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 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$167 - $188
|
3.76K
$852K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$167 - $188
|
4.66K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1- 0.05% |
$167 - $188
|
1.96K
$443K
|
|
|
Feb 14, 2023
Q4 2022
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-1- 0.04% |
$167 - $188
|
2.58K
$583K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-2- -0.0% |
$334 - $376
|
132K
$30M
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2- 0.1% |
$334 - $376
|
1.94K
$440K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3- 0.14% |
$500 - $564
|
2.16K
$490K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3- 0.13% |
$500 - $564
|
2.3K
$521K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-3- 0.08% |
$500 - $564
|
3.92K
$888K
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-4- 0.34% |
$667 - $752
|
1.18K
$268K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4- 0.08% |
$667 - $752
|
4.97K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.16% |
$667 - $752
|
2.53K
$573K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4- 0.09% |
$667 - $752
|
4.36K
$986K
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4- 0.09% |
$667 - $752
|
4.41K
$999K
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4- 0.12% |
$667 - $752
|
3.26K
$739K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6- 0.63% |
$1K - $1.13K
|
946
$214K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-6- 0.08% |
$1K - $1.13K
|
7.83K
$1.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-7- 0.39% |
$1.17K - $1.32K
|
1.77K
$400K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-7- 1.25% |
$1.17K - $1.32K
|
552
$125K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-8- 3.4% |
$1.33K - $1.5K
|
227
$51.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-9- 0.71% |
$1.5K - $1.69K
|
1.27K
$287K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-9- 0.17% |
$1.5K - $1.69K
|
5.29K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-9- 0.25% |
$1.5K - $1.69K
|
3.55K
$803K
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-10- 0.75% |
$1.67K - $1.88K
|
1.32K
$298K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10- 0.1% |
$1.67K - $1.88K
|
10.1K
$2.29M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-12- 0.25% |
$2K - $2.26K
|
4.88K
$1.1M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-12- 0.26% |
$2K - $2.26K
|
4.59K
$1.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-13- 12.38% |
$2.17K - $2.44K
|
92
$20.8K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-13- 0.2% |
$2.17K - $2.44K
|
6.53K
$1.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-14- 1.03% |
$2.34K - $2.63K
|
1.34K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-14- 0.05% |
$2.34K - $2.63K
|
27.5K
$6.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-14- 0.89% |
$2.34K - $2.63K
|
1.55K
$352K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-15- 0.11% |
$2.5K - $2.82K
|
13.7K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-15- 0.08% |
$2.5K - $2.82K
|
19.5K
$4.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-17- 1.11% |
$2.84K - $3.2K
|
1.52K
$344K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-17- 0.77% |
$2.84K - $3.2K
|
2.18K
$493K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-17- 0.38% |
$2.84K - $3.2K
|
4.51K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-18- 0.91% |
$3K - $3.38K
|
1.97K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-18- 0.18% |
$3K - $3.38K
|
10.1K
$2.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-20- 0.29% |
$3.34K - $3.76K
|
6.82K
$1.54M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-20- 1.37% |
$3.34K - $3.76K
|
1.44K
$325K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-20- 2.67% |
$3.34K - $3.76K
|
729
$165K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-20- 2.53% |
$3.34K - $3.76K
|
772
$175K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-20- 1.4% |
$3.34K - $3.76K
|
1.41K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-20- 18.87% |
$3.34K - $3.76K
|
86
$19.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-21- 1.46% |
$3.5K - $3.95K
|
1.42K
$322K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-21- 8.54% |
$3.5K - $3.95K
|
225
$51K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-21- 9.29% |
$3.5K - $3.95K
|
205
$46.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-22- 0.62% |
$3.67K - $4.14K
|
3.54K
$802K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-23- 0.61% |
$3.84K - $4.33K
|
3.73K
$844K
|