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 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
134+ 2.23% |
$27.6K - $31K
|
6.15K
$1.81M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
134New |
$27.6K - $31K
|
134
$39.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
130New |
$26.8K - $30K
|
130
$38.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
118+ 6.73% |
$24.3K - $27.3K
|
1.87K
$552K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
116+ 10.65% |
$23.9K - $26.8K
|
1.21K
$355K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
114+ 73.08% |
$23.5K - $26.3K
|
270
$79.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
113+ 6.73% |
$23.3K - $26.1K
|
1.79K
$528K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
111+ 10.2% |
$22.8K - $25.6K
|
1.2K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
BUY
|
- |
108+ 3.42% |
$22.2K - $25K
|
3.26K
$961K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
105+ 3.06% |
$21.6K - $24.3K
|
3.53K
$1.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
100+ 3.27% |
$20.6K - $23.1K
|
3.16K
$930K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
94New |
$19.3K - $21.7K
|
94
$27.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
91+ 3.22% |
$18.7K - $21K
|
2.92K
$861K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
89+ 1.86% |
$18.3K - $20.6K
|
4.87K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
87New |
$17.9K - $20.1K
|
87
$25.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
87+ 0.15% |
$17.9K - $20.1K
|
60K
$17.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
87+ 5.03% |
$17.9K - $20.1K
|
1.82K
$536K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
83+ 0.93% |
$17.1K - $19.2K
|
9K
$2.65M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
80+ 52.63% |
$16.5K - $18.5K
|
232
$68.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
80New |
$16.5K - $18.5K
|
80
$23.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
79+ 28.32% |
$16.3K - $18.3K
|
358
$105K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
76+ 38.38% |
$15.6K - $17.6K
|
274
$80.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
76+ 29.69% |
$15.6K - $17.6K
|
332
$97.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
71+ 1.79% |
$14.6K - $16.4K
|
4.04K
$1.19M
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
70+ 0.93% |
$14.4K - $16.2K
|
7.6K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
68+ 2.22% |
$14K - $15.7K
|
3.13K
$922K
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
67+ 0.97% |
$13.8K - $15.5K
|
6.94K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
66+ 8.73% |
$13.6K - $15.2K
|
822
$242K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
61+ 40.67% |
$12.6K - $14.1K
|
211
$62.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
60+ 2.06% |
$12.4K - $13.9K
|
2.97K
$875K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
59+ 3.57% |
$12.1K - $13.6K
|
1.71K
$505K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
58New |
$11.9K - $13.4K
|
58
$17.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
54+ 3.85% |
$11.1K - $12.5K
|
1.46K
$429K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
53+ 2.8% |
$10.9K - $12.2K
|
1.94K
$573K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
51New |
$10.5K - $11.8K
|
51
$15K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50New |
$10.3K - $11.6K
|
50
$14.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
50+ 2.92% |
$10.3K - $11.6K
|
1.76K
$519K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
46+ 2.11% |
$9.47K - $10.6K
|
2.22K
$655K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
45+ 1.27% |
$9.26K - $10.4K
|
3.6K
$1.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
45+ 3.5% |
$9.26K - $10.4K
|
1.33K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
41+ 32.28% |
$8.44K - $9.47K
|
168
$49.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
41+ 82.0% |
$8.44K - $9.47K
|
91
$26.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
39+ 0.37% |
$8.03K - $9.01K
|
10.7K
$3.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37+ 0.49% |
$7.62K - $8.55K
|
7.55K
$2.23M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
37+ 0.48% |
$7.62K - $8.55K
|
7.79K
$2.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
36New |
$7.41K - $8.32K
|
36
$10.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
34+ 0.65% |
$7K - $7.86K
|
5.27K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
34+ 12.36% |
$7K - $7.86K
|
309
$91K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
33+ 2.24% |
$6.79K - $7.62K
|
1.51K
$445K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
33New |
$6.79K - $7.62K
|
33
$9.72K
|