Purchases and Sales Made in Q4 2022 in Ishares Russell 2000 ETF (IWM)

IWM Quotes by TradingView

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 09, 2023 Q4 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
6.98K
+ 97.76%
$1.16M - $1.31M
14.1K $3.2M
Feb 14, 2023 Q4 2022
Park Place Capital Corp

Birmingham, AL
BUY
 -
6.82K
New
$1.14M - $1.28M
6.82K $1.55M
Feb 06, 2023 Q4 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
6.75K
+ 15.7%
$1.13M - $1.27M
49.7K $11.3M
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

BUY
 -
6.66K
+ 249.2%
$1.11M - $1.25M
9.33K $2.11M
Feb 13, 2023 Q4 2022
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
6.63K
+ 172.22%
$1.11M - $1.25M
10.5K $2.37M
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
6.53K
+ 2.41%
$1.09M - $1.23M
277K $62.8M
Feb 14, 2023 Q4 2022
Moore Capital Management, LP

New York, NY
BUY
 -
6.5K
New
$1.08M - $1.22M
6.5K $1.47M
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

BUY
 -
6.48K
+ 29.19%
$1.08M - $1.22M
28.7K $6.49M
Feb 14, 2023 Q4 2022
Polar Asset Management Partners Inc.

Toronto, A6
BUY
 -
6.4K
+ 4.99%
$1.07M - $1.2M
135K $30.5M
Jan 13, 2023 Q4 2022
First Heartland Consultants, Inc.

BUY
 -
6.4K
+ 341.96%
$1.07M - $1.2M
8.27K $1.87M
Feb 06, 2023 Q4 2022
Amarillo National Bank

BUY
 -
6.29K
+ 4.7%
$1.05M - $1.18M
140K $31.7M
Feb 10, 2023 Q4 2022
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
6.14K
+ 115.17%
$1.02M - $1.16M
11.5K $2.6M
Feb 01, 2023 Q4 2022
Crestone Asset Management LLC

BUY
 -
6.07K
+ 162.47%
$1.01M - $1.14M
9.8K $2.22M
Jan 25, 2023 Q4 2022
Pinnacle Associates LTD

BUY
 -
6.03K
+ 12.72%
$1.01M - $1.13M
53.4K $12.1M
Jan 17, 2023 Q4 2022
Iam Advisory, LLC

BUY
 -
6.02K
New
$1M - $1.13M
6.02K $1.36M
Jan 23, 2023 Q4 2022
Saxon Interests, Inc.

BUY
 -
6.01K
+ 87.06%
$1M - $1.13M
12.9K $2.92M
Jul 18, 2023 Q4 2022
First County Bank /Ct/

Stamford, CT
BUY
 -
5.98K
New
$997K - $1.12M
5.98K $1.35M
Feb 02, 2023 Q4 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
5.96K
+ 305.75%
$994K - $1.12M
7.91K $1.79M
Jan 18, 2023 Q4 2022
Congress Asset Management CO

BUY
 -
5.93K
New
$990K - $1.12M
5.93K $1.34M
Feb 13, 2023 Q4 2022
Algert Global LLC

San Francisco, CA
BUY
 -
5.91K
New
$986K - $1.11M
5.91K $1.34M
Feb 14, 2023 Q4 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
5.91K
+ 5.66%
$986K - $1.11M
110K $25M
Jan 20, 2023 Q4 2022
Domani Wealth, LLC

BUY
 -
5.88K
+ 10.62%
$980K - $1.1M
61.2K $13.9M
Jan 25, 2023 Q4 2022
K.J. Harrison & Partners Inc

BUY
 -
5.86K
+ 188.97%
$977K - $1.1M
8.96K $2.03M
Jan 17, 2023 Q4 2022
Aletheian Wealth Advisors LLC

BUY
 -
5.77K
New
$962K - $1.08M
5.77K $1.31M
Apr 10, 2023 Q4 2022
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
5.6K
New
$934K - $1.05M
5.6K $1.27M
Feb 13, 2023 Q4 2022
Quantbot Technologies LP

