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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Oikos Holdings LLC
|
BUY
|
- |
134KNew |
$22.4M - $25.3M
|
134K
$28.8M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
133K+ 36.47% |
$22.2M - $25.1M
|
499K
$107M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
126K+ 34.98% |
$21.1M - $23.8M
|
488K
$105M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
126K+ 220.15% |
$21M - $23.7M
|
183K
$39.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Senvest Management, LLC
New York, NY |
BUY
|
- |
118KNew |
$19.7M - $22.2M
|
118K
$25.4M
|
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
115K+ 50.85% |
$19.2M - $21.7M
|
342K
$73.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
107K+ 24.69% |
$17.8M - $20.1M
|
540K
$116M
|
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
98.1KNew |
$16.4M - $18.4M
|
98.1K
$21M
|
|
|
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
92.1KNew |
$15.4M - $17.3M
|
92.1K
$19.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
89.8K+ 64.61% |
$15M - $16.9M
|
229K
$49.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
86.1KNew |
$14.4M - $16.2M
|
86.1K
$18.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
85K+ 703.56% |
$14.2M - $16M
|
97.1K
$20.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
85KNew |
$14.2M - $16M
|
85K
$18.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
84.7K+ 1109.67% |
$14.1M - $15.9M
|
92.3K
$19.8M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
83.6K+ 54.29% |
$13.9M - $15.7M
|
238K
$51M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
78.5K+ 5.26% |
$13.1M - $14.8M
|
1.57M
$337M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74.2K+ 8.59% |
$12.4M - $13.9M
|
937K
$201M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
71.5KNew |
$11.9M - $13.4M
|
71.5K
$15.3M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
66.2KNew |
$11M - $12.5M
|
66.2K
$14.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
66.2KNew |
$11M - $12.4M
|
66.2K
$14.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Granby Capital Management, LLC
|
BUY
|
- |
65KNew |
$10.8M - $12.2M
|
65K
$13.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
64.4KNew |
$10.7M - $12.1M
|
64.4K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
63.6K+ 12.68% |
$10.6M - $12M
|
565K
$121M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
63.3K+ 154.75% |
$10.6M - $11.9M
|
104K
$22.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
58.3K+ 1995.11% |
$9.72M - $11M
|
61.2K
$13.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
57.6K+ 421.35% |
$9.6M - $10.8M
|
71.2K
$15.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
57.1K+ 483.81% |
$9.52M - $10.7M
|
68.8K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
55.2K+ 1036.51% |
$9.21M - $10.4M
|
60.5K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
53.9K+ 87.15% |
$8.98M - $10.1M
|
116K
$24.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
53.6KNew |
$8.94M - $10.1M
|
53.6K
$11.5M
|
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
51.1KNew |
$8.52M - $9.61M
|
51.1K
$11M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
50.7K+ 47.24% |
$8.45M - $9.53M
|
158K
$33.9M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50.5KNew |
$8.43M - $9.5M
|
50.5K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Kent Lake Capital LLC
Mill Valley, CA |
BUY
|
- |
50KNew |
$8.34M - $9.4M
|
50K
$10.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
49.9KNew |
$8.33M - $9.39M
|
49.9K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Voss Capital, LLC
Houston, TX |
BUY
|
- |
48.6KNew |
$8.11M - $9.14M
|
48.6K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
47.8K+ 314.09% |
$7.97M - $8.98M
|
63K
$13.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
47.7KNew |
$7.96M - $8.98M
|
47.7K
$10.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
46KNew |
$7.67M - $8.65M
|
46K
$9.87M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
45.6KNew |
$7.61M - $8.58M
|
45.6K
$9.79M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44K+ 229.66% |
$7.35M - $8.28M
|
63.2K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Azarias Capital Management, L.P.
Berwyn, PA |
BUY
|
- |
43.9KNew |
$7.32M - $8.25M
|
43.9K
$9.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
43.7K+ 6.5% |
$7.28M - $8.21M
|
715K
$153M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.5K+ 89.62% |
$7.25M - $8.17M
|
92K
$19.7M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43.4K+ 72.15% |
$7.24M - $8.17M
|
104K
$22.2M
|
|
|
Feb 10, 2023
Q4 2022
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
43.4K+ 407.64% |
$7.24M - $8.16M
|
54.1K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
43.3K+ 2888.8% |
$7.23M - $8.15M
|
44.8K
$9.62M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
42.8KNew |
$7.14M - $8.05M
|
42.8K
$9.19M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.1K+ 8.91% |
$7.03M - $7.92M
|
515K
$111M
|
|
|
Feb 14, 2023
Q4 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
41.8K+ 1620.81% |
$6.98M - $7.86M
|
44.4K
$9.53M
|