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 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-469- 5.87% |
$78.2K - $88.2K
|
7.52K
$1.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-470- 1.49% |
$78.4K - $88.4K
|
31.1K
$7.05M
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-485- 22.76% |
$80.9K - $91.2K
|
1.65K
$373K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-498- 1.26% |
$83.1K - $93.6K
|
39.1K
$8.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-500- 16.12% |
$83.4K - $94K
|
2.6K
$589K
|
|
|
Feb 09, 2023
Q4 2022
|
Skylands Capital, LLC
|
SELL
|
- |
-505- 50.25% |
$84.2K - $95K
|
500
$113K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-507- 6.33% |
$84.6K - $95.3K
|
7.5K
$1.7M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-507- 72.84% |
$84.6K - $95.3K
|
189
$42.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-508- 1.64% |
$84.7K - $95.5K
|
30.5K
$6.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-508- 5.75% |
$84.7K - $95.5K
|
8.33K
$1.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-509- 3.38% |
$84.9K - $95.7K
|
14.6K
$3.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-510- 4.2% |
$85.1K - $95.9K
|
11.6K
$2.64M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-511- 3.44% |
$85.2K - $96.1K
|
14.3K
$3.25M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-516- 4.79% |
$86.1K - $97K
|
10.3K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-525- 37.69% |
$87.6K - $98.7K
|
868
$197K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-529- 18.32% |
$88.2K - $99.5K
|
2.36K
$534K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-530- 10.88% |
$88.4K - $99.7K
|
4.34K
$983K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-539- 2.24% |
$89.9K - $101K
|
23.6K
$5.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-542- 4.31% |
$90.4K - $102K
|
12K
$2.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-543- 26.3% |
$90.6K - $102K
|
1.52K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-545- 11.72% |
$90.9K - $102K
|
4.11K
$930K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-548- 21.21% |
$91.4K - $103K
|
2.04K
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-550- 26.83% |
$91.7K - $103K
|
1.5K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-552- 13.22% |
$92.1K - $104K
|
3.63K
$821K
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-554- 32.28% |
$92.4K - $104K
|
1.16K
$263K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-555- 11.11% |
$92.6K - $104K
|
4.44K
$1.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-556- 24.61% |
$92.7K - $105K
|
1.7K
$386K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-558- 12.63% |
$93.1K - $105K
|
3.86K
$874K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-559- 8.13% |
$93.2K - $105K
|
6.32K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-561- 20.21% |
$93.6K - $105K
|
2.22K
$502K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-562- 1.7% |
$93.7K - $106K
|
32.4K
$7.34M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-564- 6.53% |
$94.1K - $106K
|
8.07K
$1.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-569- 3.0% |
$94.9K - $107K
|
18.4K
$4.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-581- 2.53% |
$96.9K - $109K
|
22.4K
$5.06M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-582- 13.76% |
$97.1K - $109K
|
3.65K
$826K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-595- 16.32% |
$99.3K - $112K
|
3.05K
$691K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-608- 2.26% |
$101K - $114K
|
26.3K
$5.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-613- 15.02% |
$102K - $115K
|
3.47K
$785K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-614- 8.62% |
$102K - $115K
|
6.51K
$1.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-615- 0.85% |
$103K - $116K
|
71.4K
$16.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-619- 8.31% |
$103K - $116K
|
6.83K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-620- 5.81% |
$103K - $117K
|
10K
$2.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-638- 4.58% |
$106K - $120K
|
13.3K
$3.01M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-638- 4.58% |
$106K - $120K
|
13.3K
$3.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-648- 6.34% |
$108K - $122K
|
9.58K
$2.17M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-651- 7.15% |
$109K - $122K
|
8.46K
$1.92M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-654- 81.04% |
$109K - $123K
|
153
$34.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-660- 33.17% |
$110K - $124K
|
1.33K
$301K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-666- 15.13% |
$111K - $125K
|
3.74K
$846K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-667- 1.98% |
$111K - $125K
|
33K
$7.48M
|