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 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
442+ 3.53% |
$85.8K - $115K
|
13K
$3.87M
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
425+ 13.44% |
$82.5K - $111K
|
3.59K
$1.07M
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
421+ 7.36% |
$81.8K - $110K
|
6.14K
$1.83M
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
416+ 11.77% |
$80.8K - $109K
|
3.95K
$1.18M
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
411+ 180.26% |
$79.8K - $107K
|
639
$191K
|
|
Aug 09, 2022
Q2 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
394+ 2.02% |
$76.5K - $103K
|
19.9K
$5.93M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
380+ 0.97% |
$73.8K - $99.2K
|
39.7K
$11.8M
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
372+ 178.85% |
$72.2K - $97.1K
|
580
$173K
|
|
Aug 08, 2022
Q2 2022
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
372+ 25.87% |
$72.2K - $97.1K
|
1.81K
$540K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
345+ 2.06% |
$67K - $90.1K
|
17.1K
$5.1M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
345+ 5.11% |
$67K - $90.1K
|
7.09K
$2.12M
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
324+ 15.79% |
$62.9K - $84.6K
|
2.38K
$709K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
315+ 0.04% |
$61.2K - $82.3K
|
846K
$253M
|
|
Jul 19, 2022
Q2 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
311+ 39.12% |
$60.4K - $81.2K
|
1.11K
$330K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
299+ 0.48% |
$58.1K - $78.1K
|
62K
$18.5M
|
|
Aug 12, 2022
Q2 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
286+ 7.79% |
$55.5K - $74.7K
|
3.96K
$1.18M
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
273+ 1.4% |
$53K - $71.3K
|
19.8K
$5.91M
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
270New |
$52.4K - $70.5K
|
270
$80.6K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
251New |
$48.7K - $65.5K
|
251
$74.9K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
244+ 56.74% |
$47.4K - $63.7K
|
674
$201K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
234New |
$45.4K - $61.1K
|
234
$69.9K
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
BUY
|
- |
230+ 14.22% |
$44.7K - $60.1K
|
1.85K
$551K
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
227+ 5.87% |
$44.1K - $59.3K
|
4.09K
$1.22M
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
225+ 3.47% |
$43.7K - $58.8K
|
6.7K
$2M
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
223New |
$43.3K - $58.2K
|
223
$66.6K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
215+ 3.61% |
$41.8K - $56.1K
|
6.17K
$1.84M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
215+ 2.95% |
$41.8K - $56.1K
|
7.5K
$2.24M
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
212+ 25.0% |
$41.2K - $55.4K
|
1.06K
$316K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
202+ 9.14% |
$39.2K - $52.7K
|
2.41K
$720K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
199+ 23.66% |
$38.6K - $52K
|
1.04K
$310K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
196+ 1.75% |
$38.1K - $51.2K
|
11.4K
$3.39M
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
195+ 23.61% |
$37.9K - $50.9K
|
1.02K
$305K
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
195+ 37.21% |
$37.9K - $50.9K
|
719
$215K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
183New |
$35.5K - $47.8K
|
183
$54.6K
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
180+ 1.07% |
$35K - $47K
|
17K
$5.07M
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
180+ 3.85% |
$35K - $47K
|
4.86K
$1.45M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
162+ 8.63% |
$31.5K - $42.3K
|
2.04K
$609K
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
160+ 5.16% |
$31.1K - $41.8K
|
3.26K
$973K
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
155+ 20.21% |
$30.1K - $40.5K
|
922
$275K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
152+ 660.87% |
$29.5K - $39.7K
|
175
$52.2K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
152+ 13.71% |
$29.5K - $39.7K
|
1.26K
$376K
|
|
Aug 10, 2022
Q2 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
150+ 0.32% |
$29.1K - $39.2K
|
46.9K
$14M
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
144+ 5.36% |
$28K - $37.6K
|
2.83K
$845K
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
143+ 0.77% |
$27.8K - $37.3K
|
18.6K
$5.57M
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
130+ 191.18% |
$25.2K - $33.9K
|
198
$59.1K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
129+ 8.24% |
$25.1K - $33.7K
|
1.7K
$506K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
127+ 3.28% |
$24.7K - $33.2K
|
4K
$1.19M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
127+ 5.91% |
$24.7K - $33.2K
|
2.28K
$680K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
125+ 81.7% |
$24.3K - $32.6K
|
278
$83K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
123+ 4.39% |
$23.9K - $32.1K
|
2.92K
$873K
|