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 $10.9M
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
100
+ 200.0%
$21.3K - $24.5K
150 $36.4K
Apr 24, 2023 Q1 2023
Prosperity Consulting Group, LLC

BUY
 -
97
+ 6.35%
$20.6K - $23.8K
1.62K $394K
Mar 11, 2025 Q1 2023
Private Capital Management LLC

BUY
 -
93
+ 125.68%
$19.8K - $22.8K
167 $40.5K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
92
New
$19.6K - $22.5K
92 $22.3K
Aug 08, 2023 Q1 2023
Slate Stone Wealth, LLC

BUY
 -
90
+ 8.76%
$19.1K - $22.1K
1.12K $271K
May 31, 2023 Q1 2023
Fc Advisory LLC

BUY
 -
90
+ 4.63%
$19.1K - $22.1K
2.03K $493K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
89
+ 1.18%
$18.9K - $21.8K
7.64K $1.85M
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
89
+ 1.72%
$18.9K - $21.8K
5.25K $1.27M
May 08, 2023 Q1 2023
Investment Partners, Ltd.

BUY
 -
84
+ 0.77%
$17.9K - $20.6K
11K $2.66M
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

BUY
 -
80
+ 0.85%
$17K - $19.6K
9.52K $2.31M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
78
+ 0.66%
$16.6K - $19.1K
11.8K $2.87M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
77
New
$16.4K - $18.9K
77 $18.7K
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
75
+ 3.28%
$15.9K - $18.4K
2.36K $573K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
70
+ 1.33%
$14.9K - $17.2K
5.34K $1.29M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
68
New
$14.5K - $16.7K
68 $16.5K
Jan 09, 2024 Q1 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
62
+ 12.63%
$13.2K - $15.2K
553 $134K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
60
+ 125.0%
$12.8K - $14.7K
108 $26.2K
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
59
New
$12.5K - $14.5K
59 $14.3K
May 15, 2023 Q1 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
58
+ 7.77%
$12.3K - $14.2K
804 $195K
Oct 13, 2023 Q1 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
57
New
$12.1K - $14K
57 $13.8K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
55
+ 0.33%
$11.7K - $13.5K
16.6K $4.02M
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
55
+ 1.21%
$11.7K - $13.5K
4.62K $1.12M
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
54
+ 0.66%
$11.5K - $13.2K
8.23K $2M
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
50
+ 30.3%
$10.6K - $12.3K
215 $52.1K
May 15, 2023 Q1 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
50
+ 2.13%
$10.6K - $12.3K
2.4K $582K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
49
New
$10.4K - $12K
49 $11.9K
May 09, 2023 Q1 2023
Clear Investment Research, LLC

BUY
 -
46
+ 3.16%
$9.78K - $11.3K
1.5K $364K
Apr 11, 2023 Q1 2023
Lbj Family Wealth Advisors, Ltd.

BUY
 -
45
+ 0.16%
$9.56K - $11K
28K $6.79M
Apr 24, 2023 Q1 2023
Stegner Investment Associates Inc.

BUY
 -
44
+ 2.46%
$9.35K - $10.8K
1.84K $445K
Apr 20, 2023 Q1 2023
Evensky & Katz LLC

BUY
 -
44
New
$9.35K - $10.8K
44 $10.7K
Apr 14, 2023 Q1 2023
Total Wealth Planning, LLC

BUY
 -
43
+ 0.64%
$9.14K - $10.5K
6.75K $1.64M
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
42
+ 0.39%
$8.93K - $10.3K
10.8K $2.61M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
41
New
$8.71K - $10K
41 $9.94K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
40
+ 333.33%
$8.5K - $9.8K
52 $12.6K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
38
+ 4.26%
$8.08K - $9.31K
931 $226K
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
35
+ 0.44%
$7.44K - $8.58K
8.05K $1.95M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
33
+ 1.29%
$7.01K - $8.09K
2.6K $631K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
32
+ 4.5%
$6.8K - $7.84K
743 $180K
Apr 13, 2023 Q1 2023
Webster Bank, N. A.

BUY
 -
32
New
$6.8K - $7.84K
32 $7.76K
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
32
+ 1.3%
$6.8K - $7.84K
2.5K $606K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
30
New
$6.38K - $7.35K
30 $7.28K
May 09, 2023 Q1 2023
Ingalls & Snyder LLC

New York, NY
BUY
 -
27
+ 2.14%
$5.74K - $6.62K
1.29K $312K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
27
+ 4.06%
$5.74K - $6.62K
692 $168K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
25
+ 1.29%
$5.31K - $6.13K
1.96K $475K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
24
+ 2.19%
$5.1K - $5.88K
1.12K $271K
May 15, 2023 Q1 2023
Belvedere Trading LLC

BUY
 -
23
+ 11.27%
$4.89K - $5.64K
227 $55.1K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
23
+ 4.36%
$4.89K - $5.64K
551 $134K
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
19
+ 1.82%
$4.04K - $4.66K
1.06K $258K

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