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
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-94- 2.51% |
$22K - $27.9K
|
3.65K
$1.08M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-99- 2.3% |
$23.2K - $29.4K
|
4.2K
$1.24M
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-99- 5.88% |
$23.2K - $29.4K
|
1.59K
$469K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-100Closed |
$23.4K - $29.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 0.42% |
$23.4K - $29.7K
|
23.5K
$6.97M
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-100- 2.77% |
$23.4K - $29.7K
|
3.52K
$1.04M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-100- 2.99% |
$23.4K - $29.7K
|
3.25K
$962K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-111- 4.19% |
$26K - $32.9K
|
2.54K
$752K
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-112- 11.98% |
$26.2K - $33.2K
|
823
$244K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-112Closed |
$26.2K - $33.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-113- 5.46% |
$26.5K - $33.5K
|
1.96K
$579K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-119Closed |
$27.9K - $35.3K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-119- 1.68% |
$27.9K - $35.3K
|
6.97K
$2.06M
|
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-119- 9.13% |
$27.9K - $35.3K
|
1.19K
$351K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-122- 42.36% |
$28.6K - $36.2K
|
166
$49.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-122- 1.59% |
$28.6K - $36.2K
|
7.57K
$2.24M
|
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-125- 2.3% |
$29.3K - $37.1K
|
5.3K
$1.57M
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-140- 3.09% |
$32.8K - $41.5K
|
4.39K
$1.3M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-141- 0.32% |
$33K - $41.8K
|
44.5K
$13.2M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-143- 14.1% |
$33.5K - $42.4K
|
871
$258K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-143- 28.49% |
$33.5K - $42.4K
|
359
$106K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-145- 4.32% |
$33.9K - $43K
|
3.21K
$951K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-150- 6.73% |
$35.1K - $44.5K
|
2.08K
$615K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-151- 3.64% |
$35.3K - $44.8K
|
4K
$1.18M
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-160- 1.95% |
$37.5K - $47.5K
|
8.04K
$2.38M
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-161- 0.4% |
$37.7K - $47.8K
|
39.9K
$11.8M
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-168- 3.59% |
$39.3K - $49.8K
|
4.52K
$1.34M
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-169- 2.96% |
$39.6K - $50.1K
|
5.54K
$1.64M
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-170- 16.75% |
$39.8K - $50.4K
|
845
$250K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-171- 40.62% |
$40K - $50.7K
|
250
$74K
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-175- 2.27% |
$41K - $51.9K
|
7.54K
$2.23M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-176- 10.01% |
$41.2K - $52.2K
|
1.58K
$469K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-176- 10.01% |
$41.2K - $52.2K
|
1.58K
$469K
|
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-180- 10.7% |
$42.1K - $53.4K
|
1.5K
$445K
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-190- 15.03% |
$44.5K - $56.4K
|
1.07K
$318K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-191- 11.51% |
$44.7K - $56.7K
|
1.47K
$435K
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-196- 15.31% |
$45.9K - $58.1K
|
1.08K
$321K
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-196- 9.18% |
$45.9K - $58.1K
|
1.94K
$574K
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-197- 4.5% |
$46.1K - $58.4K
|
4.18K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-197- 17.67% |
$46.1K - $58.4K
|
918
$272K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-198- 48.65% |
$46.4K - $58.7K
|
209
$61.9K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 17.3% |
$46.8K - $59.3K
|
956
$283K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-201- 53.46% |
$47.1K - $59.6K
|
175
$51.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-205- 2.01% |
$48K - $60.8K
|
9.98K
$2.96M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-206- 3.86% |
$48.2K - $61.1K
|
5.13K
$1.52M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-207- 5.6% |
$48.5K - $61.4K
|
3.49K
$1.03M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-211- 5.77% |
$49.4K - $62.6K
|
3.44K
$1.02M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-212- 5.48% |
$49.6K - $62.9K
|
3.66K
$1.08M
|
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-212- 6.43% |
$49.6K - $62.9K
|
3.09K
$914K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-214- 2.65% |
$50.1K - $63.5K
|
7.85K
$2.32M
|