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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
20.7KNew |
$4.39M - $5.02M
|
20.7K
$4.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
20.7KNew |
$4.39M - $5.02M
|
20.7K
$4.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Granby Capital Management, LLC
|
BUY
|
- |
20K+ 133.33% |
$4.24M - $4.85M
|
35K
$7.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.9K+ 61.11% |
$4.23M - $4.84M
|
52.6K
$11.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
19.9K+ 25.21% |
$4.22M - $4.83M
|
98.9K
$21.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
18.9K+ 1130.96% |
$4.01M - $4.59M
|
20.6K
$4.42M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.7K+ 45.34% |
$3.96M - $4.53M
|
59.9K
$12.9M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.2KNew |
$3.87M - $4.42M
|
18.2K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18.2K+ 146.02% |
$3.87M - $4.42M
|
30.7K
$6.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
BUY
|
- |
18.2K+ 86.07% |
$3.85M - $4.41M
|
39.3K
$8.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 644.31% |
$3.83M - $4.38M
|
20.9K
$4.48M
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
17.7K+ 464.92% |
$3.76M - $4.3M
|
21.5K
$4.62M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
17.5KNew |
$3.71M - $4.24M
|
17.5K
$3.75M
|
|
|
Mar 01, 2022
Q4 2021
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
17.2KNew |
$3.66M - $4.18M
|
17.2K
$3.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
17.2K+ 1.9% |
$3.65M - $4.17M
|
922K
$198M
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
17.1KNew |
$3.62M - $4.14M
|
17.1K
$3.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17K+ 78.21% |
$3.61M - $4.13M
|
38.8K
$8.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
17K+ 102.57% |
$3.6M - $4.12M
|
33.5K
$7.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
16.9K+ 235.72% |
$3.58M - $4.1M
|
24.1K
$5.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Sbb Research Group LLC
|
BUY
|
- |
16.6KNew |
$3.52M - $4.03M
|
16.6K
$3.56M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
16.4KNew |
$3.47M - $3.97M
|
16.4K
$3.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
16.3K+ 6.83% |
$3.46M - $3.96M
|
255K
$54.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
16.3K+ 1110.07% |
$3.46M - $3.96M
|
17.8K
$3.81M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
16.2K+ 90.51% |
$3.44M - $3.93M
|
34.1K
$7.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
16.1K+ 35.38% |
$3.43M - $3.92M
|
61.8K
$13.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
16K+ 8.01% |
$3.39M - $3.87M
|
215K
$46.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
15.8K+ 1667.76% |
$3.36M - $3.84M
|
16.8K
$3.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
15.7KNew |
$3.33M - $3.81M
|
15.7K
$3.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.5K+ 2.77% |
$3.29M - $3.76M
|
575K
$123M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.4K+ 2.78% |
$3.27M - $3.74M
|
570K
$122M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
15.3KNew |
$3.25M - $3.71M
|
15.3K
$3.28M
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
14.9KNew |
$3.15M - $3.6M
|
14.9K
$3.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
14.7KNew |
$3.12M - $3.57M
|
14.7K
$3.15M
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
$3.1M - $3.55M
|
14.6K
$3.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 5.41% |
$3.08M - $3.52M
|
282K
$60.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$3.01M - $3.44M
|
14.2K
$3.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
14K+ 10.42% |
$2.97M - $3.39M
|
148K
$31.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
13.9K+ 2.99% |
$2.94M - $3.36M
|
477K
$102M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.8K+ 10.68% |
$2.92M - $3.34M
|
143K
$30.6M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
13.2KNew |
$2.81M - $3.21M
|
13.2K
$2.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
13.1K+ 400.79% |
$2.79M - $3.19M
|
16.4K
$3.52M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
13KNew |
$2.77M - $3.16M
|
13K
$2.8M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
13K+ 408.54% |
$2.76M - $3.16M
|
16.2K
$3.48M
|
|
|
Feb 14, 2022
Q4 2021
|
325 Capital LLC
New York, NY |
BUY
|
- |
12.7KNew |
$2.68M - $3.07M
|
12.7K
$2.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12.2K+ 11.64% |
$2.59M - $2.96M
|
117K
$25.1M
|
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
12.1KNew |
$2.57M - $2.94M
|
12.1K
$2.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
12K+ 6.0% |
$2.55M - $2.92M
|
212K
$45.6M
|
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
12K+ 43.75% |
$2.54M - $2.9M
|
39.3K
$8.43M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
12K+ 5.8% |
$2.54M - $2.9M
|
218K
$46.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
11.9K+ 19.69% |
$2.53M - $2.89M
|
72.4K
$15.5M
|