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
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.51K- 11.15% |
$745K - $859K
|
27.9K
$8.23M
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-3.59K- 3.72% |
$763K - $880K
|
93K
$27.4M
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-3.61K- 53.75% |
$767K - $884K
|
3.11K
$915K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.61K- 3.8% |
$767K - $885K
|
91.4K
$26.9M
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-4.13K- 26.43% |
$878K - $1.01M
|
11.5K
$3.39M
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-4.13K- 23.54% |
$878K - $1.01M
|
13.4K
$3.96M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.13K- 3.47% |
$879K - $1.01M
|
115K
$33.8M
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-4.14K- 54.89% |
$879K - $1.01M
|
3.4K
$1M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.55K- 9.86% |
$967K - $1.12M
|
41.6K
$12.3M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.56K- 5.43% |
$969K - $1.12M
|
79.4K
$23.4M
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-4.81K- 73.19% |
$1.02M - $1.18M
|
1.76K
$519K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.22K- 7.31% |
$1.11M - $1.28M
|
66.1K
$19.5M
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.32K- 14.63% |
$1.13M - $1.3M
|
31K
$9.14M
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-5.66K- 45.49% |
$1.2M - $1.39M
|
6.78K
$2M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.69K- 8.0% |
$1.21M - $1.4M
|
65.5K
$19.3M
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5.99K- 86.98% |
$1.27M - $1.47M
|
897
$264K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.1K- 45.28% |
$1.3M - $1.49M
|
7.37K
$2.17M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.36K- 71.79% |
$1.35M - $1.56M
|
2.5K
$736K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.9K- 92.2% |
$1.47M - $1.69M
|
584
$172K
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-7.89K- 29.89% |
$1.68M - $1.93M
|
18.5K
$5.45M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.25K- 0.98% |
$1.75M - $2.02M
|
833K
$246M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.71K- 12.91% |
$1.85M - $2.13M
|
58.7K
$17.3M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.78K- 47.46% |
$1.86M - $2.15M
|
9.72K
$2.86M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.98K- 7.06% |
$1.91M - $2.2M
|
118K
$34.8M
|
|
May 12, 2023
Q1 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-9.56K- 18.25% |
$2.03M - $2.34M
|
42.9K
$12.6M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-10.8K- 47.14% |
$2.3M - $2.66M
|
12.2K
$3.58M
|
|
Apr 14, 2023
Q1 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-11.1K- 1.9% |
$2.36M - $2.72M
|
574K
$169M
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-12.1K- 4.99% |
$2.57M - $2.96M
|
230K
$67.9M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.9K- 63.34% |
$2.96M - $3.42M
|
8.07K
$2.38M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14.9K- 4.79% |
$3.16M - $3.64M
|
295K
$87M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-16K- 93.74% |
$3.4M - $3.91M
|
1.07K
$314K
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-16.4K- 85.61% |
$3.49M - $4.02M
|
2.76K
$814K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-17.3K- 30.19% |
$3.67M - $4.23M
|
40K
$11.8M
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-18.7K- 13.46% |
$3.97M - $4.58M
|
120K
$35.4M
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-22K- 5.08% |
$4.68M - $5.39M
|
411K
$121M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.4K- 10.68% |
$4.76M - $5.49M
|
187K
$55.2M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-24K- 5.36% |
$5.11M - $5.89M
|
424K
$125M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-26.2K- 1.7% |
$5.57M - $6.42M
|
1.52M
$447M
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-26.4K- 55.46% |
$5.62M - $6.48M
|
21.2K
$6.26M
|
|
May 11, 2023
Q1 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-26.7K- 96.43% |
$5.68M - $6.54M
|
988
$291K
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
SELL
|
- |
-27.3K- 1.96% |
$5.8M - $6.69M
|
1.36M
$402M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-32.5K- 6.85% |
$6.9M - $7.95M
|
441K
$130M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.7K- 4.08% |
$6.96M - $8.02M
|
770K
$227M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.7K- 4.08% |
$6.96M - $8.02M
|
770K
$227M
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-33.2K- 82.8% |
$7.05M - $8.13M
|
6.9K
$2.03M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.4K- 23.9% |
$9.23M - $10.6M
|
138K
$40.7M
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-43.6K- 56.87% |
$9.26M - $10.7M
|
33K
$9.74M
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-46.4K- 89.3% |
$9.85M - $11.4M
|
5.55K
$1.64M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-47.2K- 28.41% |
$10M - $11.6M
|
119K
$35M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-51.7K- 9.5% |
$11M - $12.7M
|
492K
$145M
|