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 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
960+ 8.3% |
$225K - $285K
|
12.5K
$3.71M
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
901+ 4.71% |
$211K - $267K
|
20K
$5.93M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
871+ 2.63% |
$204K - $258K
|
33.9K
$10M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
857+ 20.84% |
$201K - $254K
|
4.97K
$1.47M
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
848New |
$199K - $252K
|
848
$251K
|
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
843New |
$197K - $250K
|
843
$250K
|
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
835New |
$195K - $248K
|
835
$247K
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
816New |
$191K - $242K
|
816
$242K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
787+ 15.68% |
$184K - $233K
|
5.81K
$1.72M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
769+ 2197.14% |
$180K - $228K
|
804
$238K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
762+ 5.05% |
$178K - $226K
|
15.9K
$4.69M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
760+ 11.64% |
$178K - $225K
|
7.29K
$2.16M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
753New |
$176K - $223K
|
753
$223K
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
741+ 3.11% |
$173K - $220K
|
24.5K
$7.26M
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
710+ 10.96% |
$166K - $211K
|
7.19K
$2.13M
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
710+ 20.49% |
$166K - $211K
|
4.18K
$1.24M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
687+ 27.87% |
$161K - $204K
|
3.15K
$933K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
683+ 1.74% |
$160K - $203K
|
39.9K
$11.8M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
664+ 30.32% |
$155K - $197K
|
2.85K
$845K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
660+ 33.4% |
$155K - $196K
|
2.64K
$780K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
658+ 1.82% |
$154K - $195K
|
36.8K
$10.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
656+ 45.4% |
$154K - $195K
|
2.1K
$622K
|
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
650+ 31.77% |
$152K - $193K
|
2.7K
$798K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
609+ 1.03% |
$143K - $181K
|
60K
$17.8M
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
603+ 53.94% |
$141K - $179K
|
1.72K
$510K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
578+ 6.4% |
$135K - $171K
|
9.61K
$2.84M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
514+ 3.33% |
$120K - $152K
|
15.9K
$4.72M
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
500New |
$117K - $148K
|
500
$148K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
499+ 9.18% |
$117K - $148K
|
5.93K
$1.76M
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
495+ 14.93% |
$116K - $147K
|
3.81K
$1.13M
|
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
473+ 8.03% |
$111K - $140K
|
6.36K
$1.88M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
459+ 10.42% |
$107K - $136K
|
4.87K
$1.44M
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
451+ 71.93% |
$106K - $134K
|
1.08K
$319K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
446+ 32.41% |
$104K - $132K
|
1.82K
$539K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
430New |
$101K - $128K
|
430
$127K
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
430+ 15.31% |
$101K - $128K
|
3.24K
$959K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
427+ 25.69% |
$100K - $127K
|
2.09K
$618K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
404+ 19.39% |
$94.6K - $120K
|
2.49K
$737K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
345+ 34.57% |
$80.8K - $102K
|
1.34K
$398K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
326+ 11.5% |
$76.3K - $96.7K
|
3.16K
$936K
|
|
|
Apr 14, 2022
Q1 2022
|
Cohen Klingenstein LLC
|
BUY
|
- |
320+ 0.05% |
$74.9K - $94.9K
|
590K
$175M
|
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
316+ 39.16% |
$74K - $93.8K
|
1.12K
$332K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
307+ 2361.54% |
$71.9K - $91.1K
|
320
$94.7K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
307+ 24.52% |
$71.9K - $91.1K
|
1.56K
$462K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
299+ 11.22% |
$70K - $88.7K
|
2.96K
$877K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
294New |
$68.8K - $87.2K
|
294
$87K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
290+ 22.46% |
$67.9K - $86K
|
1.58K
$468K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
284+ 2.49% |
$66.5K - $84.3K
|
11.7K
$3.47M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
283+ 20.75% |
$66.3K - $84K
|
1.65K
$488K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
260+ 0.65% |
$60.9K - $77.1K
|
40.1K
$11.9M
|