Purchases and Sales Made in Q2 2022 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.19K+ 15.55% |
$231K - $310K
|
8.83K
$2.64M
|
|
Aug 10, 2022
Q2 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.19KNew |
$230K - $310K
|
1.19K
$354K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.18K+ 88.81% |
$230K - $309K
|
2.51K
$750K
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.13K+ 111.85% |
$220K - $296K
|
2.15K
$641K
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.12KNew |
$217K - $292K
|
1.12K
$333K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.1K+ 1.73% |
$214K - $288K
|
65K
$19.4M
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
BUY
|
- |
1.1KNew |
$214K - $288K
|
1.1K
$330K
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.1K+ 15.29% |
$213K - $287K
|
8.29K
$2.47M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.06KNew |
$206K - $277K
|
1.06K
$317K
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.05KNew |
$204K - $274K
|
1.05K
$313K
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
1.05KNew |
$203K - $273K
|
1.05K
$312K
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.01KNew |
$196K - $263K
|
1.01K
$301K
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1K+ 73.01% |
$194K - $261K
|
2.37K
$708K
|
|
Aug 11, 2022
Q2 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1KNew |
$194K - $261K
|
1K
$299K
|
|
Aug 15, 2022
Q2 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
975+ 6.53% |
$189K - $255K
|
15.9K
$4.75M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
973New |
$189K - $254K
|
973
$290K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
951+ 57.74% |
$185K - $248K
|
2.6K
$776K
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
947+ 6.45% |
$184K - $247K
|
15.6K
$4.66M
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
944New |
$183K - $247K
|
944
$282K
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
943+ 57.05% |
$183K - $246K
|
2.6K
$775K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
902+ 10.71% |
$175K - $236K
|
9.33K
$2.78M
|
|
Aug 02, 2022
Q2 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
870+ 2.19% |
$169K - $227K
|
40.5K
$12.1M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
853+ 30.93% |
$166K - $223K
|
3.61K
$1.08M
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
817+ 52.41% |
$159K - $213K
|
2.38K
$709K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
816+ 2.04% |
$158K - $213K
|
40.7K
$12.2M
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
734+ 1.84% |
$143K - $192K
|
40.7K
$12.1M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
690+ 2.89% |
$134K - $180K
|
24.5K
$7.33M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
690New |
$134K - $180K
|
690
$206K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
685New |
$133K - $179K
|
685
$205K
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
678+ 20.63% |
$132K - $177K
|
3.96K
$1.18M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
677+ 4.74% |
$131K - $177K
|
15K
$4.47M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
625+ 2.18% |
$121K - $163K
|
29.3K
$8.75M
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
600New |
$117K - $157K
|
600
$179K
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
563+ 26.35% |
$109K - $147K
|
2.7K
$806K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
560+ 2.03% |
$109K - $146K
|
28.1K
$8.4M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
560+ 7.42% |
$109K - $146K
|
8.1K
$2.42M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
558+ 6.6% |
$108K - $146K
|
9.01K
$2.69M
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
546+ 5.64% |
$106K - $143K
|
10.2K
$3.05M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
533+ 14.61% |
$104K - $139K
|
4.18K
$1.25M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
531+ 24.02% |
$103K - $139K
|
2.74K
$819K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
511+ 24.46% |
$99.2K - $133K
|
2.6K
$776K
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
499+ 42.72% |
$96.9K - $130K
|
1.67K
$498K
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
484+ 48.84% |
$94K - $126K
|
1.48K
$440K
|
|
Aug 10, 2022
Q2 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
483+ 6.89% |
$93.8K - $126K
|
7.5K
$2.24M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
473New |
$91.9K - $124K
|
473
$141K
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
466+ 16.33% |
$90.5K - $122K
|
3.32K
$991K
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
456+ 4.7% |
$88.6K - $119K
|
10.2K
$3.03M
|
|
Jul 18, 2022
Q2 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
450+ 6.31% |
$87.4K - $118K
|
7.58K
$2.26M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
448+ 3.15% |
$87K - $117K
|
14.7K
$4.37M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
445+ 40.86% |
$86.4K - $116K
|
1.53K
$458K
|