Purchases and Sales Made in Q3 2021 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-521Closed |
$148K - $164K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-541- 6.0% |
$154K - $170K
|
8.48K
$2.25M
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-545- 32.36% |
$155K - $171K
|
1.14K
$302K
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-548- 33.56% |
$156K - $172K
|
1.09K
$287K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-573- 1.29% |
$163K - $180K
|
43.9K
$11.6M
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-585Closed |
$166K - $184K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-615- 8.88% |
$175K - $193K
|
6.31K
$1.67M
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-631- 12.83% |
$179K - $198K
|
4.29K
$1.14M
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-643Closed |
$183K - $202K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-652Closed |
$185K - $205K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-655Closed |
$186K - $206K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-655Closed |
$186K - $206K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-657Closed |
$187K - $206K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-660Closed |
$188K - $207K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-663Closed |
$189K - $208K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-676Closed |
$192K - $212K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-720Closed |
$205K - $226K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-729Closed |
$207K - $229K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-760- 2.3% |
$216K - $239K
|
32.3K
$8.55M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-794- 37.86% |
$226K - $249K
|
1.3K
$345K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-808Closed |
$230K - $254K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-812- 7.78% |
$231K - $255K
|
9.62K
$2.55M
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-825- 2.68% |
$235K - $259K
|
29.9K
$7.92M
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-852- 36.82% |
$242K - $268K
|
1.46K
$387K
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-865- 26.39% |
$246K - $272K
|
2.41K
$639K
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-869Closed |
$247K - $273K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-893- 2.18% |
$254K - $280K
|
40.1K
$10.6M
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-905- 4.3% |
$257K - $284K
|
20.2K
$5.34M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-906- 43.81% |
$258K - $285K
|
1.16K
$308K
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-972- 0.54% |
$276K - $305K
|
180K
$47.5M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-988- 1.1% |
$281K - $310K
|
88.4K
$23.4M
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.01KClosed |
$286K - $316K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Ami Asset Management Corp
|
SELL
|
- |
-1.01KClosed |
$288K - $318K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.04K- 5.22% |
$296K - $327K
|
18.9K
$5M
|
|
Nov 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-1.09KClosed |
$309K - $341K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.1KClosed |
$314K - $347K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.12K- 0.64% |
$317K - $350K
|
172K
$45.6M
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.14K- 99.56% |
$325K - $359K
|
5
$1.32K
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 32.04% |
$328K - $363K
|
2.45K
$649K
|
|
Nov 12, 2021
Q3 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-1.17K- 2.78% |
$332K - $367K
|
40.9K
$10.8M
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.18KClosed |
$335K - $370K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-1.2K- 18.83% |
$341K - $376K
|
5.17K
$1.37M
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.2K- 5.34% |
$342K - $378K
|
21.3K
$5.64M
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-1.23K- 70.73% |
$348K - $385K
|
507
$134K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-1.26K- 8.7% |
$358K - $396K
|
13.2K
$3.5M
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.28K- 14.66% |
$365K - $403K
|
7.47K
$1.98M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-1.29K- 23.89% |
$367K - $405K
|
4.11K
$1.09M
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.31K- 1.53% |
$372K - $411K
|
84.3K
$22.3M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.31K- 3.12% |
$373K - $412K
|
40.8K
$10.8M
|
|
Nov 15, 2021
Q3 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.32KClosed |
$376K - $415K
|
0
$0
|