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 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-546- 1.6% |
$128K - $162K
|
33.6K
$10.1M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-556- 29.88% |
$130K - $165K
|
1.31K
$394K
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-570- 20.25% |
$133K - $169K
|
2.25K
$677K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-584- 0.96% |
$137K - $173K
|
60.4K
$18.2M
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-600Closed |
$140K - $178K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-604Closed |
$141K - $179K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-607- 0.97% |
$142K - $180K
|
61.7K
$18.6M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-609- 17.47% |
$143K - $181K
|
2.88K
$868K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-609- 9.53% |
$143K - $181K
|
5.78K
$1.74M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-615- 0.85% |
$144K - $182K
|
71.4K
$21.6M
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-625- 29.66% |
$146K - $185K
|
1.48K
$447K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-640- 12.36% |
$150K - $190K
|
4.54K
$1.37M
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
SELL
|
- |
-650Closed |
$152K - $193K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-683Closed |
$160K - $203K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-683- 33.95% |
$160K - $203K
|
1.33K
$401K
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-685Closed |
$160K - $203K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-685Closed |
$160K - $203K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
SELL
|
- |
-692Closed |
$162K - $205K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-693- 6.88% |
$162K - $206K
|
9.38K
$2.83M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-693Closed |
$162K - $206K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-694Closed |
$162K - $206K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
17 Capital Partners, LLC
|
SELL
|
- |
-695Closed |
$163K - $206K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-699Closed |
$164K - $207K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-700Closed |
$164K - $208K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-705Closed |
$165K - $209K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-709- 35.13% |
$166K - $210K
|
1.31K
$395K
|
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-715Closed |
$167K - $212K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-716Closed |
$168K - $212K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-719Closed |
$168K - $213K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-719- 7.74% |
$168K - $213K
|
8.57K
$2.59M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-726- 13.44% |
$170K - $215K
|
4.68K
$1.41M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-726Closed |
$170K - $215K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-728Closed |
$170K - $216K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-738Closed |
$173K - $219K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-738- 5.42% |
$173K - $219K
|
12.9K
$3.88M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-738Closed |
$173K - $219K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Shaker Investments LLC
|
SELL
|
- |
-741Closed |
$173K - $220K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-750Closed |
$176K - $223K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
SELL
|
- |
-750Closed |
$176K - $223K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-757Closed |
$177K - $225K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-758Closed |
$177K - $225K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-759Closed |
$178K - $225K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Mayport, LLC
|
SELL
|
- |
-769Closed |
$180K - $228K
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-769- 36.67% |
$180K - $228K
|
1.33K
$401K
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-770Closed |
$180K - $228K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-777- 44.2% |
$182K - $231K
|
981
$296K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-783Closed |
$183K - $232K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-794Closed |
$186K - $236K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-809- 16.14% |
$189K - $240K
|
4.2K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-812- 2.03% |
$190K - $241K
|
39.3K
$11.9M
|