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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.58K+ 50.52% |
$1M - $1.17M
|
10.7K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.54KNew |
$992K - $1.16M
|
3.54K
$1.11M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.3KNew |
$925K - $1.08M
|
3.3K
$1.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.28K+ 22.71% |
$917K - $1.07M
|
17.7K
$5.53M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
3.1KNew |
$869K - $1.02M
|
3.1K
$970K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.05K+ 48.9% |
$855K - $999K
|
9.3K
$2.91M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.05K+ 6.96% |
$854K - $999K
|
46.9K
$14.7M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.01KNew |
$843K - $986K
|
3.01K
$941K
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
2.99KNew |
$836K - $977K
|
2.99K
$934K
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2.82KNew |
$790K - $924K
|
2.82K
$883K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.67K+ 6.22% |
$748K - $874K
|
45.6K
$14.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.67KNew |
$746K - $872K
|
2.67K
$833K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.65K+ 13.13% |
$741K - $866K
|
22.8K
$7.13M
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
2.61KNew |
$732K - $856K
|
2.61K
$817K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
2.55K+ 105.81% |
$714K - $835K
|
4.96K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.53K+ 227.67% |
$710K - $830K
|
3.65K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
2.48K+ 4.43% |
$694K - $812K
|
58.5K
$18.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
2.44KNew |
$682K - $797K
|
2.44K
$761K
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.42KNew |
$677K - $791K
|
2.42K
$755K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.41K+ 31.02% |
$675K - $790K
|
10.2K
$3.19M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
2.39K+ 52.02% |
$668K - $781K
|
6.97K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.34K+ 11.96% |
$656K - $767K
|
21.9K
$6.86M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.34K+ 10.68% |
$656K - $767K
|
24.3K
$7.59M
|
|
|
Jan 27, 2022
Q4 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
2.29K+ 11.3% |
$642K - $750K
|
22.6K
$7.05M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.23KNew |
$624K - $729K
|
2.23K
$696K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.22KNew |
$621K - $726K
|
2.22K
$694K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
2.19KNew |
$613K - $717K
|
2.19K
$685K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.16K+ 4902.27% |
$604K - $706K
|
2.2K
$688K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.16KNew |
$603K - $705K
|
2.16K
$674K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.08KNew |
$583K - $682K
|
2.08K
$651K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.02KNew |
$566K - $661K
|
2.02K
$632K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.02KNew |
$565K - $661K
|
2.02K
$631K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.01K+ 94.28% |
$563K - $659K
|
4.15K
$1.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.95KNew |
$547K - $640K
|
1.95K
$611K
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
1.92KNew |
$539K - $630K
|
1.92K
$602K
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.91KNew |
$535K - $626K
|
1.91K
$598K
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.87KNew |
$524K - $613K
|
1.87K
$586K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.86K+ 23.93% |
$522K - $610K
|
9.66K
$3.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.8K+ 76.6% |
$505K - $591K
|
4.16K
$1.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.71K+ 14.15% |
$480K - $561K
|
13.8K
$4.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.69K+ 7.58% |
$474K - $554K
|
24K
$7.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.54K+ 24.96% |
$432K - $505K
|
7.72K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.53K+ 1.46% |
$428K - $501K
|
107K
$33.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.53K+ 4.28% |
$427K - $499K
|
37.1K
$11.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
1.51K+ 341.76% |
$424K - $496K
|
1.96K
$612K
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.51K+ 484.24% |
$422K - $493K
|
1.82K
$568K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.5K+ 26.54% |
$421K - $492K
|
7.17K
$2.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
1.49KNew |
$418K - $488K
|
1.49K
$467K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
1.48KNew |
$414K - $484K
|
1.48K
$463K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
1.45K+ 2.38% |
$406K - $475K
|
62.3K
$19.5M
|