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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.16K+ 70.11% |
$247K - $284K
|
2.82K
$836K
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.14KNew |
$242K - $279K
|
1.14K
$338K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.12KNew |
$239K - $275K
|
1.12K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.08K+ 25.23% |
$230K - $265K
|
5.37K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.03KNew |
$220K - $253K
|
1.03K
$307K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1.02KNew |
$217K - $250K
|
1.02K
$303K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.01K+ 5.12% |
$215K - $248K
|
20.8K
$6.17M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 22.07% |
$214K - $247K
|
5.58K
$1.66M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1KNew |
$213K - $245K
|
1K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
985New |
$209K - $241K
|
985
$292K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
952+ 8.14% |
$202K - $233K
|
12.6K
$3.76M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
951New |
$202K - $233K
|
951
$282K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
949+ 0.3% |
$202K - $233K
|
318K
$94.5M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
929New |
$197K - $228K
|
929
$276K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
920New |
$196K - $225K
|
920
$273K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
918+ 10.17% |
$195K - $225K
|
9.95K
$2.95M
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
914New |
$194K - $224K
|
914
$271K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
910New |
$193K - $223K
|
910
$270K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
909New |
$193K - $223K
|
909
$270K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
903New |
$192K - $221K
|
903
$268K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
903+ 28.22% |
$192K - $221K
|
4.1K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
892+ 9.91% |
$190K - $219K
|
9.89K
$2.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
890New |
$189K - $218K
|
890
$264K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
888New |
$189K - $218K
|
888
$264K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
888+ 1.56% |
$189K - $218K
|
57.7K
$17.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
886New |
$188K - $217K
|
886
$263K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
869+ 49.91% |
$185K - $213K
|
2.61K
$775K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
850+ 31.49% |
$181K - $208K
|
3.55K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
825New |
$175K - $202K
|
825
$245K
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
823+ 8.81% |
$175K - $202K
|
10.2K
$3.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
789+ 7.4% |
$168K - $193K
|
11.4K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
778+ 2.48% |
$165K - $191K
|
32.2K
$9.55M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
760+ 1.89% |
$162K - $186K
|
40.9K
$12.1M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
742+ 10.84% |
$158K - $182K
|
7.59K
$2.25M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
680+ 1.56% |
$145K - $167K
|
44.3K
$13.1M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
668+ 10.14% |
$142K - $164K
|
7.25K
$2.15M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
655+ 12.34% |
$139K - $160K
|
5.96K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
636+ 2.19% |
$135K - $156K
|
29.7K
$8.82M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
623+ 58.66% |
$132K - $153K
|
1.69K
$500K
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
591+ 0.98% |
$126K - $145K
|
61.2K
$18.2M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
558+ 1.26% |
$119K - $137K
|
44.7K
$13.3M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
557+ 66.55% |
$118K - $136K
|
1.39K
$414K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
535+ 25.39% |
$114K - $131K
|
2.64K
$784K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
531New |
$113K - $130K
|
531
$158K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
523+ 1.49% |
$111K - $128K
|
35.6K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
515+ 3.03% |
$109K - $126K
|
17.5K
$5.19M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
513+ 28.33% |
$109K - $126K
|
2.32K
$690K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
502+ 5.66% |
$107K - $123K
|
9.37K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
490+ 0.38% |
$104K - $120K
|
129K
$38.2M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
477+ 13.93% |
$101K - $117K
|
3.9K
$1.16M
|