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 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.04K- 2.67% |
$220K - $240K
|
37.9K
$8.41M
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.04KClosed |
$221K - $241K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
- |
-1.05KClosed |
$223K - $244K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.07K- 2.1% |
$227K - $248K
|
49.9K
$11.1M
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.09KClosed |
$231K - $252K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.1K- 5.82% |
$232K - $254K
|
17.7K
$3.93M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.1K- 5.42% |
$233K - $255K
|
19.2K
$4.26M
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-1.1K- 28.86% |
$234K - $255K
|
2.72K
$604K
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.11KClosed |
$236K - $258K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.12K- 7.95% |
$236K - $258K
|
12.9K
$2.87M
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.15K- 54.46% |
$244K - $267K
|
965
$214K
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.16K- 22.94% |
$246K - $269K
|
3.91K
$868K
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.17K- 24.79% |
$247K - $270K
|
3.54K
$785K
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.18K- 45.63% |
$249K - $272K
|
1.4K
$311K
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-1.19K- 2.8% |
$251K - $274K
|
41.2K
$9.14M
|
|
Nov 15, 2021
Q3 2021
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-1.24K- 2.12% |
$262K - $287K
|
57.1K
$12.7M
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
SELL
|
- |
-1.26KClosed |
$267K - $292K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.28KClosed |
$270K - $295K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.28K- 2.16% |
$272K - $297K
|
58.2K
$12.9M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.32KClosed |
$279K - $305K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.33K- 2.41% |
$281K - $307K
|
53.8K
$11.9M
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-1.34K- 2.19% |
$283K - $309K
|
59.6K
$13.2M
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.34KClosed |
$284K - $311K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.34KClosed |
$284K - $311K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.36K- 2.93% |
$288K - $314K
|
45K
$9.98M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.38KClosed |
$292K - $319K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.38K- 3.62% |
$293K - $320K
|
36.8K
$8.16M
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.43KClosed |
$303K - $331K
|
0
$0
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.45K- 5.48% |
$307K - $336K
|
25.1K
$5.56M
|
|
Oct 15, 2021
Q3 2021
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.46K- 2.27% |
$308K - $337K
|
62.6K
$13.9M
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.49K- 1.52% |
$314K - $344K
|
96.5K
$21.4M
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.49K- 4.99% |
$315K - $345K
|
28.4K
$6.29M
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 9.08% |
$318K - $347K
|
15K
$3.33M
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.53K- 38.15% |
$324K - $354K
|
2.48K
$551K
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-1.55K- 42.2% |
$327K - $357K
|
2.12K
$470K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.55K- 4.24% |
$329K - $360K
|
35.1K
$7.79M
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 8.62% |
$334K - $365K
|
16.7K
$3.72M
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-1.6KClosed |
$339K - $371K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.64K- 11.08% |
$347K - $379K
|
13.1K
$2.92M
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.65KClosed |
$349K - $381K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.65K- 14.6% |
$349K - $381K
|
9.64K
$2.14M
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.69K- 24.24% |
$357K - $390K
|
5.27K
$1.17M
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.77KClosed |
$375K - $409K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.84K- 9.04% |
$389K - $425K
|
18.5K
$4.1M
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.84K- 9.04% |
$389K - $425K
|
18.5K
$4.1M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.85K- 4.29% |
$391K - $428K
|
41.2K
$9.14M
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.85K- 25.49% |
$393K - $429K
|
5.42K
$1.2M
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.87K- 5.12% |
$396K - $432K
|
34.6K
$7.68M
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.87K- 74.76% |
$396K - $432K
|
631
$140K
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.87K- 48.05% |
$396K - $433K
|
2.02K
$449K
|