Purchases and Sales Made in Q1 2022 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 2000 GWT ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-217- 5.31% |
$50.8K - $64.4K
|
3.87K
$1.17M
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-219- 0.58% |
$51.3K - $65K
|
37.6K
$11.4M
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-220- 1.16% |
$51.5K - $65.3K
|
18.8K
$5.67M
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-224- 71.34% |
$52.4K - $66.5K
|
90
$27.2K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-230- 11.4% |
$53.8K - $68.2K
|
1.79K
$539K
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-237- 1.11% |
$55.5K - $70.3K
|
21.2K
$6.4M
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-239- 42.53% |
$55.9K - $70.9K
|
323
$97.5K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-244Closed |
$57.1K - $72.4K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-246- 1.1% |
$57.6K - $73K
|
22.1K
$6.66M
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-247- 2.38% |
$57.8K - $73.3K
|
10.2K
$3.06M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-247- 2.38% |
$57.8K - $73.3K
|
10.2K
$3.06M
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-261- 11.74% |
$61.1K - $77.4K
|
1.96K
$592K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-266- 8.26% |
$62.3K - $78.9K
|
2.96K
$892K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-276- 1.62% |
$64.6K - $81.9K
|
16.7K
$5.05M
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-278- 24.43% |
$65.1K - $82.5K
|
860
$259K
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-285- 5.43% |
$66.7K - $84.6K
|
4.97K
$1.5M
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-286- 26.46% |
$67K - $84.9K
|
795
$240K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-290- 1.2% |
$67.9K - $86K
|
23.9K
$7.2M
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-294Closed |
$68.8K - $87.2K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-296- 18.34% |
$69.3K - $87.8K
|
1.32K
$398K
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
SELL
|
- |
-301- 11.64% |
$70.5K - $89.3K
|
2.28K
$689K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-315- 28.64% |
$73.7K - $93.5K
|
785
$237K
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-316- 5.78% |
$74K - $93.8K
|
5.16K
$1.56M
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-319- 5.62% |
$74.7K - $94.6K
|
5.36K
$1.62M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-320- 50.08% |
$74.9K - $94.9K
|
319
$96.3K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-330- 6.11% |
$77.3K - $97.9K
|
5.07K
$1.53M
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
SELL
|
- |
-338- 19.78% |
$79.1K - $100K
|
1.37K
$414K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-361- 17.34% |
$84.5K - $107K
|
1.72K
$519K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-371Closed |
$86.9K - $110K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-379- 14.8% |
$88.7K - $112K
|
2.18K
$658K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-381Closed |
$89.2K - $113K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-390- 17.72% |
$91.3K - $116K
|
1.81K
$546K
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-400- 20.46% |
$93.6K - $119K
|
1.56K
$469K
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-400- 83.86% |
$93.6K - $119K
|
77
$23.2K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-413- 22.03% |
$96.7K - $123K
|
1.46K
$441K
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-424- 25.1% |
$99.3K - $126K
|
1.27K
$382K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-428- 1.95% |
$100K - $127K
|
21.5K
$6.49M
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-439- 0.46% |
$103K - $130K
|
94.7K
$28.6M
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-439- 4.18% |
$103K - $130K
|
10.1K
$3.04M
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-464- 1.46% |
$109K - $138K
|
31.4K
$9.47M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-464- 1.59% |
$109K - $138K
|
28.7K
$8.66M
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-477- 1.01% |
$112K - $142K
|
46.7K
$14.1M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-478- 12.92% |
$112K - $142K
|
3.22K
$972K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-495- 6.93% |
$116K - $147K
|
6.65K
$2.01M
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 16.26% |
$117K - $148K
|
2.58K
$777K
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-500Closed |
$117K - $148K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-505- 11.92% |
$118K - $150K
|
3.73K
$1.13M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-509- 16.13% |
$119K - $151K
|
2.65K
$798K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-511- 17.49% |
$120K - $152K
|
2.41K
$727K
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-517- 13.94% |
$121K - $153K
|
3.19K
$963K
|