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 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.14% |
$1.17K - $1.57K
|
4.17K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5+ 0.23% |
$971 - $1.31K
|
2.18K
$635K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5New |
$971 - $1.31K
|
5
$1.46K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
4New |
$777 - $1.04K
|
4
$1.17K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 80.0% |
$777 - $1.04K
|
9
$2.62K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.12% |
$583 - $783
|
2.58K
$753K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$583 - $783
|
2.88K
$838K
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3+ 0.12% |
$583 - $783
|
2.51K
$730K
|
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3+ 0.05% |
$583 - $783
|
6.16K
$1.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3+ 0.13% |
$583 - $783
|
2.38K
$693K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.15% |
$388 - $522
|
1.33K
$389K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2New |
$388 - $522
|
2
$583
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
2+ 0.14% |
$388 - $522
|
1.39K
$405K
|
|
|
Aug 08, 2022
Q2 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2+ 0.11% |
$388 - $522
|
1.84K
$537K
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
2+ 0.12% |
$388 - $522
|
1.7K
$497K
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
2+ 0.06% |
$388 - $522
|
3.11K
$906K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$388 - $522
|
4.96K
$1.45M
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$194 - $261
|
786
$229K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.12% |
$194 - $261
|
862
$251K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.61% |
$194 - $261
|
63
$18.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$194 - $261
|
502
$146K
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.06% |
$194 - $261
|
1.59K
$462K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.07% |
$194 - $261
|
1.34K
$390K
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$194 - $261
|
5.92K
$1.73M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.81% |
$194 - $261
|
124
$36.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
1+ 0.03% |
$194 - $261
|
3.86K
$1.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.59% |
$194 - $261
|
171
$49.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$194 - $261
|
5.54K
$1.61M
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3- 0.06% |
$583 - $783
|
5.15K
$1.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3- 1.16% |
$583 - $783
|
256
$74.6K
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3- 0.03% |
$583 - $783
|
9.68K
$2.82M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4- 1.25% |
$777 - $1.04K
|
315
$91.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-6- 0.19% |
$1.17K - $1.57K
|
3.13K
$913K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-7Closed |
$1.36K - $1.83K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-7Closed |
$1.36K - $1.83K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-7Closed |
$1.36K - $1.83K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-8Closed |
$1.55K - $2.09K
|
0
$0
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8- 34.78% |
$1.55K - $2.09K
|
15
$4.37K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8- 0.16% |
$1.55K - $2.09K
|
4.86K
$1.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8- 0.44% |
$1.55K - $2.09K
|
1.81K
$529K
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-8- 0.8% |
$1.55K - $2.09K
|
990
$289K
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-9- 0.61% |
$1.75K - $2.35K
|
1.46K
$426K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-11- 1.03% |
$2.14K - $2.87K
|
1.06K
$308K
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-12- 4.18% |
$2.33K - $3.13K
|
275
$80.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-14- 1.27% |
$2.72K - $3.66K
|
1.09K
$317K
|
|
|
Jul 11, 2022
Q2 2022
|
Newton One Investments LLC
|
SELL
|
- |
-15- 0.65% |
$2.91K - $3.92K
|
2.3K
$671K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-15- 0.72% |
$2.91K - $3.92K
|
2.07K
$603K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15- 1.14% |
$2.91K - $3.92K
|
1.31K
$381K
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-17- 1.01% |
$3.3K - $4.44K
|
1.66K
$484K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-19- 11.88% |
$3.69K - $4.96K
|
141
$41.1K
|