Purchases and Sales Made in Q2 2022 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
300+ 1.18% |
$49.2K - $62.4K
|
25.8K
$5.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
294+ 1.05% |
$48.2K - $61.1K
|
28.2K
$6.05M
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
290+ 1.92% |
$47.5K - $60.3K
|
15.4K
$3.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
289+ 19.15% |
$47.4K - $60.1K
|
1.8K
$386K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
289+ 0.53% |
$47.4K - $60.1K
|
54.5K
$11.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
287+ 2.67% |
$47K - $59.7K
|
11K
$2.37M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
285+ 0.35% |
$46.7K - $59.3K
|
82.3K
$17.7M
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
284+ 2.58% |
$46.5K - $59K
|
11.3K
$2.42M
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
280+ 5.27% |
$45.9K - $58.2K
|
5.59K
$1.2M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
273+ 6.93% |
$44.7K - $56.8K
|
4.22K
$905K
|
|
|
Aug 10, 2022
Q2 2022
|
Greenfield Ftc, Inc.
|
BUY
|
- |
269+ 0.48% |
$44.1K - $55.9K
|
55.9K
$12M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
267+ 1.14% |
$43.8K - $55.5K
|
23.6K
$5.07M
|
|
|
Jul 13, 2022
Q2 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
262+ 0.3% |
$42.9K - $54.5K
|
89K
$19.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
262+ 1.61% |
$42.9K - $54.5K
|
16.5K
$3.54M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
257+ 3.18% |
$42.1K - $53.4K
|
8.34K
$1.79M
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
255+ 0.78% |
$41.8K - $53K
|
33.1K
$7.09M
|
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
250+ 15.63% |
$41K - $52K
|
1.85K
$397K
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
249+ 16.85% |
$40.8K - $51.8K
|
1.73K
$371K
|
|
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
249+ 0.09% |
$40.8K - $51.8K
|
281K
$60.3M
|
|
|
Jul 14, 2022
Q2 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
245+ 18.7% |
$40.2K - $50.9K
|
1.56K
$334K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
245+ 11.41% |
$40.2K - $50.9K
|
2.39K
$514K
|
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
242+ 8.18% |
$39.7K - $50.3K
|
3.2K
$687K
|
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
241+ 7.16% |
$39.5K - $50.1K
|
3.61K
$774K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
241+ 0.62% |
$39.5K - $50.1K
|
39.1K
$8.39M
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
240+ 7.16% |
$39.3K - $49.9K
|
3.59K
$771K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
234+ 14.19% |
$38.4K - $48.7K
|
1.88K
$404K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
227+ 4.19% |
$37.2K - $47.2K
|
5.65K
$1.21M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
223+ 9.89% |
$36.5K - $46.4K
|
2.48K
$532K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
216+ 6.91% |
$35.4K - $44.9K
|
3.34K
$717K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
216+ 5.07% |
$35.4K - $44.9K
|
4.48K
$961K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
216+ 9.18% |
$35.4K - $44.9K
|
2.57K
$552K
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
214+ 1.64% |
$35.1K - $44.5K
|
13.3K
$2.85M
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
211+ 8.22% |
$34.6K - $43.9K
|
2.78K
$596K
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
209+ 0.27% |
$34.3K - $43.5K
|
77.1K
$16.6M
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
209+ 24.53% |
$34.3K - $43.5K
|
1.06K
$228K
|
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
BUY
|
- |
207+ 13.15% |
$33.9K - $43K
|
1.78K
$382K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
206+ 6.43% |
$33.8K - $42.8K
|
3.41K
$732K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
204+ 10.03% |
$33.4K - $42.4K
|
2.24K
$480K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
204+ 0.39% |
$33.4K - $42.4K
|
52.2K
$11.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
203+ 13.73% |
$33.3K - $42.2K
|
1.68K
$361K
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
BUY
|
- |
201+ 3.47% |
$32.9K - $41.8K
|
5.99K
$1.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
201+ 5.8% |
$32.9K - $41.8K
|
3.67K
$787K
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
194+ 1.84% |
$31.8K - $40.3K
|
10.8K
$2.31M
|
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
BUY
|
- |
194+ 0.51% |
$31.8K - $40.3K
|
38.6K
$8.28M
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
193+ 2.85% |
$31.6K - $40.1K
|
6.97K
$1.49M
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
193+ 4.42% |
$31.6K - $40.1K
|
4.56K
$979K
|
|
|
Aug 12, 2022
Q2 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
185+ 2.16% |
$30.3K - $38.5K
|
8.75K
$1.88M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
184+ 1.78% |
$30.2K - $38.3K
|
10.5K
$2.25M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
184+ 5.35% |
$30.2K - $38.3K
|
3.62K
$778K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
183+ 3.9% |
$30K - $38K
|
4.88K
$1.05M
|