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 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.62K- 61.65% |
$270K - $304K
|
1.01K
$228K
|
|
|
Jan 17, 2023
Q4 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.63K- 42.35% |
$271K - $306K
|
2.21K
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.64K- 40.75% |
$273K - $307K
|
2.38K
$538K
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.64K- 40.4% |
$273K - $308K
|
2.41K
$547K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.65K- 2.12% |
$275K - $310K
|
76K
$17.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 45.21% |
$276K - $311K
|
2K
$454K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.68KClosed |
$281K - $317K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-1.69K- 1.75% |
$282K - $317K
|
95K
$21.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.69K- 12.48% |
$282K - $318K
|
11.9K
$2.68M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.71K- 8.28% |
$285K - $322K
|
18.9K
$4.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.72K- 13.28% |
$287K - $323K
|
11.2K
$2.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.73K- 46.17% |
$288K - $324K
|
2.01K
$455K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.73K- 6.64% |
$288K - $325K
|
24.3K
$5.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.73K- 3.98% |
$289K - $326K
|
41.8K
$9.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.76K- 0.3% |
$293K - $331K
|
579K
$131M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.82K- 25.2% |
$304K - $342K
|
5.4K
$1.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.83K- 37.09% |
$306K - $345K
|
3.11K
$705K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.86K- 14.42% |
$310K - $350K
|
11K
$2.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.91K- 27.73% |
$318K - $359K
|
4.97K
$1.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.95K- 3.38% |
$325K - $366K
|
55.7K
$12.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.97K- 4.93% |
$329K - $370K
|
38K
$8.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-1.97K- 3.65% |
$329K - $371K
|
52K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.98K- 3.47% |
$330K - $372K
|
55.1K
$12.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.01K- 6.67% |
$336K - $379K
|
28.2K
$6.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-2.02K- 32.26% |
$336K - $379K
|
4.24K
$959K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.04K- 7.62% |
$340K - $383K
|
24.7K
$5.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.05K- 48.88% |
$341K - $385K
|
2.14K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.07K- 9.83% |
$345K - $389K
|
19K
$4.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-2.12K- 41.45% |
$354K - $399K
|
3K
$679K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-2.13K- 22.44% |
$355K - $400K
|
7.35K
$1.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 29.51% |
$359K - $404K
|
5.14K
$1.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.19K- 11.24% |
$364K - $411K
|
17.3K
$3.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-2.21K- 4.4% |
$369K - $416K
|
48K
$10.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
SELL
|
- |
-2.25K- 8.35% |
$374K - $422K
|
24.7K
$5.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.33K- 3.54% |
$388K - $437K
|
63.5K
$14.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.37K- 17.37% |
$396K - $446K
|
11.3K
$2.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.4K- 19.23% |
$400K - $450K
|
10.1K
$2.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-2.43K- 9.24% |
$405K - $457K
|
23.8K
$5.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.47K- 4.84% |
$411K - $464K
|
48.5K
$11M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.47K- 56.07% |
$411K - $464K
|
1.93K
$438K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.5K- 1.42% |
$417K - $470K
|
174K
$39.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-2.53K- 15.39% |
$423K - $477K
|
13.9K
$3.15M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.54K- 21.06% |
$424K - $478K
|
9.53K
$2.16M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-2.64K- 19.75% |
$440K - $496K
|
10.7K
$2.43M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.68K- 6.38% |
$447K - $504K
|
39.3K
$8.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.7K- 0.07% |
$450K - $507K
|
3.88M
$880M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.72K- 2.44% |
$453K - $511K
|
108K
$24.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.73K- 12.28% |
$456K - $514K
|
19.5K
$4.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.74K- 0.35% |
$456K - $514K
|
779K
$176M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.77K- 4.17% |
$461K - $520K
|
63.6K
$14.4M
|