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 |
---|---|---|---|---|---|---|---|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-823Closed |
$193K - $244K
|
0
$0
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-830Closed |
$194K - $246K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-839- 10.87% |
$196K - $249K
|
6.88K
$2.08M
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-852Closed |
$199K - $253K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-858Closed |
$201K - $255K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-875Closed |
$205K - $260K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-887- 30.45% |
$208K - $263K
|
2.03K
$611K
|
|
May 09, 2022
Q1 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-902Closed |
$211K - $268K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-911- 4.46% |
$213K - $270K
|
19.5K
$5.88M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-929- 66.74% |
$217K - $276K
|
463
$140K
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-930Closed |
$218K - $276K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-933Closed |
$218K - $277K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-934- 8.8% |
$219K - $277K
|
9.68K
$2.92M
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-935Closed |
$219K - $277K
|
0
$0
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-939- 27.04% |
$220K - $279K
|
2.53K
$765K
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-949Closed |
$222K - $282K
|
0
$0
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-966Closed |
$226K - $287K
|
0
$0
|
|
Jun 08, 2022
Q1 2022
|
Presidio Capital Management, LLC
|
SELL
|
- |
-966Closed |
$226K - $287K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-970- 12.93% |
$227K - $288K
|
6.53K
$1.97M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-973- 31.16% |
$228K - $289K
|
2.15K
$649K
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-986- 1.81% |
$231K - $293K
|
53.5K
$16.2M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-999- 6.79% |
$234K - $296K
|
13.7K
$4.13M
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
SELL
|
- |
-1.05KClosed |
$245K - $310K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.06K- 1.89% |
$248K - $314K
|
55K
$16.6M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.11KClosed |
$260K - $330K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-1.13KClosed |
$264K - $335K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.15K- 25.87% |
$269K - $340K
|
3.29K
$991K
|
|
May 03, 2022
Q1 2022
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.15KClosed |
$269K - $341K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.16KClosed |
$270K - $343K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.17K- 1.1% |
$273K - $347K
|
105K
$31.8M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.26K- 10.41% |
$294K - $373K
|
10.8K
$3.26M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.27K- 56.92% |
$297K - $376K
|
959
$289K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.28K- 2.28% |
$298K - $378K
|
54.6K
$16.5M
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.28K- 2.28% |
$298K - $378K
|
54.6K
$16.5M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.29KClosed |
$303K - $384K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.33K- 45.89% |
$311K - $394K
|
1.57K
$473K
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
SELL
|
- |
-1.35KClosed |
$315K - $400K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.36K- 32.68% |
$318K - $403K
|
2.8K
$845K
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.39K- 4.59% |
$324K - $411K
|
28.8K
$8.7M
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.39KClosed |
$326K - $413K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
SELL
|
- |
-1.43KClosed |
$334K - $423K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-1.43K- 73.22% |
$335K - $425K
|
524
$158K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.47K- 5.71% |
$345K - $437K
|
24.3K
$7.34M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.54K- 8.34% |
$360K - $457K
|
16.9K
$5.1M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.63KClosed |
$381K - $483K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.67K- 23.88% |
$390K - $494K
|
5.31K
$1.6M
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.78K- 15.36% |
$416K - $527K
|
9.79K
$2.96M
|
|
May 02, 2022
Q1 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.79K- 98.35% |
$418K - $530K
|
30
$9.05K
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.8K- 8.45% |
$421K - $534K
|
19.5K
$5.88M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.81K- 2.29% |
$423K - $536K
|
77.1K
$23.3M
|