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 |
---|---|---|---|---|---|---|---|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-24- 0.31% |
$4.66K - $6.27K
|
7.64K
$2.27M
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-25- 0.11% |
$4.86K - $6.53K
|
22K
$6.54M
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
SELL
|
- |
-25- 0.7% |
$4.86K - $6.53K
|
3.55K
$1.05M
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
SELL
|
- |
-25- 16.67% |
$4.86K - $6.53K
|
125
$37.1K
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-25- 2.28% |
$4.86K - $6.53K
|
1.07K
$318K
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-26Closed |
$5.05K - $6.79K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-26- 0.72% |
$5.05K - $6.79K
|
3.58K
$1.06M
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-26- 12.44% |
$5.05K - $6.79K
|
183
$54.3K
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-27Closed |
$5.24K - $7.05K
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-27- 2.34% |
$5.24K - $7.05K
|
1.13K
$334K
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-27- 0.42% |
$5.24K - $7.05K
|
6.46K
$1.92M
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-27- 0.65% |
$5.24K - $7.05K
|
4.15K
$1.23M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-28Closed |
$5.44K - $7.31K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-30- 1.97% |
$5.83K - $7.83K
|
1.5K
$444K
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-30- 0.13% |
$5.83K - $7.83K
|
23.5K
$6.98M
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-30- 0.97% |
$5.83K - $7.83K
|
3.06K
$907K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-31- 2.6% |
$6.02K - $8.1K
|
1.16K
$345K
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-33- 3.04% |
$6.41K - $8.62K
|
1.05K
$312K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-33- 8.59% |
$6.41K - $8.62K
|
351
$104K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-33- 0.76% |
$6.41K - $8.62K
|
4.33K
$1.29M
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-34- 2.64% |
$6.6K - $8.88K
|
1.26K
$373K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-34- 2.15% |
$6.6K - $8.88K
|
1.55K
$460K
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-34- 0.3% |
$6.6K - $8.88K
|
11.2K
$3.32M
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-35- 1.4% |
$6.8K - $9.14K
|
2.46K
$730K
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-35- 1.0% |
$6.8K - $9.14K
|
3.48K
$1.03M
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-35- 1.22% |
$6.8K - $9.14K
|
2.84K
$844K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-37Closed |
$7.19K - $9.66K
|
0
$0
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-38- 3.49% |
$7.38K - $9.92K
|
1.05K
$312K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-38- 2.79% |
$7.38K - $9.92K
|
1.33K
$393K
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-40- 0.91% |
$7.77K - $10.4K
|
4.35K
$1.29M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-40Closed |
$7.77K - $10.4K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-40- 22.35% |
$7.77K - $10.4K
|
139
$41.3K
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-42- 3.21% |
$8.16K - $11K
|
1.27K
$376K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-42- 2.66% |
$8.16K - $11K
|
1.54K
$457K
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-44Closed |
$8.54K - $11.5K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-45- 35.71% |
$8.74K - $11.8K
|
81
$24K
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-46- 0.14% |
$8.93K - $12K
|
32.4K
$9.63M
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-49- 5.6% |
$9.52K - $12.8K
|
826
$245K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-50- 4.63% |
$9.71K - $13.1K
|
1.03K
$306K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-50- 33.33% |
$9.71K - $13.1K
|
100
$29.7K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-50Closed |
$9.71K - $13.1K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-51- 3.87% |
$9.9K - $13.3K
|
1.27K
$376K
|
|
Oct 09, 2024
Q2 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-55- 2.87% |
$10.7K - $14.4K
|
1.86K
$553K
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-64Closed |
$12.4K - $16.7K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
SELL
|
- |
-66- 1.27% |
$12.8K - $17.2K
|
5.15K
$1.53M
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-68- 3.37% |
$13.2K - $17.8K
|
1.95K
$580K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-68- 4.87% |
$13.2K - $17.8K
|
1.33K
$394K
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-68- 4.87% |
$13.2K - $17.8K
|
1.33K
$394K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 4.28% |
$13.6K - $18.3K
|
1.56K
$464K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-71- 1.22% |
$13.8K - $18.5K
|
5.74K
$1.7M
|