Purchases and Sales Made in Q4 2022 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
504+ 24.62% |
$84.1K - $94.8K
|
2.55K
$578K
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
503+ 22.12% |
$83.9K - $94.6K
|
2.78K
$629K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
503+ 44.59% |
$83.9K - $94.6K
|
1.63K
$369K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
500+ 2.81% |
$83.4K - $94K
|
18.3K
$4.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
500New |
$83.4K - $94K
|
500
$113K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
500+ 2.81% |
$83.4K - $94K
|
18.3K
$4.14M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
492+ 248.48% |
$82.1K - $92.5K
|
690
$156K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
488+ 1.38% |
$81.4K - $91.8K
|
36K
$8.14M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
466New |
$77.7K - $87.6K
|
466
$106K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
457+ 15.42% |
$76.2K - $85.9K
|
3.42K
$775K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
447+ 1.44% |
$74.6K - $84.1K
|
31.5K
$7.14M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
441New |
$73.6K - $82.9K
|
441
$99.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
435New |
$72.6K - $81.8K
|
435
$98.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
433+ 0.04% |
$72.2K - $81.4K
|
1.21M
$273M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
429New |
$71.6K - $80.7K
|
429
$97.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
421+ 1.56% |
$70.2K - $79.2K
|
27.4K
$6.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
416+ 24.79% |
$69.4K - $78.2K
|
2.09K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
412+ 15.86% |
$68.7K - $77.5K
|
3.01K
$681K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
409+ 16.25% |
$68.2K - $76.9K
|
2.93K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
401+ 2.6% |
$66.9K - $75.4K
|
15.9K
$3.59M
|
|
|
Jan 12, 2023
Q4 2022
|
Addenda Capital Inc.
|
BUY
|
- |
400+ 1.31% |
$66.7K - $75.2K
|
30.8K
$6.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
397+ 1.29% |
$66.2K - $74.7K
|
31.3K
$7.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
392+ 2.48% |
$65.4K - $73.7K
|
16.2K
$3.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
390+ 12.33% |
$65.1K - $73.3K
|
3.55K
$804K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
390+ 291.04% |
$65.1K - $73.3K
|
524
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
384+ 14.39% |
$64.1K - $72.2K
|
3.05K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
383+ 4.5% |
$63.9K - $72K
|
8.9K
$2.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
375New |
$62.6K - $70.5K
|
375
$84.9K
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
375+ 1.24% |
$62.6K - $70.5K
|
30.7K
$6.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
370New |
$61.7K - $69.6K
|
370
$83.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
365+ 1.89% |
$60.9K - $68.6K
|
19.7K
$4.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
364+ 0.69% |
$60.7K - $68.5K
|
52.9K
$12M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
364+ 24.85% |
$60.7K - $68.5K
|
1.83K
$414K
|
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
357+ 2.06% |
$59.6K - $67.1K
|
17.7K
$4.01M
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
356+ 21.65% |
$59.4K - $66.9K
|
2K
$453K
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
349+ 13.7% |
$58.2K - $65.6K
|
2.9K
$656K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
347+ 2.73% |
$57.9K - $65.3K
|
13.1K
$2.96M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
338New |
$56.4K - $63.6K
|
338
$76.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
325+ 5.95% |
$54.2K - $61.1K
|
5.79K
$1.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
323+ 13.98% |
$53.9K - $60.7K
|
2.63K
$597K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
318+ 2.9% |
$53K - $59.8K
|
11.3K
$2.56M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
313+ 0.81% |
$52.2K - $58.9K
|
39.1K
$8.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
305+ 14.89% |
$50.9K - $57.4K
|
2.35K
$533K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
302+ 2.65% |
$50.4K - $56.8K
|
11.7K
$2.65M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
300+ 2.29% |
$50K - $56.4K
|
13.4K
$3.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
300New |
$50K - $56.4K
|
300
$67.9K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
299+ 0.34% |
$49.9K - $56.2K
|
87.1K
$19.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
296+ 6.04% |
$49.4K - $55.7K
|
5.2K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
295New |
$49.2K - $55.5K
|
295
$66.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
294+ 2.56% |
$49K - $55.3K
|
11.8K
$2.67M
|