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 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
21+ 1.8% |
$5.97K - $6.6K
|
1.19K
$305K
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
20+ 4.43% |
$5.69K - $6.28K
|
471
$121K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
20+ 2.71% |
$5.69K - $6.28K
|
757
$195K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
17+ 10.0% |
$4.83K - $5.34K
|
187
$48.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
15+ 1.37% |
$4.27K - $4.71K
|
1.11K
$286K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
15New |
$4.27K - $4.71K
|
15
$3.86K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
13+ 1.3% |
$3.7K - $4.08K
|
1.01K
$261K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 162.5% |
$3.7K - $4.08K
|
21
$5.41K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
11+ 0.06% |
$3.13K - $3.45K
|
19.6K
$5.05M
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11+ 3.19% |
$3.13K - $3.45K
|
356
$91.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11New |
$3.13K - $3.45K
|
11
$2.83K
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
11+ 4.33% |
$3.13K - $3.45K
|
265
$68.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
10+ 0.01% |
$2.84K - $3.14K
|
105K
$27M
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
10+ 0.16% |
$2.84K - $3.14K
|
6.45K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
10+ 0.47% |
$2.84K - $3.14K
|
2.13K
$550K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 1.04% |
$2.84K - $3.14K
|
968
$249K
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
10+ 0.69% |
$2.84K - $3.14K
|
1.45K
$374K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9New |
$2.56K - $2.83K
|
9
$2.32K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
9+ 1.27% |
$2.56K - $2.83K
|
718
$185K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9New |
$2.56K - $2.83K
|
9
$2.32K
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
8+ 0.86% |
$2.28K - $2.51K
|
935
$241K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 4.1% |
$2.28K - $2.51K
|
203
$52.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
BUY
|
- |
8+ 0.16% |
$2.28K - $2.51K
|
4.88K
$1.26M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
7New |
$1.99K - $2.2K
|
7
$1.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
7New |
$1.99K - $2.2K
|
7
$1.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
7+ 2.55% |
$1.99K - $2.2K
|
281
$72.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.58% |
$1.99K - $2.2K
|
1.21K
$312K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7+ 0.53% |
$1.99K - $2.2K
|
1.33K
$341K
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
6+ 0.2% |
$1.71K - $1.88K
|
3.06K
$787K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
6+ 0.32% |
$1.71K - $1.88K
|
1.9K
$489K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.3% |
$1.42K - $1.57K
|
1.7K
$438K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5+ 0.01% |
$1.42K - $1.57K
|
65K
$16.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3+ 0.24% |
$853 - $942
|
1.26K
$326K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3+ 0.11% |
$853 - $942
|
2.62K
$674K
|
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.13% |
$853 - $942
|
2.35K
$604K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.13% |
$569 - $628
|
1.5K
$385K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.13% |
$569 - $628
|
1.52K
$392K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2New |
$569 - $628
|
2
$515
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2New |
$569 - $628
|
2
$515
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.06% |
$284 - $314
|
1.68K
$434K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
1+ 0.1% |
$284 - $314
|
1.05K
$271K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.04% |
$284 - $314
|
2.41K
$621K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$284 - $314
|
1.1K
$283K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.08% |
$284 - $314
|
1.19K
$306K
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
1+ 0.12% |
$284 - $314
|
806
$208K
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
1+ 0.13% |
$284 - $314
|
782
$201K
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$284 - $314
|
1
$258
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
SELL
|
- |
-1- 0.04% |
$284 - $314
|
2.58K
$665K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1- 0.1% |
$284 - $314
|
1.02K
$262K
|