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 |
---|---|---|---|---|---|---|---|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.35K+ 32.68% |
$222K - $272K
|
5.49K
$1.25M
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.35KNew |
$222K - $271K
|
1.35K
$308K
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.35K+ 9.34% |
$221K - $271K
|
15.8K
$3.6M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.35K+ 1.38% |
$221K - $271K
|
99.1K
$22.6M
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.33K+ 5.03% |
$218K - $267K
|
27.7K
$6.32M
|
|
Oct 24, 2022
Q3 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
1.31KNew |
$215K - $263K
|
1.31K
$299K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.29K+ 104.87% |
$212K - $260K
|
2.53K
$577K
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.28K+ 31.26% |
$210K - $257K
|
5.37K
$1.23M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 5.16% |
$210K - $257K
|
26K
$5.94M
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.28KNew |
$209K - $257K
|
1.28K
$291K
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.27K+ 5.87% |
$209K - $256K
|
22.9K
$5.24M
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
1.27K+ 1.21% |
$208K - $254K
|
106K
$24.2M
|
|
Oct 04, 2022
Q3 2022
|
Stairway Partners, LLC
|
BUY
|
- |
1.26K+ 0.68% |
$207K - $253K
|
186K
$42.4M
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.26K+ 75.57% |
$206K - $253K
|
2.92K
$666K
|
|
Oct 17, 2022
Q3 2022
|
Community Trust & Investment CO
|
BUY
|
- |
1.26KNew |
$206K - $252K
|
1.26K
$287K
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.24KNew |
$204K - $250K
|
1.24K
$284K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
1.24K+ 253.06% |
$204K - $249K
|
1.73K
$395K
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.24KNew |
$203K - $249K
|
1.24K
$282K
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.23K+ 2.4% |
$202K - $248K
|
52.5K
$12M
|
|
Nov 08, 2022
Q3 2022
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.22KNew |
$201K - $246K
|
1.22K
$279K
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.22KNew |
$200K - $245K
|
1.22K
$278K
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.2K+ 5.29% |
$198K - $242K
|
24K
$5.47M
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.19K+ 28.21% |
$195K - $239K
|
5.41K
$1.23M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
1.18K+ 2.31% |
$194K - $238K
|
52.4K
$12M
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.18K+ 2732.56% |
$193K - $236K
|
1.22K
$278K
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.18K+ 3.02% |
$193K - $236K
|
40.1K
$9.14M
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
1.17K+ 2.84% |
$192K - $235K
|
42.3K
$9.66M
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.17K+ 9.44% |
$192K - $235K
|
13.5K
$3.09M
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.17K+ 23.05% |
$191K - $234K
|
6.22K
$1.42M
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 4.89% |
$190K - $232K
|
24.8K
$5.66M
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.15KNew |
$189K - $231K
|
1.15K
$262K
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.14K+ 24.65% |
$187K - $229K
|
5.76K
$1.31M
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
1.14K+ 2.4% |
$187K - $229K
|
48.5K
$11.1M
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.13K+ 20.16% |
$185K - $227K
|
6.72K
$1.53M
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
1.12K+ 6.21% |
$184K - $225K
|
19.2K
$4.38M
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 2.69% |
$183K - $224K
|
42.6K
$9.72M
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.09KNew |
$180K - $220K
|
1.09K
$250K
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
1.09K+ 16.27% |
$179K - $219K
|
7.8K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.09K+ 60.28% |
$178K - $218K
|
2.89K
$659K
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.06K+ 2.79% |
$175K - $214K
|
39.2K
$8.95M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.06K+ 1.43% |
$174K - $213K
|
75K
$17.1M
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.05KNew |
$173K - $212K
|
1.05K
$241K
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.05K+ 4.95% |
$172K - $210K
|
22.2K
$5.06M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.04K+ 0.95% |
$171K - $209K
|
111K
$25.4M
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.04K+ 6.99% |
$171K - $209K
|
15.9K
$3.64M
|
|
Oct 18, 2022
Q3 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
1.04K+ 0.75% |
$170K - $209K
|
139K
$31.7M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.03K+ 0.38% |
$169K - $207K
|
271K
$61.8M
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.03K+ 1.14% |
$169K - $207K
|
91.4K
$20.9M
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.03K+ 45.97% |
$169K - $207K
|
3.26K
$745K
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.01K+ 77.27% |
$166K - $204K
|
2.32K
$531K
|