Purchases and Sales Made in Q4 2022 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q4 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
84.9M+ 109740.23% |
$17.5B - $19.6B
|
85M
$25B
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
746KNew |
$154M - $172M
|
746K
$220M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
285KNew |
$58.8M - $66M
|
285K
$84.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
281K+ 9.18% |
$57.8M - $64.9M
|
3.34M
$985M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
183K+ 334.56% |
$37.7M - $42.3M
|
238K
$70.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
171K+ 233.2% |
$35.3M - $39.6M
|
245K
$72.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
139K+ 13.11% |
$28.6M - $32.1M
|
1.2M
$354M
|
|
|
Jan 31, 2023
Q4 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
135KNew |
$27.8M - $31.2M
|
135K
$39.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
128KNew |
$26.4M - $29.6M
|
128K
$37.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
114K+ 47.93% |
$23.4M - $26.2M
|
351K
$103M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
110K+ 77.56% |
$22.7M - $25.4M
|
252K
$74.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
102KNew |
$21.1M - $23.6M
|
102K
$30.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
98.5K+ 45.05% |
$20.3M - $22.8M
|
317K
$93.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82.1K+ 31.66% |
$16.9M - $19M
|
342K
$101M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
73.8K+ 18.47% |
$15.2M - $17.1M
|
474K
$140M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
69.2K+ 4373.89% |
$14.2M - $16M
|
70.8K
$20.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
65.5K+ 45.38% |
$13.5M - $15.1M
|
210K
$61.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
65.3K+ 419.86% |
$13.5M - $15.1M
|
80.9K
$23.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
62K+ 24.97% |
$12.8M - $14.3M
|
310K
$91.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
54.2K+ 28.77% |
$11.2M - $12.5M
|
242K
$71.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
54.1K+ 820.34% |
$11.1M - $12.5M
|
60.7K
$17.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
52.3K+ 1440.15% |
$10.8M - $12.1M
|
55.9K
$16.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
49.6K+ 191.66% |
$10.2M - $11.5M
|
75.5K
$22.2M
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
49.2K+ 2168.88% |
$10.1M - $11.4M
|
51.5K
$15.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
49.2K+ 176.92% |
$10.1M - $11.4M
|
76.9K
$22.7M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
48.8K+ 23.77% |
$10.1M - $11.3M
|
254K
$74.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
43.8K+ 2748.84% |
$9.02M - $10.1M
|
45.4K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
43.6KNew |
$8.98M - $10.1M
|
43.6K
$12.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
43.4K+ 313.08% |
$8.93M - $10M
|
57.2K
$16.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
42.4K+ 2582.75% |
$8.72M - $9.79M
|
44K
$13M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
40.8K+ 368.9% |
$8.41M - $9.44M
|
51.9K
$15.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40.6K+ 32.32% |
$8.35M - $9.37M
|
166K
$48.9M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
39.3K+ 7.25% |
$8.09M - $9.07M
|
581K
$171M
|
|
|
Feb 07, 2023
Q4 2022
|
Geneva Capital Management LLC
|
BUY
|
- |
37.3K+ 247.13% |
$7.68M - $8.62M
|
52.4K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
35.8K+ 34.76% |
$7.37M - $8.27M
|
139K
$40.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
33.9KNew |
$6.97M - $7.82M
|
33.9K
$9.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
31.6K+ 7.54% |
$6.51M - $7.3M
|
451K
$133M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
31.6K+ 2.33% |
$6.5M - $7.3M
|
1.39M
$410M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
31.4KNew |
$6.46M - $7.25M
|
31.4K
$9.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
28.9KNew |
$5.94M - $6.67M
|
28.9K
$8.51M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
27.4K+ 7.04% |
$5.65M - $6.34M
|
418K
$123M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
26.4KNew |
$5.44M - $6.1M
|
26.4K
$7.78M
|
|
|
Jan 27, 2023
Q4 2022
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
26.3K+ 1867.05% |
$5.41M - $6.07M
|
27.7K
$8.16M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26.2K+ 123.2% |
$5.39M - $6.05M
|
47.4K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
25.5K+ 115.01% |
$5.25M - $5.89M
|
47.7K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
24.3K+ 148.06% |
$5M - $5.61M
|
40.7K
$12M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
24.2K+ 1207750.0% |
$4.97M - $5.58M
|
24.2K
$7.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
23.6KNew |
$4.87M - $5.46M
|
23.6K
$6.97M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
21.3KNew |
$4.39M - $4.93M
|
21.3K
$6.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
21.3KNew |
$4.39M - $4.93M
|
21.3K
$6.29M
|