Purchases and Sales Made in Q1 2023 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q1 2023. 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 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-684- 7.52% |
$145K - $168K
|
8.41K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-700- 16.67% |
$149K - $172K
|
3.5K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-704- 2.49% |
$150K - $172K
|
27.6K
$8.18M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-751- 11.73% |
$160K - $184K
|
5.65K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-794- 0.35% |
$169K - $195K
|
227K
$67.3M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-813- 4.26% |
$173K - $199K
|
18.3K
$5.42M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-819- 47.48% |
$174K - $201K
|
906
$269K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-821- 1.56% |
$174K - $201K
|
51.7K
$15.4M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-824- 1.47% |
$175K - $202K
|
55.1K
$16.4M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-830- 14.91% |
$176K - $203K
|
4.74K
$1.41M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-853- 6.51% |
$181K - $209K
|
12.3K
$3.64M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-859- 7.05% |
$183K - $210K
|
11.3K
$3.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-892- 84.07% |
$190K - $219K
|
169
$50.2K
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-920- 2.26% |
$196K - $225K
|
39.9K
$11.8M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.07K- 5.07% |
$228K - $262K
|
20.1K
$5.95M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.12K- 8.64% |
$238K - $274K
|
11.8K
$3.51M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 31.39% |
$242K - $279K
|
2.49K
$738K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.16K- 16.36% |
$247K - $285K
|
5.95K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.19K- 3.66% |
$253K - $292K
|
31.3K
$9.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-1.2K- 21.41% |
$254K - $293K
|
4.39K
$1.3M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.2K- 40.52% |
$256K - $295K
|
1.77K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.24K- 12.95% |
$263K - $303K
|
8.31K
$2.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.24K- 18.51% |
$264K - $305K
|
5.47K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.32K- 20.65% |
$279K - $322K
|
5.05K
$1.5M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.32K- 1.78% |
$281K - $324K
|
73K
$21.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.41K- 33.77% |
$299K - $344K
|
2.76K
$818K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.47K- 0.86% |
$312K - $359K
|
169K
$50.2M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.5K- 22.05% |
$319K - $368K
|
5.31K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.55K- 71.57% |
$329K - $379K
|
614
$182K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.56K- 8.66% |
$331K - $381K
|
16.4K
$4.87M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.61K- 9.49% |
$341K - $393K
|
15.3K
$4.55M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.63K- 7.51% |
$345K - $398K
|
20K
$5.94M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.67K- 1.95% |
$354K - $408K
|
83.7K
$24.8M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.71K- 22.27% |
$363K - $419K
|
5.96K
$1.77M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.81K- 19.84% |
$384K - $443K
|
7.3K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.82K- 57.51% |
$386K - $445K
|
1.34K
$398K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.88K- 2.1% |
$400K - $461K
|
87.6K
$26M
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-1.92K- 53.42% |
$407K - $469K
|
1.67K
$496K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.96K- 18.03% |
$417K - $480K
|
8.91K
$2.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.16K- 7.25% |
$459K - $529K
|
27.6K
$8.2M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-2.22K- 2.33% |
$472K - $544K
|
92.9K
$27.6M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.23K- 1.12% |
$475K - $547K
|
198K
$58.7M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.37K- 4.73% |
$504K - $581K
|
47.8K
$14.2M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.39K- 6.84% |
$509K - $587K
|
32.6K
$9.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.45K- 39.56% |
$521K - $601K
|
3.75K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.57K- 6.32% |
$546K - $630K
|
38.1K
$11.3M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.67K- 15.12% |
$567K - $654K
|
15K
$4.45M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-3.22K- 38.12% |
$684K - $788K
|
5.22K
$1.55M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.24K- 5.4% |
$688K - $794K
|
56.8K
$16.9M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.3K- 15.96% |
$701K - $808K
|
17.4K
$5.16M
|