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 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
81+ 6.01% |
$17.2K - $19.6K
|
1.43K
$307K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
77+ 1.19% |
$16.3K - $18.7K
|
6.55K
$1.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
76+ 8.42% |
$16.1K - $18.4K
|
979
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
76+ 0.18% |
$16.1K - $18.4K
|
42.3K
$9.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
74+ 7.36% |
$15.7K - $17.9K
|
1.08K
$232K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
73+ 1.5% |
$15.5K - $17.7K
|
4.93K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
72+ 2.3% |
$15.3K - $17.5K
|
3.21K
$688K
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
71+ 1.56% |
$15.1K - $17.2K
|
4.62K
$991K
|
|
|
Jan 27, 2022
Q4 2021
|
Close Asset Management LTD
|
BUY
|
- |
70New |
$14.8K - $17K
|
70
$15K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
70+ 2.11% |
$14.8K - $17K
|
3.38K
$725K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
70+ 0.01% |
$14.8K - $17K
|
470K
$101M
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
69+ 3.53% |
$14.6K - $16.7K
|
2.03K
$435K
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
69+ 0.37% |
$14.6K - $16.7K
|
18.5K
$3.97M
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
69+ 0.25% |
$14.6K - $16.7K
|
27.9K
$5.99M
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
68+ 0.44% |
$14.4K - $16.5K
|
15.5K
$3.32M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
67+ 1.01% |
$14.2K - $16.3K
|
6.7K
$1.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.83% |
$14K - $16K
|
8.03K
$1.72M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
66+ 0.6% |
$14K - $16K
|
11.1K
$2.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
65New |
$13.8K - $15.8K
|
65
$13.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
64+ 9.97% |
$13.6K - $15.5K
|
706
$152K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
64+ 1.97% |
$13.6K - $15.5K
|
3.31K
$709K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
62New |
$13.2K - $15K
|
62
$13.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
59+ 0.81% |
$12.5K - $14.3K
|
7.34K
$1.58M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
59+ 2.14% |
$12.5K - $14.3K
|
2.82K
$605K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
59+ 0.46% |
$12.5K - $14.3K
|
13K
$2.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
BUY
|
- |
59+ 0.29% |
$12.5K - $14.3K
|
20.6K
$4.42M
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
58+ 5.69% |
$12.3K - $14.1K
|
1.08K
$231K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
58+ 3.3% |
$12.3K - $14.1K
|
1.82K
$390K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
56+ 2.46% |
$11.9K - $13.6K
|
2.33K
$500K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
56+ 1.76% |
$11.9K - $13.6K
|
3.25K
$697K
|
|
|
Jan 24, 2022
Q4 2021
|
Marshall & Sullivan Inc
|
BUY
|
- |
55+ 0.05% |
$11.7K - $13.3K
|
109K
$23.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
55+ 0.28% |
$11.7K - $13.3K
|
20.1K
$4.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
54+ 1.03% |
$11.5K - $13.1K
|
5.28K
$1.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
53+ 1.62% |
$11.2K - $12.9K
|
3.32K
$713K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
53+ 3.78% |
$11.2K - $12.9K
|
1.45K
$312K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
52New |
$11K - $12.6K
|
52
$11.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
52+ 1.07% |
$11K - $12.6K
|
4.93K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
52+ 2.36% |
$11K - $12.6K
|
2.26K
$484K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
50+ 4.33% |
$10.6K - $12.1K
|
1.21K
$259K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
50New |
$10.6K - $12.1K
|
50
$10.7K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
50New |
$10.6K - $12.1K
|
50
$10.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
50+ 2.91% |
$10.6K - $12.1K
|
1.77K
$380K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
50+ 2.16% |
$10.6K - $12.1K
|
2.37K
$508K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
47+ 16.43% |
$9.97K - $11.4K
|
333
$71.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
46New |
$9.76K - $11.2K
|
46
$9.87K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
45+ 0.33% |
$9.55K - $10.9K
|
13.7K
$2.94M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
45New |
$9.55K - $10.9K
|
45
$9.66K
|
|
|
Feb 02, 2022
Q4 2021
|
Verger Capital Management LLC
|
BUY
|
- |
44+ 0.32% |
$9.33K - $10.7K
|
14K
$3M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
44+ 0.2% |
$9.33K - $10.7K
|
21.6K
$4.64M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
43+ 3.54% |
$9.12K - $10.4K
|
1.26K
$270K
|