Purchases and Sales Made in Q4 2022 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q4 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 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
50+ 1.12% |
$8.34K - $9.4K
|
4.52K
$1.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
49+ 1.48% |
$8.17K - $9.21K
|
3.36K
$760K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
49+ 0.88% |
$8.17K - $9.21K
|
5.64K
$1.28M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
48+ 2.79% |
$8.01K - $9.03K
|
1.77K
$401K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
47+ 0.29% |
$7.84K - $8.84K
|
16.5K
$3.74M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
46+ 1.12% |
$7.67K - $8.65K
|
4.17K
$944K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
45+ 1.85% |
$7.51K - $8.46K
|
2.48K
$561K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
45+ 2.58% |
$7.51K - $8.46K
|
1.79K
$406K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
44+ 13.17% |
$7.34K - $8.27K
|
378
$85.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
43+ 116.22% |
$7.17K - $8.09K
|
80
$18.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
42New |
$7.01K - $7.9K
|
42
$9.51K
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
41+ 0.8% |
$6.84K - $7.71K
|
5.14K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
41+ 0.29% |
$6.84K - $7.71K
|
13.9K
$3.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
40New |
$6.67K - $7.52K
|
40
$9.06K
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
BUY
|
- |
40+ 1.19% |
$6.67K - $7.52K
|
3.39K
$767K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
40+ 0.14% |
$6.67K - $7.52K
|
28K
$6.35M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
39+ 0.96% |
$6.51K - $7.33K
|
4.1K
$928K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
39+ 0.89% |
$6.51K - $7.33K
|
4.41K
$999K
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
39+ 2.65% |
$6.51K - $7.33K
|
1.51K
$342K
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
38+ 0.5% |
$6.34K - $7.15K
|
7.58K
$1.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
38New |
$6.34K - $7.15K
|
38
$8.61K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
38+ 2.86% |
$6.34K - $7.15K
|
1.37K
$309K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
38+ 0.79% |
$6.34K - $7.15K
|
4.83K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
38New |
$6.34K - $7.15K
|
38
$8.61K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
37+ 2.31% |
$6.17K - $6.96K
|
1.64K
$371K
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
33+ 0.57% |
$5.5K - $6.21K
|
5.87K
$1.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
33+ 1.84% |
$5.5K - $6.21K
|
1.83K
$414K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
33+ 4.27% |
$5.5K - $6.21K
|
806
$183K
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
BUY
|
- |
31+ 0.84% |
$5.17K - $5.83K
|
3.73K
$845K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
30+ 1.95% |
$5K - $5.64K
|
1.57K
$355K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
29+ 34.12% |
$4.84K - $5.45K
|
114
$25.8K
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
29+ 0.87% |
$4.84K - $5.45K
|
3.37K
$762K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
28+ 0.48% |
$4.67K - $5.27K
|
5.85K
$1.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.4% |
$4.67K - $5.27K
|
7.05K
$1.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Poplar Forest Capital LLC
|
BUY
|
- |
28+ 0.71% |
$4.67K - $5.27K
|
3.99K
$904K
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
28+ 0.96% |
$4.67K - $5.27K
|
2.95K
$669K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
27+ 5.99% |
$4.5K - $5.08K
|
478
$108K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
27+ 1.48% |
$4.5K - $5.08K
|
1.85K
$418K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
27+ 0.32% |
$4.5K - $5.08K
|
8.43K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
27+ 0.4% |
$4.5K - $5.08K
|
6.84K
$1.55M
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
25+ 0.17% |
$4.17K - $4.7K
|
14.5K
$3.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
25+ 0.95% |
$4.17K - $4.7K
|
2.65K
$601K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
25New |
$4.17K - $4.7K
|
25
$5.66K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
25+ 0.28% |
$4.17K - $4.7K
|
8.93K
$2.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
24+ 1.97% |
$4K - $4.51K
|
1.24K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
24+ 0.04% |
$4K - $4.51K
|
59.4K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
24New |
$4K - $4.51K
|
24
$5.44K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
23New |
$3.84K - $4.33K
|
23
$5.21K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
22+ 0.28% |
$3.67K - $4.14K
|
7.98K
$1.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
22+ 0.09% |
$3.67K - $4.14K
|
24K
$5.45M
|