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
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.55KNew |
$752K - $822K
|
3.55K
$734K
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
3.55K+ 14.14% |
$751K - $821K
|
28.6K
$5.92M
|
|
Nov 10, 2021
Q3 2021
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
3.53K+ 52.76% |
$748K - $818K
|
10.2K
$2.11M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.53K+ 1.55% |
$747K - $816K
|
232K
$47.9M
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.44K+ 14.58% |
$728K - $796K
|
27K
$5.58M
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.43K+ 355.44% |
$726K - $794K
|
4.4K
$908K
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.42K+ 9.9% |
$725K - $792K
|
38K
$7.85M
|
|
Oct 04, 2021
Q3 2021
|
Stairway Partners, LLC
|
BUY
|
- |
3.39K+ 2.0% |
$717K - $784K
|
173K
$35.7M
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.39K+ 8.08% |
$717K - $784K
|
45.3K
$9.36M
|
|
Oct 26, 2021
Q3 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3.35K+ 65.59% |
$709K - $774K
|
8.45K
$1.75M
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
3.32KNew |
$703K - $768K
|
3.32K
$686K
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
3.3K+ 16.25% |
$698K - $763K
|
23.6K
$4.87M
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.28K+ 10.05% |
$694K - $759K
|
35.9K
$7.42M
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.27K+ 72.72% |
$692K - $756K
|
7.76K
$1.6M
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.23K+ 3.92% |
$685K - $748K
|
85.8K
$17.7M
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.21K+ 3.72% |
$679K - $742K
|
89.5K
$18.5M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.2K+ 29.03% |
$678K - $741K
|
14.2K
$2.94M
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.14KNew |
$665K - $726K
|
3.14K
$649K
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.11K+ 6.75% |
$659K - $720K
|
49.2K
$10.2M
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.09K+ 2.18% |
$653K - $714K
|
145K
$29.9M
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.08KNew |
$653K - $713K
|
3.08K
$637K
|
|
Oct 26, 2021
Q3 2021
|
Riverbridge Partners LLC
|
BUY
|
- |
2.94K+ 99.56% |
$623K - $681K
|
5.9K
$1.22M
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.9K+ 5.96% |
$614K - $671K
|
51.6K
$10.7M
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2.88K+ 107.86% |
$610K - $667K
|
5.55K
$1.15M
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.82K+ 34.15% |
$596K - $652K
|
11.1K
$2.29M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.82K+ 281700.0% |
$596K - $652K
|
2.82K
$582K
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.75K+ 4.25% |
$582K - $636K
|
67.4K
$13.9M
|
|
Oct 19, 2021
Q3 2021
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.73K+ 2.56% |
$578K - $631K
|
109K
$22.6M
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.67KNew |
$566K - $618K
|
2.67K
$552K
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.65K+ 201.83% |
$560K - $612K
|
3.96K
$818K
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.58KNew |
$546K - $597K
|
2.58K
$533K
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.54K+ 135.16% |
$538K - $588K
|
4.42K
$913K
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
2.51K+ 3.97% |
$532K - $581K
|
65.8K
$13.6M
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.5K+ 19.33% |
$530K - $579K
|
15.4K
$3.19M
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.5K+ 11.25% |
$528K - $578K
|
24.7K
$5.1M
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.5K+ 2.1% |
$528K - $577K
|
121K
$25.1M
|
|
Nov 04, 2021
Q3 2021
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2.48KNew |
$526K - $575K
|
2.48K
$513K
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.48K+ 30.84% |
$524K - $573K
|
10.5K
$2.17M
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.47K+ 6.51% |
$523K - $571K
|
40.4K
$8.34M
|
|
Nov 12, 2021
Q3 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.46KNew |
$521K - $569K
|
2.46K
$508K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.46K+ 1.93% |
$520K - $569K
|
130K
$26.8M
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2.44K+ 1.85% |
$516K - $564K
|
134K
$27.7M
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.42K+ 29.39% |
$512K - $560K
|
10.6K
$2.2M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.41K+ 12.44% |
$510K - $558K
|
21.8K
$4.5M
|
|
Oct 08, 2021
Q3 2021
|
Addenda Capital Inc.
|
BUY
|
- |
2.37K+ 11.8% |
$501K - $547K
|
22.4K
$4.63M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.31K+ 17.49% |
$489K - $534K
|
15.5K
$3.2M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
2.3K+ 3.15% |
$488K - $533K
|
75.5K
$15.6M
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
BUY
|
- |
2.29K+ 1.08% |
$485K - $531K
|
215K
$44.4M
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.29KNew |
$485K - $530K
|
2.29K
$474K
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
2.28K+ 12.1% |
$483K - $527K
|
21.1K
$4.36M
|