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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
100+ 3.84% |
$16.7K - $18.8K
|
2.7K
$612K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
100+ 7.63% |
$16.7K - $18.8K
|
1.41K
$319K
|
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
100+ 0.13% |
$16.7K - $18.8K
|
76.4K
$17.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
99+ 0.17% |
$16.5K - $18.6K
|
56.8K
$12.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
97+ 0.99% |
$16.2K - $18.2K
|
9.92K
$2.25M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
95+ 1.22% |
$15.8K - $17.9K
|
7.89K
$1.79M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
95+ 6.22% |
$15.8K - $17.9K
|
1.62K
$367K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
93+ 0.58% |
$15.5K - $17.5K
|
16K
$3.63M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
92New |
$15.3K - $17.3K
|
92
$20.8K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
91+ 364.0% |
$15.2K - $17.1K
|
116
$26.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
90New |
$15K - $16.9K
|
90
$20.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
87+ 1.97% |
$14.5K - $16.4K
|
4.51K
$1.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
86+ 6.94% |
$14.3K - $16.2K
|
1.33K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
84New |
$14K - $15.8K
|
84
$19K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
81+ 78.64% |
$13.5K - $15.2K
|
184
$41.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
80+ 32.92% |
$13.3K - $15K
|
323
$73.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
80+ 0.67% |
$13.3K - $15K
|
12K
$2.73M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
79+ 0.2% |
$13.2K - $14.9K
|
39.1K
$8.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
79+ 2.37% |
$13.2K - $14.9K
|
3.41K
$773K
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
78+ 6.17% |
$13K - $14.7K
|
1.34K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
76+ 3.21% |
$12.7K - $14.3K
|
2.44K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
76+ 1.99% |
$12.7K - $14.3K
|
3.89K
$881K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
76New |
$12.7K - $14.3K
|
76
$17.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
75+ 4.71% |
$12.5K - $14.1K
|
1.67K
$378K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
75+ 0.48% |
$12.5K - $14.1K
|
15.8K
$3.57M
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
74+ 1.53% |
$12.3K - $13.9K
|
4.91K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
73+ 2.1% |
$12.2K - $13.7K
|
3.55K
$803K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
73+ 10.37% |
$12.2K - $13.7K
|
777
$176K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
72+ 13.66% |
$12K - $13.5K
|
599
$136K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
71+ 0.38% |
$11.8K - $13.4K
|
18.9K
$4.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
69+ 1.41% |
$11.5K - $13K
|
4.97K
$1.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
67+ 0.35% |
$11.2K - $12.6K
|
19.3K
$4.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
67+ 3.98% |
$11.2K - $12.6K
|
1.75K
$396K
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
BUY
|
- |
65+ 0.73% |
$10.8K - $12.2K
|
8.95K
$2.03M
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
64+ 2.04% |
$10.7K - $12K
|
3.21K
$727K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
63New |
$10.5K - $11.8K
|
63
$14.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
62+ 1.24% |
$10.3K - $11.7K
|
5.06K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
60+ 1.62% |
$10K - $11.3K
|
3.77K
$853K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
59+ 2.1% |
$9.84K - $11.1K
|
2.87K
$649K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
58+ 1.33% |
$9.67K - $10.9K
|
4.42K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
58+ 0.98% |
$9.67K - $10.9K
|
5.97K
$1.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
57+ 0.84% |
$9.51K - $10.7K
|
6.83K
$1.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
57New |
$9.51K - $10.7K
|
57
$12.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
55+ 0.1% |
$9.17K - $10.3K
|
53K
$12M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
52New |
$8.67K - $9.78K
|
52
$11.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
51+ 0.17% |
$8.51K - $9.59K
|
30.6K
$6.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
51+ 2.33% |
$8.51K - $9.59K
|
2.24K
$507K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
50+ 3.45% |
$8.34K - $9.4K
|
1.5K
$339K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50+ 2.86% |
$8.34K - $9.4K
|
1.8K
$407K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
50New |
$8.34K - $9.4K
|
50
$11.3K
|