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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2+ 0.08% |
$468 - $593
|
2.5K
$741K
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2+ 0.08% |
$468 - $593
|
2.38K
$703K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.57% |
$468 - $593
|
129
$38.2K
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
2+ 0.06% |
$468 - $593
|
3.1K
$919K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.08% |
$234 - $297
|
1.33K
$394K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.08% |
$234 - $297
|
1.19K
$352K
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
1+ 0.12% |
$234 - $297
|
807
$239K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1+ 0.34% |
$234 - $297
|
291
$86.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
1+ 0.09% |
$234 - $297
|
1.07K
$316K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1+ 0.12% |
$234 - $297
|
832
$246K
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1+ 0.52% |
$234 - $297
|
193
$57.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1+ 0.05% |
$234 - $297
|
1.99K
$588K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
1+ 0.07% |
$234 - $297
|
1.48K
$438K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 1.11% |
$234 - $297
|
91
$26.9K
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.08% |
$234 - $297
|
1.18K
$349K
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2- 0.02% |
$468 - $593
|
11.2K
$3.31M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-4- 2.23% |
$936 - $1.19K
|
175
$51.8K
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-4- 0.23% |
$936 - $1.19K
|
1.73K
$513K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-5- 0.08% |
$1.17K - $1.48K
|
6.49K
$1.92M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-8Closed |
$1.87K - $2.37K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-8- 0.09% |
$1.87K - $2.37K
|
9.19K
$2.72M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-10Closed |
$2.34K - $2.97K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10- 0.56% |
$2.34K - $2.97K
|
1.78K
$526K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-10- 10.87% |
$2.34K - $2.97K
|
82
$24.3K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-10Closed |
$2.34K - $2.97K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-10- 16.67% |
$2.34K - $2.97K
|
50
$14.8K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-11- 5.79% |
$2.58K - $3.26K
|
179
$53K
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-11- 0.14% |
$2.58K - $3.26K
|
7.66K
$2.27M
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-12- 50.0% |
$2.81K - $3.56K
|
12
$3.55K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12Closed |
$2.81K - $3.56K
|
0
$0
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-13- 28.26% |
$3.04K - $3.86K
|
33
$9.77K
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-14- 0.56% |
$3.28K - $4.15K
|
2.49K
$736K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-15Closed |
$3.51K - $4.45K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-15- 0.8% |
$3.51K - $4.45K
|
1.87K
$553K
|
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-16- 1.16% |
$3.75K - $4.75K
|
1.36K
$403K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-16Closed |
$3.75K - $4.75K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-16- 0.16% |
$3.75K - $4.75K
|
9.7K
$2.87M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-17- 0.6% |
$3.98K - $5.04K
|
2.8K
$830K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-17- 1.05% |
$3.98K - $5.04K
|
1.6K
$473K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-18- 0.48% |
$4.21K - $5.34K
|
3.71K
$1.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-18- 2.06% |
$4.21K - $5.34K
|
854
$253K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-20- 0.8% |
$4.68K - $5.93K
|
2.5K
$739K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-20- 0.95% |
$4.68K - $5.93K
|
2.09K
$619K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-21- 0.27% |
$4.92K - $6.23K
|
7.82K
$2.31M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-21- 0.94% |
$4.92K - $6.23K
|
2.21K
$655K
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-22- 1.28% |
$5.15K - $6.53K
|
1.7K
$504K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-22- 1.16% |
$5.15K - $6.53K
|
1.87K
$553K
|
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-24- 0.34% |
$5.62K - $7.12K
|
7.09K
$2.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-25- 2.47% |
$5.85K - $7.42K
|
988
$292K
|