Purchases and Sales Made in Q1 2023 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q1 2023. 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 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-301- 6.13% |
$64K - $73.7K
|
4.61K
$1.36M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-302- 9.57% |
$64.2K - $74K
|
2.85K
$841K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-308- 61.72% |
$65.5K - $75.5K
|
191
$56.3K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-309- 18.27% |
$65.7K - $75.7K
|
1.38K
$407K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-332Closed |
$70.6K - $81.3K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-337- 10.5% |
$71.6K - $82.6K
|
2.87K
$846K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-344- 74.46% |
$73.1K - $84.3K
|
118
$34.8K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
SELL
|
- |
-367- 1.85% |
$78K - $89.9K
|
19.5K
$5.74M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-368- 18.21% |
$78.2K - $90.2K
|
1.65K
$487K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-369- 14.12% |
$78.4K - $90.4K
|
2.25K
$662K
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-369- 5.5% |
$78.4K - $90.4K
|
6.33K
$1.87M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-370- 0.95% |
$78.6K - $90.7K
|
38.5K
$11.3M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-375- 6.93% |
$79.7K - $91.9K
|
5.04K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-387- 0.66% |
$82.2K - $94.8K
|
58.3K
$17.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-395- 18.78% |
$83.9K - $96.8K
|
1.71K
$503K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-397- 7.3% |
$84.4K - $97.3K
|
5.04K
$1.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-397- 0.83% |
$84.4K - $97.3K
|
47.4K
$14M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-399- 20.05% |
$84.8K - $97.8K
|
1.59K
$469K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-399- 7.74% |
$84.8K - $97.8K
|
4.76K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-413- 10.5% |
$87.8K - $101K
|
3.52K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-420- 14.96% |
$89.3K - $103K
|
2.39K
$704K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-436- 5.96% |
$92.7K - $107K
|
6.88K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-438- 24.28% |
$93.1K - $107K
|
1.37K
$403K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-443- 7.48% |
$94.1K - $109K
|
5.48K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-456- 55.88% |
$96.9K - $112K
|
360
$106K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-460- 19.8% |
$97.8K - $113K
|
1.86K
$549K
|
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-466- 1.52% |
$99K - $114K
|
30.2K
$8.9M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-466- 17.96% |
$99K - $114K
|
2.13K
$627K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-478- 1.66% |
$102K - $117K
|
28.4K
$8.37M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-484- 2.38% |
$103K - $119K
|
19.8K
$5.85M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-496- 1.36% |
$105K - $122K
|
36.1K
$10.6M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-500- 4.43% |
$106K - $123K
|
10.8K
$3.18M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-504- 47.06% |
$107K - $123K
|
567
$167K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-513- 3.54% |
$109K - $126K
|
14K
$4.11M
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-514- 4.41% |
$109K - $126K
|
11.1K
$3.28M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-516- 26.22% |
$110K - $126K
|
1.45K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-518- 28.2% |
$110K - $127K
|
1.32K
$389K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-523- 13.72% |
$111K - $128K
|
3.29K
$969K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-527- 25.87% |
$112K - $129K
|
1.51K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-534- 96.56% |
$113K - $131K
|
19
$5.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-535- 1.85% |
$114K - $131K
|
28.4K
$8.37M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-549Closed |
$117K - $135K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-565- 9.81% |
$120K - $138K
|
5.19K
$1.53M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-572- 25.07% |
$122K - $140K
|
1.71K
$504K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-599- 9.55% |
$127K - $147K
|
5.67K
$1.67M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-605- 4.63% |
$129K - $148K
|
12.5K
$3.67M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-620- 34.66% |
$132K - $152K
|
1.17K
$344K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-645- 3.7% |
$137K - $158K
|
16.8K
$4.95M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-669- 1.84% |
$142K - $164K
|
35.7K
$10.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-673- 42.35% |
$143K - $165K
|
916
$270K
|