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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3+ 0.2% |
$493 - $603
|
1.51K
$342K
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
2+ 0.11% |
$328 - $402
|
1.8K
$408K
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.06% |
$328 - $402
|
3.12K
$707K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.12% |
$328 - $402
|
1.71K
$386K
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$328 - $402
|
9.58K
$2.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.46% |
$328 - $402
|
441
$99.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.76% |
$164 - $201
|
132
$29.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.13% |
$164 - $201
|
742
$168K
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.08% |
$164 - $201
|
1.2K
$271K
|
|
|
Nov 01, 2022
Q3 2022
|
Cortland Associates Inc
|
BUY
|
- |
1+ 0.08% |
$164 - $201
|
1.24K
$281K
|
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.0% |
$164 - $201
|
25.4K
$5.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.06% |
$164 - $201
|
1.72K
$390K
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1+ 0.01% |
$164 - $201
|
15.1K
$3.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.01% |
$164 - $201
|
18.2K
$4.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
1+ 0.08% |
$164 - $201
|
1.28K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 5.88% |
$164 - $201
|
18
$4.08K
|
|
|
Nov 14, 2022
Q3 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$164 - $201
|
1
$226
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 100.0% |
$164 - $201
|
2
$453
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.52% |
$164 - $201
|
192
$43.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.03% |
$164 - $201
|
2.92K
$661K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 2.04% |
$164 - $201
|
50
$11.3K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1- 0.05% |
$164 - $201
|
1.96K
$443K
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1- -0.0% |
$164 - $201
|
20.7K
$4.7M
|
|
|
Nov 14, 2024
Q3 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1- 0.03% |
$164 - $201
|
3.5K
$792K
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2- 0.02% |
$328 - $402
|
9.75K
$2.21M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-2- 0.07% |
$328 - $402
|
2.72K
$616K
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$328 - $402
|
2.63K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2- 0.15% |
$328 - $402
|
1.32K
$300K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3- 0.2% |
$493 - $603
|
1.51K
$341K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 0.06% |
$493 - $603
|
5.08K
$1.15M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4- 0.21% |
$657 - $804
|
1.94K
$440K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-4- 0.29% |
$657 - $804
|
1.36K
$307K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-4- 1.84% |
$657 - $804
|
213
$48.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 2.37% |
$657 - $804
|
165
$37.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-5- 0.1% |
$821 - $1.01K
|
5.1K
$1.16M
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-6- 0.43% |
$985 - $1.21K
|
1.39K
$315K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-6- 0.71% |
$985 - $1.21K
|
842
$191K
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-7- 0.21% |
$1.15K - $1.41K
|
3.28K
$743K
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-7- 1.0% |
$1.15K - $1.41K
|
691
$156K
|
|
|
Nov 14, 2022
Q3 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-7- 0.54% |
$1.15K - $1.41K
|
1.28K
$290K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-8- 0.01% |
$1.31K - $1.61K
|
56.6K
$12.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-9- 0.27% |
$1.48K - $1.81K
|
3.35K
$758K
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-9- 0.13% |
$1.48K - $1.81K
|
6.9K
$1.56M
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
SELL
|
- |
-9- 0.46% |
$1.48K - $1.81K
|
1.97K
$445K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-9- 0.27% |
$1.48K - $1.81K
|
3.27K
$740K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-10- 0.02% |
$1.64K - $2.01K
|
59.9K
$13.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-10- 0.08% |
$1.64K - $2.01K
|
13K
$2.93M
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-10- 45.45% |
$1.64K - $2.01K
|
12
$2.72K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-11- 4.47% |
$1.81K - $2.21K
|
235
$53.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-12- 0.45% |
$1.97K - $2.41K
|
2.68K
$608K
|