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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
8.9K+ 83.96% |
$1.46M - $1.79M
|
19.5K
$4.42M
|
|
Nov 14, 2022
Q3 2022
|
Mount Capital LTD
|
BUY
|
- |
8.4K+ 20.36% |
$1.38M - $1.69M
|
49.7K
$11.2M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.39K+ 6.46% |
$1.38M - $1.69M
|
138K
$31.3M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.27K+ 5.98% |
$1.36M - $1.66M
|
147K
$33.2M
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
8.09KNew |
$1.33M - $1.63M
|
8.09K
$1.83M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
8.01KNew |
$1.32M - $1.61M
|
8.01K
$1.81M
|
|
Nov 08, 2022
Q3 2022
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
8K+ 3.96% |
$1.31M - $1.61M
|
210K
$47.5M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.88K+ 17.09% |
$1.29M - $1.58M
|
54K
$12.2M
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
7.87KNew |
$1.29M - $1.58M
|
7.87K
$1.78M
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7.86K+ 2.26% |
$1.29M - $1.58M
|
356K
$80.7M
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
7.8K+ 9.17% |
$1.28M - $1.57M
|
92.8K
$21M
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
7.78KNew |
$1.28M - $1.56M
|
7.78K
$1.76M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.65K+ 64.12% |
$1.26M - $1.54M
|
19.6K
$4.44M
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
7.63K+ 8.6% |
$1.25M - $1.53M
|
96.3K
$21.8M
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
7.59K+ 8.48% |
$1.25M - $1.53M
|
97.1K
$22M
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
BUY
|
- |
7.45KNew |
$1.22M - $1.5M
|
7.45K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
7.33KNew |
$1.2M - $1.47M
|
7.33K
$1.66M
|
|
Nov 09, 2022
Q3 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
7.21K+ 200.0% |
$1.18M - $1.45M
|
10.8K
$2.45M
|
|
Oct 03, 2022
Q3 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
7.18KNew |
$1.18M - $1.44M
|
7.18K
$1.62M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.01K+ 66.76% |
$1.15M - $1.41M
|
17.5K
$3.97M
|
|
Nov 14, 2022
Q3 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
7KNew |
$1.15M - $1.41M
|
7K
$1.59M
|
|
Oct 28, 2022
Q3 2022
|
Verger Capital Management LLC
|
BUY
|
- |
6.96K+ 49.62% |
$1.14M - $1.4M
|
21K
$4.75M
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6.81K+ 97271.43% |
$1.12M - $1.37M
|
6.82K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.76K+ 382.94% |
$1.11M - $1.36M
|
8.52K
$1.93M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.72K+ 49.57% |
$1.1M - $1.35M
|
20.3K
$4.59M
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
6.63K+ 8.1% |
$1.09M - $1.33M
|
88.5K
$20M
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
6.59K+ 5.18% |
$1.08M - $1.32M
|
134K
$30.3M
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
6.5K+ 3.79% |
$1.07M - $1.31M
|
178K
$40.4M
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
BUY
|
- |
6.36K+ 8.96% |
$1.04M - $1.28M
|
77.4K
$17.5M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
6.18K+ 27.29% |
$1.01M - $1.24M
|
28.8K
$6.53M
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.13K+ 27.67% |
$1.01M - $1.23M
|
28.3K
$6.41M
|
|
Oct 18, 2022
Q3 2022
|
Defender Capital, Llc.
|
BUY
|
- |
6.1K+ 305.0% |
$1M - $1.23M
|
8.1K
$1.83M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.06K+ 11.61% |
$995K - $1.22M
|
58.3K
$13.2M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.04K+ 12.83% |
$991K - $1.21M
|
53.1K
$12M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6K+ 27.3% |
$986K - $1.21M
|
28K
$6.34M
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
5.94K+ 11.83% |
$975K - $1.19M
|
56.2K
$12.7M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.84K+ 2.43% |
$958K - $1.17M
|
246K
$55.7M
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.77K+ 309.83% |
$947K - $1.16M
|
7.63K
$1.73M
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.77K+ 309.83% |
$947K - $1.16M
|
7.63K
$1.73M
|
|
Nov 14, 2022
Q3 2022
|
Cardinal Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.65KNew |
$927K - $1.14M
|
5.65K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.51K+ 6.21% |
$904K - $1.11M
|
94.2K
$21.3M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.48K+ 20.61% |
$899K - $1.1M
|
32.1K
$7.26M
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.42K+ 3.69% |
$890K - $1.09M
|
152K
$34.5M
|
|
Oct 25, 2022
Q3 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
5.4K+ 5.48% |
$887K - $1.09M
|
104K
$23.5M
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
5.23K+ 416.23% |
$859K - $1.05M
|
6.49K
$1.47M
|
|
Nov 14, 2022
Q3 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
5.12KNew |
$841K - $1.03M
|
5.12K
$1.16M
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.12K+ 27.98% |
$840K - $1.03M
|
23.4K
$5.3M
|
|
Nov 14, 2022
Q3 2022
|
Starboard Value LP
New York, NY |
BUY
|
- |
5K+ 1.59% |
$821K - $1.01M
|
319K
$72.3M
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
4.93KNew |
$809K - $991K
|
4.93K
$1.12M
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.9KNew |
$805K - $985K
|
4.9K
$1.11M
|