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 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.96K+ 4.2% |
$321K - $393K
|
48.6K
$11M
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.95K+ 10.01% |
$320K - $392K
|
21.4K
$4.85M
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.94K+ 31.53% |
$319K - $390K
|
8.1K
$1.83M
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
1.92KNew |
$315K - $386K
|
1.92K
$435K
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
1.92K+ 65.22% |
$315K - $386K
|
4.86K
$1.1M
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.91KNew |
$313K - $383K
|
1.91K
$432K
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.88KNew |
$309K - $378K
|
1.88K
$426K
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.87K+ 284.89% |
$306K - $375K
|
2.52K
$571K
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.86K+ 13.96% |
$305K - $373K
|
15.2K
$3.43M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.85K+ 1.95% |
$304K - $372K
|
96.7K
$21.9M
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.85KNew |
$304K - $372K
|
1.85K
$419K
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.8K+ 3.94% |
$295K - $361K
|
47.4K
$10.7M
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.79KNew |
$293K - $359K
|
1.79K
$404K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.76K+ 34.55% |
$289K - $353K
|
6.85K
$1.55M
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.76K+ 6.15% |
$288K - $353K
|
30.3K
$6.87M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.74KNew |
$285K - $349K
|
1.74K
$393K
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.73K+ 113.71% |
$285K - $348K
|
3.26K
$738K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.73K+ 11.79% |
$283K - $347K
|
16.4K
$3.71M
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.72K+ 5.37% |
$283K - $346K
|
33.8K
$7.65M
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.71K+ 100.53% |
$280K - $343K
|
3.41K
$772K
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.68KNew |
$276K - $339K
|
1.68K
$381K
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
1.66KNew |
$273K - $335K
|
1.66K
$377K
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.66K+ 119.27% |
$272K - $334K
|
3.05K
$691K
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
1.65KNew |
$271K - $332K
|
1.65K
$374K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.65K+ 71.6% |
$271K - $332K
|
3.96K
$896K
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.65KNew |
$271K - $332K
|
1.65K
$374K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.65K+ 30.07% |
$271K - $332K
|
7.14K
$1.62M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.65K+ 66.38% |
$270K - $331K
|
4.12K
$934K
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.6KNew |
$263K - $322K
|
1.6K
$363K
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.57K+ 84.49% |
$258K - $316K
|
3.44K
$778K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.55KNew |
$254K - $311K
|
1.55K
$351K
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.55KNew |
$254K - $311K
|
1.55K
$350K
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.51K+ 8.93% |
$247K - $303K
|
18.4K
$4.16M
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.48KNew |
$243K - $297K
|
1.48K
$335K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.47KNew |
$241K - $295K
|
1.47K
$332K
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.45KNew |
$239K - $292K
|
1.45K
$329K
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.45KNew |
$238K - $292K
|
1.45K
$329K
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.43K+ 8.32% |
$235K - $288K
|
18.6K
$4.22M
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
1.42K+ 4.44% |
$233K - $285K
|
33.4K
$7.56M
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
1.41K+ 85.26% |
$232K - $284K
|
3.07K
$694K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.41K+ 17.44% |
$231K - $283K
|
9.49K
$2.15M
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.4K+ 6.01% |
$230K - $281K
|
24.6K
$5.58M
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.39K+ 3.06% |
$229K - $280K
|
46.9K
$10.6M
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
1.39K+ 0.54% |
$229K - $280K
|
261K
$59M
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.39KNew |
$229K - $280K
|
1.39K
$315K
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.39KNew |
$228K - $280K
|
1.39K
$315K
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.39K+ 59.81% |
$228K - $279K
|
3.71K
$839K
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.39KNew |
$228K - $279K
|
1.39K
$314K
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.39K+ 4.06% |
$227K - $278K
|
35.5K
$8.03M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.37K+ 6.24% |
$224K - $275K
|
23.3K
$5.27M
|