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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
360+ 4.96% |
$102K - $113K
|
7.61K
$2.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
355+ 1.42% |
$101K - $111K
|
25.4K
$7.41M
|
|
|
Feb 20, 2025
Q3 2021
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
353+ 25.05% |
$100K - $111K
|
1.76K
$514K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
346New |
$98.4K - $109K
|
346
$101K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
342+ 0.56% |
$97.3K - $107K
|
61.3K
$17.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
339+ 32.01% |
$96.4K - $106K
|
1.4K
$408K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
335New |
$95.3K - $105K
|
335
$97.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
311New |
$88.4K - $97.7K
|
311
$90.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
308+ 1.58% |
$87.6K - $96.7K
|
19.8K
$5.78M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
305+ 4.55% |
$86.7K - $95.8K
|
7K
$2.04M
|
|
|
Nov 10, 2021
Q3 2021
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
300+ 41.21% |
$85.3K - $94.2K
|
1.03K
$300K
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
300+ 18.13% |
$85.3K - $94.2K
|
1.96K
$570K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
288New |
$81.9K - $90.4K
|
288
$84K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
286+ 5.55% |
$81.3K - $89.8K
|
5.44K
$1.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
276+ 7.45% |
$78.5K - $86.7K
|
3.98K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
272+ 7.87% |
$77.4K - $85.4K
|
3.73K
$1.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
270+ 25.74% |
$76.8K - $84.8K
|
1.32K
$385K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
251+ 8.55% |
$71.4K - $78.8K
|
3.19K
$929K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
241+ 14.0% |
$68.5K - $75.7K
|
1.96K
$572K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
235+ 0.22% |
$66.8K - $73.8K
|
105K
$30.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
228+ 4.94% |
$64.8K - $71.6K
|
4.85K
$1.41M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
228+ 4.83% |
$64.8K - $71.6K
|
4.95K
$1.44M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
224+ 248.89% |
$63.7K - $70.3K
|
314
$91.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
223+ 7.85% |
$63.4K - $70K
|
3.06K
$893K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
222+ 4.34% |
$63.1K - $69.7K
|
5.34K
$1.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
216+ 14.29% |
$61.4K - $67.8K
|
1.73K
$504K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
212+ 7.36% |
$60.3K - $66.6K
|
3.09K
$902K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
210+ 148.94% |
$59.7K - $66K
|
351
$102K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
201+ 2.95% |
$57.2K - $63.1K
|
7.01K
$2.04M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
187+ 14.48% |
$53.2K - $58.7K
|
1.48K
$431K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
183+ 1.05% |
$52K - $57.5K
|
17.6K
$5.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
170+ 11.35% |
$48.3K - $53.4K
|
1.67K
$486K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
164+ 1.18% |
$46.6K - $51.5K
|
14.1K
$4.11M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
158+ 8.0% |
$44.9K - $49.6K
|
2.13K
$622K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
156+ 2.77% |
$44.4K - $49K
|
5.79K
$1.69M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
155+ 1.37% |
$44.1K - $48.7K
|
11.5K
$3.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
146+ 1.6% |
$41.5K - $45.9K
|
9.26K
$2.7M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
144+ 22.02% |
$41K - $45.2K
|
798
$233K
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
143+ 13.7% |
$40.7K - $44.9K
|
1.19K
$346K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
135+ 3.14% |
$38.4K - $42.4K
|
4.44K
$1.29M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
135+ 17.2% |
$38.4K - $42.4K
|
920
$268K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
133+ 2.73% |
$37.8K - $41.8K
|
5K
$1.46M
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
132+ 9.57% |
$37.5K - $41.5K
|
1.51K
$441K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
126+ 39.75% |
$35.8K - $39.6K
|
443
$129K
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
114+ 2.27% |
$32.4K - $35.8K
|
5.14K
$1.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
113+ 3.89% |
$32.1K - $35.5K
|
3.02K
$880K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
113+ 209.26% |
$32.1K - $35.5K
|
167
$48.7K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
110+ 1.18% |
$31.3K - $34.5K
|
9.45K
$2.75M
|
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
109+ 2.19% |
$31K - $34.2K
|
5.08K
$1.48M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
103+ 1.99% |
$29.3K - $32.3K
|
5.27K
$1.54M
|