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 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
801+ 18.99% |
$224K - $262K
|
5.02K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
797+ 2.81% |
$223K - $261K
|
29.2K
$9.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
785New |
$220K - $257K
|
785
$245K
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
784New |
$220K - $257K
|
784
$245K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
775New |
$217K - $254K
|
775
$242K
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
773New |
$216K - $253K
|
773
$242K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
772+ 6.52% |
$216K - $253K
|
12.6K
$3.94M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
771+ 43.1% |
$216K - $252K
|
2.56K
$800K
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
769New |
$215K - $252K
|
769
$240K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
747+ 0.72% |
$209K - $245K
|
104K
$32.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
747+ 10.44% |
$209K - $245K
|
7.9K
$2.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
742New |
$208K - $243K
|
742
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
740+ 28.74% |
$207K - $242K
|
3.32K
$1.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
738New |
$207K - $242K
|
738
$231K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
729+ 56.82% |
$204K - $239K
|
2.01K
$629K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
726+ 58.08% |
$203K - $238K
|
1.98K
$618K
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
721New |
$202K - $236K
|
721
$225K
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
716New |
$200K - $234K
|
716
$224K
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
715+ 73.94% |
$200K - $234K
|
1.68K
$526K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
715New |
$200K - $234K
|
715
$224K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
708New |
$198K - $232K
|
708
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
694New |
$194K - $227K
|
694
$217K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
692New |
$194K - $227K
|
692
$216K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
676+ 24.17% |
$189K - $221K
|
3.47K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
672+ 1.03% |
$188K - $220K
|
65.7K
$20.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
650New |
$182K - $213K
|
650
$203K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
650+ 13.01% |
$182K - $213K
|
5.65K
$1.77M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
631+ 6.68% |
$177K - $207K
|
10.1K
$3.15M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
610+ 0.58% |
$171K - $200K
|
105K
$32.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
604New |
$169K - $198K
|
604
$189K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
569+ 4.19% |
$159K - $186K
|
14.1K
$4.42M
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
558+ 9.43% |
$156K - $183K
|
6.48K
$2.03M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
535New |
$150K - $175K
|
535
$167K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
507+ 15.83% |
$142K - $166K
|
3.71K
$1.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
469+ 3.57% |
$131K - $154K
|
13.6K
$4.25M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
466+ 17.33% |
$130K - $153K
|
3.16K
$987K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
442+ 6.07% |
$124K - $145K
|
7.72K
$2.41M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
431+ 3.31% |
$121K - $141K
|
13.4K
$4.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
430+ 44.42% |
$120K - $141K
|
1.4K
$437K
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
400+ 87.91% |
$112K - $131K
|
855
$267K
|
|
|
Feb 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
397+ 1.69% |
$111K - $130K
|
24K
$7.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
385+ 2.06% |
$108K - $126K
|
19.1K
$5.98M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
383+ 5.03% |
$107K - $125K
|
8K
$2.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
382+ 38.9% |
$107K - $125K
|
1.36K
$426K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
382+ 9.34% |
$107K - $125K
|
4.47K
$1.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
377+ 3.04% |
$106K - $123K
|
12.8K
$3.99M
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
377+ 2.09% |
$106K - $123K
|
18.4K
$5.77M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
375+ 49.54% |
$105K - $123K
|
1.13K
$354K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
371New |
$104K - $121K
|
371
$116K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
332+ 41.04% |
$93K - $109K
|
1.14K
$357K
|