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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-95- 5.76% |
$15.8K - $17.9K
|
1.55K
$352K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-96- 1.16% |
$16K - $18.1K
|
8.18K
$1.85M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-97- 2.19% |
$16.2K - $18.2K
|
4.34K
$982K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-99- 4.95% |
$16.5K - $18.6K
|
1.9K
$431K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-100- 10.95% |
$16.7K - $18.8K
|
813
$184K
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-100- 5.31% |
$16.7K - $18.8K
|
1.79K
$404K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 10.53% |
$16.7K - $18.8K
|
850
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-100- 1.47% |
$16.7K - $18.8K
|
6.72K
$1.52M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-100- 6.78% |
$16.7K - $18.8K
|
1.38K
$311K
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-101- 2.47% |
$16.8K - $19K
|
3.99K
$903K
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-102- 7.5% |
$17K - $19.2K
|
1.26K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
SELL
|
- |
-103- 5.72% |
$17.2K - $19.4K
|
1.7K
$385K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-104- 53.06% |
$17.3K - $19.6K
|
92
$20.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-105- 0.83% |
$17.5K - $19.7K
|
12.5K
$2.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-105- 2.03% |
$17.5K - $19.7K
|
5.07K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-105- 0.45% |
$17.5K - $19.7K
|
23.2K
$5.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-108- 14.67% |
$18K - $20.3K
|
628
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-109- 5.44% |
$18.2K - $20.5K
|
1.9K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-109- 0.36% |
$18.2K - $20.5K
|
30K
$6.79M
|
|
|
Jan 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-110- 0.97% |
$18.3K - $20.7K
|
11.2K
$2.54M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-112- 0.4% |
$18.7K - $21.1K
|
28K
$6.35M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-113- 2.62% |
$18.8K - $21.2K
|
4.2K
$952K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-115- 46.56% |
$19.2K - $21.6K
|
132
$29.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-116- 8.01% |
$19.3K - $21.8K
|
1.33K
$302K
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-117- 0.31% |
$19.5K - $22K
|
38.1K
$8.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-117- 0.57% |
$19.5K - $22K
|
20.5K
$4.63M
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
SELL
|
- |
-118- 0.26% |
$19.7K - $22.2K
|
45K
$10.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-118- 15.9% |
$19.7K - $22.2K
|
624
$141K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-118- 5.66% |
$19.7K - $22.2K
|
1.97K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-119- 2.31% |
$19.9K - $22.4K
|
5.03K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-120- 3.56% |
$20K - $22.6K
|
3.25K
$736K
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-123- 6.42% |
$20.5K - $23.1K
|
1.79K
$406K
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-124- 4.44% |
$20.7K - $23.3K
|
2.67K
$605K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-124- 8.27% |
$20.7K - $23.3K
|
1.38K
$312K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-124- 8.38% |
$20.7K - $23.3K
|
1.36K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-125- 1.8% |
$20.9K - $23.5K
|
6.82K
$1.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-126- 3.51% |
$21K - $23.7K
|
3.46K
$784K
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-128- 5.13% |
$21.4K - $24.1K
|
2.37K
$536K
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-130- 0.8% |
$21.7K - $24.4K
|
16.2K
$3.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-133- 5.54% |
$22.2K - $25K
|
2.27K
$513K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-133- 6.9% |
$22.2K - $25K
|
1.8K
$407K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-134- 0.9% |
$22.4K - $25.2K
|
14.7K
$3.32M
|
|
|
Mar 10, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-134- 0.78% |
$22.4K - $25.2K
|
16.9K
$3.84M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-134- 0.7% |
$22.4K - $25.2K
|
19.1K
$4.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-135- 0.74% |
$22.5K - $25.4K
|
18.2K
$4.13M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-136- 1.96% |
$22.7K - $25.6K
|
6.81K
$1.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
SELL
|
- |
-136- 0.52% |
$22.7K - $25.6K
|
26.2K
$5.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
SELL
|
- |
-136- 0.69% |
$22.7K - $25.6K
|
19.5K
$4.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-138- 2.96% |
$23K - $26K
|
4.52K
$1.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-140- 4.36% |
$23.4K - $26.3K
|
3.07K
$695K
|