Purchases and Sales Made in Q3 2022 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q3 2022. 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 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
116+ 196.61% |
$19K - $23.3K
|
175
$40K
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
115+ 4.14% |
$18.9K - $23.1K
|
2.89K
$661K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
115+ 0.75% |
$18.9K - $23.1K
|
15.5K
$3.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
115+ 1.27% |
$18.9K - $23.1K
|
9.18K
$2.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
113+ 5.09% |
$18.6K - $22.7K
|
2.33K
$533K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
113+ 2.68% |
$18.6K - $22.7K
|
4.33K
$988K
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
112+ 1.71% |
$18.4K - $22.5K
|
6.67K
$1.52M
|
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
112+ 4.2% |
$18.4K - $22.5K
|
2.78K
$634K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
110+ 1.37% |
$18.1K - $22.1K
|
8.16K
$1.86M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
110+ 0.09% |
$18.1K - $22.1K
|
126K
$28.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
107+ 0.89% |
$17.6K - $21.5K
|
12.2K
$2.78M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
104New |
$17.1K - $20.9K
|
104
$23.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 0.42% |
$16.4K - $20.1K
|
24.1K
$5.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 21.88% |
$16.4K - $20.1K
|
557
$127K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
100New |
$16.4K - $20.1K
|
100
$22.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
96+ 2.59% |
$15.8K - $19.3K
|
3.8K
$867K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
96+ 0.22% |
$15.8K - $19.3K
|
43.5K
$9.93M
|
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
95+ 0.12% |
$15.6K - $19.1K
|
80.4K
$18.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
95+ 5.79% |
$15.6K - $19.1K
|
1.74K
$397K
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
95+ 6.89% |
$15.6K - $19.1K
|
1.47K
$336K
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
93+ 1.45% |
$15.3K - $18.7K
|
6.52K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
89+ 2.08% |
$14.6K - $17.9K
|
4.36K
$995K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
88+ 2.09% |
$14.4K - $17.7K
|
4.29K
$980K
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
87+ 1.83% |
$14.3K - $17.5K
|
4.84K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
87+ 1.11% |
$14.3K - $17.5K
|
7.96K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
86+ 3.02% |
$14.1K - $17.3K
|
2.93K
$669K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
85+ 0.28% |
$14K - $17.1K
|
30.9K
$7.05M
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
85+ 1.14% |
$14K - $17.1K
|
7.56K
$1.72M
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
85+ 1.76% |
$14K - $17.1K
|
4.9K
$1.12M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
81+ 2.26% |
$13.3K - $16.3K
|
3.67K
$838K
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
81+ 1.97% |
$13.3K - $16.3K
|
4.2K
$958K
|
|
|
Nov 14, 2022
Q3 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
81+ 1.54% |
$13.3K - $16.3K
|
5.33K
$1.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
77+ 1.37% |
$12.6K - $15.5K
|
5.68K
$1.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
75+ 1.11% |
$12.3K - $15.1K
|
6.84K
$1.56M
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
74+ 0.19% |
$12.1K - $14.9K
|
38.8K
$8.86M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
74+ 1.08% |
$12.1K - $14.9K
|
6.92K
$1.58M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
73+ 6.03% |
$12K - $14.7K
|
1.28K
$293K
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
72+ 2.06% |
$11.8K - $14.5K
|
3.57K
$814K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
71New |
$11.7K - $14.3K
|
71
$16.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
71+ 0.52% |
$11.7K - $14.3K
|
13.8K
$3.15M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
BUY
|
- |
70+ 1.41% |
$11.5K - $14.1K
|
5.05K
$1.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
70New |
$11.5K - $14.1K
|
70
$16K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
69+ 1.15% |
$11.3K - $13.9K
|
6.07K
$1.39M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
69+ 2.19% |
$11.3K - $13.9K
|
3.22K
$736K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
67+ 1.39% |
$11K - $13.5K
|
4.89K
$1.12M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
66+ 1.17% |
$10.8K - $13.3K
|
5.7K
$1.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
65+ 1.27% |
$10.7K - $13.1K
|
5.18K
$1.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Management CO
|
BUY
|
- |
60+ 2.7% |
$9.85K - $12.1K
|
2.28K
$521K
|
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
BUY
|
- |
58+ 3.82% |
$9.52K - $11.7K
|
1.58K
$360K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
58+ 12.64% |
$9.52K - $11.7K
|
517
$118K
|