Purchases and Sales Made in Q4 2021 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q4 2021. 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, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.52K+ 4.03% |
$323K - $370K
|
39.4K
$8.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.52K+ 6.81% |
$323K - $369K
|
23.8K
$5.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.52K+ 10.46% |
$322K - $369K
|
16.1K
$3.45M
|
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
1.52K+ 2.34% |
$322K - $368K
|
66.3K
$14.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.52KNew |
$322K - $368K
|
1.52K
$325K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.51KNew |
$321K - $367K
|
1.51K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1.5K+ 15.0% |
$318K - $364K
|
11.5K
$2.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
1.5KNew |
$318K - $363K
|
1.5K
$321K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.48K+ 100.0% |
$314K - $359K
|
2.96K
$634K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.47K+ 14.57% |
$313K - $358K
|
11.6K
$2.49M
|
|
|
Jan 25, 2022
Q4 2021
|
Surience Private Wealth LLC
|
BUY
|
- |
1.45KNew |
$308K - $353K
|
1.45K
$312K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
1.45K+ 27.36% |
$308K - $352K
|
6.75K
$1.45M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.44KNew |
$305K - $349K
|
1.44K
$308K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.44KNew |
$304K - $348K
|
1.44K
$308K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.43K+ 28.39% |
$304K - $348K
|
6.49K
$1.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.43KNew |
$304K - $347K
|
1.43K
$307K
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.42K+ 152.19% |
$302K - $345K
|
2.36K
$506K
|
|
|
Feb 15, 2022
Q4 2021
|
Newfoundland Capital Management
Sao Paulo, D5 |
BUY
|
- |
1.4KNew |
$297K - $340K
|
1.4K
$300K
|
|
|
Feb 08, 2022
Q4 2021
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.39K+ 9.4% |
$296K - $338K
|
16.2K
$3.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.39KNew |
$295K - $337K
|
1.39K
$298K
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.38K+ 2.55% |
$293K - $335K
|
55.6K
$11.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.38K+ 2.26% |
$292K - $334K
|
62.1K
$13.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.37K+ 14.56% |
$290K - $332K
|
10.8K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.36K+ 7.77% |
$289K - $330K
|
18.9K
$4.05M
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.36KNew |
$288K - $330K
|
1.36K
$292K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.35KNew |
$287K - $328K
|
1.35K
$290K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.35K+ 100.0% |
$286K - $327K
|
2.7K
$579K
|
|
|
Feb 08, 2022
Q4 2021
|
Asset Planning Corporation
|
BUY
|
- |
1.34KNew |
$284K - $325K
|
1.34K
$287K
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.33K+ 1.66% |
$283K - $324K
|
81.9K
$17.6M
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.33KNew |
$283K - $323K
|
1.33K
$286K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.31K+ 2.95% |
$278K - $318K
|
45.8K
$9.82M
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
1.31K+ 4.61% |
$278K - $318K
|
29.8K
$6.39M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.31K+ 4.14% |
$277K - $317K
|
32.9K
$7.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.31KNew |
$277K - $317K
|
1.31K
$280K
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.3K+ 32.76% |
$276K - $316K
|
5.28K
$1.13M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.3K+ 64.26% |
$276K - $315K
|
3.32K
$713K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.3K+ 2.64% |
$275K - $315K
|
50.5K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.28KNew |
$272K - $311K
|
1.28K
$275K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.27K+ 20.64% |
$270K - $309K
|
7.44K
$1.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.27KNew |
$269K - $308K
|
1.27K
$272K
|
|
|
Feb 24, 2022
Q4 2021
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
1.26KNew |
$268K - $306K
|
1.26K
$271K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.26K+ 1.86% |
$267K - $306K
|
68.9K
$14.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.26KNew |
$267K - $305K
|
1.26K
$270K
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
1.25K+ 33.6% |
$266K - $304K
|
4.99K
$1.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.25K+ 4.91% |
$265K - $303K
|
26.7K
$5.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.25K+ 17.13% |
$265K - $303K
|
8.54K
$1.83M
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
1.25K+ 37.52% |
$264K - $302K
|
4.56K
$979K
|
|
|
Jan 21, 2022
Q4 2021
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.24K+ 10.94% |
$264K - $302K
|
12.6K
$2.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.24K+ 9.34% |
$264K - $302K
|
14.6K
$3.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.24K+ 2.4% |
$263K - $301K
|
52.8K
$11.3M
|