Purchases and Sales Made in Q1 2023 in Ishares Russell 2000 Gwt ETF (IWO)

IWO Quotes by TradingView

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 19, 2023 Q1 2023
Heron Financial Group, LLC

BUY
 -
3.22K
+ 12.35%
$685K - $790K
29.3K $8.7M
Apr 14, 2023 Q1 2023
Wood Trust Financial Corp

BUY
 -
3.18K
+ 4.69%
$676K - $779K
71K $21.1M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
3.13K
New
$665K - $767K
3.13K $929K
May 15, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
3.05K
New
$648K - $747K
3.05K $905K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
2.69K
+ 31.75%
$571K - $658K
11.2K $3.31M
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
2.53K
+ 49.2%
$538K - $620K
7.67K $2.28M
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
2.49K
New
$529K - $610K
2.49K $739K
May 02, 2023 Q1 2023
Easterly Investment Partners LLC

BUY
 -
2.34K
New
$497K - $574K
2.34K $695K
May 03, 2023 Q1 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
2.24K
New
$476K - $549K
2.24K $665K
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
2.23K
New
$473K - $546K
2.23K $662K
Apr 18, 2023 Q1 2023
Vaughan & CO Securities, Inc.

BUY
 -
2.04K
+ 3.13%
$433K - $499K
67.2K $19.9M
Apr 20, 2023 Q1 2023
Avantax Planning Partners, Inc.

BUY
 -
2.03K
+ 1.63%
$432K - $498K
127K $37.7M
Apr 24, 2023 Q1 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
2.01K
New
$428K - $493K
2.01K $598K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
2K
+ 9.99%
$426K - $491K
22.1K $6.55M
May 15, 2023 Q1 2023
Precept Management LLC

Dallas, TX
BUY
 -
2K
New
$425K - $490K
2K $594K
May 01, 2023 Q1 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
1.96K
+ 1.84%
$417K - $480K
108K $32.2M
May 12, 2023 Q1 2023
Farmers & Merchants Investments Inc

BUY
 -
1.93K
+ 13.62%
$410K - $472K
16.1K $4.78M
May 01, 2023 Q1 2023
Oldfather Financial Services, LLC

BUY
 -
1.92K
+ 9.06%
$408K - $471K
23.1K $6.87M
May 02, 2023 Q1 2023
Prw Wealth Management LLC

BUY
 -
1.9K
New
$403K - $465K
1.9K $563K
May 12, 2023 Q1 2023
Jasper Ridge Partners, L.P.

Menlo Park, CA
BUY
 -
1.89K
+ 57.92%
$401K - $462K
5.15K $1.53M
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
1.75K
+ 10.55%
$372K - $429K
18.3K $5.45M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.75K
New
$371K - $428K
1.75K $518K
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
1.74K
New
$370K - $427K
1.74K $517K
Apr 26, 2023 Q1 2023
Echo45 Advisors LLC

BUY
 -
1.7K
+ 21.42%
$362K - $417K
9.66K $2.87M
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
1.56K
New
$332K - $383K
1.56K $464K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
1.5K
+ 18.14%
$319K - $368K
9.77K $2.9M
Apr 19, 2023 Q1 2023
Old National Bancorp

BUY
 -
1.47K
New
$313K - $360K
1.47K $437K
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
1.44K
New
$306K - $353K
1.44K $427K
Jun 06, 2023 Q1 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
1.44K
New
$305K - $352K
1.44K $427K
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
1.43K
+ 30.89%
$304K - $351K
6.06K $1.8M
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
1.41K
+ 11.28%
$300K - $346K
13.9K $4.14M
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1.41K
+ 5.16%
$300K - $345K
28.8K $8.54M
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
1.38K
+ 4.42%
$293K - $338K
32.6K $9.68M
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
1.37K
New
$292K - $336K
1.37K $407K
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
1.34K
New
$285K - $328K
1.34K $398K
Apr 17, 2023 Q1 2023
Lake Street Financial LLC

BUY
 -
1.34K
+ 12.94%
$284K - $328K
11.7K $3.46M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
1.32K
+ 2.63%
$280K - $323K
51.5K $15.3M
May 15, 2023 Q1 2023
Legal & General Group PLC

London, X0
BUY
 -
1.3K
+ 162.5%
$276K - $319K
2.1K $624K
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.28K
+ 10.44%
$271K - $313K
13.5K $4.01M
May 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
1.28K
+ 28.66%
$271K - $312K
5.72K $1.7M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
1.26K
New
$268K - $308K
1.26K $374K
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
1.23K
+ 15.81%
$261K - $300K
8.98K $2.67M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.2K
+ 86.77%
$255K - $294K
2.58K $767K
Apr 18, 2023 Q1 2023
Chicago Capital, LLC

BUY
 -
1.19K
+ 37.49%
$253K - $292K
4.37K $1.3M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
1.18K
New
$251K - $290K
1.18K $351K
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
1.18K
New
$250K - $289K
1.18K $350K
May 01, 2023 Q1 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
1.17K
New
$249K - $287K
1.17K $348K
May 15, 2023 Q1 2023
Lmr Partners LLP

London, X0
BUY
 -
1.17K
New
$248K - $286K
1.17K $347K
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
1.17K
+ 0.35%
$248K - $286K
337K $100M

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