Purchases and Sales Made in Q3 2021 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
20+ 2.71% |
$5.69K - $6.28K
|
757
$220K
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
20+ 4.43% |
$5.69K - $6.28K
|
471
$137K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
17+ 10.0% |
$4.83K - $5.34K
|
187
$54.3K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
15New |
$4.27K - $4.71K
|
15
$4.36K
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
15+ 1.37% |
$4.27K - $4.71K
|
1.11K
$322K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 162.5% |
$3.7K - $4.08K
|
21
$6.1K
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
13+ 1.3% |
$3.7K - $4.08K
|
1.01K
$295K
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11New |
$3.13K - $3.45K
|
11
$3.2K
|
|
Nov 10, 2021
Q3 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
11+ 4.33% |
$3.13K - $3.45K
|
265
$77K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
11+ 0.06% |
$3.13K - $3.45K
|
19.6K
$5.69M
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11+ 3.19% |
$3.13K - $3.45K
|
356
$103K
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
10+ 0.16% |
$2.84K - $3.14K
|
6.45K
$1.87M
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
10+ 0.47% |
$2.84K - $3.14K
|
2.13K
$620K
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
10+ 0.69% |
$2.84K - $3.14K
|
1.45K
$422K
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 1.04% |
$2.84K - $3.14K
|
968
$281K
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
10+ 0.01% |
$2.84K - $3.14K
|
105K
$30.4M
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9New |
$2.56K - $2.83K
|
9
$2.62K
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
9+ 1.27% |
$2.56K - $2.83K
|
718
$209K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9New |
$2.56K - $2.83K
|
9
$2.62K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 4.1% |
$2.28K - $2.51K
|
203
$59K
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
8+ 0.86% |
$2.28K - $2.51K
|
935
$272K
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
BUY
|
- |
8+ 0.16% |
$2.28K - $2.51K
|
4.88K
$1.42M
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
7New |
$1.99K - $2.2K
|
7
$2.03K
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
7New |
$1.99K - $2.2K
|
7
$2.03K
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
7+ 2.55% |
$1.99K - $2.2K
|
281
$81.7K
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7+ 0.53% |
$1.99K - $2.2K
|
1.33K
$385K
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.58% |
$1.99K - $2.2K
|
1.21K
$352K
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
6+ 0.2% |
$1.71K - $1.88K
|
3.06K
$888K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
6+ 0.32% |
$1.71K - $1.88K
|
1.9K
$552K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5+ 0.01% |
$1.42K - $1.57K
|
65K
$18.9M
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.3% |
$1.42K - $1.57K
|
1.7K
$494K
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3+ 0.24% |
$853 - $942
|
1.26K
$367K
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3+ 0.11% |
$853 - $942
|
2.62K
$761K
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.13% |
$853 - $942
|
2.35K
$682K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2New |
$569 - $628
|
2
$581
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.13% |
$569 - $628
|
1.52K
$442K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2New |
$569 - $628
|
2
$581
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.13% |
$569 - $628
|
1.5K
$435K
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
1+ 0.13% |
$284 - $314
|
782
$227K
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$284 - $314
|
1
$291
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.04% |
$284 - $314
|
2.41K
$701K
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.08% |
$284 - $314
|
1.19K
$345K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$284 - $314
|
1.1K
$320K
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
1+ 0.12% |
$284 - $314
|
806
$234K
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.06% |
$284 - $314
|
1.68K
$489K
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
1+ 0.1% |
$284 - $314
|
1.05K
$305K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1- 0.1% |
$284 - $314
|
1.02K
$296K
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
SELL
|
- |
-1- 0.04% |
$284 - $314
|
2.58K
$750K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3- 0.31% |
$853 - $942
|
980
$285K
|