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 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-150- 23.4% |
$30.9K - $34.7K
|
491
$145K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-153- 2.75% |
$31.5K - $35.3K
|
5.41K
$1.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-180- 1.87% |
$37.1K - $41.6K
|
9.44K
$2.78M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-180- 15.67% |
$37.1K - $41.6K
|
969
$286K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-187- 5.72% |
$38.5K - $43.2K
|
3.09K
$909K
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
SELL
|
- |
-197- 3.67% |
$40.6K - $45.5K
|
5.17K
$1.52M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-205- 51.51% |
$42.2K - $47.4K
|
193
$56.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-219- 2.86% |
$45.1K - $50.6K
|
7.44K
$2.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-220- 3.68% |
$45.3K - $50.8K
|
5.76K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-221- 67.17% |
$45.5K - $51.1K
|
108
$31.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-224- 13.87% |
$46.1K - $51.8K
|
1.39K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-228- 2.94% |
$46.9K - $52.7K
|
7.53K
$2.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-230- 10.09% |
$47.3K - $53.1K
|
2.05K
$604K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-236- 2.56% |
$48.6K - $54.5K
|
8.99K
$2.65M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-236- 2.77% |
$48.6K - $54.5K
|
8.27K
$2.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-250- 1.49% |
$51.5K - $57.8K
|
16.5K
$4.86M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-254- 16.07% |
$52.3K - $58.7K
|
1.33K
$391K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-276- 10.44% |
$56.8K - $63.8K
|
2.37K
$697K
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-281- 0.7% |
$57.8K - $64.9K
|
40.1K
$11.8M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-287- 1.04% |
$59.1K - $66.3K
|
27.3K
$8.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-289- 1.68% |
$59.5K - $66.8K
|
16.9K
$4.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-291- 1.97% |
$59.9K - $67.2K
|
14.5K
$4.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-294- 20.04% |
$60.5K - $67.9K
|
1.17K
$346K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-295- 38.46% |
$60.7K - $68.2K
|
472
$139K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-298- 7.18% |
$61.3K - $68.8K
|
3.85K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-306- 3.26% |
$63K - $70.7K
|
9.08K
$2.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-307- 2.55% |
$63.2K - $70.9K
|
11.7K
$3.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-316- 2.36% |
$65K - $73K
|
13.1K
$3.85M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-320- 1.11% |
$65.9K - $73.9K
|
28.5K
$8.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-323- 4.83% |
$66.5K - $74.6K
|
6.37K
$1.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-328- 3.57% |
$67.5K - $75.8K
|
8.87K
$2.61M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-330- 7.29% |
$67.9K - $76.2K
|
4.2K
$1.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-339- 40.45% |
$69.8K - $78.3K
|
499
$147K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-343- 14.94% |
$70.6K - $79.2K
|
1.95K
$575K
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-349- 23.73% |
$71.8K - $80.6K
|
1.12K
$331K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-350- 11.35% |
$72K - $80.9K
|
2.73K
$806K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-366- 1.33% |
$75.3K - $84.6K
|
27.2K
$8.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-379- 15.03% |
$78K - $87.6K
|
2.14K
$631K
|
|
|
Feb 03, 2023
Q4 2022
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-390- 29.0% |
$80.3K - $90.1K
|
955
$281K
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-395- 92.94% |
$81.3K - $91.3K
|
30
$8.84K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-398- 19.38% |
$81.9K - $91.9K
|
1.66K
$488K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-401- 13.99% |
$82.5K - $92.6K
|
2.47K
$727K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-406- 5.54% |
$83.6K - $93.8K
|
6.92K
$2.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-417- 9.86% |
$85.8K - $96.3K
|
3.81K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-419- 21.53% |
$86.2K - $96.8K
|
1.53K
$450K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-419- 13.86% |
$86.2K - $96.8K
|
2.61K
$768K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-421- 4.57% |
$86.7K - $97.3K
|
8.78K
$2.59M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-424- 12.91% |
$87.3K - $98K
|
2.86K
$843K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-439- 10.1% |
$90.4K - $101K
|
3.91K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-448- 1.43% |
$92.2K - $104K
|
30.8K
$9.07M
|