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 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.04K+ 1.87% |
$294K - $325K
|
56.2K
$14.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
986New |
$280K - $310K
|
986
$254K
|
|
|
Nov 15, 2021
Q3 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
973+ 371.37% |
$277K - $306K
|
1.24K
$318K
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
944+ 57.39% |
$268K - $296K
|
2.59K
$667K
|
|
|
Nov 05, 2021
Q3 2021
|
Oak Ridge Investments LLC
|
BUY
|
- |
886New |
$252K - $278K
|
886
$228K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
879+ 4.05% |
$250K - $276K
|
22.6K
$5.82M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
875New |
$249K - $275K
|
875
$225K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
875New |
$249K - $275K
|
875
$225K
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
836New |
$238K - $263K
|
836
$215K
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
814+ 40.36% |
$232K - $256K
|
2.83K
$729K
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
786+ 95.39% |
$224K - $247K
|
1.61K
$415K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
758+ 9.17% |
$216K - $238K
|
9.03K
$2.33M
|
|
|
Nov 09, 2021
Q3 2021
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
755+ 46.55% |
$215K - $237K
|
2.38K
$612K
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
750New |
$213K - $236K
|
750
$193K
|
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
BUY
|
- |
749+ 4.33% |
$213K - $235K
|
18.1K
$4.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
738+ 3.23% |
$210K - $232K
|
23.6K
$6.07M
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
736New |
$209K - $231K
|
736
$190K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
735+ 37.54% |
$209K - $231K
|
2.69K
$694K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
728New |
$207K - $229K
|
728
$188K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
726New |
$206K - $228K
|
726
$187K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
725+ 6.53% |
$206K - $228K
|
11.8K
$3.05M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
690+ 9.3% |
$196K - $217K
|
8.11K
$2.09M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
680+ 26.95% |
$193K - $214K
|
3.2K
$825K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
648+ 6.76% |
$184K - $204K
|
10.2K
$2.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
629+ 1.95% |
$179K - $198K
|
32.9K
$8.47M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
569+ 26.84% |
$162K - $179K
|
2.69K
$693K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
567+ 0.46% |
$161K - $178K
|
123K
$31.6M
|
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
560+ 6.59% |
$159K - $176K
|
9.06K
$2.33M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
551New |
$157K - $173K
|
551
$142K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
549+ 24.42% |
$156K - $172K
|
2.8K
$721K
|
|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
540New |
$154K - $170K
|
540
$139K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
531+ 2.44% |
$151K - $167K
|
22.3K
$5.75M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
509+ 39.77% |
$145K - $160K
|
1.79K
$461K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
507New |
$144K - $159K
|
507
$131K
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
500+ 23.52% |
$142K - $157K
|
2.63K
$676K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
BUY
|
- |
500New |
$142K - $157K
|
500
$129K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
491+ 18.75% |
$140K - $154K
|
3.11K
$801K
|
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
488+ 10.07% |
$139K - $153K
|
5.33K
$1.37M
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
464+ 2.05% |
$132K - $146K
|
23.1K
$5.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
455+ 16.31% |
$129K - $143K
|
3.25K
$836K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
446+ 5.75% |
$127K - $140K
|
8.2K
$2.11M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
441+ 3.51% |
$125K - $139K
|
13K
$3.35M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
437+ 13.51% |
$124K - $137K
|
3.67K
$946K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
431New |
$123K - $135K
|
431
$111K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
425+ 51.14% |
$121K - $133K
|
1.26K
$324K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
418+ 21.58% |
$119K - $131K
|
2.36K
$607K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
399+ 3.33% |
$113K - $125K
|
12.4K
$3.19M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
375+ 2.38% |
$107K - $118K
|
16.1K
$4.16M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
369+ 25.95% |
$105K - $116K
|
1.79K
$461K
|
|
|
Nov 10, 2021
Q3 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
363+ 15.78% |
$103K - $114K
|
2.66K
$686K
|