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 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.24K- 11.79% |
$685K - $749K
|
24.2K
$5.37M
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-3.25K- 18.41% |
$687K - $751K
|
14.4K
$3.19M
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.29K- 27.74% |
$696K - $761K
|
8.57K
$1.9M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.31K- 6.24% |
$700K - $765K
|
49.7K
$11M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.36K- 3.12% |
$711K - $777K
|
104K
$23.1M
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
SELL
|
- |
-3.39K- 2.25% |
$718K - $785K
|
147K
$32.7M
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.41K- 24.19% |
$721K - $788K
|
10.7K
$2.37M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.44K- 7.47% |
$728K - $796K
|
42.6K
$9.45M
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-3.47K- 11.29% |
$735K - $803K
|
27.3K
$6.05M
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.48K- 10.54% |
$736K - $805K
|
29.5K
$6.55M
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.58KClosed |
$758K - $828K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-3.6K- 10.9% |
$763K - $834K
|
29.5K
$6.54M
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.61K- 12.26% |
$763K - $834K
|
25.8K
$5.72M
|
|
Oct 29, 2021
Q3 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-3.65K- 17.76% |
$773K - $845K
|
16.9K
$3.75M
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.79K- 9.2% |
$803K - $878K
|
37.4K
$8.31M
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.82K- 6.96% |
$809K - $885K
|
51.1K
$11.3M
|
|
Nov 16, 2021
Q3 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-3.98K- 82.59% |
$842K - $920K
|
838
$186K
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-4K- 59.19% |
$847K - $926K
|
2.76K
$612K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.02K- 49.07% |
$851K - $930K
|
4.17K
$926K
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.04KClosed |
$856K - $936K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.06KClosed |
$859K - $939K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.14K- 17.06% |
$876K - $957K
|
20.1K
$4.46M
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.2KClosed |
$888K - $971K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.77KClosed |
$1.01M - $1.1M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.07K- 12.27% |
$1.07M - $1.17M
|
36.2K
$8.04M
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-5.27K- 59.65% |
$1.12M - $1.22M
|
3.57K
$792K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.3K- 6.61% |
$1.12M - $1.23M
|
74.8K
$16.6M
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-5.31K- 25.75% |
$1.12M - $1.23M
|
15.3K
$3.4M
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-5.34KClosed |
$1.13M - $1.24M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.53K- 42.58% |
$1.17M - $1.28M
|
7.45K
$1.65M
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-5.57K- 12.37% |
$1.18M - $1.29M
|
39.4K
$8.75M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-5.58K- 0.6% |
$1.18M - $1.29M
|
923K
$205M
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-5.8K- 4.26% |
$1.23M - $1.34M
|
130K
$28.9M
|
|
Nov 15, 2021
Q3 2021
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5.83K- 5.12% |
$1.23M - $1.35M
|
108K
$24M
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-5.99K- 2.2% |
$1.27M - $1.39M
|
267K
$59.2M
|
|
Nov 09, 2021
Q3 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-6KClosed |
$1.27M - $1.39M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.01K- 13.76% |
$1.27M - $1.39M
|
37.7K
$8.36M
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.27K- 38.77% |
$1.33M - $1.45M
|
9.91K
$2.2M
|
|
Oct 21, 2021
Q3 2021
|
Sciencast Management LP
|
SELL
|
- |
-6.29KClosed |
$1.33M - $1.46M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.46K- 11.31% |
$1.37M - $1.5M
|
50.7K
$11.2M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.71K- 8.68% |
$1.42M - $1.55M
|
70.7K
$15.7M
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-6.78K- 7.34% |
$1.44M - $1.57M
|
85.6K
$19M
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-6.97K- 41.12% |
$1.48M - $1.61M
|
9.98K
$2.22M
|
|
Nov 15, 2021
Q3 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-7K- 8.87% |
$1.48M - $1.62M
|
71.9K
$16M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.17K- 40.11% |
$1.52M - $1.66M
|
10.7K
$2.38M
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-7.37KClosed |
$1.56M - $1.71M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-7.6K- 37.5% |
$1.61M - $1.76M
|
12.7K
$2.81M
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7.68K- 1.04% |
$1.63M - $1.78M
|
730K
$162M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.79K- 1.83% |
$1.65M - $1.8M
|
418K
$92.8M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.86K- 2.04% |
$1.66M - $1.82M
|
378K
$83.8M
|