Purchases and Sales Made in Q1 2023 in Ishares Russell 2000 Gwt ETF (IWO)

IWO Quotes by TradingView

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 10, 2023 Q1 2023
Powell Investment Advisors, LLC

BUY
 -
101
+ 0.22%
$21.5K - $24.7K
45.1K $13.3M
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
100
+ 200.0%
$21.3K - $24.5K
150 $44.2K
Apr 24, 2023 Q1 2023
Prosperity Consulting Group, LLC

BUY
 -
97
+ 6.35%
$20.6K - $23.8K
1.62K $479K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
92
New
$19.6K - $22.5K
92 $27.1K
May 31, 2023 Q1 2023
Fc Advisory LLC

BUY
 -
90
+ 4.63%
$19.1K - $22.1K
2.03K $599K
Aug 08, 2023 Q1 2023
Slate Stone Wealth, LLC

BUY
 -
90
+ 8.76%
$19.1K - $22.1K
1.12K $329K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
89
+ 1.18%
$18.9K - $21.8K
7.64K $2.25M
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
89
+ 1.72%
$18.9K - $21.8K
5.25K $1.55M
May 08, 2023 Q1 2023
Investment Partners, Ltd.

BUY
 -
84
+ 0.77%
$17.9K - $20.6K
11K $3.23M
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
80
+ 0.73%
$17K - $19.6K
11K $3.25M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
78
+ 0.66%
$16.6K - $19.1K
11.8K $3.48M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
77
New
$16.4K - $18.9K
77 $22.7K
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
75
+ 3.28%
$15.9K - $18.4K
2.36K $696K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
70
+ 1.33%
$14.9K - $17.2K
5.34K $1.57M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
68
New
$14.5K - $16.7K
68 $20K
Jan 09, 2024 Q1 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
62
+ 12.63%
$13.2K - $15.2K
553 $163K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
60
+ 125.0%
$12.8K - $14.7K
108 $31.8K
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
59
New
$12.5K - $14.5K
59 $17.4K
May 15, 2023 Q1 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
58
+ 7.77%
$12.3K - $14.2K
804 $237K
Oct 13, 2023 Q1 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
57
New
$12.1K - $14K
57 $16.8K
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
55
+ 1.21%
$11.7K - $13.5K
4.62K $1.36M
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
55
+ 0.33%
$11.7K - $13.5K
16.6K $4.88M
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
54
+ 0.66%
$11.5K - $13.2K
8.23K $2.42M
May 15, 2023 Q1 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
50
+ 2.13%
$10.6K - $12.3K
2.4K $707K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
50
+ 30.3%
$10.6K - $12.3K
215 $63.4K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
49
New
$10.4K - $12K
49 $14.4K
May 09, 2023 Q1 2023
Clear Investment Research, LLC

BUY
 -
46
+ 3.16%
$9.78K - $11.3K
1.5K $442K
Apr 11, 2023 Q1 2023
Lbj Family Wealth Advisors, Ltd.

BUY
 -
45
+ 0.16%
$9.56K - $11K
28K $8.25M
Apr 20, 2023 Q1 2023
Evensky & Katz LLC

BUY
 -
44
New
$9.35K - $10.8K
44 $13K
Apr 24, 2023 Q1 2023
Stegner Investment Associates Inc.

BUY
 -
44
+ 2.46%
$9.35K - $10.8K
1.84K $541K
Apr 14, 2023 Q1 2023
Total Wealth Planning, LLC

BUY
 -
43
+ 0.64%
$9.14K - $10.5K
6.75K $1.99M
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
42
+ 0.39%
$8.93K - $10.3K
10.8K $3.17M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
41
New
$8.71K - $10K
41 $12.1K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
40
+ 333.33%
$8.5K - $9.8K
52 $15.3K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
38
+ 4.26%
$8.08K - $9.31K
931 $274K
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
35
+ 0.44%
$7.44K - $8.58K
8.05K $2.37M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
33
+ 1.29%
$7.01K - $8.09K
2.6K $766K
Apr 13, 2023 Q1 2023
Webster Bank, N. A.

BUY
 -
32
New
$6.8K - $7.84K
32 $9.43K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
32
+ 4.5%
$6.8K - $7.84K
743 $219K
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
32
+ 1.3%
$6.8K - $7.84K
2.5K $736K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
30
New
$6.38K - $7.35K
30 $8.84K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
27
+ 4.06%
$5.74K - $6.62K
692 $204K
May 09, 2023 Q1 2023
Ingalls & Snyder LLC

New York, NY
BUY
 -
27
+ 2.14%
$5.74K - $6.62K
1.29K $379K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
25
+ 1.29%
$5.31K - $6.13K
1.96K $577K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
24
+ 2.19%
$5.1K - $5.88K
1.12K $330K
May 15, 2023 Q1 2023
Belvedere Trading LLC

BUY
 -
23
+ 11.27%
$4.89K - $5.64K
227 $66.9K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
23
+ 4.36%
$4.89K - $5.64K
551 $162K
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
19
+ 1.82%
$4.04K - $4.66K
1.06K $313K
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
18
+ 1.88%
$3.83K - $4.41K
973 $287K

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