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 23, 2023
Q4 2022
|
Connable Office Inc
|
BUY
|
- |
2.18KNew |
$449K - $504K
|
2.18K
$654K
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.15K+ 15328.57% |
$442K - $496K
|
2.16K
$647K
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.1K+ 16.73% |
$432K - $484K
|
14.6K
$4.38M
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.06K+ 13.7% |
$423K - $475K
|
17.1K
$5.11M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.04KNew |
$419K - $471K
|
2.04K
$610K
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.99KNew |
$410K - $460K
|
1.99K
$596K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.93KNew |
$398K - $446K
|
1.93K
$579K
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
1.89KNew |
$389K - $436K
|
1.89K
$566K
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.86K+ 24.91% |
$383K - $430K
|
9.34K
$2.8M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.85K+ 18.74% |
$380K - $426K
|
11.7K
$3.5M
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.81K+ 82.39% |
$373K - $418K
|
4.01K
$1.2M
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.79KNew |
$368K - $413K
|
1.79K
$536K
|
|
Jan 24, 2023
Q4 2022
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.74K+ 53.71% |
$359K - $403K
|
4.99K
$1.49M
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
1.74K+ 72.62% |
$358K - $402K
|
4.14K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
1.73KNew |
$355K - $399K
|
1.73K
$517K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.69KNew |
$348K - $391K
|
1.69K
$507K
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.69KNew |
$347K - $389K
|
1.69K
$505K
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
1.68K+ 15.99% |
$346K - $388K
|
12.2K
$3.65M
|
|
Feb 10, 2023
Q4 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.67KNew |
$344K - $386K
|
1.67K
$500K
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.6KNew |
$329K - $369K
|
1.6K
$479K
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.59K+ 100.89% |
$326K - $366K
|
3.16K
$946K
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.52K+ 20.16% |
$313K - $351K
|
9.06K
$2.71M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.46K+ 30.78% |
$301K - $337K
|
6.2K
$1.86M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.45K+ 4145.71% |
$299K - $335K
|
1.49K
$445K
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.44K+ 11.27% |
$297K - $333K
|
14.2K
$4.26M
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 28.74% |
$293K - $329K
|
6.37K
$1.91M
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.42KNew |
$292K - $328K
|
1.42K
$425K
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.42KNew |
$291K - $327K
|
1.42K
$424K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.4KNew |
$288K - $324K
|
1.4K
$420K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
1.4KNew |
$288K - $324K
|
1.4K
$420K
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.37KNew |
$282K - $317K
|
1.37K
$411K
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.37K+ 4.63% |
$281K - $316K
|
30.9K
$9.26M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.36K+ 7.27% |
$280K - $314K
|
20.1K
$6.01M
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.33KNew |
$274K - $307K
|
1.33K
$399K
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.33KNew |
$274K - $307K
|
1.33K
$399K
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
1.31K+ 4.44% |
$269K - $301K
|
30.7K
$9.19M
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
BUY
|
- |
1.3KNew |
$268K - $300K
|
1.3K
$390K
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
1.28KNew |
$263K - $296K
|
1.28K
$384K
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
1.28KNew |
$263K - $295K
|
1.28K
$383K
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.27KNew |
$262K - $294K
|
1.27K
$381K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.23K+ 20.98% |
$254K - $285K
|
7.11K
$2.13M
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.23KNew |
$253K - $284K
|
1.23K
$368K
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.21KNew |
$250K - $280K
|
1.21K
$363K
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
1.17KNew |
$241K - $270K
|
1.17K
$350K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.15K+ 27.72% |
$237K - $266K
|
5.31K
$1.59M
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.15KNew |
$236K - $265K
|
1.15K
$344K
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.13KNew |
$233K - $261K
|
1.13K
$339K
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.13KNew |
$232K - $260K
|
1.13K
$337K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.12KNew |
$231K - $259K
|
1.12K
$336K
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.11KNew |
$229K - $257K
|
1.11K
$334K
|