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 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-140- 0.88% |
$39.8K - $44K
|
15.8K
$4.08M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-143Closed |
$40.7K - $44.9K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-147- 30.37% |
$41.8K - $46.2K
|
337
$86.8K
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-149- 1.88% |
$42.4K - $46.8K
|
7.79K
$2.01M
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-154Closed |
$43.8K - $48.4K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-159Closed |
$45.2K - $49.9K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-160- 4.28% |
$45.5K - $50.2K
|
3.58K
$921K
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-162- 3.65% |
$46.1K - $50.9K
|
4.28K
$1.1M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-165- 7.56% |
$46.9K - $51.8K
|
2.02K
$520K
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-165- 2.61% |
$46.9K - $51.8K
|
6.15K
$1.58M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-173Closed |
$49.2K - $54.3K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-178- 2.44% |
$50.6K - $55.9K
|
7.12K
$1.83M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-180- 10.84% |
$51.2K - $56.5K
|
1.48K
$382K
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-181- 16.96% |
$51.5K - $56.8K
|
886
$228K
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-185Closed |
$52.6K - $58.1K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-190Closed |
$54K - $59.7K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Hodges Capital Management Inc.
|
SELL
|
- |
-190- 15.2% |
$54K - $59.7K
|
1.06K
$273K
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-191- 0.99% |
$54.3K - $60K
|
19.1K
$4.92M
|
|
Apr 19, 2022
Q3 2021
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-197- 6.33% |
$56K - $61.9K
|
2.91K
$750K
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-197- 0.91% |
$56K - $61.9K
|
21.4K
$5.52M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 7.73% |
$56.9K - $62.8K
|
2.39K
$615K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-204- 3.57% |
$58K - $64.1K
|
5.51K
$1.42M
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-217- 2.02% |
$61.7K - $68.2K
|
10.5K
$2.71M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-228- 22.82% |
$64.8K - $71.6K
|
771
$199K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-228- 0.37% |
$64.8K - $71.6K
|
60.7K
$15.6M
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-238- 3.88% |
$67.7K - $74.7K
|
5.9K
$1.52M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-239- 15.09% |
$68K - $75.1K
|
1.35K
$346K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-245- 1.33% |
$69.7K - $76.9K
|
18.1K
$4.67M
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-247- 1.0% |
$70.2K - $77.6K
|
24.4K
$6.28M
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-250- 3.57% |
$71.1K - $78.5K
|
6.76K
$1.74M
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-265- 40.15% |
$75.4K - $83.2K
|
395
$102K
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-269- 2.01% |
$76.5K - $84.5K
|
13.1K
$3.38M
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-285Closed |
$81.1K - $89.5K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-315- 2.27% |
$89.6K - $98.9K
|
13.6K
$3.5M
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-324- 4.0% |
$92.1K - $102K
|
7.78K
$2M
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-324- 13.64% |
$92.1K - $102K
|
2.05K
$529K
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-330- 9.31% |
$93.9K - $104K
|
3.22K
$828K
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-341- 23.26% |
$97K - $107K
|
1.13K
$290K
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-344- 8.71% |
$97.8K - $108K
|
3.61K
$929K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-375- 20.68% |
$107K - $118K
|
1.44K
$370K
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-375- 2.68% |
$107K - $118K
|
13.6K
$3.51M
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-386- 2.2% |
$110K - $121K
|
17.2K
$4.42M
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-404- 8.47% |
$115K - $127K
|
4.37K
$1.12M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-416- 33.49% |
$118K - $131K
|
826
$213K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-430- 30.76% |
$122K - $135K
|
968
$249K
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-438- 6.32% |
$125K - $138K
|
6.49K
$1.67M
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-451- 1.88% |
$128K - $142K
|
23.6K
$6.07M
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-466- 3.85% |
$133K - $146K
|
11.6K
$3M
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-468- 5.44% |
$133K - $147K
|
8.14K
$2.1M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-493- 27.18% |
$140K - $155K
|
1.32K
$340K
|