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 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-25- 2.47% |
$5.85K - $7.42K
|
988
$298K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-25Closed |
$5.85K - $7.42K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-26Closed |
$6.09K - $7.71K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
SELL
|
- |
-28- 0.78% |
$6.55K - $8.31K
|
3.58K
$1.08M
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-29- 2.56% |
$6.79K - $8.6K
|
1.1K
$333K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-30- 0.22% |
$7.02K - $8.9K
|
13.3K
$4.03M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-31Closed |
$7.26K - $9.2K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-32Closed |
$7.49K - $9.49K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-32- 24.24% |
$7.49K - $9.49K
|
100
$30.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-32Closed |
$7.49K - $9.49K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-33- 3.74% |
$7.73K - $9.79K
|
850
$256K
|
|
|
May 03, 2022
Q1 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-34- 1.5% |
$7.96K - $10.1K
|
2.23K
$673K
|
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
SELL
|
- |
-35- 1.49% |
$8.19K - $10.4K
|
2.32K
$699K
|
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-37- 1.6% |
$8.66K - $11K
|
2.28K
$688K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-37- 2.92% |
$8.66K - $11K
|
1.23K
$371K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-38- 0.9% |
$8.9K - $11.3K
|
4.17K
$1.26M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-42- 9.86% |
$9.83K - $12.5K
|
384
$116K
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-42Closed |
$9.83K - $12.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-44- 1.58% |
$10.3K - $13.1K
|
2.74K
$826K
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-45- 3.77% |
$10.5K - $13.4K
|
1.15K
$347K
|
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-45- 2.74% |
$10.5K - $13.4K
|
1.6K
$482K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-46- 18.11% |
$10.8K - $13.6K
|
208
$62.8K
|
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-48- 0.96% |
$11.2K - $14.2K
|
4.97K
$1.5M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-53Closed |
$12.4K - $15.7K
|
0
$0
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-53- 2.38% |
$12.4K - $15.7K
|
2.17K
$656K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-54- 3.46% |
$12.6K - $16K
|
1.51K
$454K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-55Closed |
$12.9K - $16.3K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-60- 5.54% |
$14K - $17.8K
|
1.02K
$309K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-60- 6.29% |
$14K - $17.8K
|
894
$270K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-60- 40.0% |
$14K - $17.8K
|
90
$27.2K
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-64Closed |
$15K - $19K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-65Closed |
$15.2K - $19.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-75- 0.57% |
$17.6K - $22.3K
|
13.1K
$3.96M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-75- 45.18% |
$17.6K - $22.3K
|
91
$27.5K
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-75- 6.99% |
$17.6K - $22.3K
|
998
$301K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-75- 0.34% |
$17.6K - $22.3K
|
21.8K
$6.59M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-75- 3.04% |
$17.6K - $22.3K
|
2.4K
$723K
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-76- 1.38% |
$17.8K - $22.5K
|
5.44K
$1.64M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-77- 17.95% |
$18K - $22.8K
|
352
$106K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-77Closed |
$18K - $22.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-80Closed |
$18.7K - $23.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-86- 32.95% |
$20.1K - $25.5K
|
175
$52.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-87- 83.65% |
$20.4K - $25.8K
|
17
$5.13K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-87- 4.82% |
$20.4K - $25.8K
|
1.72K
$518K
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-91- 5.26% |
$21.3K - $27K
|
1.64K
$495K
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-93- 8.09% |
$21.8K - $27.6K
|
1.06K
$319K
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-93- 4.32% |
$21.8K - $27.6K
|
2.06K
$622K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-93- 8.26% |
$21.8K - $27.6K
|
1.03K
$312K
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-94- 2.51% |
$22K - $27.9K
|
3.65K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-99- 5.88% |
$23.2K - $29.4K
|
1.59K
$478K
|