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 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.2K+ 3.2% |
$3.96M - $4.44M
|
620K
$183M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
19.2KNew |
$3.95M - $4.43M
|
19.2K
$5.65M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
19.1KNew |
$3.93M - $4.41M
|
19.1K
$5.62M
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
19K+ 17.99% |
$3.92M - $4.4M
|
125K
$36.8M
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
18.4K+ 94.19% |
$3.78M - $4.25M
|
37.9K
$11.2M
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
18K+ 97.2% |
$3.71M - $4.16M
|
36.5K
$10.8M
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17KNew |
$3.51M - $3.94M
|
17K
$5.02M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.7KNew |
$3.44M - $3.86M
|
16.7K
$4.93M
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16.6KNew |
$3.42M - $3.83M
|
16.6K
$4.89M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
16.3K+ 298.52% |
$3.36M - $3.78M
|
21.8K
$6.43M
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
16.3K+ 121.17% |
$3.36M - $3.77M
|
29.8K
$8.78M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.2K+ 10.49% |
$3.33M - $3.74M
|
171K
$50.3M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.6K+ 28.0% |
$3.21M - $3.6M
|
71.3K
$21M
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
15.5K+ 19.07% |
$3.18M - $3.57M
|
96.6K
$28.5M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.4K+ 123.17% |
$3.18M - $3.57M
|
28K
$8.24M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.3K+ 256.85% |
$2.95M - $3.31M
|
19.9K
$5.86M
|
|
Jan 17, 2023
Q4 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
13.3K+ 65.92% |
$2.75M - $3.08M
|
33.6K
$9.9M
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
12.5K+ 13.3% |
$2.57M - $2.88M
|
106K
$31.3M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.4K+ 5.79% |
$2.56M - $2.87M
|
228K
$67M
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
12.4K+ 6200.0% |
$2.55M - $2.86M
|
12.6K
$3.71M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
12.4K+ 44.19% |
$2.55M - $2.86M
|
40.3K
$11.9M
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
11.8KNew |
$2.43M - $2.73M
|
11.8K
$3.48M
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
11.7K+ 18.71% |
$2.41M - $2.71M
|
74.3K
$21.9M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.7K+ 2.68% |
$2.41M - $2.7M
|
448K
$132M
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
11.4KNew |
$2.35M - $2.63M
|
11.4K
$3.36M
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.9KNew |
$2.25M - $2.53M
|
10.9K
$3.22M
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.9KNew |
$2.24M - $2.51M
|
10.9K
$3.2M
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
10.5K+ 84.04% |
$2.16M - $2.43M
|
23K
$6.78M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.4K+ 56.21% |
$2.14M - $2.4M
|
28.9K
$8.51M
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
10.3KNew |
$2.13M - $2.39M
|
10.3K
$3.04M
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
10.2K+ 465.58% |
$2.11M - $2.37M
|
12.4K
$3.66M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
9.31K+ 10.85% |
$1.92M - $2.15M
|
95.1K
$28M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.2K+ 12.31% |
$1.89M - $2.13M
|
84K
$24.7M
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
9.11KNew |
$1.88M - $2.11M
|
9.11K
$2.68M
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
9.1KNew |
$1.87M - $2.1M
|
9.1K
$2.68M
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8.63K+ 1855.7% |
$1.78M - $1.99M
|
9.09K
$2.68M
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
8.44KNew |
$1.74M - $1.95M
|
8.44K
$2.49M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.44K+ 83.92% |
$1.74M - $1.95M
|
18.5K
$5.45M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.14K+ 8.74% |
$1.68M - $1.88M
|
101K
$29.8M
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
7.73KNew |
$1.59M - $1.79M
|
7.73K
$2.28M
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.61K+ 165.01% |
$1.57M - $1.76M
|
12.2K
$3.6M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.6K+ 0.86% |
$1.56M - $1.76M
|
891K
$262M
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7.53K+ 135.01% |
$1.55M - $1.74M
|
13.1K
$3.86M
|
|
Jan 20, 2023
Q4 2022
|
Redwood Investments, LLC
|
BUY
|
- |
7.34KNew |
$1.51M - $1.7M
|
7.34K
$2.16M
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
7.33K+ 22.36% |
$1.51M - $1.69M
|
40.1K
$11.8M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.31K+ 54.69% |
$1.5M - $1.69M
|
20.7K
$6.09M
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
7.14K+ 29.68% |
$1.47M - $1.65M
|
31.2K
$9.2M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.7K+ 11.03% |
$1.38M - $1.55M
|
67.4K
$19.9M
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
6.55K+ 12.13% |
$1.35M - $1.51M
|
60.6K
$17.8M
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
BUY
|
- |
6.18K+ 76.56% |
$1.27M - $1.43M
|
14.3K
$4.2M
|