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 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-1.38KClosed |
$392K - $432K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.39KClosed |
$394K - $435K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.42K- 1.8% |
$404K - $447K
|
77.6K
$20.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-1.47K- 3.34% |
$417K - $461K
|
42.5K
$11.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.52K- 2.72% |
$432K - $477K
|
54.4K
$14.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.52K- 3.67% |
$433K - $478K
|
39.9K
$10.6M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.57K- 2.74% |
$445K - $492K
|
55.6K
$14.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.57K- 2.74% |
$445K - $492K
|
55.6K
$14.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.6K- 3.17% |
$455K - $502K
|
49K
$13M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.65K- 2.87% |
$468K - $517K
|
55.6K
$14.7M
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-1.67KClosed |
$476K - $526K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-1.7KClosed |
$483K - $534K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.71KClosed |
$486K - $536K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.78K- 1.54% |
$505K - $558K
|
114K
$30.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.8K- 1.68% |
$512K - $565K
|
105K
$27.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-1.92K- 5.12% |
$545K - $602K
|
35.5K
$9.41M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.96K- 3.1% |
$559K - $617K
|
61.4K
$16.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-2K- 45.79% |
$569K - $628K
|
2.37K
$627K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.01K- 4.02% |
$572K - $631K
|
48K
$12.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.07K- 4.82% |
$589K - $650K
|
40.9K
$10.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-2.09K- 6.38% |
$594K - $656K
|
30.7K
$8.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-2.13KClosed |
$607K - $670K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.27K- 75.12% |
$644K - $711K
|
750
$199K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.27K- 43.08% |
$646K - $713K
|
3K
$795K
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.34KClosed |
$665K - $734K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-2.34K- 8.47% |
$666K - $736K
|
25.3K
$6.71M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.6K- 27.26% |
$740K - $817K
|
6.95K
$1.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.61K- 98.34% |
$742K - $819K
|
44
$11.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-2.71KClosed |
$772K - $852K
|
0
$0
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.85K- 20.85% |
$811K - $895K
|
10.8K
$2.87M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.85K- 20.85% |
$811K - $895K
|
10.8K
$2.87M
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.01KClosed |
$857K - $946K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.05K- 21.87% |
$869K - $959K
|
10.9K
$2.89M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.08K- 20.56% |
$877K - $969K
|
11.9K
$3.16M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.17KClosed |
$900K - $994K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.17K- 2.55% |
$903K - $997K
|
121K
$32.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-3.27K- 88.38% |
$930K - $1.03M
|
430
$114K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-3.49KClosed |
$993K - $1.1M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.5KClosed |
$995K - $1.1M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.71K- 0.82% |
$1.05M - $1.16M
|
446K
$118M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.74K- 42.49% |
$1.06M - $1.17M
|
5.06K
$1.34M
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-3.83K- 51.13% |
$1.09M - $1.2M
|
3.66K
$969K
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-4.07KClosed |
$1.16M - $1.28M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.07KClosed |
$1.16M - $1.28M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-4.09KClosed |
$1.16M - $1.29M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-4.21KClosed |
$1.2M - $1.32M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.22K- 10.87% |
$1.2M - $1.33M
|
34.6K
$9.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.28K- 1.48% |
$1.22M - $1.34M
|
285K
$75.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-4.39K- 6.68% |
$1.25M - $1.38M
|
61.3K
$16.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.48K- 70.38% |
$1.27M - $1.41M
|
1.88K
$499K
|