Purchases and Sales Made in Q3 2022 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-576- 38.4% |
$117K - $143K
|
924
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-577- 10.06% |
$117K - $143K
|
5.16K
$1.53M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-608- 7.35% |
$123K - $151K
|
7.66K
$2.27M
|
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-620- 24.08% |
$126K - $154K
|
1.96K
$580K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-629- 25.28% |
$128K - $156K
|
1.86K
$552K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-630- 1.91% |
$128K - $157K
|
32.3K
$9.58M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-674- 2.24% |
$137K - $167K
|
29.4K
$8.74M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-674Closed |
$137K - $167K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-687- 32.9% |
$139K - $171K
|
1.4K
$416K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-693- 7.0% |
$141K - $172K
|
9.2K
$2.73M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-700- 1.14% |
$142K - $174K
|
60.7K
$18M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-719Closed |
$146K - $179K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-775- 22.5% |
$157K - $193K
|
2.67K
$792K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-778- 2.14% |
$158K - $193K
|
35.6K
$10.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-817- 4.67% |
$166K - $203K
|
16.7K
$4.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-819- 11.55% |
$166K - $203K
|
6.27K
$1.86M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-852- 32.57% |
$173K - $212K
|
1.76K
$524K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-904- 0.77% |
$183K - $225K
|
117K
$34.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-947- 5.21% |
$192K - $235K
|
17.2K
$5.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-970- 40.89% |
$197K - $241K
|
1.4K
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-976- 3.27% |
$198K - $242K
|
28.8K
$8.56M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1K- 35.5% |
$203K - $248K
|
1.82K
$539K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.06K- 1.88% |
$215K - $264K
|
55.4K
$16.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.06K- 1.88% |
$215K - $264K
|
55.4K
$16.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.09K- 15.41% |
$221K - $271K
|
5.98K
$1.78M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.09KClosed |
$221K - $271K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.12K- 72.4% |
$226K - $277K
|
425
$126K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.14K- 6.12% |
$232K - $284K
|
17.5K
$5.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.2K- 13.29% |
$243K - $298K
|
7.82K
$2.32M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.23K- 17.55% |
$250K - $306K
|
5.79K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-1.28K- 22.17% |
$260K - $318K
|
4.5K
$1.34M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.34K- 23.99% |
$271K - $332K
|
4.23K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.38K- 1.39% |
$281K - $344K
|
97.9K
$29.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.55K- 6.3% |
$314K - $384K
|
23K
$6.83M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.64K- 60.63% |
$332K - $407K
|
1.06K
$316K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.66K- 16.99% |
$337K - $412K
|
8.11K
$2.41M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.74K- 52.38% |
$353K - $432K
|
1.58K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.8K- 1.62% |
$365K - $447K
|
109K
$32.4M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.82K- 4.59% |
$370K - $452K
|
37.8K
$11.2M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.96K- 14.01% |
$398K - $488K
|
12K
$3.58M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.11K- 3.4% |
$428K - $524K
|
59.9K
$17.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2.18K- 55.05% |
$442K - $541K
|
1.78K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-2.32K- 59.67% |
$472K - $577K
|
1.57K
$466K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.35K- 0.69% |
$477K - $584K
|
339K
$101M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-2.37K- 20.67% |
$482K - $590K
|
9.11K
$2.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.5K- 12.82% |
$507K - $621K
|
17K
$5.05M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.52K- 3.26% |
$511K - $626K
|
74.8K
$22.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.54K- 47.87% |
$514K - $630K
|
2.76K
$820K
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-2.67K- 25.38% |
$541K - $662K
|
7.84K
$2.33M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.81K- 6.42% |
$570K - $698K
|
41K
$12.2M
|