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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2+ 0.06% |
$424 - $485
|
3.24K
$695K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$424 - $485
|
2.53K
$543K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.18% |
$424 - $485
|
1.12K
$240K
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$212 - $243
|
3.33K
$714K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.41% |
$212 - $243
|
246
$52.8K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.15% |
$212 - $243
|
681
$146K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.49% |
$212 - $243
|
207
$44.4K
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$212 - $243
|
3.42K
$734K
|
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$212 - $243
|
3.77K
$809K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.06% |
$212 - $243
|
1.69K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.18% |
$212 - $243
|
556
$119K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1+ 0.01% |
$212 - $243
|
14.4K
$3.09M
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.53% |
$212 - $243
|
190
$40.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 1.69% |
$212 - $243
|
60
$12.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.77% |
$212 - $243
|
131
$28.1K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$212 - $243
|
3.12K
$669K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$212 - $243
|
3.91K
$839K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
1+ 0.05% |
$212 - $243
|
2.19K
$471K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1New |
$212 - $243
|
1
$215
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.1% |
$212 - $243
|
990
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$212 - $243
|
1
$215
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.09% |
$212 - $243
|
1.09K
$233K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.54% |
$212 - $243
|
66
$14.2K
|
|
|
Feb 13, 2025
Q4 2021
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
1+ 0.03% |
$212 - $243
|
3.1K
$665K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2022
Q4 2021
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$212 - $243
|
3.85K
$826K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$212 - $243
|
2.08K
$446K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1- 12.5% |
$212 - $243
|
7
$1.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$212 - $243
|
6.99K
$1.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$212 - $243
|
12.3K
$2.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-2- 0.04% |
$424 - $485
|
5.13K
$1.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2- 0.1% |
$424 - $485
|
1.94K
$417K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2- 0.19% |
$424 - $485
|
1.08K
$231K
|
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-3- 0.02% |
$636 - $728
|
14.9K
$3.2M
|
|
|
May 13, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3- 0.18% |
$636 - $728
|
1.69K
$363K
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-4- 0.06% |
$848 - $970
|
6.91K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4- 0.13% |
$848 - $970
|
3.06K
$656K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-5- 1.83% |
$1.06K - $1.21K
|
268
$57.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-5- 0.2% |
$1.06K - $1.21K
|
2.56K
$549K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-5- 0.23% |
$1.06K - $1.21K
|
2.16K
$464K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-5- 0.14% |
$1.06K - $1.21K
|
3.57K
$767K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5- 8.62% |
$1.06K - $1.21K
|
53
$11.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6- 0.28% |
$1.27K - $1.46K
|
2.16K
$462K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 28.57% |
$1.27K - $1.46K
|
15
$3.22K
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-6- 0.78% |
$1.27K - $1.46K
|
763
$164K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-6- 75.0% |
$1.27K - $1.46K
|
2
$429
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-6Closed |
$1.27K - $1.46K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-7- 0.48% |
$1.48K - $1.7K
|
1.44K
$308K
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-7- 0.1% |
$1.48K - $1.7K
|
7K
$1.5M
|