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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
119+ 10.04% |
$23.1K - $31.1K
|
1.3K
$389K
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
118New |
$22.9K - $30.8K
|
118
$35.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
115New |
$22.3K - $30K
|
115
$34.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
113New |
$21.9K - $29.5K
|
113
$33.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
110+ 3.42% |
$21.4K - $28.7K
|
3.33K
$993K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
105New |
$20.4K - $27.4K
|
105
$31.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
99+ 8.39% |
$19.2K - $25.9K
|
1.28K
$382K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
98+ 4.67% |
$19K - $25.6K
|
2.2K
$655K
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
BUY
|
- |
87+ 2.78% |
$16.9K - $22.7K
|
3.22K
$961K
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
87+ 4.38% |
$16.9K - $22.7K
|
2.07K
$619K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
82+ 0.41% |
$15.9K - $21.4K
|
20.1K
$6M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
71+ 20.17% |
$13.8K - $18.5K
|
423
$126K
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
70New |
$13.6K - $18.3K
|
70
$20.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
69+ 5.9% |
$13.4K - $18K
|
1.24K
$370K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
68+ 0.71% |
$13.2K - $17.8K
|
9.68K
$2.89M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
62+ 1.55% |
$12K - $16.2K
|
4.06K
$1.21M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
61+ 3.55% |
$11.8K - $15.9K
|
1.78K
$531K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
60+ 6.86% |
$11.7K - $15.7K
|
935
$279K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
58+ 2.58% |
$11.3K - $15.1K
|
2.31K
$690K
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
56+ 0.53% |
$10.9K - $14.6K
|
10.6K
$3.16M
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
50New |
$9.71K - $13.1K
|
50
$14.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
46+ 27.71% |
$8.93K - $12K
|
212
$63.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
45+ 2250.0% |
$8.74K - $11.8K
|
47
$14K
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
41+ 2.72% |
$7.96K - $10.7K
|
1.55K
$462K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
40+ 3.91% |
$7.77K - $10.4K
|
1.06K
$317K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
39+ 4.88% |
$7.57K - $10.2K
|
838
$250K
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
38New |
$7.38K - $9.92K
|
38
$11.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35+ 2.19% |
$6.8K - $9.14K
|
1.63K
$487K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
33+ 36.26% |
$6.41K - $8.62K
|
124
$37K
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
32+ 1.44% |
$6.21K - $8.36K
|
2.26K
$674K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
32New |
$6.21K - $8.36K
|
32
$9.55K
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
27New |
$5.24K - $7.05K
|
27
$8.06K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
27New |
$5.24K - $7.05K
|
27
$8.06K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
25+ 1.45% |
$4.86K - $6.53K
|
1.75K
$523K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
24+ 2.51% |
$4.66K - $6.27K
|
980
$293K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
20+ 117.65% |
$3.88K - $5.22K
|
37
$11K
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
16+ 1.22% |
$3.11K - $4.18K
|
1.33K
$398K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$2.91K - $3.92K
|
15
$4.48K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
15+ 0.94% |
$2.91K - $3.92K
|
1.62K
$483K
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
14+ 0.52% |
$2.72K - $3.66K
|
2.7K
$806K
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11+ 0.67% |
$2.14K - $2.87K
|
1.65K
$493K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 7.75% |
$1.94K - $2.61K
|
139
$41.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9New |
$1.75K - $2.35K
|
9
$2.69K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9New |
$1.75K - $2.35K
|
9
$2.69K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
8+ 4.15% |
$1.55K - $2.09K
|
201
$60K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.11% |
$1.36K - $1.83K
|
6.5K
$1.94M
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6+ 0.54% |
$1.17K - $1.57K
|
1.11K
$331K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.14% |
$1.17K - $1.57K
|
4.17K
$1.25M
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
6+ 0.16% |
$1.17K - $1.57K
|
3.71K
$1.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5New |
$971 - $1.31K
|
5
$1.49K
|