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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
94+ 1.3% |
$22K - $27.9K
|
7.35K
$1.93M
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
BUY
|
- |
91+ 2.99% |
$21.3K - $27K
|
3.13K
$823K
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
86+ 8.07% |
$20.1K - $25.5K
|
1.15K
$303K
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
69+ 2.25% |
$16.2K - $20.5K
|
3.14K
$825K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
69New |
$16.2K - $20.5K
|
69
$18.1K
|
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
67+ 6.73% |
$15.7K - $19.9K
|
1.06K
$279K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
65+ 3.91% |
$15.2K - $19.3K
|
1.73K
$454K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
60+ 3.89% |
$14K - $17.8K
|
1.6K
$421K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
57+ 7.68% |
$13.3K - $16.9K
|
799
$210K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
56+ 32.56% |
$13.1K - $16.6K
|
228
$60K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
52New |
$12.2K - $15.4K
|
52
$13.7K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
44+ 5.62% |
$10.3K - $13.1K
|
827
$217K
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
40New |
$9.36K - $11.9K
|
40
$10.5K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
39+ 19.7% |
$9.13K - $11.6K
|
237
$62.3K
|
|
|
May 09, 2022
Q1 2022
|
Morris Capital Advisors, LLC
|
BUY
|
- |
39+ 3.57% |
$9.13K - $11.6K
|
1.13K
$297K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
38+ 0.29% |
$8.9K - $11.3K
|
13.2K
$3.46M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
35+ 1.23% |
$8.19K - $10.4K
|
2.87K
$755K
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
34+ 0.53% |
$7.96K - $10.1K
|
6.49K
$1.71M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31+ 3.83% |
$7.26K - $9.2K
|
841
$221K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30+ 2.0% |
$7.02K - $8.9K
|
1.53K
$402K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30+ 0.37% |
$7.02K - $8.9K
|
8.03K
$2.11M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
28New |
$6.55K - $8.31K
|
28
$7.36K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
28+ 2.45% |
$6.55K - $8.31K
|
1.17K
$307K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
28+ 2.9% |
$6.55K - $8.31K
|
995
$262K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27+ 0.99% |
$6.32K - $8.01K
|
2.76K
$725K
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
26+ 0.44% |
$6.09K - $7.71K
|
5.92K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
26+ 0.62% |
$6.09K - $7.71K
|
4.2K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
26New |
$6.09K - $7.71K
|
26
$6.84K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
25+ 46.3% |
$5.85K - $7.42K
|
79
$20.8K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 12.3% |
$5.38K - $6.82K
|
210
$55.2K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
20+ 1.89% |
$4.68K - $5.93K
|
1.08K
$284K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
18+ 0.81% |
$4.21K - $5.34K
|
2.24K
$588K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
17+ 0.16% |
$3.98K - $5.04K
|
10.5K
$2.77M
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
16+ 0.1% |
$3.75K - $4.75K
|
16.8K
$4.42M
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
BUY
|
- |
15+ 11.11% |
$3.51K - $4.45K
|
150
$39.4K
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
14+ 1.24% |
$3.28K - $4.15K
|
1.14K
$301K
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
13+ 1.02% |
$3.04K - $3.86K
|
1.29K
$339K
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
12+ 0.16% |
$2.81K - $3.56K
|
7.64K
$2.01M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10+ 3.24% |
$2.34K - $2.97K
|
319
$83.9K
|
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
9+ 0.62% |
$2.11K - $2.67K
|
1.47K
$386K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
9+ 4.89% |
$2.11K - $2.67K
|
193
$50.8K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 53.33% |
$1.87K - $2.37K
|
23
$6.05K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
8+ 5.52% |
$1.87K - $2.37K
|
153
$40.2K
|
|
|
Apr 13, 2022
Q1 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
7+ 0.03% |
$1.64K - $2.08K
|
28K
$7.36M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5New |
$1.17K - $1.48K
|
5
$1.31K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.23% |
$936 - $1.19K
|
1.73K
$454K
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4+ 0.3% |
$936 - $1.19K
|
1.32K
$346K
|
|
|
May 24, 2022
Q1 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
4+ 0.22% |
$936 - $1.19K
|
1.84K
$484K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3+ 0.05% |
$702 - $890
|
6.16K
$1.62M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 1.17% |
$702 - $890
|
259
$68.1K
|