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 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
BUY
|
- |
4.69KNew |
$782K - $882K
|
4.69K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.68KNew |
$780K - $880K
|
4.68K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.65K+ 37.88% |
$775K - $874K
|
16.9K
$3.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.65K+ 13.05% |
$775K - $874K
|
40.2K
$8.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
4.64K+ 29.38% |
$773K - $872K
|
20.4K
$4.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
4.61KNew |
$769K - $867K
|
4.61K
$989K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.58K+ 5.92% |
$763K - $861K
|
81.9K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.57K+ 141.87% |
$763K - $860K
|
7.8K
$1.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.57K+ 219.75% |
$763K - $860K
|
6.65K
$1.43M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.51K+ 1.8% |
$752K - $848K
|
255K
$54.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.49K+ 64.06% |
$749K - $845K
|
11.5K
$2.47M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4.48KNew |
$747K - $842K
|
4.48K
$961K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4.37K+ 370.57% |
$729K - $822K
|
5.55K
$1.19M
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.96KNew |
$661K - $745K
|
3.96K
$851K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.94K+ 0.36% |
$657K - $741K
|
1.09M
$233M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3.94K+ 34.59% |
$657K - $740K
|
15.3K
$3.29M
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.93K+ 282.24% |
$655K - $738K
|
5.32K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.87KNew |
$646K - $728K
|
3.87K
$831K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.79K+ 160.9% |
$633K - $713K
|
6.15K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
3.74KNew |
$623K - $702K
|
3.74K
$802K
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.73K+ 48.01% |
$623K - $702K
|
11.5K
$2.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
3.72K+ 193.59% |
$620K - $699K
|
5.64K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.71KNew |
$619K - $697K
|
3.71K
$796K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.64KNew |
$607K - $684K
|
3.64K
$781K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.62K+ 35.11% |
$604K - $681K
|
13.9K
$2.99M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
3.61K+ 363.98% |
$602K - $678K
|
4.6K
$987K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
3.55K+ 73.53% |
$593K - $668K
|
8.38K
$1.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.55K+ 5.61% |
$592K - $667K
|
66.9K
$14.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.54K+ 2.42% |
$591K - $666K
|
150K
$32.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.53KNew |
$589K - $664K
|
3.53K
$758K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
3.52KNew |
$587K - $661K
|
3.52K
$755K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.5K+ 80.84% |
$584K - $659K
|
7.83K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.5K+ 28.0% |
$584K - $658K
|
16K
$3.43M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.48K+ 26.85% |
$580K - $654K
|
16.4K
$3.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.48K+ 6.72% |
$580K - $654K
|
55.2K
$11.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.43K+ 7.58% |
$572K - $645K
|
48.7K
$10.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.43K+ 19.65% |
$572K - $644K
|
20.9K
$4.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.4KNew |
$567K - $639K
|
3.4K
$729K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.38K+ 2.52% |
$564K - $636K
|
138K
$29.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.34KNew |
$557K - $628K
|
3.34K
$716K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.33K+ 4.01% |
$555K - $625K
|
86.2K
$18.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.3K+ 6.22% |
$551K - $621K
|
56.4K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.27K+ 89.1% |
$545K - $615K
|
6.94K
$1.49M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3.26KNew |
$544K - $614K
|
3.26K
$700K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
3.26K+ 154.63% |
$543K - $612K
|
5.36K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.15KNew |
$526K - $593K
|
3.15K
$677K
|
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
3.15K+ 85.51% |
$526K - $593K
|
6.84K
$1.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
3.15K+ 7.07% |
$525K - $591K
|
47.6K
$10.2M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.14K+ 2.5% |
$524K - $591K
|
129K
$27.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.13K+ 2.07% |
$522K - $589K
|
154K
$33.1M
|