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
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
326+ 33.68% |
$91.3K - $107K
|
1.29K
$401K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
325+ 38.88% |
$91K - $106K
|
1.16K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
325+ 6.1% |
$91K - $106K
|
5.66K
$1.75M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
319+ 1.07% |
$89.3K - $104K
|
30.2K
$9.36M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
310+ 20.97% |
$86.8K - $101K
|
1.79K
$554K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
307+ 0.55% |
$86K - $100K
|
55.9K
$17.3M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
307+ 0.55% |
$86K - $100K
|
55.9K
$17.3M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
304New |
$85.1K - $99.5K
|
304
$94.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
303+ 7.88% |
$84.8K - $99.2K
|
4.15K
$1.28M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
294New |
$82.3K - $96.2K
|
294
$91.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
291+ 11.68% |
$81.5K - $95.3K
|
2.78K
$862K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
291+ 35.23% |
$81.5K - $95.3K
|
1.12K
$346K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
290+ 9.13% |
$81.2K - $94.9K
|
3.47K
$1.07M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
290New |
$81.2K - $94.9K
|
290
$89.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
290+ 337.21% |
$81.2K - $94.9K
|
376
$116K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
279+ 10.91% |
$78.1K - $91.3K
|
2.84K
$879K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
264+ 23.4% |
$73.9K - $86.4K
|
1.39K
$431K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
259+ 18.01% |
$72.5K - $84.8K
|
1.7K
$526K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
252+ 3.6% |
$70.6K - $82.5K
|
7.25K
$2.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
244New |
$68.3K - $79.9K
|
244
$75.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
237+ 4.69% |
$66.4K - $77.6K
|
5.29K
$1.64M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
230New |
$64.4K - $75.3K
|
230
$71.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
229New |
$64.1K - $75K
|
229
$70.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
225+ 16.2% |
$63K - $73.7K
|
1.61K
$500K
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
BUY
|
- |
215+ 6.97% |
$60.2K - $70.4K
|
3.3K
$1.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
215+ 10.48% |
$60.2K - $70.4K
|
2.27K
$702K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
212+ 44.82% |
$59.4K - $69.4K
|
685
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
205+ 28.16% |
$57.4K - $67.1K
|
933
$289K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
201+ 7.46% |
$56.3K - $65.8K
|
2.89K
$897K
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
200New |
$56K - $65.5K
|
200
$62K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
200New |
$56K - $65.5K
|
200
$62K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
199+ 2.87% |
$55.7K - $65.1K
|
7.14K
$2.21M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
198+ 94.74% |
$55.4K - $64.8K
|
407
$126K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
191+ 0.58% |
$53.5K - $62.5K
|
33.1K
$10.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
185New |
$51.8K - $60.6K
|
185
$57.3K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
184New |
$51.5K - $60.2K
|
184
$57K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
182New |
$51K - $59.6K
|
182
$56.4K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
181+ 4.32% |
$50.7K - $59.3K
|
4.37K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
179+ 0.16% |
$50.1K - $58.6K
|
114K
$35.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
177+ 4.29% |
$49.6K - $57.9K
|
4.3K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
175+ 24.72% |
$49K - $57.3K
|
883
$274K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
169+ 3.05% |
$47.3K - $55.3K
|
5.71K
$1.77M
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
167+ 5.03% |
$46.8K - $54.7K
|
3.49K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
163+ 3.34% |
$45.6K - $53.4K
|
5.04K
$1.56M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
162+ 4.37% |
$45.4K - $53K
|
3.87K
$1.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
155+ 10.68% |
$43.4K - $50.7K
|
1.61K
$498K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
150+ 1.26% |
$42K - $49.1K
|
12.1K
$3.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
148+ 7.54% |
$41.4K - $48.4K
|
2.11K
$654K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
144+ 8.04% |
$40.3K - $47.1K
|
1.94K
$599K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
141New |
$39.5K - $46.2K
|
141
$43.7K
|