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 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
102+ 7.87% |
$29K - $32K
|
1.4K
$360K
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
96+ 0.82% |
$27.3K - $30.1K
|
11.8K
$3.03M
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
95+ 3.18% |
$27K - $29.8K
|
3.08K
$794K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
94+ 324.14% |
$26.7K - $29.5K
|
123
$31.7K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
92+ 5.79% |
$26.2K - $28.9K
|
1.68K
$433K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
92+ 5.79% |
$26.2K - $28.9K
|
1.68K
$433K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
91New |
$25.9K - $28.6K
|
91
$23.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
89+ 2.37% |
$25.3K - $28K
|
3.85K
$990K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
84+ 4200.0% |
$23.9K - $26.4K
|
86
$22.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
84+ 1.44% |
$23.9K - $26.4K
|
5.92K
$1.53M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
77+ 54.23% |
$21.9K - $24.2K
|
219
$56.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
76+ 161.7% |
$21.6K - $23.9K
|
123
$31.7K
|
|
|
Oct 14, 2021
Q3 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
69+ 1.11% |
$19.6K - $21.7K
|
6.3K
$1.62M
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
66+ 7.33% |
$18.8K - $20.7K
|
967
$249K
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
66+ 0.53% |
$18.8K - $20.7K
|
12.6K
$3.25M
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
63+ 29.44% |
$17.9K - $19.8K
|
277
$71.4K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
60+ 5.62% |
$17.1K - $18.8K
|
1.13K
$291K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
58+ 1.43% |
$16.5K - $18.2K
|
4.11K
$1.06M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
57+ 2.97% |
$16.2K - $17.9K
|
1.97K
$509K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
55+ 15.63% |
$15.6K - $17.3K
|
407
$105K
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
53+ 1.15% |
$15.1K - $16.6K
|
4.65K
$1.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51+ 0.89% |
$14.5K - $16K
|
5.8K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
50+ 500.0% |
$14.2K - $15.7K
|
60
$15.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
50+ 4.06% |
$14.2K - $15.7K
|
1.28K
$331K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
45+ 11.69% |
$12.8K - $14.1K
|
430
$111K
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
BUY
|
- |
45+ 7.38% |
$12.8K - $14.1K
|
655
$169K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
43+ 1.47% |
$12.2K - $13.5K
|
2.96K
$763K
|
|
|
Nov 09, 2021
Q3 2021
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
42New |
$11.9K - $13.2K
|
42
$10.8K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
40+ 1.86% |
$11.4K - $12.6K
|
2.2K
$565K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
40New |
$11.4K - $12.6K
|
40
$10.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
39+ 0.08% |
$11.1K - $12.2K
|
51.8K
$13.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
39+ 4.68% |
$11.1K - $12.2K
|
872
$225K
|
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
38+ 0.26% |
$10.8K - $11.9K
|
14.4K
$3.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
37+ 0.34% |
$10.5K - $11.6K
|
10.8K
$2.79M
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
36+ 0.72% |
$10.2K - $11.3K
|
5.07K
$1.31M
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
36+ 1.42% |
$10.2K - $11.3K
|
2.58K
$664K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
35+ 3.06% |
$9.95K - $11K
|
1.18K
$303K
|
|
|
Nov 12, 2021
Q3 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
35+ 0.63% |
$9.95K - $11K
|
5.58K
$1.44M
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
35+ 40.7% |
$9.95K - $11K
|
121
$31.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
33+ 2.82% |
$9.39K - $10.4K
|
1.2K
$310K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
32New |
$9.1K - $10K
|
32
$8.24K
|
|
|
Nov 15, 2021
Q3 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
31+ 0.14% |
$8.82K - $9.74K
|
21.6K
$5.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
28+ 2.7% |
$7.96K - $8.79K
|
1.07K
$275K
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
27+ 0.88% |
$7.68K - $8.48K
|
3.11K
$802K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
27+ 3.22% |
$7.68K - $8.48K
|
865
$223K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
26+ 1.41% |
$7.39K - $8.17K
|
1.87K
$481K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
26+ 0.23% |
$7.39K - $8.17K
|
11.2K
$2.88M
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
25+ 1.21% |
$7.11K - $7.85K
|
2.1K
$540K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
25+ 1.79% |
$7.11K - $7.85K
|
1.42K
$365K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
21+ 1.8% |
$5.97K - $6.6K
|
1.19K
$305K
|