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 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
53.5KNew |
$8.78M - $10.8M
|
53.5K
$12.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Nantahala Capital Management, LLC
New Canaan, CT |
BUY
|
- |
51.5K+ 215.71% |
$8.45M - $10.4M
|
75.4K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
46.1KNew |
$7.57M - $9.27M
|
46.1K
$10.4M
|
|
|
May 18, 2023
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
41.5K+ 261.92% |
$6.81M - $8.35M
|
57.4K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Latigo Investments, LLC
|
BUY
|
- |
41.5KNew |
$6.81M - $8.34M
|
41.5K
$9.4M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40.9KNew |
$6.71M - $8.22M
|
40.9K
$9.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Glenn Welling
Engaged Capital LLC | Newport Beach, Ca
|
BUY
|
- |
40.8KNew |
$6.7M - $8.2M
|
40.8K
$9.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
39.2KNew |
$6.43M - $7.88M
|
39.2K
$8.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
39K+ 2998.31% |
$6.41M - $7.85M
|
40.3K
$9.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.5K+ 3.96% |
$6.33M - $7.75M
|
1.01M
$229M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
36.9K+ 1.24% |
$6.05M - $7.41M
|
3.01M
$682M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
36.2K+ 949.04% |
$5.94M - $7.28M
|
40K
$9.06M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35K+ 154.89% |
$5.75M - $7.04M
|
57.7K
$13.1M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35K+ 154.89% |
$5.75M - $7.04M
|
57.7K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
34.6K+ 6.35% |
$5.69M - $6.96M
|
580K
$131M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.7K+ 6.13% |
$5.2M - $6.37M
|
548K
$124M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
31.3K+ 41.2% |
$5.14M - $6.29M
|
107K
$24.3M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
31.2K+ 101.79% |
$5.12M - $6.27M
|
61.8K
$14M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
30.2K+ 25.93% |
$4.96M - $6.07M
|
147K
$33.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
30.2KNew |
$4.95M - $6.07M
|
30.2K
$6.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
30.1KNew |
$4.94M - $6.05M
|
30.1K
$6.82M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.9K+ 3.47% |
$4.75M - $5.81M
|
863K
$195M
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
28.6K+ 97.84% |
$4.7M - $5.76M
|
57.9K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
27.2K+ 136.21% |
$4.47M - $5.48M
|
47.3K
$10.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
26.4K+ 156.9% |
$4.34M - $5.31M
|
43.3K
$9.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
26.4KNew |
$4.34M - $5.31M
|
26.4K
$5.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
26.1K+ 409.51% |
$4.29M - $5.25M
|
32.5K
$7.36M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.9K+ 16.48% |
$4.24M - $5.2M
|
183K
$41.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
25.8K+ 773.49% |
$4.23M - $5.19M
|
29.1K
$6.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
BUY
|
- |
25.5K+ 65.02% |
$4.19M - $5.13M
|
64.7K
$14.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
25.2K+ 7.07% |
$4.14M - $5.07M
|
381K
$86.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
25KNew |
$4.11M - $5.03M
|
25K
$5.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Silverback Asset Management LLC
Chapel Hill, NC |
BUY
|
- |
25KNew |
$4.1M - $5.03M
|
25K
$5.66M
|
|
|
Mar 02, 2023
Q3 2022
|
Silverback Asset Management LLC
Chapel Hill, NC |
BUY
|
- |
25KNew |
$4.1M - $5.03M
|
25K
$5.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
24.4K+ 51.01% |
$4M - $4.9M
|
72.2K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
24.1K+ 42.26% |
$3.96M - $4.85M
|
81.2K
$18.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
23.4K+ 129.9% |
$3.85M - $4.71M
|
41.5K
$9.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Iridian Asset Management LLC
|
BUY
|
- |
23.4K+ 5.57% |
$3.84M - $4.71M
|
443K
$100M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
23.2K+ 439.55% |
$3.81M - $4.66M
|
28.5K
$6.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
21.5K+ 3.74% |
$3.53M - $4.33M
|
597K
$135M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
21.5K+ 3.74% |
$3.53M - $4.33M
|
597K
$135M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.3K+ 24.94% |
$3.49M - $4.28M
|
107K
$24.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
20.5K+ 369.48% |
$3.36M - $4.12M
|
26K
$5.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
20.5KNew |
$3.36M - $4.11M
|
20.5K
$4.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.4K+ 5.97% |
$3.35M - $4.1M
|
362K
$81.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20.3K+ 98.2% |
$3.33M - $4.08M
|
40.9K
$9.27M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
20K+ 1249.13% |
$3.28M - $4.02M
|
21.6K
$4.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
19.7KNew |
$3.23M - $3.96M
|
19.7K
$4.46M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
19K+ 9.71% |
$3.11M - $3.81M
|
214K
$48.5M
|
|
|
Feb 27, 2023
Q3 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
18.5KNew |
$3.03M - $3.72M
|
18.5K
$4.19M
|