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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2.14K+ 101.76% |
$502K - $636K
|
4.25K
$1.26M
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
2K+ 15.8% |
$469K - $594K
|
14.7K
$4.34M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.99K+ 35.26% |
$466K - $591K
|
7.64K
$2.26M
|
|
|
Apr 29, 2022
Q1 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
1.97K+ 75.36% |
$461K - $584K
|
4.58K
$1.36M
|
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.9K+ 111.76% |
$445K - $564K
|
3.6K
$1.07M
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.81K+ 10.24% |
$424K - $538K
|
19.5K
$5.78M
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.8KNew |
$421K - $534K
|
1.8K
$533K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.7KNew |
$398K - $504K
|
1.7K
$503K
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
1.69KNew |
$397K - $503K
|
1.69K
$502K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.65KNew |
$387K - $490K
|
1.65K
$489K
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.62K+ 8.18% |
$380K - $481K
|
21.5K
$6.35M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
1.6K+ 12.69% |
$375K - $475K
|
14.2K
$4.21M
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$363K - $460K
|
1.55K
$459K
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.54KNew |
$361K - $458K
|
1.54K
$457K
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.5KNew |
$350K - $444K
|
1.5K
$443K
|
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.45KNew |
$339K - $429K
|
1.45K
$428K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.44KNew |
$337K - $427K
|
1.44K
$426K
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.42K+ 196.39% |
$331K - $420K
|
2.14K
$633K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.41K+ 7.09% |
$331K - $419K
|
21.3K
$6.32M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.38K+ 8.13% |
$324K - $411K
|
18.4K
$5.45M
|
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.37KNew |
$321K - $407K
|
1.37K
$406K
|
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.35K+ 6.66% |
$316K - $400K
|
21.6K
$6.39M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.35KNew |
$315K - $399K
|
1.35K
$398K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.34KNew |
$315K - $399K
|
1.34K
$398K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.32K+ 5.02% |
$310K - $393K
|
27.7K
$8.19M
|
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
BUY
|
- |
1.31K+ 7.11% |
$307K - $389K
|
19.8K
$5.85M
|
|
|
May 09, 2022
Q1 2022
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
1.29KNew |
$303K - $384K
|
1.29K
$383K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.29K+ 16.17% |
$303K - $384K
|
9.29K
$2.75M
|
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.29K+ 128900.0% |
$302K - $382K
|
1.29K
$382K
|
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.26KNew |
$295K - $374K
|
1.26K
$373K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.25K+ 22.74% |
$293K - $371K
|
6.75K
$2M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.19KNew |
$277K - $352K
|
1.19K
$351K
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.17KNew |
$273K - $347K
|
1.17K
$346K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.16KNew |
$271K - $343K
|
1.16K
$342K
|
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.14KNew |
$267K - $339K
|
1.14K
$338K
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.13K+ 2.77% |
$265K - $336K
|
42K
$12.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.1KNew |
$257K - $325K
|
1.1K
$324K
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
1.09KNew |
$255K - $323K
|
1.09K
$323K
|
|
|
May 18, 2022
Q1 2022
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
1.07KNew |
$251K - $318K
|
1.07K
$318K
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.06K+ 0.48% |
$247K - $313K
|
219K
$65M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.05K+ 3.95% |
$246K - $311K
|
27.6K
$8.17M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.04KNew |
$243K - $309K
|
1.04K
$308K
|
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.04K+ 56.54% |
$243K - $308K
|
2.87K
$851K
|
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.04KNew |
$243K - $307K
|
1.04K
$307K
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.03K+ 6.07% |
$241K - $306K
|
18K
$5.33M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.03K+ 83.99% |
$241K - $305K
|
2.25K
$667K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.03KNew |
$240K - $304K
|
1.03K
$304K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.02K+ 15.8% |
$238K - $302K
|
7.46K
$2.21M
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.02KNew |
$238K - $301K
|
1.02K
$300K
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.01KNew |
$237K - $301K
|
1.01K
$300K
|