Purchases and Sales Made in Q1 2022 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.5K- 31.06% |
$479K - $564K
|
5.55K
$1.25M
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.51K- 3.04% |
$480K - $565K
|
80K
$18.1M
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.52K- 59.2% |
$482K - $567K
|
1.73K
$392K
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-2.52KClosed |
$483K - $568K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.59K- 39.95% |
$496K - $584K
|
3.89K
$880K
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.61K- 49.35% |
$500K - $588K
|
2.68K
$605K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.63K- 29.26% |
$503K - $592K
|
6.35K
$1.44M
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-2.63K- 12.59% |
$504K - $593K
|
18.3K
$4.13M
|
|
Apr 26, 2022
Q1 2022
|
Tandem Capital Management Corp
|
SELL
|
- |
-2.64KClosed |
$506K - $596K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-2.65KClosed |
$507K - $596K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-2.65K- 15.78% |
$507K - $596K
|
14.1K
$3.19M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.65K- 4.42% |
$507K - $596K
|
57.3K
$12.9M
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.65K- 0.36% |
$508K - $598K
|
737K
$166M
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.66K- 39.88% |
$509K - $599K
|
4.01K
$906K
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.68K- 67.8% |
$514K - $604K
|
1.27K
$288K
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.69K- 68.64% |
$515K - $606K
|
1.23K
$278K
|
|
May 02, 2022
Q1 2022
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-2.76KClosed |
$528K - $622K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.77K- 7.51% |
$531K - $625K
|
34.2K
$7.72M
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.78KClosed |
$532K - $626K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.78K- 17.33% |
$533K - $627K
|
13.3K
$3M
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.8K- 22.65% |
$535K - $630K
|
9.55K
$2.16M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.83K- 47.7% |
$542K - $637K
|
3.1K
$701K
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.86K- 10.25% |
$547K - $644K
|
25K
$5.65M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.86K- 4.11% |
$547K - $644K
|
66.6K
$15.1M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.86K- 11.09% |
$548K - $645K
|
23K
$5.19M
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.89K- 7.67% |
$554K - $652K
|
34.9K
$7.88M
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.9K- 47.49% |
$555K - $653K
|
3.21K
$724K
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 33.16% |
$555K - $653K
|
5.84K
$1.32M
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
SELL
|
- |
-2.91K- 27.82% |
$558K - $656K
|
7.56K
$1.71M
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.95K- 73.97% |
$565K - $665K
|
1.04K
$235K
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-2.96K- 72.01% |
$567K - $666K
|
1.15K
$260K
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-2.96K- 16.94% |
$567K - $667K
|
14.5K
$3.28M
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-3.04K- 7.45% |
$582K - $684K
|
37.8K
$8.53M
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-3.06KClosed |
$585K - $689K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-3.07KClosed |
$588K - $691K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.07K- 11.41% |
$588K - $692K
|
23.8K
$5.38M
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.12KClosed |
$597K - $702K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
SELL
|
- |
-3.16K- 60.86% |
$604K - $711K
|
2.03K
$459K
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3.22K- 2.49% |
$617K - $726K
|
126K
$28.5M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.23K- 8.32% |
$619K - $728K
|
35.6K
$8.04M
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-3.26K- 74.67% |
$624K - $734K
|
1.11K
$250K
|
|
May 13, 2022
Q1 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-3.4K- 25.14% |
$651K - $765K
|
10.1K
$2.29M
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-3.4K- 76.4% |
$651K - $766K
|
1.05K
$237K
|
|
May 16, 2022
Q1 2022
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-3.49K- 64.27% |
$668K - $786K
|
1.94K
$438K
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.49K- 69.75% |
$669K - $787K
|
1.52K
$342K
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-3.52KClosed |
$674K - $793K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-3.53K- 24.87% |
$675K - $794K
|
10.7K
$2.41M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.54K- 6.37% |
$677K - $797K
|
51.9K
$11.7M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.55KClosed |
$680K - $800K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-3.56K- 3.25% |
$682K - $802K
|
106K
$23.9M
|