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 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.97K+ 37.21% |
$1.23M - $1.38M
|
22K
$6.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.91KNew |
$1.22M - $1.36M
|
5.91K
$1.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.86K+ 3.33% |
$1.21M - $1.35M
|
182K
$54.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.6K+ 4.94% |
$1.15M - $1.29M
|
119K
$35.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.6K+ 270.32% |
$1.15M - $1.29M
|
7.67K
$2.3M
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
5.59KNew |
$1.15M - $1.29M
|
5.59K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.51K+ 8.4% |
$1.13M - $1.27M
|
71.2K
$21.3M
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.33KNew |
$1.1M - $1.23M
|
5.33K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.2K+ 16.69% |
$1.07M - $1.2M
|
36.3K
$10.9M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.2K+ 12.69% |
$1.07M - $1.2M
|
46.2K
$13.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
5.04K+ 7.04% |
$1.04M - $1.16M
|
76.6K
$23M
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.94K+ 277.52% |
$1.02M - $1.14M
|
6.72K
$2.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
4.87K+ 286.63% |
$1M - $1.12M
|
6.57K
$1.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.63K+ 27.21% |
$952K - $1.07M
|
21.6K
$6.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.52KNew |
$929K - $1.04M
|
4.52K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4.35K+ 15.37% |
$895K - $1M
|
32.6K
$9.78M
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.2KNew |
$865K - $970K
|
4.2K
$1.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
4.18K+ 237.25% |
$860K - $965K
|
5.94K
$1.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
3.88KNew |
$798K - $896K
|
3.88K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.74K+ 7.06% |
$771K - $865K
|
56.8K
$17M
|
|
|
Feb 13, 2023
Q4 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
3.65KNew |
$751K - $843K
|
3.65K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.56KNew |
$734K - $823K
|
3.56K
$1.07M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.49K+ 104.78% |
$718K - $806K
|
6.82K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.49K+ 104.78% |
$718K - $806K
|
6.82K
$2.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
3.49KNew |
$718K - $805K
|
3.49K
$1.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.44K+ 105.39% |
$708K - $795K
|
6.7K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
First Light Asset Management, LLC
Edina, MN |
BUY
|
- |
3.42KNew |
$704K - $791K
|
3.42K
$1.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
3.37K+ 8.26% |
$694K - $779K
|
44.2K
$13.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.36K+ 100.33% |
$692K - $777K
|
6.72K
$2.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.36KNew |
$692K - $777K
|
3.36K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.36KNew |
$691K - $776K
|
3.36K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.34KNew |
$688K - $773K
|
3.34K
$1M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.33K+ 93.73% |
$686K - $770K
|
6.89K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.22K+ 62.47% |
$663K - $744K
|
8.38K
$2.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.1K+ 29.88% |
$638K - $716K
|
13.5K
$4.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
3.06KNew |
$630K - $707K
|
3.06K
$917K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3K+ 62.99% |
$617K - $692K
|
7.76K
$2.32M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
2.97KNew |
$611K - $686K
|
2.97K
$890K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.94K+ 106.48% |
$605K - $679K
|
5.7K
$1.71M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.84KNew |
$584K - $655K
|
2.84K
$850K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.74K+ 145.08% |
$564K - $633K
|
4.63K
$1.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.64K+ 10.73% |
$544K - $611K
|
27.3K
$8.17M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.64K+ 159.35% |
$544K - $610K
|
4.3K
$1.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.61K+ 3.4% |
$537K - $602K
|
79.3K
$23.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.47K+ 14.32% |
$509K - $571K
|
19.7K
$5.91M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.36K+ 60.28% |
$485K - $545K
|
6.27K
$1.88M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.26KNew |
$465K - $522K
|
2.26K
$678K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.26K+ 11.88% |
$464K - $521K
|
21.2K
$6.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
2.19KNew |
$451K - $506K
|
2.19K
$656K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.19KNew |
$450K - $505K
|
2.19K
$655K
|