Oct 07, 2021
Q3 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-18- 0.12% |
$3.81K - $4.17K
|
14.9K
$3.31M
|
|
|
Oct 20, 2021
Q3 2021
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-18- 0.47% |
$3.81K - $4.17K
|
3.78K
$838K
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-19- 0.53% |
$4.02K - $4.4K
|
3.6K
$798K
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-19- 0.83% |
$4.02K - $4.4K
|
2.26K
$501K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-19- 1.73% |
$4.02K - $4.4K
|
1.08K
$239K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-19- 15.32% |
$4.02K - $4.4K
|
105
$23.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-19- 0.18% |
$4.02K - $4.4K
|
10.3K
$2.28M
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-19- 1.8% |
$4.02K - $4.4K
|
1.04K
$231K
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-19- 1.25% |
$4.02K - $4.4K
|
1.5K
$332K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-19- 1.54% |
$4.02K - $4.4K
|
1.21K
$269K
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-20Closed |
$4.23K - $4.63K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
SELL
|
- |
-20- 0.84% |
$4.23K - $4.63K
|
2.36K
$523K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-20- 2.8% |
$4.23K - $4.63K
|
695
$154K
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-20- 1.23% |
$4.23K - $4.63K
|
1.61K
$356K
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-20- 0.49% |
$4.23K - $4.63K
|
4.08K
$906K
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-20- 1.57% |
$4.23K - $4.63K
|
1.25K
$278K
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-21- 1.22% |
$4.45K - $4.86K
|
1.7K
$376K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-21- 0.32% |
$4.45K - $4.86K
|
6.48K
$1.44M
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-22- 2.89% |
$4.66K - $5.09K
|
738
$164K
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
SELL
|
- |
-22- 1.77% |
$4.66K - $5.09K
|
1.22K
$271K
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-22- 0.32% |
$4.66K - $5.09K
|
6.77K
$1.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
SELL
|
- |
-23- 0.63% |
$4.87K - $5.32K
|
3.61K
$801K
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-23- 1.13% |
$4.87K - $5.32K
|
2.01K
$445K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-25- 1.14% |
$5.29K - $5.78K
|
2.17K
$481K
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-25- 1.22% |
$5.29K - $5.78K
|
2.03K
$450K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-25- 32.05% |
$5.29K - $5.78K
|
53
$11.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-26- 0.66% |
$5.5K - $6.02K
|
3.94K
$874K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-27Closed |
$5.72K - $6.25K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-27- 7.83% |
$5.72K - $6.25K
|
318
$70.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-27- 8.01% |
$5.72K - $6.25K
|
310
$68.8K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-28Closed |
$5.93K - $6.48K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-29Closed |
$6.14K - $6.71K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Professional Advisory Services Inc
|
SELL
|
- |
-30- 1.7% |
$6.35K - $6.94K
|
1.74K
$385K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-30- 1.27% |
$6.35K - $6.94K
|
2.33K
$518K
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
SELL
|
- |
-30- 2.31% |
$6.35K - $6.94K
|
1.27K
$281K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-30- 0.68% |
$6.35K - $6.94K
|
4.36K
$968K
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
SELL
|
- |
-31- 0.16% |
$6.56K - $7.17K
|
18.9K
$4.18M
|