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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-39- 2.67% |
$8.03K - $9.01K
|
1.42K
$419K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-40- 1.97% |
$8.23K - $9.24K
|
1.99K
$586K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-40- 3.9% |
$8.23K - $9.24K
|
985
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-40- 1.01% |
$8.23K - $9.24K
|
3.94K
$1.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-41- 0.64% |
$8.44K - $9.47K
|
6.4K
$1.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-42- 0.81% |
$8.65K - $9.7K
|
5.15K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-43- 3.25% |
$8.85K - $9.93K
|
1.28K
$377K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-44- 0.85% |
$9.06K - $10.2K
|
5.14K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-45- 1.65% |
$9.26K - $10.4K
|
2.69K
$791K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-49- 2.24% |
$10.1K - $11.3K
|
2.14K
$631K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-50- 0.77% |
$10.3K - $11.6K
|
6.41K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-51- 1.01% |
$10.5K - $11.8K
|
4.98K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-51- 56.04% |
$10.5K - $11.8K
|
40
$11.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-52- 0.53% |
$10.7K - $12K
|
9.67K
$2.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-54- 0.83% |
$11.1K - $12.5K
|
6.45K
$1.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-57- 3.14% |
$11.7K - $13.2K
|
1.76K
$519K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-59- 5.61% |
$12.1K - $13.6K
|
992
$292K
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
SELL
|
- |
-61- 0.9% |
$12.6K - $14.1K
|
6.75K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-63- 0.36% |
$13K - $14.6K
|
17.4K
$5.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-64- 5.22% |
$13.2K - $14.8K
|
1.16K
$342K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-67- 4.22% |
$13.8K - $15.5K
|
1.52K
$448K
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-67- 9.29% |
$13.8K - $15.5K
|
654
$193K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-70- 9.52% |
$14.4K - $16.2K
|
665
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-72- 3.28% |
$14.8K - $16.6K
|
2.12K
$625K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-75- 1.48% |
$15.4K - $17.3K
|
5K
$1.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-75- 2.81% |
$15.4K - $17.3K
|
2.59K
$764K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-79- 5.44% |
$16.3K - $18.3K
|
1.37K
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-80- 5.16% |
$16.5K - $18.5K
|
1.47K
$433K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-82- 5.92% |
$16.9K - $18.9K
|
1.3K
$384K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-84- 5.86% |
$17.3K - $19.4K
|
1.35K
$397K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-97- 6.12% |
$20K - $22.4K
|
1.49K
$439K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-98- 2.39% |
$20.2K - $22.6K
|
4K
$1.18M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-100- 8.58% |
$20.6K - $23.1K
|
1.07K
$314K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-103- 0.5% |
$21.2K - $23.8K
|
20.3K
$5.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-108- 0.83% |
$22.2K - $25K
|
12.9K
$3.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-110- 9.13% |
$22.6K - $25.4K
|
1.1K
$323K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-112- 3.22% |
$23.1K - $25.9K
|
3.36K
$991K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-119- 11.17% |
$24.5K - $27.5K
|
946
$279K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-119- 3.67% |
$24.5K - $27.5K
|
3.12K
$921K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-120- 2.8% |
$24.7K - $27.7K
|
4.16K
$1.23M
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-120- 1.39% |
$24.7K - $27.7K
|
8.49K
$2.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
SELL
|
- |
-123- 3.5% |
$25.3K - $28.4K
|
3.4K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-124- 8.46% |
$25.5K - $28.6K
|
1.34K
$395K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-128- 8.32% |
$26.3K - $29.6K
|
1.41K
$416K
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-131- 3.59% |
$27K - $30.3K
|
3.51K
$1.04M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-133- 28.42% |
$27.4K - $30.7K
|
335
$98.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-134- 6.89% |
$27.6K - $31K
|
1.81K
$534K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-142- 6.53% |
$29.2K - $32.8K
|
2.03K
$599K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-147- 0.88% |
$30.3K - $34K
|
16.5K
$4.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-150- 10.34% |
$30.9K - $34.7K
|
1.3K
$383K
|