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 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-41- 0.22% |
$11.7K - $12.9K
|
18.7K
$4.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-42- 4.87% |
$11.9K - $13.2K
|
821
$211K
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-42- 0.35% |
$11.9K - $13.2K
|
11.9K
$3.07M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-48- 0.86% |
$13.7K - $15.1K
|
5.53K
$1.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-49- 5.09% |
$13.9K - $15.4K
|
914
$235K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-50- 4.98% |
$14.2K - $15.7K
|
954
$246K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-50- 16.08% |
$14.2K - $15.7K
|
261
$67.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-50- 22.12% |
$14.2K - $15.7K
|
176
$45.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-52- 2.06% |
$14.8K - $16.3K
|
2.47K
$637K
|
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-54- 7.33% |
$15.4K - $17K
|
683
$176K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-55- 3.35% |
$15.6K - $17.3K
|
1.59K
$409K
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-57- 5.06% |
$16.2K - $17.9K
|
1.07K
$276K
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-59- 3.6% |
$16.8K - $18.5K
|
1.58K
$406K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-59- 5.67% |
$16.8K - $18.5K
|
982
$253K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-60- 45.11% |
$17.1K - $18.8K
|
73
$18.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-63- 8.68% |
$17.9K - $19.8K
|
663
$171K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-66- 6.83% |
$18.8K - $20.7K
|
901
$232K
|
|
|
Nov 01, 2021
Q3 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-67- 3.8% |
$19.1K - $21K
|
1.7K
$437K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-68- 1.95% |
$19.3K - $21.4K
|
3.41K
$879K
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-70- 1.01% |
$19.9K - $22K
|
6.87K
$1.77M
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-71Closed |
$20.2K - $22.3K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-75- 13.04% |
$21.3K - $23.6K
|
500
$129K
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-75- 34.88% |
$21.3K - $23.6K
|
140
$36.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-76- 0.78% |
$21.6K - $23.9K
|
9.69K
$2.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-78- 1.3% |
$22.2K - $24.5K
|
5.92K
$1.52M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-80- 6.02% |
$22.8K - $25.1K
|
1.25K
$322K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-80- 1.34% |
$22.8K - $25.1K
|
5.9K
$1.52M
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-80- 9.71% |
$22.8K - $25.1K
|
744
$192K
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-82- 8.32% |
$23.3K - $25.8K
|
903
$233K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-88- 1.58% |
$25K - $27.6K
|
5.47K
$1.41M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-90- 3.4% |
$25.6K - $28.3K
|
2.56K
$659K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-93- 1.71% |
$26.4K - $29.2K
|
5.34K
$1.37M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-95- 78.51% |
$27K - $29.8K
|
26
$6.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-100Closed |
$28.4K - $31.4K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-100- 0.86% |
$28.4K - $31.4K
|
11.5K
$2.95M
|
|
|
Oct 25, 2021
Q3 2021
|
Wedgewood Investors Inc
|
SELL
|
- |
-105- 4.43% |
$29.9K - $33K
|
2.26K
$583K
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-107- 2.53% |
$30.4K - $33.6K
|
4.12K
$1.06M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-108- 9.25% |
$30.7K - $33.9K
|
1.06K
$273K
|
|
|
Oct 15, 2021
Q3 2021
|
Sequent Asset Management, LLC
|
SELL
|
- |
-110- 0.43% |
$31.3K - $34.5K
|
25.6K
$6.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-114Closed |
$32.4K - $35.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-115- 4.92% |
$32.7K - $36.1K
|
2.22K
$572K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-117- 4.5% |
$33.3K - $36.7K
|
2.48K
$640K
|
|
|
Nov 15, 2021
Q3 2021
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-118- 0.58% |
$33.6K - $37.1K
|
20.3K
$5.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-121- 6.5% |
$34.4K - $38K
|
1.74K
$448K
|
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-123- 2.08% |
$35K - $38.6K
|
5.8K
$1.49M
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-125- 4.17% |
$35.6K - $39.3K
|
2.88K
$741K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-125- 15.15% |
$35.6K - $39.3K
|
700
$180K
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-126- 14.27% |
$35.8K - $39.6K
|
757
$195K
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-133- 10.97% |
$37.8K - $41.8K
|
1.08K
$278K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-139- 1.75% |
$39.5K - $43.7K
|
7.81K
$2.01M
|