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
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-298- 6.66% |
$63.1K - $69K
|
4.17K
$926K
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-299- 4.77% |
$63.3K - $69.2K
|
5.97K
$1.32M
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-301- 7.56% |
$63.7K - $69.6K
|
3.68K
$816K
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-302Closed |
$63.9K - $69.9K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-302- 3.32% |
$63.9K - $69.9K
|
8.8K
$1.95M
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-305- 1.81% |
$64.6K - $70.6K
|
16.5K
$3.67M
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
SELL
|
- |
-306- 14.55% |
$64.8K - $70.8K
|
1.8K
$399K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-310- 1.2% |
$65.6K - $71.7K
|
25.5K
$5.67M
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
SELL
|
- |
-315- 0.19% |
$66.7K - $72.9K
|
162K
$36M
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-315- 9.62% |
$66.7K - $72.9K
|
2.96K
$657K
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-328- 10.65% |
$69.4K - $75.9K
|
2.75K
$611K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-329- 6.77% |
$69.7K - $76.1K
|
4.53K
$1.01M
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-339- 5.69% |
$71.8K - $78.4K
|
5.62K
$1.25M
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
SELL
|
- |
-342- 80.09% |
$72.4K - $79.1K
|
85
$18.9K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-348- 8.23% |
$73.7K - $80.5K
|
3.88K
$862K
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-350- 5.94% |
$74.1K - $81K
|
5.54K
$1.23M
|
|
Oct 12, 2021
Q3 2021
|
Cottage Street Advisors LLC
|
SELL
|
- |
-350- 9.29% |
$74.1K - $81K
|
3.42K
$759K
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-350- 5.09% |
$74.1K - $81K
|
6.53K
$1.45M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-351- 2.69% |
$74.3K - $81.2K
|
12.7K
$2.82M
|
|
Nov 15, 2021
Q3 2021
|
Engine Capital Management, LP
New York, NY |
SELL
|
- |
-351Closed |
$74.3K - $81.2K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-354- 0.9% |
$75K - $81.9K
|
39.1K
$8.67M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-356- 1.7% |
$75.4K - $82.4K
|
20.6K
$4.58M
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
SELL
|
- |
-358- 27.45% |
$75.8K - $82.8K
|
946
$210K
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-360- 4.84% |
$76.2K - $83.3K
|
7.07K
$1.57M
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-361- 9.05% |
$76.4K - $83.5K
|
3.63K
$805K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-363- 7.46% |
$76.9K - $84K
|
4.5K
$999K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-364Closed |
$77.1K - $84.2K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-367- 3.05% |
$77.7K - $84.9K
|
11.7K
$2.59M
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-369- 8.49% |
$78.1K - $85.4K
|
3.98K
$883K
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-376- 4.8% |
$79.6K - $87K
|
7.45K
$1.65M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-378- 4.58% |
$80K - $87.5K
|
7.87K
$1.75M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-386- 5.43% |
$81.7K - $89.3K
|
6.72K
$1.49M
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-388- 3.34% |
$82.2K - $89.8K
|
11.2K
$2.49M
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-391- 7.51% |
$82.8K - $90.5K
|
4.81K
$1.07M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-392- 2.84% |
$83K - $90.7K
|
13.4K
$2.98M
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-396- 3.07% |
$83.8K - $91.6K
|
12.5K
$2.77M
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-399- 7.44% |
$84.5K - $92.3K
|
4.96K
$1.1M
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-400- 1.34% |
$84.7K - $92.6K
|
29.4K
$6.54M
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-405- 4.8% |
$85.8K - $93.7K
|
8.04K
$1.78M
|
|
Nov 02, 2021
Q3 2021
|
Ing Groep Nv
|
SELL
|
- |
-406- 3.4% |
$86K - $93.9K
|
11.5K
$2.56M
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-407- 17.98% |
$86.2K - $94.2K
|
1.86K
$412K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-413- 6.99% |
$87.4K - $95.6K
|
5.5K
$1.22M
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-415- 22.89% |
$87.9K - $96K
|
1.4K
$310K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-428- 0.32% |
$90.6K - $99K
|
134K
$29.7M
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-428- 7.39% |
$90.6K - $99K
|
5.37K
$1.19M
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-440- 2.64% |
$93.2K - $102K
|
16.2K
$3.59M
|
|
Oct 13, 2021
Q3 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-445- 15.06% |
$94.2K - $103K
|
2.51K
$557K
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-448- 8.14% |
$94.9K - $104K
|
5.06K
$1.12M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-450- 10.08% |
$95.3K - $104K
|
4.02K
$891K
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-451- 0.7% |
$95.5K - $104K
|
63.7K
$14.1M
|