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 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-32- 1.68% |
$6.78K - $7.4K
|
1.88K
$416K
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-34- 0.66% |
$7.2K - $7.87K
|
5.14K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-34- 0.17% |
$7.2K - $7.87K
|
20.3K
$4.51M
|
|
|
Nov 10, 2021
Q3 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-35- 3.61% |
$7.41K - $8.1K
|
935
$207K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-35- 1.43% |
$7.41K - $8.1K
|
2.42K
$537K
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-35- 52.24% |
$7.41K - $8.1K
|
32
$7.1K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-35- 0.72% |
$7.41K - $8.1K
|
4.82K
$1.07M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-36- 0.18% |
$7.62K - $8.33K
|
20.5K
$4.55M
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
SELL
|
- |
-38- 0.74% |
$8.05K - $8.79K
|
5.13K
$1.14M
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-39- 0.08% |
$8.26K - $9.02K
|
46.6K
$10.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-41- 1.34% |
$8.68K - $9.49K
|
3.02K
$670K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-41- 0.29% |
$8.68K - $9.49K
|
14.3K
$3.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-42- 2.78% |
$8.89K - $9.72K
|
1.47K
$326K
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-44- 0.88% |
$9.32K - $10.2K
|
4.97K
$1.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-45- 1.6% |
$9.53K - $10.4K
|
2.76K
$612K
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-45- 3.84% |
$9.53K - $10.4K
|
1.13K
$250K
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-45- 1.64% |
$9.53K - $10.4K
|
2.7K
$598K
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-46- 56.79% |
$9.74K - $10.6K
|
35
$7.77K
|
|
|
Nov 15, 2021
Q3 2021
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-47Closed |
$9.95K - $10.9K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-50Closed |
$10.6K - $11.6K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-50- 0.5% |
$10.6K - $11.6K
|
9.97K
$2.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-50- 4.81% |
$10.6K - $11.6K
|
989
$219K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-52- 1.01% |
$11K - $12K
|
5.09K
$1.13M
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-53- 1.51% |
$11.2K - $12.3K
|
3.46K
$767K
|
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-53- 1.53% |
$11.2K - $12.3K
|
3.4K
$755K
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-54Closed |
$11.4K - $12.5K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
SELL
|
- |
-55- 20.22% |
$11.6K - $12.7K
|
217
$48.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-55- 0.49% |
$11.6K - $12.7K
|
11.1K
$2.47M
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-55- 3.62% |
$11.6K - $12.7K
|
1.47K
$325K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-56- 1.0% |
$11.9K - $13K
|
5.53K
$1.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-56- 1.01% |
$11.9K - $13K
|
5.48K
$1.22M
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-56- 0.67% |
$11.9K - $13K
|
8.27K
$1.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-56- 0.43% |
$11.9K - $13K
|
12.9K
$2.86M
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-61- 0.1% |
$12.9K - $14.1K
|
59.7K
$13.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-62- 0.88% |
$13.1K - $14.3K
|
7.01K
$1.55M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-64- 2.65% |
$13.6K - $14.8K
|
2.35K
$521K
|
|
|
Nov 09, 2021
Q3 2021
|
Crossvault Capital Management LLC
|
SELL
|
- |
-64- 2.76% |
$13.6K - $14.8K
|
2.26K
$501K
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-65- 0.85% |
$13.8K - $15K
|
7.56K
$1.68M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-65- 5.25% |
$13.8K - $15K
|
1.17K
$261K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-66- 8.74% |
$14K - $15.3K
|
689
$153K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-66- 8.74% |
$14K - $15.3K
|
689
$153K
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-66- 1.36% |
$14K - $15.3K
|
4.8K
$1.07M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-66- 2.0% |
$14K - $15.3K
|
3.24K
$719K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-67- 7.98% |
$14.2K - $15.5K
|
773
$172K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-68- 2.5% |
$14.4K - $15.7K
|
2.65K
$588K
|
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-68- 0.32% |
$14.4K - $15.7K
|
21.4K
$4.75M
|
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
SELL
|
- |
-69- 4.56% |
$14.6K - $16K
|
1.44K
$320K
|
|
|
Oct 25, 2021
Q3 2021
|
Wedgewood Investors Inc
|
SELL
|
- |
-70- 2.66% |
$14.8K - $16.2K
|
2.56K
$569K
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-70- 0.68% |
$14.8K - $16.2K
|
10.2K
$2.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-71- 0.11% |
$15K - $16.4K
|
66K
$14.6M
|