Purchases and Sales Made in Q4 2021 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.48K+ 28.09% |
$527K - $602K
|
11.3K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.47K+ 16.19% |
$523K - $598K
|
17.7K
$3.8M
|
|
|
May 04, 2022
Q4 2021
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
2.45KNew |
$519K - $594K
|
2.45K
$525K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
2.44KNew |
$517K - $591K
|
2.44K
$523K
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2.42K+ 2.52% |
$512K - $586K
|
98.3K
$21.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
2.4K+ 19.05% |
$509K - $582K
|
15K
$3.22M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.39KNew |
$507K - $580K
|
2.39K
$513K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
2.39KNew |
$507K - $579K
|
2.39K
$512K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.36KNew |
$501K - $573K
|
2.36K
$507K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
2.36K+ 3.09% |
$500K - $572K
|
78.7K
$16.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
2.35K+ 4.43% |
$499K - $570K
|
55.5K
$11.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
2.35K+ 8.21% |
$498K - $570K
|
31K
$6.65M
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.35K+ 4.98% |
$498K - $570K
|
49.5K
$10.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.35K+ 103.99% |
$497K - $569K
|
4.6K
$987K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
2.34K+ 98.28% |
$497K - $569K
|
4.73K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.34K+ 65.06% |
$497K - $569K
|
5.95K
$1.28M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.32KNew |
$491K - $562K
|
2.32K
$497K
|
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.3K+ 2.13% |
$488K - $558K
|
110K
$23.7M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.27KNew |
$482K - $551K
|
2.27K
$488K
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.26KNew |
$478K - $547K
|
2.26K
$484K
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.25KNew |
$477K - $545K
|
2.25K
$482K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.25K+ 5.22% |
$476K - $545K
|
45.2K
$9.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
2.23K+ 4.51% |
$472K - $540K
|
51.6K
$11.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.21KNew |
$469K - $537K
|
2.21K
$475K
|
|
|
Jun 01, 2022
Q4 2021
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
2.21KNew |
$469K - $536K
|
2.21K
$474K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 1311.9% |
$468K - $535K
|
2.37K
$509K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.2K+ 65.2% |
$467K - $534K
|
5.58K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.2K+ 9.54% |
$467K - $534K
|
25.3K
$5.42M
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.2K+ 10.84% |
$467K - $534K
|
22.5K
$4.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.18K+ 14.62% |
$462K - $529K
|
17.1K
$3.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.17KNew |
$460K - $526K
|
2.17K
$465K
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.17KNew |
$460K - $526K
|
2.17K
$465K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.16K+ 13.86% |
$458K - $524K
|
17.7K
$3.81M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.15KNew |
$456K - $522K
|
2.15K
$461K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.14K+ 6.75% |
$453K - $518K
|
33.8K
$7.25M
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
2.12K+ 33.11% |
$449K - $514K
|
8.52K
$1.83M
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.12K+ 9.62% |
$449K - $513K
|
24.1K
$5.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
2.06KNew |
$437K - $500K
|
2.06K
$442K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.05K+ 31.52% |
$435K - $498K
|
8.56K
$1.84M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.05KNew |
$435K - $497K
|
2.05K
$440K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.04KNew |
$433K - $496K
|
2.04K
$438K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.04KNew |
$432K - $494K
|
2.04K
$437K
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.02KNew |
$429K - $491K
|
2.02K
$434K
|
|
|
Feb 14, 2022
Q4 2021
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
2KNew |
$424K - $485K
|
2K
$429K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.99K+ 1.07% |
$422K - $483K
|
188K
$40.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.98K+ 53.01% |
$421K - $481K
|
5.72K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.97KNew |
$419K - $479K
|
1.97K
$423K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.97KNew |
$417K - $477K
|
1.97K
$422K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.95K+ 4.82% |
$414K - $474K
|
42.5K
$9.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
1.95K+ 4.72% |
$413K - $472K
|
43.1K
$9.26M
|