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
|
Allworth Financial LP
|
BUY
|
- |
458+ 29.72% |
$97.3K - $112K
|
2K
$594K
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
432+ 13.8% |
$91.8K - $106K
|
3.56K
$1.06M
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
430+ 6.71% |
$91.4K - $105K
|
6.84K
$2.03M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
424New |
$90.1K - $104K
|
424
$126K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
410+ 7.19% |
$87.1K - $100K
|
6.11K
$1.81M
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
408+ 11.54% |
$86.7K - $100K
|
3.94K
$1.17M
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
402+ 11.96% |
$85.4K - $98.5K
|
3.76K
$1.12M
|
|
May 15, 2023
Q1 2023
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
378+ 33.57% |
$80.3K - $92.6K
|
1.5K
$447K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
369+ 27.13% |
$78.4K - $90.4K
|
1.73K
$513K
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
349+ 0.08% |
$74.2K - $85.5K
|
451K
$134M
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
329+ 6.15% |
$69.9K - $80.6K
|
5.68K
$1.69M
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
327+ 11.96% |
$69.5K - $80.1K
|
3.06K
$909K
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
325+ 4.79% |
$69.1K - $79.6K
|
7.11K
$2.11M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
315+ 6.32% |
$66.9K - $77.2K
|
5.3K
$1.57M
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
314+ 0.96% |
$66.7K - $76.9K
|
32.9K
$9.78M
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
309+ 0.19% |
$65.7K - $75.7K
|
161K
$47.9M
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
297+ 8.88% |
$63.1K - $72.8K
|
3.64K
$1.08M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
292+ 5.99% |
$62.1K - $71.5K
|
5.16K
$1.53M
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
287+ 7.18% |
$61K - $70.3K
|
4.28K
$1.27M
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
279+ 0.27% |
$59.3K - $68.4K
|
106K
$31.3M
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
269+ 19.84% |
$57.2K - $65.9K
|
1.63K
$482K
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
258+ 4.37% |
$54.8K - $63.2K
|
6.17K
$1.83M
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
250+ 22.28% |
$53.1K - $61.3K
|
1.37K
$407K
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
246+ 11.35% |
$52.3K - $60.3K
|
2.41K
$716K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
229+ 0.55% |
$48.7K - $56.1K
|
42.1K
$12.5M
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
225+ 16.9% |
$47.8K - $55.1K
|
1.56K
$462K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
220+ 170.54% |
$46.8K - $53.9K
|
349
$104K
|
|
May 05, 2023
Q1 2023
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
215+ 22.51% |
$45.7K - $52.7K
|
1.17K
$347K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
211+ 9.95% |
$44.8K - $51.7K
|
2.33K
$692K
|
|
Apr 18, 2023
Q1 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
210+ 0.63% |
$44.6K - $51.5K
|
33.8K
$10M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
205+ 3.49% |
$43.6K - $50.2K
|
6.08K
$1.81M
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$42.5K - $49K
|
200
$59.4K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
196+ 0.99% |
$41.7K - $48K
|
19.9K
$5.92M
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
193+ 14.54% |
$41K - $47.3K
|
1.52K
$451K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
191+ 707.41% |
$40.6K - $46.8K
|
218
$64.7K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
177+ 16.83% |
$37.6K - $43.4K
|
1.23K
$365K
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
175New |
$37.2K - $42.9K
|
175
$52K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
170New |
$36.1K - $41.7K
|
170
$50.5K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
168+ 672.0% |
$35.7K - $41.2K
|
193
$57.3K
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
155+ 4.56% |
$32.9K - $38K
|
3.55K
$1.05M
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
150+ 3.71% |
$31.9K - $36.8K
|
4.19K
$1.25M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
146+ 0.69% |
$31K - $35.8K
|
21.4K
$6.35M
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
146+ 5.15% |
$31K - $35.8K
|
2.98K
$885K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
143+ 1.71% |
$30.4K - $35K
|
8.52K
$2.53M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
140+ 16.99% |
$29.8K - $34.3K
|
964
$286K
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
131+ 204.69% |
$27.8K - $32.1K
|
195
$57.9K
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
128+ 3.05% |
$27.2K - $31.4K
|
4.32K
$1.28M
|
|
May 09, 2023
Q1 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
121+ 0.51% |
$25.7K - $29.6K
|
23.8K
$7.06M
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
111+ 3.4% |
$23.6K - $27.2K
|
3.37K
$1M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
103New |
$21.9K - $25.2K
|
103
$30.6K
|