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 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.27K+ 4.68% |
$481K - $526K
|
50.8K
$11.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.25K+ 92.37% |
$477K - $521K
|
4.69K
$1.04M
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.22K+ 102.21% |
$469K - $513K
|
4.39K
$973K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.19K+ 32.9% |
$464K - $507K
|
8.86K
$1.97M
|
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.18KNew |
$461K - $504K
|
2.18K
$484K
|
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.18K+ 87.32% |
$461K - $504K
|
4.67K
$1.04M
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.15K+ 2.71% |
$455K - $498K
|
81.5K
$18.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.14K+ 0.24% |
$453K - $495K
|
899K
$200M
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
2.11K+ 4.82% |
$447K - $489K
|
46K
$10.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.1K+ 130.74% |
$445K - $486K
|
3.71K
$823K
|
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
2.09KNew |
$442K - $483K
|
2.09K
$464K
|
|
|
Oct 12, 2021
Q3 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
2.09K+ 37.26% |
$442K - $483K
|
7.69K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.08K+ 902.61% |
$440K - $480K
|
2.31K
$512K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
2.03K+ 8.15% |
$429K - $469K
|
26.9K
$5.97M
|
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.01K+ 82.4% |
$426K - $466K
|
4.46K
$989K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2K+ 11.52% |
$423K - $463K
|
19.4K
$4.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
1.99K+ 37.84% |
$422K - $461K
|
7.26K
$1.61M
|
|
|
Oct 06, 2021
Q3 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.99K+ 2.96% |
$422K - $461K
|
69.2K
$15.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.99K+ 24.62% |
$421K - $460K
|
10.1K
$2.23M
|
|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
1.97K+ 1.6% |
$418K - $457K
|
125K
$27.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.97KNew |
$417K - $456K
|
1.97K
$437K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.96K+ 5.46% |
$415K - $454K
|
37.8K
$8.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.95K+ 15.74% |
$413K - $451K
|
14.3K
$3.18M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
1.94K+ 2.56% |
$411K - $449K
|
77.8K
$17.3M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.94K+ 4.4% |
$410K - $448K
|
46K
$10.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.92KNew |
$407K - $445K
|
1.92K
$426K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.87K+ 129.6% |
$395K - $432K
|
3.3K
$733K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.83K+ 8.96% |
$388K - $424K
|
22.3K
$4.95M
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
1.81K+ 2.33% |
$384K - $420K
|
79.8K
$17.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.8K+ 142.7% |
$381K - $416K
|
3.06K
$679K
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.79KNew |
$378K - $413K
|
1.79K
$397K
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
1.79K+ 20.02% |
$378K - $413K
|
10.7K
$2.37M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.78K+ 33.21% |
$377K - $412K
|
7.14K
$1.58M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
1.77K+ 0.87% |
$375K - $410K
|
206K
$45.8M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.75K+ 6.08% |
$371K - $406K
|
30.6K
$6.78M
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.75K+ 45.96% |
$371K - $405K
|
5.56K
$1.23M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
1.75K+ 16.83% |
$371K - $405K
|
12.2K
$2.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.73K+ 1.84% |
$367K - $401K
|
95.8K
$21.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
1.72K+ 2.12% |
$364K - $398K
|
83.1K
$18.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.72K+ 10.88% |
$364K - $398K
|
17.5K
$3.89M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.72K+ 51.45% |
$363K - $397K
|
5.05K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.71K+ 4.89% |
$362K - $396K
|
36.7K
$8.15M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.71K+ 2.21% |
$361K - $395K
|
79K
$17.5M
|
|
|
Oct 08, 2021
Q3 2021
|
Cullinan Associates Inc
|
BUY
|
- |
1.7KNew |
$360K - $393K
|
1.7K
$377K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.7K+ 2.05% |
$360K - $393K
|
84.7K
$18.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.69K+ 20.1% |
$358K - $392K
|
10.1K
$2.25M
|
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
1.69KNew |
$358K - $391K
|
1.69K
$375K
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.68K+ 56.88% |
$355K - $388K
|
4.62K
$1.03M
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.67K+ 1.23% |
$354K - $387K
|
138K
$30.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.65K+ 72.37% |
$348K - $381K
|
3.92K
$869K
|