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
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-209- 0.98% |
$34.9K - $39.3K
|
21.1K
$4.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-210- 9.88% |
$35K - $39.5K
|
1.92K
$434K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-217- 3.8% |
$36.2K - $40.8K
|
5.49K
$1.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-217- 0.31% |
$36.2K - $40.8K
|
69.5K
$15.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-219- 25.17% |
$36.5K - $41.2K
|
651
$147K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-220- 0.68% |
$36.7K - $41.4K
|
32.1K
$7.26M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-223- 12.79% |
$37.2K - $41.9K
|
1.52K
$344K
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-227- 6.85% |
$37.9K - $42.7K
|
3.09K
$699K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-234- 1.99% |
$39K - $44K
|
11.5K
$2.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-235- 6.83% |
$39.2K - $44.2K
|
3.21K
$726K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-235- 1.0% |
$39.2K - $44.2K
|
23.3K
$5.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-236- 1.72% |
$39.4K - $44.4K
|
13.5K
$3.06M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-243- 2.61% |
$40.5K - $45.7K
|
9.05K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-247- 8.59% |
$41.2K - $46.4K
|
2.63K
$596K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-252- 1.86% |
$42K - $47.4K
|
13.3K
$3.01M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-254- 7.13% |
$42.4K - $47.8K
|
3.31K
$749K
|
|
|
Feb 07, 2023
Q4 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-255- 9.24% |
$42.5K - $48K
|
2.51K
$567K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-256- 3.04% |
$42.7K - $48.1K
|
8.18K
$1.85M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-257- 7.87% |
$42.9K - $48.3K
|
3.01K
$681K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-259- 2.82% |
$43.2K - $48.7K
|
8.92K
$2.02M
|
|
|
Jan 11, 2023
Q4 2022
|
Flower City Capital
|
SELL
|
- |
-260- 10.63% |
$43.4K - $48.9K
|
2.19K
$495K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-262- 0.92% |
$43.7K - $49.3K
|
28.1K
$6.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-266- 6.43% |
$44.4K - $50K
|
3.87K
$877K
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-269- 1.62% |
$44.9K - $50.6K
|
16.3K
$3.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-269- 9.3% |
$44.9K - $50.6K
|
2.63K
$595K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-270- 5.53% |
$45K - $50.8K
|
4.61K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-270- 7.49% |
$45K - $50.8K
|
3.34K
$756K
|
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-273- 4.74% |
$45.5K - $51.3K
|
5.48K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-275- 7.15% |
$45.9K - $51.7K
|
3.57K
$809K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-276- 19.66% |
$46K - $51.9K
|
1.13K
$255K
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-277- 1.71% |
$46.2K - $52.1K
|
15.9K
$3.6M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-278- 9.02% |
$46.4K - $52.3K
|
2.81K
$635K
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-279- 0.45% |
$46.5K - $52.5K
|
61.3K
$13.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-279- 6.49% |
$46.5K - $52.5K
|
4.02K
$911K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-280- 1.75% |
$46.7K - $52.7K
|
15.7K
$3.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-280- 3.28% |
$46.7K - $52.7K
|
8.25K
$1.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-284- 0.67% |
$47.4K - $53.4K
|
42.4K
$9.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-285- 11.39% |
$47.5K - $53.6K
|
2.22K
$502K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-286- 13.22% |
$47.7K - $53.8K
|
1.88K
$425K
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-291- 17.0% |
$48.5K - $54.7K
|
1.42K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
SELL
|
- |
-291- 3.37% |
$48.5K - $54.7K
|
8.35K
$1.89M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-294- 12.54% |
$49K - $55.3K
|
2.05K
$465K
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-298- 19.44% |
$49.7K - $56K
|
1.24K
$280K
|
|
|
Feb 21, 2023
Q4 2022
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-300- 0.46% |
$50K - $56.4K
|
64.4K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-303- 29.53% |
$50.5K - $57K
|
723
$164K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-304- 1.68% |
$50.7K - $57.2K
|
17.7K
$4.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-306- 1.99% |
$51K - $57.5K
|
15.1K
$3.42M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-306- 36.73% |
$51K - $57.5K
|
527
$119K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-315- 11.19% |
$52.5K - $59.2K
|
2.5K
$566K
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-320- 4.78% |
$53.4K - $60.2K
|
6.38K
$1.44M
|