Purchases and Sales Made in Q3 2022 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
BUY
|
- |
200+ 4.76% |
$32.8K - $40.2K
|
4.4K
$1M
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
200+ 7.69% |
$32.8K - $40.2K
|
2.8K
$639K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
199+ 0.81% |
$32.7K - $40K
|
24.8K
$5.65M
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
199+ 6633.33% |
$32.7K - $40K
|
202
$46.1K
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
198New |
$32.5K - $39.8K
|
198
$45.2K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
196+ 2.04% |
$32.2K - $39.4K
|
9.81K
$2.24M
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
196+ 4.38% |
$32.2K - $39.4K
|
4.67K
$1.07M
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
195+ 15.88% |
$32K - $39.2K
|
1.42K
$325K
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
194+ 1.01% |
$31.8K - $39K
|
19.4K
$4.42M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
194+ 2.54% |
$31.8K - $39K
|
7.84K
$1.79M
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
188+ 13.39% |
$30.9K - $37.8K
|
1.59K
$363K
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
188+ 11.37% |
$30.9K - $37.8K
|
1.84K
$421K
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
185+ 3.28% |
$30.4K - $37.2K
|
5.82K
$1.33M
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
185+ 0.66% |
$30.4K - $37.2K
|
28.1K
$6.42M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
178+ 9.33% |
$29.2K - $35.8K
|
2.09K
$476K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
178+ 20.99% |
$29.2K - $35.8K
|
1.03K
$234K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
172+ 4.79% |
$28.2K - $34.6K
|
3.76K
$859K
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
171+ 0.93% |
$28.1K - $34.4K
|
18.6K
$4.24M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
171+ 3.23% |
$28.1K - $34.4K
|
5.46K
$1.25M
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
170+ 1.31% |
$27.9K - $34.2K
|
13.1K
$2.99M
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
170+ 1.84% |
$27.9K - $34.2K
|
9.42K
$2.15M
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
169+ 4.95% |
$27.7K - $34K
|
3.58K
$818K
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
164+ 147.75% |
$26.9K - $33K
|
275
$62.8K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
163+ 9.3% |
$26.8K - $32.8K
|
1.92K
$437K
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
BUY
|
- |
162+ 9.01% |
$26.6K - $32.6K
|
1.96K
$447K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
161+ 2.03% |
$26.4K - $32.4K
|
8.1K
$1.85M
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
161+ 0.39% |
$26.4K - $32.4K
|
41.1K
$9.37M
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
160+ 3.73% |
$26.3K - $32.2K
|
4.45K
$1.02M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
155+ 2.28% |
$25.4K - $31.2K
|
6.97K
$1.59M
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
154+ 1.65% |
$25.3K - $31K
|
9.47K
$2.16M
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
154New |
$25.3K - $31K
|
154
$35.2K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
153+ 0.54% |
$25.1K - $30.8K
|
28.4K
$6.47M
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
150+ 1.24% |
$24.6K - $30.2K
|
12.2K
$2.79M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
147+ 0.18% |
$24.1K - $29.6K
|
83.1K
$19M
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
145+ 3.96% |
$23.8K - $29.2K
|
3.81K
$870K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
142+ 0.82% |
$23.3K - $28.6K
|
17.4K
$3.97M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
138+ 7.32% |
$22.7K - $27.7K
|
2.02K
$462K
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
135+ 2.34% |
$22.2K - $27.1K
|
5.91K
$1.35M
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
134+ 0.62% |
$22K - $26.9K
|
21.7K
$4.96M
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
134+ 11.23% |
$22K - $26.9K
|
1.33K
$303K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
134+ 7.38% |
$22K - $26.9K
|
1.95K
$445K
|
|
Oct 27, 2022
Q3 2022
|
Brewster Financial Planning LLC
|
BUY
|
- |
133+ 0.2% |
$21.8K - $26.7K
|
65.1K
$14.9M
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
133+ 7.41% |
$21.8K - $26.7K
|
1.93K
$440K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
132+ 1.29% |
$21.7K - $26.5K
|
10.4K
$2.36M
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
131+ 9.58% |
$21.5K - $26.3K
|
1.5K
$342K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
127+ 2.01% |
$20.8K - $25.5K
|
6.44K
$1.47M
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
125+ 2.54% |
$20.5K - $25.1K
|
5.04K
$1.15M
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
122+ 9.18% |
$20K - $24.5K
|
1.45K
$331K
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
119+ 9.99% |
$19.5K - $23.9K
|
1.31K
$299K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
119+ 7.83% |
$19.5K - $23.9K
|
1.64K
$374K
|