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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-2- 1.14% |
$425 - $490
|
173
$45.5K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 3.37% |
$638 - $735
|
86
$22.6K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-4- 0.41% |
$850 - $980
|
981
$258K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-5- 0.37% |
$1.06K - $1.23K
|
1.34K
$353K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-7- 3.03% |
$1.49K - $1.72K
|
224
$58.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-7- 2.49% |
$1.49K - $1.72K
|
274
$72.1K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-7- 0.74% |
$1.49K - $1.72K
|
936
$246K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-8- 0.15% |
$1.7K - $1.96K
|
5.36K
$1.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8- 6.45% |
$1.7K - $1.96K
|
116
$30.5K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8- 0.58% |
$1.7K - $1.96K
|
1.37K
$359K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8- 0.97% |
$1.7K - $1.96K
|
814
$214K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-9- 0.07% |
$1.91K - $2.21K
|
12.9K
$3.39M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-9- 0.67% |
$1.91K - $2.21K
|
1.33K
$350K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 0.31% |
$1.91K - $2.21K
|
2.85K
$750K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-11- 3.27% |
$2.34K - $2.7K
|
325
$85.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11- 0.17% |
$2.34K - $2.7K
|
6.35K
$1.67M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-12- 0.53% |
$2.55K - $2.94K
|
2.26K
$595K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-13- 0.7% |
$2.76K - $3.19K
|
1.86K
$488K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14- 0.8% |
$2.98K - $3.43K
|
1.73K
$454K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-15- 0.22% |
$3.19K - $3.68K
|
6.95K
$1.83M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-15- 1.56% |
$3.19K - $3.68K
|
947
$249K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-15- 1.34% |
$3.19K - $3.68K
|
1.11K
$291K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-18- 0.11% |
$3.83K - $4.41K
|
16.4K
$4.31M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-19- 0.36% |
$4.04K - $4.66K
|
5.31K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-19- 0.92% |
$4.04K - $4.66K
|
2.06K
$540K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-20- 0.26% |
$4.25K - $4.9K
|
7.77K
$2.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.22% |
$4.25K - $4.9K
|
9.04K
$2.38M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-21- 36.21% |
$4.46K - $5.15K
|
37
$9.73K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-22- 30.56% |
$4.68K - $5.39K
|
50
$13.1K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-22- 1.79% |
$4.68K - $5.39K
|
1.21K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-23- 0.3% |
$4.89K - $5.64K
|
7.58K
$1.99M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-23- 1.51% |
$4.89K - $5.64K
|
1.5K
$393K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-23- 0.21% |
$4.89K - $5.64K
|
11K
$2.89M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-25- 2.47% |
$5.31K - $6.13K
|
986
$259K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-25- 1.98% |
$5.31K - $6.13K
|
1.24K
$325K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-25- 2.06% |
$5.31K - $6.13K
|
1.19K
$312K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-25- 7.76% |
$5.31K - $6.13K
|
297
$78.1K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-26- 0.12% |
$5.53K - $6.37K
|
21.5K
$5.66M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-26- 2.41% |
$5.53K - $6.37K
|
1.05K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-27- 1.69% |
$5.74K - $6.62K
|
1.57K
$413K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-27- 0.25% |
$5.74K - $6.62K
|
11K
$2.88M
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-27- 1.08% |
$5.74K - $6.62K
|
2.47K
$651K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.91% |
$5.74K - $6.62K
|
2.93K
$771K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-28- 2.18% |
$5.95K - $6.86K
|
1.26K
$331K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-28- 0.99% |
$5.95K - $6.86K
|
2.81K
$740K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-28- 1.4% |
$5.95K - $6.86K
|
1.97K
$517K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-29- 2.42% |
$6.16K - $7.11K
|
1.17K
$308K
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-30- 0.85% |
$6.38K - $7.35K
|
3.52K
$926K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-31- 0.32% |
$6.59K - $7.6K
|
9.64K
$2.54M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-33- 2.93% |
$7.01K - $8.09K
|
1.1K
$288K
|