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 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
242+ 4.42% |
$56.7K - $71.8K
|
5.72K
$1.69M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
236+ 4.52% |
$55.2K - $70K
|
5.46K
$1.61M
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
235+ 2.13% |
$55K - $69.7K
|
11.3K
$3.33M
|
|
May 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
226+ 0.94% |
$52.9K - $67K
|
24.2K
$7.13M
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
219New |
$51.3K - $65K
|
219
$64.5K
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
217+ 10.89% |
$50.8K - $64.4K
|
2.21K
$651K
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
216+ 8.74% |
$50.6K - $64.1K
|
2.69K
$791K
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
215+ 14.59% |
$50.3K - $63.8K
|
1.69K
$498K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
213+ 0.3% |
$49.9K - $63.2K
|
71.1K
$21M
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
212+ 44.82% |
$49.6K - $62.9K
|
685
$202K
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
209New |
$48.9K - $62K
|
209
$61.6K
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
205+ 17.21% |
$48K - $60.8K
|
1.4K
$411K
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
205+ 17.21% |
$48K - $60.8K
|
1.4K
$411K
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
203+ 5.55% |
$47.5K - $60.2K
|
3.86K
$1.14M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
201+ 114.86% |
$47.1K - $59.6K
|
376
$111K
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
196+ 1.54% |
$45.9K - $58.1K
|
13K
$3.82M
|
|
May 16, 2022
Q1 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
191New |
$44.7K - $56.7K
|
191
$56.3K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
190+ 14.14% |
$44.5K - $56.4K
|
1.53K
$452K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
187New |
$43.8K - $55.5K
|
187
$55.1K
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
186+ 0.26% |
$43.5K - $55.2K
|
72.2K
$21.3M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
185+ 26.81% |
$43.3K - $54.9K
|
875
$258K
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
180+ 17.18% |
$42.1K - $53.4K
|
1.23K
$362K
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
177+ 3.51% |
$41.4K - $52.5K
|
5.22K
$1.54M
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
175+ 10.21% |
$41K - $51.9K
|
1.89K
$557K
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
173+ 15.46% |
$40.5K - $51.3K
|
1.29K
$381K
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
170New |
$39.8K - $50.4K
|
170
$50.1K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
162New |
$37.9K - $48.1K
|
162
$47.7K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
160+ 13.78% |
$37.5K - $47.5K
|
1.32K
$389K
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
153+ 8.19% |
$35.8K - $45.4K
|
2.02K
$595K
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
151New |
$35.3K - $44.8K
|
151
$44.5K
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
150New |
$35.1K - $44.5K
|
150
$44.2K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
137+ 0.97% |
$32.1K - $40.6K
|
14.3K
$4.21M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
131+ 100.0% |
$30.7K - $38.9K
|
262
$77.2K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
129+ 7.6% |
$30.2K - $38.3K
|
1.83K
$538K
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
125+ 8.38% |
$29.3K - $37.1K
|
1.62K
$476K
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
122+ 10.28% |
$28.6K - $36.2K
|
1.31K
$386K
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
120+ 16.95% |
$28.1K - $35.6K
|
828
$244K
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
120+ 6.67% |
$28.1K - $35.6K
|
1.92K
$565K
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
114+ 3.82% |
$26.7K - $33.8K
|
3.1K
$913K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
113+ 4.6% |
$26.5K - $33.5K
|
2.57K
$758K
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
110+ 3.54% |
$25.8K - $32.6K
|
3.22K
$948K
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
100+ 12.42% |
$23.4K - $29.7K
|
905
$267K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
100+ 7.92% |
$23.4K - $29.7K
|
1.36K
$402K
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
100+ 4.74% |
$23.4K - $29.7K
|
2.21K
$651K
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
98+ 2.77% |
$22.9K - $29.1K
|
3.64K
$1.07M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
98+ 3.54% |
$22.9K - $29.1K
|
2.87K
$844K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
97+ 16.03% |
$22.7K - $28.8K
|
702
$207K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
97+ 1.66% |
$22.7K - $28.8K
|
5.95K
$1.75M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
94+ 1.3% |
$22K - $27.9K
|
7.35K
$2.16M
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
BUY
|
- |
91+ 2.99% |
$21.3K - $27K
|
3.13K
$923K
|