Purchases and Sales Made in Q2 2022 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
BUY
|
- |
2.45KNew |
$476K - $640K
|
2.45K
$727K
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.41K+ 11.4% |
$469K - $630K
|
23.6K
$7M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.31K+ 14.54% |
$448K - $602K
|
18.2K
$5.39M
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
2.19K+ 23.54% |
$425K - $571K
|
11.5K
$3.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
2.16KNew |
$420K - $565K
|
2.16K
$642K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.08K+ 59.52% |
$403K - $542K
|
5.56K
$1.65M
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.06K+ 143.02% |
$400K - $537K
|
3.5K
$1.04M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.95KNew |
$379K - $509K
|
1.95K
$579K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
1.94K+ 8.12% |
$376K - $506K
|
25.8K
$7.66M
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.93K+ 98.42% |
$375K - $505K
|
3.9K
$1.16M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.93K+ 4.04% |
$374K - $503K
|
49.6K
$14.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
1.92KNew |
$372K - $501K
|
1.92K
$569K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.91K+ 8.19% |
$370K - $498K
|
25.2K
$7.48M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.88K+ 3.44% |
$365K - $491K
|
56.5K
$16.8M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.88K+ 3.44% |
$365K - $491K
|
56.5K
$16.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.82K+ 10.87% |
$353K - $475K
|
18.6K
$5.51M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.81K+ 22.64% |
$351K - $472K
|
9.78K
$2.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.8K+ 187.49% |
$349K - $470K
|
2.76K
$819K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
1.79K+ 19.5% |
$348K - $468K
|
11K
$3.26M
|
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.78KNew |
$345K - $464K
|
1.78K
$527K
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.74KNew |
$338K - $454K
|
1.74K
$516K
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.63K+ 9.05% |
$317K - $426K
|
19.6K
$5.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.62K+ 110.6% |
$314K - $422K
|
3.08K
$914K
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.6K+ 92.85% |
$310K - $417K
|
3.32K
$985K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.59K+ 7.45% |
$309K - $415K
|
22.9K
$6.81M
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
1.56KNew |
$302K - $407K
|
1.56K
$462K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.54KNew |
$298K - $401K
|
1.54K
$456K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$294K - $396K
|
1.52K
$450K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.51K+ 5033.33% |
$293K - $394K
|
1.54K
$457K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.5KNew |
$290K - $390K
|
1.5K
$444K
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.49K+ 3.95% |
$289K - $388K
|
39.1K
$11.6M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.48KNew |
$287K - $385K
|
1.48K
$438K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.47K+ 2.45% |
$286K - $384K
|
61.4K
$18.2M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.47K+ 15.61% |
$285K - $383K
|
10.8K
$3.22M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.46KNew |
$284K - $382K
|
1.46K
$435K
|
|
|
Aug 03, 2022
Q2 2022
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
1.46KNew |
$284K - $381K
|
1.46K
$433K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.45K+ 12.78% |
$282K - $379K
|
12.8K
$3.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.45KNew |
$281K - $378K
|
1.45K
$430K
|
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.44K+ 8.89% |
$279K - $375K
|
17.6K
$5.23M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.41K+ 12.08% |
$275K - $369K
|
13.1K
$3.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
BUY
|
- |
1.4K+ 113.88% |
$271K - $364K
|
2.62K
$778K
|
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.4KNew |
$271K - $364K
|
1.4K
$414K
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.36KNew |
$265K - $356K
|
1.36K
$405K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.33KNew |
$259K - $348K
|
1.33K
$395K
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.33K+ 99.03% |
$258K - $347K
|
2.67K
$794K
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1.29KNew |
$250K - $336K
|
1.29K
$382K
|
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
BUY
|
- |
1.24K+ 54.2% |
$240K - $323K
|
3.52K
$1.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.24KNew |
$240K - $323K
|
1.24K
$367K
|
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.22K+ 10.76% |
$236K - $317K
|
12.5K
$3.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
1.19K+ 6.02% |
$231K - $310K
|
20.9K
$6.22M
|