Purchases and Sales Made in Q2 2022 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
880New |
$144K - $183K
|
880
$199K
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
875+ 6.35% |
$143K - $182K
|
14.6K
$3.32M
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
859+ 13.11% |
$141K - $179K
|
7.41K
$1.68M
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
833+ 5.51% |
$137K - $173K
|
15.9K
$3.61M
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
820+ 4.62% |
$134K - $170K
|
18.6K
$4.21M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
815+ 100.25% |
$134K - $169K
|
1.63K
$369K
|
|
Jul 15, 2022
Q2 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
801+ 3.07% |
$131K - $167K
|
26.9K
$6.08M
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
800New |
$131K - $166K
|
800
$181K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
798+ 5.36% |
$131K - $166K
|
15.7K
$3.55M
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
790+ 53.56% |
$129K - $164K
|
2.27K
$513K
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
789+ 74.93% |
$129K - $164K
|
1.84K
$417K
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
784+ 2.04% |
$128K - $163K
|
39.3K
$8.89M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
778+ 28.22% |
$128K - $162K
|
3.54K
$801K
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
774+ 1.1% |
$127K - $161K
|
71.3K
$16.2M
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
761+ 45.57% |
$125K - $158K
|
2.43K
$551K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
760+ 6.73% |
$125K - $158K
|
12.1K
$2.73M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
750+ 1.61% |
$123K - $156K
|
47.4K
$10.7M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
749+ 8.83% |
$123K - $156K
|
9.23K
$2.09M
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
727+ 2.0% |
$119K - $151K
|
37K
$8.38M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
708New |
$116K - $147K
|
708
$160K
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
702+ 18.62% |
$115K - $146K
|
4.47K
$1.01M
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
700+ 9.57% |
$115K - $146K
|
8.02K
$1.82M
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
678+ 30.62% |
$111K - $141K
|
2.89K
$655K
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
673+ 14.8% |
$110K - $140K
|
5.22K
$1.18M
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
659+ 49.7% |
$108K - $137K
|
1.99K
$450K
|
|
Sep 02, 2022
Q2 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
654+ 17.39% |
$107K - $136K
|
4.41K
$1M
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
647+ 371.84% |
$106K - $135K
|
821
$186K
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
645+ 8.64% |
$106K - $134K
|
8.11K
$1.84M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
635+ 4.24% |
$104K - $132K
|
15.6K
$3.53M
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
633+ 0.6% |
$104K - $132K
|
106K
$24.1M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
630+ 8.22% |
$103K - $131K
|
8.29K
$1.88M
|
|
Aug 09, 2022
Q2 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
620+ 10.82% |
$102K - $129K
|
6.35K
$1.44M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
618+ 13.83% |
$101K - $128K
|
5.09K
$1.15M
|
|
Jul 20, 2022
Q2 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
617+ 0.9% |
$101K - $128K
|
69K
$15.6M
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
610+ 0.48% |
$100K - $127K
|
127K
$28.8M
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
607+ 14.64% |
$99.5K - $126K
|
4.75K
$1.08M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
604+ 71.39% |
$99K - $126K
|
1.45K
$328K
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
600+ 54.6% |
$98.3K - $125K
|
1.7K
$385K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
597+ 1.34% |
$97.8K - $124K
|
45.1K
$10.2M
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
591+ 1.49% |
$96.9K - $123K
|
40.2K
$9.1M
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
589+ 18.98% |
$96.5K - $122K
|
3.69K
$836K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
585+ 2.71% |
$95.9K - $122K
|
22.2K
$5.02M
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
577+ 172.75% |
$94.6K - $120K
|
911
$206K
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
575+ 1.1% |
$94.2K - $120K
|
52.8K
$12M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
565+ 1.65% |
$92.6K - $117K
|
34.7K
$7.86M
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
553+ 1286.05% |
$90.6K - $115K
|
596
$135K
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
546+ 11.52% |
$89.5K - $114K
|
5.29K
$1.2M
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
541+ 11.71% |
$88.7K - $112K
|
5.16K
$1.17M
|
|
Jul 29, 2022
Q2 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
530+ 4.11% |
$86.9K - $110K
|
13.4K
$3.04M
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
523+ 0.41% |
$85.7K - $109K
|
127K
$28.7M
|