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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.26KNew |
$1.07M - $1.31M
|
5.26K
$1.56M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.04K+ 9.47% |
$1.02M - $1.25M
|
58.3K
$17.3M
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4.65K+ 375.97% |
$943K - $1.15M
|
5.88K
$1.75M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.61KNew |
$936K - $1.15M
|
4.61K
$1.37M
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.43KNew |
$899K - $1.1M
|
4.43K
$1.32M
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4K+ 113.03% |
$812K - $994K
|
7.54K
$2.24M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
3.86K+ 225.31% |
$782K - $958K
|
5.57K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.8KNew |
$771K - $944K
|
3.8K
$1.13M
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.79K+ 95.69% |
$770K - $942K
|
7.76K
$2.3M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.7K+ 276.03% |
$750K - $918K
|
5.04K
$1.49M
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$744K - $911K
|
3.67K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.66KNew |
$743K - $909K
|
3.66K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.58K+ 262.68% |
$727K - $890K
|
4.95K
$1.47M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.55KNew |
$721K - $882K
|
3.55K
$1.05M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.51K+ 7.03% |
$712K - $871K
|
53.4K
$15.9M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.51K+ 33.36% |
$711K - $871K
|
14K
$4.16M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
3.5K+ 14.28% |
$709K - $869K
|
28K
$8.31M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.29K+ 13.51% |
$667K - $817K
|
27.6K
$8.2M
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.21K+ 20.33% |
$651K - $797K
|
19K
$5.64M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.2K+ 2.12% |
$649K - $795K
|
154K
$45.8M
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.14KNew |
$637K - $780K
|
3.14K
$932K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.1K+ 11.0% |
$628K - $769K
|
31.2K
$9.28M
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.09KNew |
$627K - $767K
|
3.09K
$917K
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
2.84K+ 10.36% |
$576K - $706K
|
30.2K
$8.98M
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.83K+ 68.83% |
$574K - $703K
|
6.94K
$2.06M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.82KNew |
$572K - $701K
|
2.82K
$837K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
2.68K+ 10.38% |
$543K - $665K
|
28.5K
$8.46M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
2.63K+ 12.24% |
$533K - $652K
|
24.1K
$7.15M
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.61K+ 11.06% |
$530K - $648K
|
26.2K
$7.78M
|
|
Nov 14, 2022
Q3 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
2.6K+ 54.81% |
$528K - $646K
|
7.34K
$2.18M
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
2.44K+ 3.57% |
$495K - $605K
|
70.7K
$21M
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.34KNew |
$474K - $581K
|
2.34K
$694K
|
|
Oct 26, 2022
Q3 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
2.2KNew |
$446K - $546K
|
2.2K
$653K
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.17K+ 4.26% |
$440K - $538K
|
53K
$15.7M
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.12KNew |
$431K - $527K
|
2.12K
$630K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.1KNew |
$426K - $521K
|
2.1K
$623K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.09KNew |
$423K - $518K
|
2.09K
$619K
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.08K+ 1081.77% |
$421K - $516K
|
2.27K
$674K
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.04K+ 11.57% |
$414K - $506K
|
19.6K
$5.83M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.04K+ 41.94% |
$413K - $506K
|
6.89K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.94KNew |
$393K - $481K
|
1.94K
$575K
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.85K+ 67.29% |
$374K - $458K
|
4.59K
$1.36M
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
BUY
|
- |
1.85KNew |
$374K - $458K
|
1.85K
$548K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.8KNew |
$366K - $448K
|
1.8K
$536K
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
1.76KNew |
$356K - $436K
|
1.76K
$521K
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.7K+ 56.5% |
$344K - $421K
|
4.7K
$1.39M
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.68K+ 28.9% |
$340K - $417K
|
7.48K
$2.22M
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.68K+ 74.88% |
$340K - $416K
|
3.91K
$1.16M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.64KNew |
$333K - $408K
|
1.64K
$487K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.64K+ 16.72% |
$332K - $406K
|
11.4K
$3.39M
|