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 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
3.14KNew |
$516K - $632K
|
3.14K
$712K
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.1KNew |
$509K - $623K
|
3.1K
$702K
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.08K+ 11.22% |
$506K - $619K
|
30.5K
$6.92M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.02KNew |
$496K - $608K
|
3.02K
$685K
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.01K+ 13.35% |
$494K - $606K
|
25.6K
$5.79M
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.95KNew |
$483K - $592K
|
2.95K
$667K
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
2.9K+ 10.21% |
$476K - $583K
|
31.3K
$7.09M
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.89KNew |
$474K - $580K
|
2.89K
$653K
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.87KNew |
$472K - $578K
|
2.87K
$651K
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2.85K+ 1.96% |
$468K - $573K
|
148K
$33.6M
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
2.81K+ 7.37% |
$461K - $564K
|
40.9K
$9.26M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.79K+ 15.29% |
$458K - $560K
|
21K
$4.76M
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
BUY
|
- |
2.77KNew |
$454K - $556K
|
2.77K
$626K
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
BUY
|
- |
2.75K+ 7.43% |
$451K - $552K
|
39.7K
$8.99M
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.7K+ 9.32% |
$443K - $543K
|
31.7K
$7.17M
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.69K+ 3.88% |
$442K - $541K
|
72.1K
$16.3M
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.69K+ 9.68% |
$441K - $541K
|
30.5K
$6.9M
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.63K+ 5.94% |
$432K - $529K
|
47K
$10.6M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.6KNew |
$426K - $522K
|
2.6K
$588K
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.59K+ 2.76% |
$425K - $520K
|
96.2K
$21.8M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.52KNew |
$414K - $507K
|
2.52K
$571K
|
|
Nov 14, 2022
Q3 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2.5KNew |
$410K - $503K
|
2.5K
$566K
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.5K+ 55.39% |
$410K - $502K
|
7.01K
$1.59M
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
2.47K+ 3.18% |
$405K - $496K
|
80.1K
$18.1M
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.4KNew |
$394K - $482K
|
2.4K
$543K
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.36KNew |
$387K - $474K
|
2.36K
$534K
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.34KNew |
$384K - $470K
|
2.34K
$529K
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.33K+ 1.01% |
$383K - $469K
|
234K
$52.9M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.31K+ 1617.48% |
$380K - $465K
|
2.46K
$556K
|
|
Nov 14, 2022
Q3 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
2.31KNew |
$379K - $464K
|
2.31K
$523K
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.3K+ 2.96% |
$378K - $463K
|
80K
$18.1M
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.24K+ 11.7% |
$368K - $451K
|
21.4K
$4.85M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.23KNew |
$365K - $448K
|
2.23K
$504K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 7.24% |
$364K - $446K
|
32.8K
$7.44M
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
2.21K+ 9.29% |
$363K - $445K
|
26K
$5.89M
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.18KNew |
$358K - $438K
|
2.18K
$494K
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.17KNew |
$355K - $435K
|
2.17K
$490K
|
|
Nov 14, 2022
Q3 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.14KNew |
$351K - $429K
|
2.14K
$484K
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.13K+ 9.87% |
$349K - $427K
|
23.7K
$5.36M
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.11KNew |
$347K - $424K
|
2.11K
$478K
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
2.11KNew |
$346K - $423K
|
2.11K
$477K
|
|
Nov 14, 2022
Q3 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
2.09KNew |
$343K - $420K
|
2.09K
$473K
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
2.08KNew |
$342K - $419K
|
2.08K
$472K
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.08K+ 18.51% |
$341K - $417K
|
13.3K
$3.01M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.05KNew |
$337K - $412K
|
2.05K
$464K
|
|
Nov 14, 2022
Q3 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2.03KNew |
$333K - $408K
|
2.03K
$459K
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2K+ 29.12% |
$328K - $402K
|
8.87K
$2.01M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.98K+ 4.26% |
$325K - $398K
|
48.5K
$11M
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.98KNew |
$324K - $397K
|
1.98K
$447K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.97K+ 9.79% |
$324K - $397K
|
22.1K
$5.01M
|