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 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-970- 1.71% |
$162K - $182K
|
55.6K
$12.6M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-1K- 57.8% |
$167K - $188K
|
730
$165K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1K- 42.64% |
$167K - $188K
|
1.35K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Covalent Partners LLC
Concord, MA |
SELL
|
- |
-1K- 14.29% |
$167K - $188K
|
6K
$1.36M
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1K- 15.3% |
$167K - $189K
|
5.56K
$1.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1.04K- 14.82% |
$173K - $195K
|
5.97K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.04K- 6.93% |
$174K - $196K
|
14K
$3.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.08K- 41.8% |
$179K - $202K
|
1.5K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.12K- 14.21% |
$186K - $210K
|
6.75K
$1.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.12K- 13.71% |
$187K - $210K
|
7.04K
$1.59M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.14K- 4.03% |
$190K - $214K
|
27.1K
$6.13M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.14K- 1.1% |
$190K - $214K
|
102K
$23.1M
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.14K- 10.98% |
$190K - $214K
|
9.23K
$2.09M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.15K- 4.97% |
$191K - $215K
|
21.9K
$4.96M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-1.16K- 1.84% |
$193K - $218K
|
61.7K
$14M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.19K- 10.85% |
$199K - $224K
|
9.78K
$2.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.2K- 1.36% |
$200K - $226K
|
87.4K
$19.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.22K- 22.5% |
$203K - $229K
|
4.19K
$949K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.24K- 5.46% |
$207K - $233K
|
21.5K
$4.86M
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.24K- 48.48% |
$207K - $233K
|
1.32K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.28K- 1.24% |
$213K - $240K
|
102K
$23.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.28K- 3.71% |
$213K - $240K
|
33.2K
$7.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.3K- 2.48% |
$217K - $245K
|
51.1K
$11.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.31K- 5.53% |
$218K - $246K
|
22.3K
$5.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.31K- 14.14% |
$219K - $247K
|
7.96K
$1.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.32K- 2.99% |
$220K - $247K
|
42.7K
$9.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.32K- 51.97% |
$220K - $248K
|
1.22K
$276K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.33K- 2.73% |
$221K - $249K
|
47.2K
$10.7M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.33K- 28.5% |
$222K - $250K
|
3.34K
$757K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.34K- 2.2% |
$224K - $252K
|
59.8K
$13.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.37K- 3.53% |
$229K - $258K
|
37.4K
$8.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.39K- 1.43% |
$231K - $260K
|
95.7K
$21.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-1.4K- 35.04% |
$234K - $263K
|
2.6K
$588K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.41K- 5.76% |
$236K - $266K
|
23.1K
$5.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.42K- 54.98% |
$237K - $267K
|
1.16K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.46K- 30.29% |
$244K - $275K
|
3.36K
$762K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.47K- 17.07% |
$244K - $275K
|
7.12K
$1.61M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-1.47K- 30.24% |
$245K - $277K
|
3.39K
$768K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.48K- 22.48% |
$247K - $278K
|
5.1K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.52K- 0.45% |
$253K - $285K
|
337K
$76.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.53K- 16.16% |
$255K - $288K
|
7.94K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1.53K- 17.59% |
$255K - $288K
|
7.17K
$1.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.55K- 20.26% |
$259K - $292K
|
6.11K
$1.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.56K- 61.84% |
$260K - $293K
|
962
$218K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.56K- 2.61% |
$260K - $294K
|
58.3K
$13.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-1.57K- 2.64% |
$262K - $295K
|
57.9K
$13.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.57K- 1.23% |
$262K - $296K
|
126K
$28.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.58K- 1.48% |
$264K - $297K
|
105K
$23.8M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.59K- 37.89% |
$264K - $298K
|
2.6K
$588K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.62K- 3.33% |
$270K - $304K
|
46.9K
$10.6M
|