Purchases and Sales Made in Q1 2022 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q1 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 |
---|---|---|---|---|---|---|---|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.37K+ 1050.14% |
$1.73M - $2.19M
|
8.07K
$2.39M
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
6.79KNew |
$1.59M - $2.01M
|
6.79K
$2.01M
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
6.43K+ 21.23% |
$1.5M - $1.91M
|
36.7K
$10.9M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
6.16K+ 9.88% |
$1.44M - $1.83M
|
68.5K
$20.3M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.99K+ 9.1% |
$1.4M - $1.78M
|
71.9K
$21.3M
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
5.83KNew |
$1.36M - $1.73M
|
5.83K
$1.72M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.81K+ 24.22% |
$1.36M - $1.72M
|
29.8K
$8.83M
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
5.78K+ 14.09% |
$1.35M - $1.71M
|
46.8K
$13.9M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.64K+ 2.21% |
$1.32M - $1.67M
|
261K
$77.3M
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.45K+ 8.29% |
$1.28M - $1.62M
|
71.2K
$21.1M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
5.36K+ 28.98% |
$1.26M - $1.59M
|
23.9K
$7.06M
|
|
May 16, 2022
Q1 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
5.1K+ 35.53% |
$1.19M - $1.51M
|
19.5K
$5.76M
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.03K+ 1.97% |
$1.18M - $1.49M
|
261K
$77.2M
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
BUY
|
- |
4.94K+ 12.17% |
$1.16M - $1.47M
|
45.5K
$13.5M
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.91K+ 2.62% |
$1.15M - $1.46M
|
192K
$56.9M
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4.84KNew |
$1.13M - $1.44M
|
4.84K
$1.43M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.81K+ 6.72% |
$1.12M - $1.43M
|
76.3K
$22.6M
|
|
Apr 25, 2022
Q1 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
4.79K+ 8.18% |
$1.12M - $1.42M
|
63.3K
$18.7M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.74K+ 3.91% |
$1.11M - $1.41M
|
126K
$37.3M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.57K+ 24.45% |
$1.07M - $1.36M
|
23.3K
$6.89M
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
4.54KNew |
$1.06M - $1.35M
|
4.54K
$1.35M
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.2K+ 75.67% |
$983K - $1.25M
|
9.75K
$2.89M
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4.16K+ 9.6% |
$974K - $1.23M
|
47.5K
$14.1M
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.11KNew |
$961K - $1.22M
|
4.11K
$1.22M
|
|
Apr 21, 2022
Q1 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
4.06K+ 6.66% |
$951K - $1.21M
|
65.1K
$19.3M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4K+ 0.41% |
$936K - $1.19M
|
980K
$290M
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.93K+ 14.33% |
$919K - $1.17M
|
31.3K
$9.28M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
3.78K+ 28.06% |
$885K - $1.12M
|
17.3K
$5.11M
|
|
May 10, 2022
Q1 2022
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
3.71K+ 286.4% |
$868K - $1.1M
|
5K
$1.48M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.67K+ 67.73% |
$858K - $1.09M
|
9.08K
$2.69M
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.65K+ 34.21% |
$853K - $1.08M
|
14.3K
$4.23M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.62K+ 7.57% |
$847K - $1.07M
|
51.4K
$15.2M
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.53K+ 219.8% |
$826K - $1.05M
|
5.14K
$1.52M
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.42K+ 2999.12% |
$800K - $1.01M
|
3.53K
$1.05M
|
|
Apr 22, 2022
Q1 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
3.23K+ 14.33% |
$757K - $959K
|
25.8K
$7.64M
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
3.2KNew |
$748K - $948K
|
3.2K
$946K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.99K+ 59.94% |
$700K - $887K
|
7.98K
$2.36M
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.93KNew |
$685K - $868K
|
2.93K
$866K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.9K+ 259.8% |
$679K - $861K
|
4.02K
$1.19M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.87K+ 64.16% |
$671K - $851K
|
7.34K
$2.17M
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.8KNew |
$655K - $830K
|
2.8K
$828K
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.73K+ 222.15% |
$639K - $809K
|
3.96K
$1.17M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.68KNew |
$628K - $796K
|
2.68K
$794K
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.58KNew |
$604K - $765K
|
2.58K
$764K
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.54KNew |
$596K - $755K
|
2.54K
$753K
|
|
May 09, 2022
Q1 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2.53K+ 6.8% |
$591K - $749K
|
39.7K
$11.7M
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.33K+ 9.61% |
$545K - $691K
|
26.6K
$7.86M
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.22KNew |
$521K - $660K
|
2.22K
$658K
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
2.22KNew |
$521K - $660K
|
2.22K
$658K
|
|
Apr 28, 2022
Q1 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
2.19K+ 45.39% |
$513K - $650K
|
7.02K
$2.08M
|