New York, NY
BUY
 -
5.6K
+ 39.34%
$934K - $1.05M
19.8K $4.49M
Jan 31, 2023 Q4 2022
Triumph Capital Management

BUY
 -
5.59K
+ 31.19%
$932K - $1.05M
23.5K $5.32M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
5.55K
+ 315.83%
$925K - $1.04M
7.3K $1.65M
Jan 12, 2023 Q4 2022
Strateg Iq Financial Group, LLC

BUY
 -
5.47K
+ 11.46%
$912K - $1.03M
53.2K $12M
Feb 13, 2023 Q4 2022
Cardinal Capital Management LLC

Greenwich, CT
BUY
 -
5.47K
+ 96.85%
$912K - $1.03M
11.1K $2.52M
Feb 13, 2023 Q4 2022
Mirabella Financial Services LLP

London, X0
BUY
 -
5.44K
New
$908K - $1.02M
5.44K $1.23M
Jan 20, 2023 Q4 2022
Summit Financial Strategies, Inc.

BUY
 -
5.42K
New
$904K - $1.02M
5.42K $1.23M
Jan 31, 2023 Q4 2022
Ironwood Investment Management LLC

Boston, MA
BUY
 -
5.34K
+ 263.07%
$890K - $1M
7.36K $1.67M
Feb 14, 2023 Q4 2022
Eagle Asset Management Inc

St Petersburg, FL
BUY
 -
5.23K
+ 10.3%
$872K - $983K
56K $12.7M
Feb 09, 2023 Q4 2022
Avantax Planning Partners, Inc.

BUY
 -
5.14K
+ 90.19%
$857K - $966K
10.8K $2.45M
Feb 14, 2023 Q4 2022
Davis Investment Partners, LLC

Charlotte, NC
BUY
 -
5.07K
New
$845K - $953K
5.07K $1.15M
Feb 14, 2023 Q4 2022
Symmetry Peak Management LLC

Radnor, PA
BUY
 -
5K
New
$834K - $940K
5K $1.13M
Feb 09, 2023 Q4 2022
Trust CO Of Kansas

Wichita, KS
BUY
 -
5K
New
$834K - $940K
5K $1.13M
Feb 14, 2023 Q4 2022
Financial Counselors Inc

BUY
 -
4.98K
+ 13.2%
$831K - $936K
42.7K $9.67M
Feb 06, 2023 Q4 2022
First Ascent Asset Management, LLC

BUY
 -
4.98K
New
$830K - $936K
4.98K $1.13M
Feb 14, 2023 Q4 2022
Scs Capital Management LLC

Boston, MA
BUY
 -
4.95K
+ 45.25%
$826K - $931K
15.9K $3.6M
Feb 09, 2023 Q4 2022
Summit Wealth & Retirement Planning, Inc.

BUY
 -
4.95K
+ 23.22%
$826K - $931K
26.3K $5.95M
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
4.88K
+ 15.42%
$814K - $918K
36.5K $8.28M
Feb 07, 2023 Q4 2022
Main Street Financial Solutions, LLC

BUY
 -
4.88K
New
$814K - $917K
4.88K $1.1M
Jan 25, 2023 Q4 2022
Greenleaf Trust

Kalamazoo, MI
BUY
 -
4.87K
+ 23.82%
$813K - $916K
25.3K $5.74M
Jan 24, 2023 Q4 2022
Lindbrook Capital, LLC

BUY
 -
4.81K
+ 12.65%
$802K - $904K
42.8K $9.7M
Feb 14, 2023 Q4 2022
Aureus Asset Management, LLC

Boston, MA
BUY
 -
4.79K
+ 74.64%
$799K - $901K
11.2K $2.54M
Jan 26, 2023 Q4 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
4.78K
+ 76.3%
$797K - $899K
11K $2.5M
Jan 26, 2023 Q4 2022
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
4.71K
New
$786K - $886K
4.71K $1.07M

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