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 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
136+ 3.77% |
$38.1K - $44.5K
|
3.74K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
135New |
$37.8K - $44.2K
|
135
$41.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
132+ 18.18% |
$37K - $43.2K
|
858
$266K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
128+ 25.05% |
$35.8K - $41.9K
|
639
$198K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
128+ 4.14% |
$35.8K - $41.9K
|
3.22K
$998K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
127+ 3.09% |
$35.6K - $41.6K
|
4.24K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
125+ 16.67% |
$35K - $40.9K
|
875
$271K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
121+ 0.55% |
$33.9K - $39.6K
|
22.3K
$6.91M
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
120+ 3.33% |
$33.6K - $39.3K
|
3.73K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
113+ 4.73% |
$31.6K - $37K
|
2.5K
$774K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
112New |
$31.4K - $36.7K
|
112
$34.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
111+ 11.44% |
$31.1K - $36.3K
|
1.08K
$335K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
111New |
$31.1K - $36.3K
|
111
$34.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
103+ 4.83% |
$28.8K - $33.7K
|
2.24K
$692K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
100+ 6.84% |
$28K - $32.7K
|
1.56K
$484K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
100New |
$28K - $32.7K
|
100
$31K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
97+ 5.14% |
$27.2K - $31.8K
|
1.99K
$615K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
94+ 0.47% |
$26.3K - $30.8K
|
19.9K
$6.17M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
90+ 5.4% |
$25.2K - $29.5K
|
1.76K
$545K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
83+ 23.99% |
$23.2K - $27.2K
|
429
$133K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
83+ 11.28% |
$23.2K - $27.2K
|
819
$254K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
82+ 0.71% |
$23K - $26.8K
|
11.6K
$3.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
81+ 1.64% |
$22.7K - $26.5K
|
5.03K
$1.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
80+ 45.45% |
$22.4K - $26.2K
|
256
$79.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
80New |
$22.4K - $26.2K
|
80
$24.8K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
77+ 4.58% |
$21.6K - $25.2K
|
1.76K
$545K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
77+ 4.58% |
$21.6K - $25.2K
|
1.76K
$545K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
77New |
$21.6K - $25.2K
|
77
$23.9K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
66+ 7.33% |
$18.5K - $21.6K
|
967
$300K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
65New |
$18.2K - $21.3K
|
65
$20.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
64+ 1.11% |
$17.9K - $21K
|
5.85K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
64+ 0.51% |
$17.9K - $21K
|
12.5K
$3.88M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
62New |
$17.4K - $20.3K
|
62
$19.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
59+ 1.1% |
$16.5K - $19.3K
|
5.4K
$1.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
55New |
$15.4K - $18K
|
55
$17K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
53+ 0.35% |
$14.8K - $17.3K
|
15.1K
$4.68M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
53New |
$14.8K - $17.3K
|
53
$16.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
52+ 0.13% |
$14.6K - $17K
|
39.9K
$12.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51+ 0.88% |
$14.3K - $16.7K
|
5.85K
$1.81M
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
48+ 2.74% |
$13.4K - $15.7K
|
1.8K
$557K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
47+ 0.79% |
$13.2K - $15.4K
|
5.97K
$1.85M
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.3% |
$12.9K - $15.1K
|
2.05K
$634K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
46+ 2.76% |
$12.9K - $15.1K
|
1.71K
$531K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
45+ 37.19% |
$12.6K - $14.7K
|
166
$51.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
42New |
$11.8K - $13.7K
|
42
$13K
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
40+ 1.12% |
$11.2K - $13.1K
|
3.62K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
39+ 5.06% |
$10.9K - $12.8K
|
810
$251K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
39+ 2.57% |
$10.9K - $12.8K
|
1.56K
$483K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
38+ 0.74% |
$10.6K - $12.4K
|
5.18K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
36+ 46.15% |
$10.1K - $11.8K
|
114
$35.3K
|