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
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-204- 18.43% |
$43.2K - $47.2K
|
903
$200K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-206- 6.31% |
$43.6K - $47.7K
|
3.06K
$679K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-208- 1.96% |
$44K - $48.1K
|
10.4K
$2.31M
|
|
Nov 10, 2021
Q3 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-211- 1.02% |
$44.7K - $48.8K
|
20.5K
$4.56M
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-213- 13.67% |
$45.1K - $49.3K
|
1.35K
$298K
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-214- 8.27% |
$45.3K - $49.5K
|
2.37K
$527K
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-215- 6.17% |
$45.5K - $49.7K
|
3.27K
$726K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-217- 2.44% |
$45.9K - $50.2K
|
8.67K
$1.92M
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-218- 1.25% |
$46.2K - $50.4K
|
17.2K
$3.81M
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-219- 1.04% |
$46.4K - $50.7K
|
20.9K
$4.63M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-219- 1.68% |
$46.4K - $50.7K
|
12.8K
$2.84M
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-224- 2.87% |
$47.4K - $51.8K
|
7.59K
$1.68M
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-225- 0.91% |
$47.6K - $52.1K
|
24.5K
$5.45M
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-227- 3.31% |
$48.1K - $52.5K
|
6.64K
$1.47M
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-228Closed |
$48.3K - $52.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-229Closed |
$48.5K - $53K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-229- 6.61% |
$48.5K - $53K
|
3.24K
$718K
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-233- 0.36% |
$49.3K - $53.9K
|
64.5K
$14.3M
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-234- 7.4% |
$49.5K - $54.1K
|
2.93K
$650K
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-242- 0.54% |
$51.2K - $56K
|
44.3K
$9.84M
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
SELL
|
- |
-244- 0.87% |
$51.7K - $56.5K
|
27.7K
$6.15M
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
SELL
|
- |
-245- 13.65% |
$51.9K - $56.7K
|
1.55K
$344K
|
|
Nov 04, 2021
Q3 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-250- 10.27% |
$52.9K - $57.8K
|
2.19K
$485K
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-251- 0.05% |
$53.1K - $58.1K
|
463K
$103M
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-253- 2.02% |
$53.6K - $58.5K
|
12.3K
$2.72M
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-257- 7.02% |
$54.4K - $59.5K
|
3.4K
$755K
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-259- 56.8% |
$54.8K - $59.9K
|
197
$43.7K
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-259- 18.07% |
$54.8K - $59.9K
|
1.17K
$261K
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-261- 19.33% |
$55.3K - $60.4K
|
1.09K
$242K
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
SELL
|
- |
-263- 1.21% |
$55.7K - $60.9K
|
21.5K
$4.77M
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-263- 4.56% |
$55.7K - $60.9K
|
5.5K
$1.22M
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-267- 1.35% |
$56.5K - $61.8K
|
19.6K
$4.34M
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-267- 0.02% |
$56.5K - $61.8K
|
1.11M
$247M
|
|
Oct 14, 2021
Q3 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-268- 0.52% |
$56.7K - $62K
|
51.2K
$11.4M
|
|
Nov 03, 2021
Q3 2021
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-270- 16.9% |
$57.2K - $62.5K
|
1.33K
$295K
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-275- 1.04% |
$58.2K - $63.6K
|
26.1K
$5.8M
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-275- 7.04% |
$58.2K - $63.6K
|
3.63K
$806K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-281- 13.77% |
$59.5K - $65K
|
1.76K
$391K
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
SELL
|
- |
-284- 1.02% |
$60.1K - $65.7K
|
27.7K
$6.14M
|
|
Oct 29, 2021
Q3 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-285- 0.65% |
$60.3K - $65.9K
|
43.5K
$9.66M
|
|
Oct 29, 2021
Q3 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-287- 0.97% |
$60.8K - $66.4K
|
29.4K
$6.52M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-288- 34.12% |
$61K - $66.6K
|
556
$123K
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-290- 2.2% |
$61.4K - $67.1K
|
12.9K
$2.86M
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-292- 11.7% |
$61.8K - $67.6K
|
2.2K
$489K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-293- 26.71% |
$62K - $67.8K
|
804
$178K
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-294- 1.69% |
$62.2K - $68K
|
17.1K
$3.79M
|
|
Nov 15, 2021
Q3 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-294- 10.37% |
$62.2K - $68K
|
2.54K
$564K
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-295- 5.53% |
$62.5K - $68.3K
|
5.04K
$1.12M
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-295- 2.41% |
$62.5K - $68.3K
|
12K
$2.65M
|
|
Oct 20, 2021
Q3 2021
|
Brown Financial Advisory
|
SELL
|
- |
-297- 6.05% |
$62.9K - $68.7K
|
4.61K
$1.02M
|