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 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-50- 1.87% |
$8.34K - $9.4K
|
2.62K
$593K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 18.18% |
$8.34K - $9.4K
|
225
$51K
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-50- 0.09% |
$8.34K - $9.4K
|
58.7K
$13.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-51- 2.63% |
$8.51K - $9.59K
|
1.89K
$428K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-52- 0.96% |
$8.67K - $9.78K
|
5.34K
$1.21M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-53- 89.83% |
$8.84K - $9.97K
|
6
$1.36K
|
|
|
Feb 01, 2023
Q4 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-53- 0.74% |
$8.84K - $9.97K
|
7.14K
$1.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-53- 1.22% |
$8.84K - $9.97K
|
4.28K
$968K
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-55- 0.23% |
$9.17K - $10.3K
|
23.9K
$5.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-56- 1.77% |
$9.34K - $10.5K
|
3.11K
$704K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-58- 0.83% |
$9.67K - $10.9K
|
6.94K
$1.57M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-59- 0.18% |
$9.84K - $11.1K
|
32.7K
$7.4M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-59- 3.1% |
$9.84K - $11.1K
|
1.85K
$418K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-60- 2.51% |
$10K - $11.3K
|
2.34K
$529K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-60- 0.31% |
$10K - $11.3K
|
19.5K
$4.43M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-62- 1.99% |
$10.3K - $11.7K
|
3.05K
$691K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-62- 0.84% |
$10.3K - $11.7K
|
7.29K
$1.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-63- 1.6% |
$10.5K - $11.8K
|
3.87K
$877K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-65- 4.34% |
$10.8K - $12.2K
|
1.43K
$325K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
SELL
|
- |
-65- 78.31% |
$10.8K - $12.2K
|
18
$4.08K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-65- 2.24% |
$10.8K - $12.2K
|
2.84K
$643K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-65- 0.41% |
$10.8K - $12.2K
|
15.6K
$3.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-66- 0.97% |
$11K - $12.4K
|
6.73K
$1.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-66- 1.16% |
$11K - $12.4K
|
5.64K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-68- 0.73% |
$11.3K - $12.8K
|
9.22K
$2.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-68- 1.68% |
$11.3K - $12.8K
|
3.98K
$900K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-68- 1.12% |
$11.3K - $12.8K
|
6K
$1.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-70- 4.67% |
$11.7K - $13.2K
|
1.43K
$324K
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-70- 1.4% |
$11.7K - $13.2K
|
4.92K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-70- 1.26% |
$11.7K - $13.2K
|
5.5K
$1.25M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-71- 1.89% |
$11.8K - $13.4K
|
3.69K
$836K
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-71- 1.61% |
$11.8K - $13.4K
|
4.35K
$985K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-73- 10.07% |
$12.2K - $13.7K
|
652
$148K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-73- 0.42% |
$12.2K - $13.7K
|
17.4K
$3.95M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-73- 1.14% |
$12.2K - $13.7K
|
6.33K
$1.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-74- 3.05% |
$12.3K - $13.9K
|
2.35K
$532K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-74- 0.28% |
$12.3K - $13.9K
|
25.9K
$5.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-74- 0.79% |
$12.3K - $13.9K
|
9.27K
$2.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-75- 0.09% |
$12.5K - $14.1K
|
80.3K
$18.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-76- 2.79% |
$12.7K - $14.3K
|
2.65K
$599K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-77- 0.84% |
$12.8K - $14.5K
|
9.06K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-78- 3.67% |
$13K - $14.7K
|
2.05K
$463K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-81- 5.75% |
$13.5K - $15.2K
|
1.33K
$301K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-81- 1.11% |
$13.5K - $15.2K
|
7.2K
$1.63M
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-82- 4.07% |
$13.7K - $15.4K
|
1.93K
$437K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-83- 1.64% |
$13.8K - $15.6K
|
4.96K
$1.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-83- 0.79% |
$13.8K - $15.6K
|
10.5K
$2.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-85- 5.86% |
$14.2K - $16K
|
1.37K
$309K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-86- 0.97% |
$14.3K - $16.2K
|
8.78K
$1.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-88- 0.16% |
$14.7K - $16.5K
|
54K
$12.2M
|