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 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3- 0.31% |
$853 - $942
|
980
$260K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-3- 0.35% |
$853 - $942
|
859
$227K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-4- 0.28% |
$1.14K - $1.26K
|
1.45K
$384K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-4Closed |
$1.14K - $1.26K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-5Closed |
$1.42K - $1.57K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5- 0.07% |
$1.42K - $1.57K
|
7.64K
$2.02M
|
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6Closed |
$1.71K - $1.88K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-6- 5.77% |
$1.71K - $1.88K
|
98
$26K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6- 0.11% |
$1.71K - $1.88K
|
5.55K
$1.47M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 5.34% |
$1.99K - $2.2K
|
124
$32.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.94% |
$1.99K - $2.2K
|
735
$195K
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-7- 0.29% |
$1.99K - $2.2K
|
2.42K
$640K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-8- 0.08% |
$2.28K - $2.51K
|
9.59K
$2.54M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.42% |
$2.28K - $2.51K
|
1.88K
$498K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-9- 0.28% |
$2.56K - $2.83K
|
3.19K
$846K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.8% |
$2.56K - $2.83K
|
1.11K
$295K
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-10- 11.36% |
$2.84K - $3.14K
|
78
$20.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-10- 0.18% |
$2.84K - $3.14K
|
5.61K
$1.49M
|
|
|
Oct 09, 2024
Q3 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-10- 0.57% |
$2.84K - $3.14K
|
1.75K
$464K
|
|
|
Aug 06, 2024
Q3 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-11- 0.38% |
$3.13K - $3.45K
|
2.92K
$773K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13- 1.66% |
$3.7K - $4.08K
|
771
$204K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-15- 1.5% |
$4.27K - $4.71K
|
987
$261K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-16- 0.14% |
$4.55K - $5.02K
|
11.7K
$3.11M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-20- 2.31% |
$5.69K - $6.28K
|
847
$224K
|
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
SELL
|
- |
-20- 2.49% |
$5.69K - $6.28K
|
782
$207K
|
|
|
Nov 09, 2021
Q3 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-20- 0.54% |
$5.69K - $6.28K
|
3.65K
$968K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-21- 10.5% |
$5.97K - $6.6K
|
179
$47.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-23- 4.31% |
$6.54K - $7.22K
|
511
$135K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-23- 0.63% |
$6.54K - $7.22K
|
3.61K
$955K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-24- 0.13% |
$6.83K - $7.54K
|
19.1K
$5.07M
|
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-25- 0.44% |
$7.11K - $7.85K
|
5.64K
$1.49M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-25- 2.04% |
$7.11K - $7.85K
|
1.2K
$318K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-26- 0.82% |
$7.39K - $8.17K
|
3.16K
$837K
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-28- 2.32% |
$7.96K - $8.79K
|
1.18K
$312K
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
SELL
|
- |
-30- 1.24% |
$8.53K - $9.42K
|
2.39K
$632K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-31- 2.43% |
$8.82K - $9.74K
|
1.25K
$330K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-32- 11.19% |
$9.1K - $10K
|
254
$67.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-32- 4.23% |
$9.1K - $10K
|
724
$192K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-32- 2.25% |
$9.1K - $10K
|
1.39K
$368K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-33- 4.83% |
$9.39K - $10.4K
|
650
$172K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-33- 4.05% |
$9.39K - $10.4K
|
781
$207K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-34Closed |
$9.67K - $10.7K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-35Closed |
$9.95K - $11K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-35- 0.29% |
$9.95K - $11K
|
12.1K
$3.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-35- 2.32% |
$9.95K - $11K
|
1.47K
$390K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-36- 0.16% |
$10.2K - $11.3K
|
22K
$5.82M
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-36- 3.11% |
$10.2K - $11.3K
|
1.12K
$297K
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-38- 0.28% |
$10.8K - $11.9K
|
13.5K
$3.57M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-38- 0.31% |
$10.8K - $11.9K
|
12.1K
$3.21M
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-39- 0.2% |
$11.1K - $12.2K
|
19.4K
$5.14M
|