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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
289+ 5.62% |
$48.2K - $54.3K
|
5.44K
$1.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
283+ 9.7% |
$47.2K - $53.2K
|
3.2K
$725K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
282+ 4.32% |
$47K - $53K
|
6.8K
$1.54M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
278New |
$46.4K - $52.3K
|
278
$63K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
275+ 9.78% |
$45.9K - $51.7K
|
3.09K
$699K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
275New |
$45.9K - $51.7K
|
275
$62.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
274+ 2.05% |
$45.7K - $51.5K
|
13.6K
$3.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
273+ 8.45% |
$45.5K - $51.3K
|
3.5K
$793K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
272+ 11.77% |
$45.4K - $51.1K
|
2.58K
$585K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
269+ 14.14% |
$44.9K - $50.6K
|
2.17K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
268+ 14.81% |
$44.7K - $50.4K
|
2.08K
$471K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
267+ 13.64% |
$44.5K - $50.2K
|
2.23K
$504K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
266+ 1.8% |
$44.4K - $50K
|
15K
$3.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
266+ 6.71% |
$44.4K - $50K
|
4.23K
$958K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
265+ 18.01% |
$44.2K - $49.8K
|
1.74K
$393K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
258+ 14.48% |
$43K - $48.5K
|
2.04K
$462K
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
257+ 19.65% |
$42.9K - $48.3K
|
1.57K
$354K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
254+ 19.64% |
$42.4K - $47.8K
|
1.55K
$350K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
253+ 3.04% |
$42.2K - $47.6K
|
8.57K
$1.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
250+ 12.29% |
$41.7K - $47K
|
2.29K
$518K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
248New |
$41.4K - $46.6K
|
248
$56.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
243+ 0.66% |
$40.5K - $45.7K
|
36.8K
$8.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
243+ 2.33% |
$40.5K - $45.7K
|
10.7K
$2.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
241+ 1.08% |
$40.2K - $45.3K
|
22.5K
$5.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
238+ 3.82% |
$39.7K - $44.8K
|
6.47K
$1.47M
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
237+ 1.09% |
$39.5K - $44.6K
|
22K
$4.98M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
232+ 17.55% |
$38.7K - $43.6K
|
1.55K
$352K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
228+ 2.75% |
$38K - $42.9K
|
8.52K
$1.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
223+ 1.36% |
$37.2K - $41.9K
|
16.6K
$3.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
221+ 4.05% |
$36.9K - $41.6K
|
5.67K
$1.28M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
221+ 4.05% |
$36.9K - $41.6K
|
5.67K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
BUY
|
- |
220+ 1.68% |
$36.7K - $41.4K
|
13.3K
$3.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
217+ 7.88% |
$36.2K - $40.8K
|
2.97K
$673K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
208+ 13.64% |
$34.7K - $39.1K
|
1.73K
$392K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
208New |
$34.7K - $39.1K
|
208
$47.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
205+ 3.44% |
$34.2K - $38.6K
|
6.16K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
202New |
$33.7K - $38K
|
202
$45.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
200+ 42.55% |
$33.4K - $37.6K
|
670
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
200+ 11.31% |
$33.4K - $37.6K
|
1.97K
$446K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
200+ 6.44% |
$33.4K - $37.6K
|
3.31K
$749K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
198+ 11.61% |
$33K - $37.2K
|
1.9K
$431K
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
198+ 8.39% |
$33K - $37.2K
|
2.56K
$579K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
195+ 9.64% |
$32.5K - $36.7K
|
2.22K
$502K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
195+ 0.76% |
$32.5K - $36.7K
|
25.7K
$5.82M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
194+ 6.12% |
$32.4K - $36.5K
|
3.36K
$761K
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
190+ 0.98% |
$31.7K - $35.7K
|
19.5K
$4.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
189+ 88.73% |
$31.5K - $35.5K
|
402
$91K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
188+ 8.91% |
$31.4K - $35.4K
|
2.3K
$521K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
186+ 0.81% |
$31K - $35K
|
23.2K
$5.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
185+ 8.77% |
$30.9K - $34.8K
|
2.29K
$520K
|