Purchases and Sales Made in Q4 2021 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-280- 4.83% |
$78.4K - $91.7K
|
5.52K
$1.72M
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-291- 26.82% |
$81.5K - $95.3K
|
794
$248K
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-300- 2.56% |
$84K - $98.2K
|
11.4K
$3.57M
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-301- 9.68% |
$84.3K - $98.5K
|
2.81K
$878K
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-302- 12.52% |
$84.6K - $98.9K
|
2.11K
$660K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-303- 12.69% |
$84.8K - $99.2K
|
2.08K
$652K
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-303- 21.37% |
$84.8K - $99.2K
|
1.12K
$349K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-310- 14.17% |
$86.8K - $101K
|
1.88K
$587K
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-312- 10.53% |
$87.4K - $102K
|
2.65K
$829K
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-314- 4.21% |
$87.9K - $103K
|
7.15K
$2.24M
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-315- 8.58% |
$88.2K - $103K
|
3.36K
$1.05M
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-317- 10.15% |
$88.8K - $104K
|
2.81K
$877K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-321- 10.16% |
$89.9K - $105K
|
2.84K
$887K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-325Closed |
$91K - $106K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-325Closed |
$91K - $106K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-368- 0.44% |
$103K - $120K
|
84K
$26.2M
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-380- 2.01% |
$106K - $124K
|
18.5K
$5.78M
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-387- 0.63% |
$108K - $127K
|
61K
$19.1M
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-392- 4.09% |
$110K - $128K
|
9.2K
$2.88M
|
|
Jan 12, 2022
Q4 2021
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-400- 1.41% |
$112K - $131K
|
28K
$8.75M
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-400- 1.3% |
$112K - $131K
|
30.3K
$9.46M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-400- 15.23% |
$112K - $131K
|
2.23K
$696K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-422- 3.9% |
$118K - $138K
|
10.4K
$3.25M
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-422- 3.9% |
$118K - $138K
|
10.4K
$3.25M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-430Closed |
$120K - $141K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-431Closed |
$121K - $141K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-440- 3.84% |
$123K - $144K
|
11K
$3.45M
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
SELL
|
- |
-450- 12.47% |
$126K - $147K
|
3.16K
$988K
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-450- 6.53% |
$126K - $147K
|
6.44K
$2.01M
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-500Closed |
$140K - $164K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-507- 26.93% |
$142K - $166K
|
1.38K
$430K
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-509- 5.29% |
$143K - $167K
|
9.11K
$2.85M
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-510- 1.47% |
$143K - $167K
|
34.1K
$10.7M
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-551Closed |
$154K - $180K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-601- 22.96% |
$168K - $197K
|
2.02K
$631K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-615- 3.49% |
$172K - $201K
|
17K
$5.32M
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-616- 12.87% |
$172K - $202K
|
4.17K
$1.3M
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-619- 14.44% |
$173K - $203K
|
3.67K
$1.15M
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-620- 14.5% |
$174K - $203K
|
3.66K
$1.14M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-638- 30.42% |
$179K - $209K
|
1.46K
$456K
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-642- 21.67% |
$180K - $210K
|
2.32K
$726K
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-648- 9.2% |
$181K - $212K
|
6.39K
$2M
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-648- 7.64% |
$181K - $212K
|
7.83K
$2.45M
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-650- 41.01% |
$182K - $213K
|
935
$292K
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-667- 1.64% |
$187K - $218K
|
40.1K
$12.5M
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-680- 3.55% |
$190K - $223K
|
18.5K
$5.77M
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-693Closed |
$194K - $227K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-700- 44.14% |
$196K - $229K
|
886
$277K
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-718Closed |
$201K - $235K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-728Closed |
$204K - $238K
|
0
$0
|