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 13, 2023
Q4 2022
|
Wealth Cmt
|
SELL
|
- |
-329- 1.34% |
$54.9K - $61.9K
|
24.2K
$5.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-329- 0.76% |
$54.9K - $61.9K
|
42.8K
$9.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-332- 14.6% |
$55.4K - $62.4K
|
1.94K
$440K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-337- 0.84% |
$56.2K - $63.4K
|
39.8K
$9.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-340- 5.06% |
$56.7K - $63.9K
|
6.38K
$1.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-340- 14.59% |
$56.7K - $63.9K
|
1.99K
$451K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-342- 3.84% |
$57K - $64.3K
|
8.56K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-342- 1.13% |
$57K - $64.3K
|
29.9K
$6.78M
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-344- 9.22% |
$57.4K - $64.7K
|
3.39K
$768K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-348- 17.85% |
$58K - $65.4K
|
1.6K
$363K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-352- 6.55% |
$58.7K - $66.2K
|
5.02K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-353- 1.38% |
$58.9K - $66.4K
|
25.2K
$5.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-358- 5.23% |
$59.7K - $67.3K
|
6.48K
$1.47M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-358- 1.83% |
$59.7K - $67.3K
|
19.2K
$4.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-365- 24.12% |
$60.9K - $68.6K
|
1.15K
$260K
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-369- 3.25% |
$61.6K - $69.4K
|
11K
$2.49M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-369- 1.8% |
$61.6K - $69.4K
|
20.2K
$4.57M
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
SELL
|
- |
-373- 2.01% |
$62.2K - $70.1K
|
18.1K
$4.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-373- 1.53% |
$62.2K - $70.1K
|
24.1K
$5.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-375- 4.15% |
$62.6K - $70.5K
|
8.66K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-380- 1.16% |
$63.4K - $71.5K
|
32.4K
$7.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-380- 8.02% |
$63.4K - $71.5K
|
4.36K
$987K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-383- 55.43% |
$63.9K - $72K
|
308
$69.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-385- 13.13% |
$64.2K - $72.4K
|
2.55K
$577K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-389- 0.4% |
$64.9K - $73.2K
|
97.9K
$22.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-392- 14.41% |
$65.4K - $73.7K
|
2.33K
$527K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-397- 5.63% |
$66.2K - $74.7K
|
6.66K
$1.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-398- 10.19% |
$66.4K - $74.8K
|
3.51K
$795K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-400- 3.08% |
$66.7K - $75.2K
|
12.6K
$2.85M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-402- 12.38% |
$67.1K - $75.6K
|
2.85K
$645K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
SELL
|
- |
-402- 2.92% |
$67.1K - $75.6K
|
13.4K
$3.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-403- 2.75% |
$67.2K - $75.8K
|
14.3K
$3.23M
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
SELL
|
- |
-414- 25.41% |
$69.1K - $77.9K
|
1.22K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-415- 18.31% |
$69.2K - $78K
|
1.85K
$419K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-419- 10.69% |
$69.9K - $78.8K
|
3.5K
$793K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-424- 7.66% |
$70.7K - $79.7K
|
5.11K
$1.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-430- 1.82% |
$71.7K - $80.9K
|
23.1K
$5.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-430- 1.47% |
$71.7K - $80.9K
|
28.9K
$6.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-433- 2.35% |
$72.2K - $81.4K
|
18K
$4.07M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-436- 9.65% |
$72.7K - $82K
|
4.08K
$924K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-438- 12.23% |
$73.1K - $82.4K
|
3.14K
$712K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-440- 2.22% |
$73.4K - $82.7K
|
19.4K
$4.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-442- 18.34% |
$73.7K - $83.1K
|
1.97K
$446K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-445- 1.57% |
$74.2K - $83.7K
|
27.9K
$6.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-451- 4.65% |
$75.2K - $84.8K
|
9.25K
$2.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-451- 1.58% |
$75.2K - $84.8K
|
28.1K
$6.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-453- 2.8% |
$75.6K - $85.2K
|
15.7K
$3.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-460- 1.65% |
$76.7K - $86.5K
|
27.5K
$6.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-464- 2.5% |
$77.4K - $87.3K
|
18.1K
$4.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-464- 0.78% |
$77.4K - $87.3K
|
59.2K
$13.4M
|