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 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.91K- 34.14% |
$819K - $923K
|
9.47K
$2.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-4.93K- 60.84% |
$822K - $927K
|
3.17K
$718K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.99K- 5.46% |
$833K - $939K
|
86.4K
$19.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Defender Capital, Llc.
|
SELL
|
- |
-5K- 61.73% |
$834K - $940K
|
3.1K
$702K
|
|
|
Feb 14, 2023
Q4 2022
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-5K- 50.0% |
$834K - $940K
|
5K
$1.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-5.08K- 23.43% |
$847K - $954K
|
16.6K
$3.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-5.12K- 41.02% |
$854K - $962K
|
7.36K
$1.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-5.19K- 33.65% |
$865K - $975K
|
10.2K
$2.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.25K- 18.52% |
$876K - $988K
|
23.1K
$5.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-5.28K- 7.87% |
$881K - $993K
|
61.8K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.41K- 0.35% |
$903K - $1.02M
|
1.52M
$345M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-5.48K- 15.25% |
$914K - $1.03M
|
30.5K
$6.9M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.48K- 51.99% |
$914K - $1.03M
|
5.06K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.5K- 7.71% |
$917K - $1.03M
|
65.8K
$14.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-5.5K- 35.26% |
$917K - $1.03M
|
10.1K
$2.29M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-5.51K- 3.28% |
$918K - $1.04M
|
163K
$36.8M
|
|
|
Sep 18, 2023
Q4 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-5.6K- 82.6% |
$934K - $1.05M
|
1.18K
$267K
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-5.82K- 17.83% |
$972K - $1.1M
|
26.8K
$6.08M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5.9KClosed |
$984K - $1.11M
|
0
$0
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.94K- 75.77% |
$991K - $1.12M
|
1.9K
$430K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.95K- 24.15% |
$993K - $1.12M
|
18.7K
$4.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-6.13K- 0.74% |
$1.02M - $1.15M
|
825K
$187M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.14K- 45.57% |
$1.02M - $1.16M
|
7.34K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-6.29K- 57.61% |
$1.05M - $1.18M
|
4.63K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.33K- 3.46% |
$1.06M - $1.19M
|
176K
$40M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-6.35K- 80.29% |
$1.06M - $1.19M
|
1.56K
$353K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-6.4K- 26.22% |
$1.07M - $1.2M
|
18K
$4.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-6.5K- 2.02% |
$1.08M - $1.22M
|
315K
$71.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-6.85K- 7.89% |
$1.14M - $1.29M
|
80K
$18.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.88K- 14.56% |
$1.15M - $1.29M
|
40.4K
$9.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6.92K- 54.82% |
$1.15M - $1.3M
|
5.7K
$1.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-7K- 6.24% |
$1.17M - $1.32M
|
105K
$23.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-7.04K- 46.96% |
$1.18M - $1.32M
|
7.96K
$1.8M
|
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-7.26K- 67.17% |
$1.21M - $1.37M
|
3.55K
$804K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.29K- 2.7% |
$1.22M - $1.37M
|
263K
$59.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.38K- 7.45% |
$1.23M - $1.39M
|
91.8K
$20.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
SELL
|
- |
-7.49K- 5.53% |
$1.25M - $1.41M
|
128K
$29M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.53K- 5.44% |
$1.26M - $1.42M
|
131K
$29.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-7.59K- 0.88% |
$1.27M - $1.43M
|
860K
$195M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-7.63K- 16.62% |
$1.27M - $1.43M
|
38.3K
$8.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-7.77K- 14.52% |
$1.3M - $1.46M
|
45.7K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.08K- 4.52% |
$1.35M - $1.52M
|
171K
$38.7M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-8.26K- 4.6% |
$1.38M - $1.55M
|
171K
$38.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.41K- 1.14% |
$1.4M - $1.58M
|
730K
$165M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-8.49K- 47.72% |
$1.42M - $1.6M
|
9.3K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.81K- 14.69% |
$1.47M - $1.66M
|
51.1K
$11.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.82K- 12.51% |
$1.47M - $1.66M
|
61.7K
$14M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.99K- 1.6% |
$1.5M - $1.69M
|
552K
$125M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.03K- 38.82% |
$1.51M - $1.7M
|
14.2K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.23K- 10.66% |
$1.54M - $1.73M
|
77.4K
$17.5M
|