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 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-13.6K- 49.91% |
$2.23M - $2.74M
|
13.7K
$3.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14K- 15.94% |
$2.31M - $2.82M
|
74.1K
$16.9M
|
|
|
Nov 14, 2022
Q3 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-14.1K- 53.19% |
$2.32M - $2.84M
|
12.4K
$2.84M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.2K- 36.27% |
$2.5M - $3.06M
|
26.7K
$6.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-15.7K- 27.59% |
$2.58M - $3.16M
|
41.3K
$9.43M
|
|
|
Oct 26, 2022
Q3 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-16.1K- 57.1% |
$2.64M - $3.23M
|
12.1K
$2.76M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.2K- 3.4% |
$2.66M - $3.26M
|
460K
$105M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-16.4K- 1.86% |
$2.7M - $3.3M
|
868K
$198M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-16.5K- 4.81% |
$2.7M - $3.31M
|
326K
$74.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-18K- 2.36% |
$2.96M - $3.63M
|
747K
$171M
|
|
|
Nov 14, 2022
Q3 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-19.5K- 65.6% |
$3.19M - $3.91M
|
10.2K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Q Global Advisors, LLC
Fort Worth, TX |
SELL
|
- |
-19.5K- 54.94% |
$3.21M - $3.93M
|
16K
$3.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-19.9K- 60.45% |
$3.26M - $4M
|
13K
$2.97M
|
|
|
Nov 09, 2022
Q3 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-20K- 56.86% |
$3.28M - $4.02M
|
15.2K
$3.46M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-20.1K- 20.36% |
$3.31M - $4.05M
|
78.8K
$18M
|
|
|
Nov 14, 2022
Q3 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-20.3K- 45.6% |
$3.33M - $4.08M
|
24.2K
$5.53M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-20.5K- 2.4% |
$3.36M - $4.11M
|
832K
$190M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20.5K- 2.56% |
$3.37M - $4.13M
|
782K
$178M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21.1K- 23.05% |
$3.47M - $4.25M
|
70.5K
$16.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.3K- 57.36% |
$3.5M - $4.29M
|
15.9K
$3.62M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-21.9K- 32.81% |
$3.6M - $4.4M
|
44.9K
$10.2M
|
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-22.2K- 88.62% |
$3.65M - $4.47M
|
2.86K
$652K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-23.8K- 2.9% |
$3.91M - $4.79M
|
797K
$182M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24.3K- 5.32% |
$4M - $4.89M
|
433K
$98.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-24.6K- 17.88% |
$4.04M - $4.95M
|
113K
$25.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-25K- 37.04% |
$4.1M - $5.02M
|
42.5K
$9.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-25.3K- 27.56% |
$4.15M - $5.08M
|
66.4K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-25.4K- 99.24% |
$4.16M - $5.1M
|
193
$44.1K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25.9K- 8.69% |
$4.25M - $5.21M
|
272K
$62.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-26.2KClosed |
$4.3M - $5.27M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-27.8K- 6.91% |
$4.56M - $5.58M
|
374K
$85.4M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-30.1K- 70.26% |
$4.94M - $6.05M
|
12.7K
$2.91M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.2K- 14.85% |
$5.12M - $6.27M
|
179K
$40.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-31.2K- 5.86% |
$5.12M - $6.28M
|
502K
$115M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-31.7K- 92.33% |
$5.21M - $6.38M
|
2.64K
$602K
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-33.3K- 37.04% |
$5.47M - $6.7M
|
56.7K
$12.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-33.5K- 25.59% |
$5.5M - $6.74M
|
97.5K
$22.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-34.3K- 4.59% |
$5.63M - $6.9M
|
713K
$163M
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-34.6K- 48.66% |
$5.68M - $6.96M
|
36.5K
$8.33M
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-34.8K- 37.58% |
$5.72M - $7M
|
57.8K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-34.9K- 10.57% |
$5.73M - $7.02M
|
296K
$67.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-40.1K- 70.23% |
$6.58M - $8.06M
|
17K
$3.88M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-46.8K- 93.98% |
$7.69M - $9.41M
|
3K
$685K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-52.6K- 94.74% |
$8.64M - $10.6M
|
2.92K
$667K
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-53.3K- 30.23% |
$8.75M - $10.7M
|
123K
$28.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-56.4K- 34.43% |
$9.27M - $11.4M
|
107K
$24.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-61.3K- 12.02% |
$10.1M - $12.3M
|
449K
$102M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-64.3K- 89.39% |
$10.6M - $12.9M
|
7.63K
$1.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-64.5K- 72.47% |
$10.6M - $13M
|
24.5K
$5.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
SELL
|
- |
-65.6K- 99.47% |
$10.8M - $13.2M
|
350
$79.9K
|