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 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.91K- 4.97% |
$404K - $442K
|
36.6K
$8.11M
|
|
Oct 15, 2021
Q3 2021
|
Lcm Capital Management Inc
|
SELL
|
- |
-1.93K- 3.49% |
$408K - $446K
|
53.4K
$11.8M
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.95KClosed |
$413K - $452K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-1.97K- 3.0% |
$416K - $455K
|
63.6K
$14.1M
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.97KClosed |
$416K - $455K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2KClosed |
$423K - $463K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-2KClosed |
$423K - $463K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.05KClosed |
$434K - $474K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
SELL
|
- |
-2.08KClosed |
$441K - $482K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2.1K- 69.42% |
$445K - $486K
|
925
$205K
|
|
Apr 19, 2022
Q3 2021
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-2.1K- 8.92% |
$445K - $486K
|
21.4K
$4.76M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.16K- 1.64% |
$456K - $499K
|
129K
$28.6M
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.19K- 12.84% |
$464K - $507K
|
14.9K
$3.3M
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.2K- 16.53% |
$465K - $508K
|
11.1K
$2.46M
|
|
Nov 12, 2021
Q3 2021
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-2.22K- 0.69% |
$470K - $514K
|
319K
$70.8M
|
|
Nov 16, 2021
Q3 2021
|
Campion Asset Management
|
SELL
|
- |
-2.29K- 9.94% |
$485K - $531K
|
20.8K
$4.61M
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.3K- 85.45% |
$488K - $533K
|
392
$87K
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.32K- 12.44% |
$491K - $537K
|
16.3K
$3.63M
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-2.33K- 7.99% |
$494K - $540K
|
26.9K
$5.96M
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.35K- 50.39% |
$498K - $544K
|
2.32K
$514K
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.37KClosed |
$501K - $548K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-2.39K- 12.81% |
$506K - $553K
|
16.3K
$3.61M
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.42K- 1.21% |
$511K - $559K
|
196K
$43.6M
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.44K- 0.69% |
$516K - $564K
|
348K
$77.3M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.45K- 3.07% |
$519K - $567K
|
77.3K
$17.2M
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-2.47K- 4.44% |
$523K - $572K
|
53.1K
$11.8M
|
|
Nov 15, 2021
Q3 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-2.5K- 41.67% |
$529K - $578K
|
3.5K
$777K
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.51K- 47.36% |
$531K - $580K
|
2.79K
$618K
|
|
Oct 27, 2021
Q3 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-2.54K- 10.06% |
$538K - $588K
|
22.7K
$5.05M
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.55K- 3.63% |
$540K - $590K
|
67.6K
$15M
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.58K- 60.64% |
$546K - $597K
|
1.67K
$371K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.58K- 97.36% |
$547K - $598K
|
70
$15.5K
|
|
Nov 12, 2021
Q3 2021
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-2.6K- 44.07% |
$550K - $602K
|
3.3K
$732K
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-2.63K- 74.18% |
$556K - $608K
|
914
$203K
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.69K- 73.66% |
$569K - $622K
|
961
$213K
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-2.7K- 6.21% |
$571K - $624K
|
40.7K
$9.04M
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.74K- 4.27% |
$580K - $634K
|
61.4K
$13.6M
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-2.82K- 0.79% |
$597K - $652K
|
352K
$78.1M
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.82K- 75.05% |
$598K - $653K
|
939
$208K
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.9K- 4.6% |
$614K - $671K
|
60.1K
$13.3M
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.91K- 30.22% |
$615K - $672K
|
6.71K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.91K- 13.06% |
$616K - $673K
|
19.4K
$4.3M
|
|
Nov 05, 2021
Q3 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-2.94K- 65.15% |
$621K - $679K
|
1.57K
$348K
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.96K- 22.58% |
$626K - $684K
|
10.1K
$2.25M
|
|
Nov 15, 2021
Q3 2021
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-2.96KClosed |
$627K - $685K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.97K- 4.11% |
$628K - $686K
|
69.2K
$15.3M
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.02K- 97.45% |
$640K - $700K
|
79
$17.5K
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-3.09KClosed |
$654K - $715K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.18K- 8.78% |
$672K - $735K
|
33K
$7.32M
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.23K- 14.22% |
$685K - $748K
|
19.5K
$4.33M
|