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 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-33- 2.93% |
$7.01K - $8.09K
|
1.1K
$325K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-35- 1.99% |
$7.44K - $8.58K
|
1.73K
$513K
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-36- 0.93% |
$7.65K - $8.82K
|
3.84K
$1.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-37- 1.07% |
$7.86K - $9.07K
|
3.41K
$1.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-37- 1.2% |
$7.86K - $9.07K
|
3.05K
$905K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-37- 0.18% |
$7.86K - $9.07K
|
20.4K
$6.04M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-38- 1.74% |
$8.08K - $9.31K
|
2.15K
$638K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-39- 3.71% |
$8.29K - $9.56K
|
1.01K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-40- 76.92% |
$8.5K - $9.8K
|
12
$3.56K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-42- 0.08% |
$8.93K - $10.3K
|
50.9K
$15.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-45- 51.72% |
$9.56K - $11K
|
42
$12.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
SELL
|
- |
-46- 2.0% |
$9.78K - $11.3K
|
2.26K
$670K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-49- 4.79% |
$10.4K - $12K
|
973
$289K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-50- 1.4% |
$10.6K - $12.3K
|
3.52K
$1.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-51- 2.29% |
$10.8K - $12.5K
|
2.17K
$645K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-51- 2.58% |
$10.8K - $12.5K
|
1.92K
$571K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-52- 2.3% |
$11.1K - $12.7K
|
2.21K
$656K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-54- 27.98% |
$11.5K - $13.2K
|
139
$41.3K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-57- 1.42% |
$12.1K - $14K
|
3.95K
$1.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-61- 1.45% |
$13K - $14.9K
|
4.13K
$1.23M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-63- 2.94% |
$13.4K - $15.4K
|
2.08K
$617K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-63- 2.02% |
$13.4K - $15.4K
|
3.06K
$909K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-64- 6.45% |
$13.6K - $15.7K
|
928
$276K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-67- 0.97% |
$14.2K - $16.4K
|
6.87K
$2.04M
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-68- 5.8% |
$14.5K - $16.7K
|
1.1K
$328K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-69- 2.1% |
$14.7K - $16.9K
|
3.22K
$956K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-70- 11.95% |
$14.9K - $17.2K
|
516
$153K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-70- 0.92% |
$14.9K - $17.2K
|
7.53K
$2.24M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-71- 3.0% |
$15.1K - $17.4K
|
2.3K
$682K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-75- 4.11% |
$15.9K - $18.4K
|
1.75K
$520K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-76- 6.94% |
$16.2K - $18.6K
|
1.02K
$303K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78- 0.66% |
$16.6K - $19.1K
|
11.7K
$3.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-79- 1.53% |
$16.8K - $19.4K
|
5.09K
$1.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-79- 5.29% |
$16.8K - $19.4K
|
1.41K
$420K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-80- 1.88% |
$17K - $19.6K
|
4.18K
$1.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-82- 1.09% |
$17.4K - $20.1K
|
7.46K
$2.21M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-85- 3.79% |
$18.1K - $20.8K
|
2.16K
$641K
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-87- 13.3% |
$18.5K - $21.3K
|
567
$168K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-87- 6.77% |
$18.5K - $21.3K
|
1.2K
$356K
|
|
|
Jan 08, 2025
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-87- 13.3% |
$18.5K - $21.3K
|
567
$168K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-87- 53.05% |
$18.5K - $21.3K
|
77
$22.9K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-90- 18.63% |
$19.1K - $22.1K
|
393
$117K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-92- 6.89% |
$19.6K - $22.5K
|
1.24K
$369K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-93- 4.97% |
$19.8K - $22.8K
|
1.78K
$528K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-95- 8.33% |
$20.2K - $23.3K
|
1.05K
$310K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-100- 7.35% |
$21.3K - $24.5K
|
1.26K
$374K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-100- 0.32% |
$21.3K - $24.5K
|
30.8K
$9.14M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-101- 2.24% |
$21.5K - $24.7K
|
4.41K
$1.31M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-102- 0.07% |
$21.7K - $25K
|
138K
$40.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-104- 1.5% |
$22.1K - $25.5K
|
6.82K
$2.02M
|