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 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-9.32K- 8.26% |
$1.55M - $1.75M
|
104K
$23.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.41K- 8.95% |
$1.57M - $1.77M
|
95.6K
$21.7M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
SELL
|
- |
-9.55K- 24.06% |
$1.59M - $1.8M
|
30.2K
$6.83M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-9.78K- 21.28% |
$1.63M - $1.84M
|
36.2K
$8.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Alight Capital Management LP
New York, NY |
SELL
|
- |
-10K- 33.33% |
$1.67M - $1.88M
|
20K
$4.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-10.4K- 6.85% |
$1.74M - $1.96M
|
142K
$32.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.7K- 20.23% |
$1.79M - $2.02M
|
42.3K
$9.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.1K- 34.5% |
$1.85M - $2.08M
|
21K
$4.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-11.2K- 38.73% |
$1.86M - $2.1M
|
17.7K
$4M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-11.3K- 58.54% |
$1.89M - $2.13M
|
8.01K
$1.81M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-11.3K- 36.86% |
$1.89M - $2.13M
|
19.4K
$4.39M
|
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-11.9K- 24.58% |
$1.99M - $2.24M
|
36.6K
$8.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-12K- 16.56% |
$1.99M - $2.25M
|
60.2K
$13.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.3K- 2.25% |
$2.06M - $2.32M
|
536K
$121M
|
|
|
Feb 10, 2023
Q4 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-12.4K- 5.89% |
$2.06M - $2.32M
|
198K
$44.7M
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-12.7K- 6.97% |
$2.11M - $2.38M
|
169K
$38.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.7K- 33.44% |
$2.12M - $2.39M
|
25.3K
$5.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13.6K- 44.28% |
$2.27M - $2.56M
|
17.1K
$3.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-13.8K- 46.23% |
$2.31M - $2.6M
|
16.1K
$3.65M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-14.9K- 91.76% |
$2.49M - $2.81M
|
1.34K
$303K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-15.1K- 32.35% |
$2.52M - $2.84M
|
31.6K
$7.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-15.3K- 96.5% |
$2.55M - $2.88M
|
555
$126K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-15.7K- 72.57% |
$2.61M - $2.95M
|
5.92K
$1.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.3K- 76.89% |
$2.71M - $3.06M
|
4.89K
$1.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-16.4K- 25.89% |
$2.74M - $3.09M
|
47K
$10.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-16.5K- 51.63% |
$2.76M - $3.11M
|
15.5K
$3.51M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-16.7K- 93.51% |
$2.78M - $3.13M
|
1.16K
$262K
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-16.7K- 12.01% |
$2.78M - $3.14M
|
122K
$27.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-17.7K- 2.48% |
$2.95M - $3.32M
|
695K
$157M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.9K- 16.78% |
$2.98M - $3.36M
|
88.7K
$20.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-18K- 1.83% |
$3.01M - $3.39M
|
965K
$219M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-18.2K- 10.35% |
$3.04M - $3.43M
|
158K
$35.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-18.5K- 26.98% |
$3.09M - $3.48M
|
50.1K
$11.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-19.5K- 45.08% |
$3.25M - $3.67M
|
23.8K
$5.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19.7K- 19.2% |
$3.28M - $3.7M
|
82.8K
$18.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Capital LTD
|
SELL
|
- |
-19.8K- 39.88% |
$3.3M - $3.72M
|
29.9K
$6.76M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-19.8K- 26.89% |
$3.31M - $3.73M
|
53.9K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-20.1K- 91.42% |
$3.36M - $3.78M
|
1.89K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-20.3K- 99.29% |
$3.39M - $3.82M
|
145
$32.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-20.6K- 79.25% |
$3.44M - $3.88M
|
5.4K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20.6K- 10.47% |
$3.44M - $3.88M
|
176K
$40M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-21.9K- 16.16% |
$3.66M - $4.12M
|
114K
$25.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenn Welling
Engaged Capital LLC | Newport Beach, Ca
|
SELL
|
- |
-22K- 53.92% |
$3.67M - $4.14M
|
18.8K
$4.26M
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-22.2K- 88.62% |
$3.71M - $4.18M
|
2.86K
$647K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.1K- 30.53% |
$4.01M - $4.52M
|
54.8K
$12.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-24.6K- 84.48% |
$4.1M - $4.63M
|
4.52K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-25.6K- 3.43% |
$4.27M - $4.81M
|
722K
$163M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-27.1K- 36.47% |
$4.52M - $5.09M
|
47.2K
$10.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-27.8K- 48.03% |
$4.64M - $5.23M
|
30.1K
$6.81M
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-28.2K- 33.25% |
$4.7M - $5.3M
|
56.6K
$12.8M
|