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 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-106- 0.39% |
$22.5K - $26K
|
27.1K
$7.99M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-107- 5.38% |
$22.7K - $26.2K
|
1.88K
$555K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-110- 3.42% |
$23.4K - $27K
|
3.11K
$915K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-111- 33.13% |
$23.6K - $27.2K
|
224
$66K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-114- 6.4% |
$24.2K - $27.9K
|
1.67K
$491K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-116- 8.22% |
$24.7K - $28.4K
|
1.3K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-119- 3.14% |
$25.3K - $29.2K
|
3.67K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-120- 68.57% |
$25.5K - $29.4K
|
55
$16.2K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-124- 2.99% |
$26.4K - $30.4K
|
4.03K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-125- 6.88% |
$26.6K - $30.6K
|
1.69K
$499K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-131- 3.3% |
$27.8K - $32.1K
|
3.84K
$1.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-140- 6.63% |
$29.8K - $34.3K
|
1.97K
$581K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-144- 12.28% |
$30.6K - $35.3K
|
1.03K
$303K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-145- 40.5% |
$30.8K - $35.5K
|
213
$62.8K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-148- 13.5% |
$31.5K - $36.3K
|
948
$279K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-150- 0.94% |
$31.9K - $36.8K
|
15.8K
$4.66M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-154- 3.0% |
$32.7K - $37.7K
|
4.99K
$1.47M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-154- 1.08% |
$32.7K - $37.7K
|
14.1K
$4.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-158- 14.44% |
$33.6K - $38.7K
|
936
$276K
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-161- 0.56% |
$34.2K - $39.4K
|
28.4K
$8.36M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-162- 1.05% |
$34.4K - $39.7K
|
15.2K
$4.49M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-164- 68.62% |
$34.9K - $40.2K
|
75
$22.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-165- 1.32% |
$35.1K - $40.4K
|
12.4K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-179- 0.82% |
$38K - $43.9K
|
21.6K
$6.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-182- 1.1% |
$38.7K - $44.6K
|
16.4K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-183- 14.03% |
$38.9K - $44.8K
|
1.12K
$330K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-184- 12.98% |
$39.1K - $45.1K
|
1.23K
$364K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-184- 2.66% |
$39.1K - $45.1K
|
6.74K
$1.99M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-185- 2.06% |
$39.3K - $45.3K
|
8.8K
$2.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-185- 10.79% |
$39.3K - $45.3K
|
1.53K
$451K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-189- 9.71% |
$40.2K - $46.3K
|
1.76K
$518K
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-190- 7.76% |
$40.4K - $46.6K
|
2.26K
$666K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-194- 13.64% |
$41.2K - $47.5K
|
1.23K
$362K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-203- 43.01% |
$43.1K - $49.7K
|
269
$79.3K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-210- 22.73% |
$44.6K - $51.5K
|
714
$210K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-212- 14.81% |
$45.1K - $51.9K
|
1.22K
$359K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-219- 16.98% |
$46.5K - $53.7K
|
1.07K
$316K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-224- 3.36% |
$47.6K - $54.9K
|
6.45K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-226- 0.38% |
$48K - $55.4K
|
59.2K
$17.4M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-228- 20.49% |
$48.5K - $55.9K
|
885
$261K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-233- 20.71% |
$49.5K - $57.1K
|
892
$263K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-233- 3.13% |
$49.5K - $57.1K
|
7.21K
$2.12M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-251- 3.29% |
$53.3K - $61.5K
|
7.37K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-254- 1.49% |
$54K - $62.2K
|
16.8K
$4.95M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-272- 18.69% |
$57.8K - $66.6K
|
1.18K
$349K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-275- 21.91% |
$58.4K - $67.4K
|
980
$289K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-292- 43.65% |
$62.1K - $71.5K
|
377
$111K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-293- 3.67% |
$62.3K - $71.8K
|
7.7K
$2.27M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-297- 4.93% |
$63.1K - $72.8K
|
5.73K
$1.69M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-301- 3.43% |
$64K - $73.7K
|
8.48K
$2.5M
|