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 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-2.96K- 13.41% |
$600K - $734K
|
19.1K
$5.67M
|
|
|
Oct 25, 2022
Q3 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-3.11K- 4.73% |
$631K - $773K
|
62.6K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.17K- 47.31% |
$643K - $788K
|
3.53K
$1.05M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.23K- 12.83% |
$656K - $803K
|
22K
$6.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.4K- 0.84% |
$690K - $845K
|
400K
$119M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-3.41K- 2.03% |
$692K - $847K
|
165K
$48.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.44K- 20.11% |
$697K - $854K
|
13.7K
$4.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-3.61K- 52.69% |
$733K - $898K
|
3.25K
$963K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.67K- 1.46% |
$744K - $910K
|
248K
$73.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-3.84K- 4.52% |
$779K - $953K
|
81.1K
$24.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.96K- 29.4% |
$804K - $984K
|
9.51K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.18K- 29.34% |
$847K - $1.04M
|
10.1K
$2.99M
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-4.2K- 54.12% |
$851K - $1.04M
|
3.56K
$1.06M
|
|
|
Oct 12, 2022
Q3 2022
|
Cohen Klingenstein LLC
|
SELL
|
- |
-4.67K- 0.79% |
$947K - $1.16M
|
585K
$174M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.78K- 22.96% |
$971K - $1.19M
|
16K
$4.76M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.63K- 2.67% |
$1.14M - $1.4M
|
205K
$61M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.63K- 68.01% |
$1.14M - $1.4M
|
2.65K
$787K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.81K- 0.37% |
$1.18M - $1.44M
|
1.55M
$461M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-5.92K- 98.16% |
$1.2M - $1.47M
|
111
$33K
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-6.17K- 11.85% |
$1.25M - $1.53M
|
45.9K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.32K- 4.8% |
$1.28M - $1.57M
|
125K
$37.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-6.43K- 6.97% |
$1.3M - $1.6M
|
85.8K
$25.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.5K- 22.78% |
$1.32M - $1.62M
|
22K
$6.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.91K- 76.93% |
$1.4M - $1.72M
|
2.07K
$615K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.97KClosed |
$1.41M - $1.73M
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-7.36K- 3.94% |
$1.49M - $1.83M
|
180K
$53.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-7.58K- 29.9% |
$1.54M - $1.88M
|
17.8K
$5.28M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-7.9K- 16.83% |
$1.6M - $1.96M
|
39K
$11.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.96K- 20.35% |
$1.62M - $1.98M
|
31.1K
$9.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-9.31K- 58.54% |
$1.89M - $2.31M
|
6.59K
$1.96M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.36K- 6.48% |
$1.9M - $2.32M
|
135K
$40.1M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-9.86K- 33.58% |
$2M - $2.45M
|
19.5K
$5.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10.2K- 11.66% |
$2.07M - $2.54M
|
77.4K
$23M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10.3KClosed |
$2.1M - $2.57M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.4K- 2.75% |
$2.51M - $3.07M
|
437K
$130M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.5K- 59.44% |
$2.53M - $3.1M
|
8.51K
$2.53M
|
|
|
Oct 24, 2022
Q3 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-14.4K- 64.04% |
$2.92M - $3.57M
|
8.07K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.6K- 50.69% |
$3.17M - $3.88M
|
15.2K
$4.51M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-15.9K- 23.17% |
$3.23M - $3.96M
|
52.8K
$15.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Geneva Capital Management LLC
|
SELL
|
- |
-17.6K- 53.86% |
$3.58M - $4.38M
|
15.1K
$4.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-19.8K- 88.56% |
$4.01M - $4.91M
|
2.56K
$759K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-19.8K- 4.17% |
$4.02M - $4.92M
|
454K
$135M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-21.4KClosed |
$4.35M - $5.32M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-24K- 9.9% |
$4.88M - $5.97M
|
219K
$64.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-25.9K- 48.25% |
$5.26M - $6.44M
|
27.8K
$8.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-27.4K- 16.2% |
$5.57M - $6.82M
|
142K
$42.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
SELL
|
- |
-32.9K- 2.36% |
$6.68M - $8.17M
|
1.36M
$403M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-35.6K- 19.78% |
$7.22M - $8.83M
|
144K
$42.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-40.4K- 11.24% |
$8.2M - $10M
|
319K
$94.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-57.5K- 99.49% |
$11.7M - $14.3M
|
295
$87.6K
|