Purchases and Sales Made in Q4 2021 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.24K+ 3.33% |
$262K - $300K
|
38.4K
$8.24M
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1.23KNew |
$262K - $299K
|
1.23K
$265K
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.23K+ 2.38% |
$260K - $297K
|
52.6K
$11.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
1.22K+ 1.26% |
$259K - $296K
|
98.3K
$21.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.22KNew |
$258K - $295K
|
1.22K
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.22KNew |
$258K - $295K
|
1.22K
$261K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
1.22KNew |
$258K - $295K
|
1.22K
$261K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
1.22KNew |
$258K - $295K
|
1.22K
$261K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 121300.0% |
$257K - $294K
|
1.21K
$261K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.21K+ 18.05% |
$257K - $294K
|
7.93K
$1.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
1.21KNew |
$257K - $293K
|
1.21K
$260K
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
1.21KNew |
$256K - $292K
|
1.21K
$259K
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.2K+ 85.86% |
$255K - $292K
|
2.6K
$558K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.2KNew |
$255K - $291K
|
1.2K
$258K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.2K+ 10.03% |
$253K - $290K
|
13.1K
$2.81M
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.18K+ 75.34% |
$250K - $286K
|
2.74K
$589K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
1.17K+ 2.98% |
$248K - $284K
|
40.4K
$8.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.16K+ 41.54% |
$246K - $281K
|
3.95K
$847K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.16K+ 3.33% |
$245K - $281K
|
35.9K
$7.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
1.15K+ 103.99% |
$243K - $278K
|
2.25K
$483K
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
1.14K+ 10.2% |
$242K - $277K
|
12.3K
$2.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.14K+ 3.28% |
$242K - $277K
|
36K
$7.72M
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
1.12K+ 15.04% |
$238K - $273K
|
8.6K
$1.85M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.12K+ 4.78% |
$238K - $272K
|
24.6K
$5.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 24.29% |
$238K - $272K
|
5.74K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
1.12KNew |
$238K - $272K
|
1.12K
$241K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.12K+ 95.97% |
$237K - $271K
|
2.29K
$490K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.12KNew |
$237K - $271K
|
1.12K
$240K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.11KNew |
$236K - $270K
|
1.11K
$239K
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.11KNew |
$236K - $270K
|
1.11K
$239K
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
1.11KNew |
$236K - $269K
|
1.11K
$238K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.11K+ 10.85% |
$235K - $269K
|
11.3K
$2.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.1KNew |
$234K - $268K
|
1.1K
$237K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.1K+ 104.46% |
$234K - $267K
|
2.16K
$462K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
1.1K+ 6.5% |
$233K - $267K
|
18K
$3.87M
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.1K+ 35.48% |
$233K - $267K
|
4.2K
$901K
|
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.1K+ 5.96% |
$233K - $267K
|
19.6K
$4.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.09K+ 4.45% |
$231K - $265K
|
25.6K
$5.5M
|
|
|
Feb 13, 2025
Q4 2021
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.08KNew |
$230K - $263K
|
1.08K
$233K
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.08KNew |
$229K - $261K
|
1.08K
$231K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.07KNew |
$227K - $260K
|
1.07K
$230K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.06K+ 4.12% |
$225K - $258K
|
26.9K
$5.76M
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
1.06KNew |
$225K - $257K
|
1.06K
$227K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.06K+ 4.13% |
$225K - $257K
|
26.7K
$5.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.05KNew |
$224K - $256K
|
1.05K
$226K
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.05KNew |
$223K - $255K
|
1.05K
$226K
|
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
BUY
|
- |
1.05K+ 11.94% |
$223K - $255K
|
9.85K
$2.11M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.05KNew |
$223K - $254K
|
1.05K
$225K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.05K+ 0.41% |
$222K - $254K
|
256K
$55M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.05K+ 0.41% |
$222K - $254K
|
256K
$55M
|