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 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.63K+ 10.43% |
$331K - $405K
|
17.3K
$5.12M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.63K+ 147.15% |
$330K - $404K
|
2.73K
$811K
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.61K+ 62.66% |
$328K - $401K
|
4.19K
$1.24M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.6KNew |
$324K - $396K
|
1.6K
$474K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.54K+ 2.93% |
$312K - $382K
|
54.1K
$16.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.53K+ 34.82% |
$311K - $380K
|
5.93K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.5KNew |
$304K - $373K
|
1.5K
$445K
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.45KNew |
$294K - $360K
|
1.45K
$431K
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.43KNew |
$291K - $356K
|
1.43K
$425K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.36K+ 39.67% |
$276K - $338K
|
4.8K
$1.42M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.35KNew |
$274K - $335K
|
1.35K
$401K
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.33K+ 6.7% |
$269K - $329K
|
21.1K
$6.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.29KNew |
$261K - $319K
|
1.29K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.26K+ 36.06% |
$256K - $313K
|
4.76K
$1.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.17KNew |
$237K - $290K
|
1.17K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.14K+ 2.08% |
$231K - $282K
|
55.7K
$16.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
BUY
|
- |
1.12K+ 36.75% |
$228K - $279K
|
4.18K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.12K+ 4.77% |
$228K - $279K
|
24.6K
$7.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
1.11KNew |
$226K - $277K
|
1.11K
$330K
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.11K+ 8.84% |
$224K - $275K
|
13.6K
$4.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.08K+ 9.96% |
$220K - $269K
|
11.9K
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.07KNew |
$216K - $265K
|
1.07K
$316K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.04K+ 29.82% |
$211K - $258K
|
4.53K
$1.34M
|
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.03K+ 13.65% |
$210K - $257K
|
8.61K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
980+ 33.53% |
$199K - $243K
|
3.9K
$1.16M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
980New |
$199K - $243K
|
980
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
976+ 41.08% |
$198K - $242K
|
3.35K
$995K
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
975+ 21.19% |
$198K - $242K
|
5.58K
$1.66M
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
956+ 1.78% |
$194K - $237K
|
54.8K
$16.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
902+ 72.86% |
$183K - $224K
|
2.14K
$635K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
865+ 4.91% |
$176K - $215K
|
18.5K
$5.49M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
850+ 49.59% |
$172K - $211K
|
2.56K
$761K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
832New |
$169K - $207K
|
832
$247K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
830+ 78.3% |
$168K - $206K
|
1.89K
$561K
|
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
800+ 22.99% |
$162K - $199K
|
4.28K
$1.27M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
788+ 1.96% |
$160K - $196K
|
41K
$12.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
761+ 43.24% |
$154K - $189K
|
2.52K
$749K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
752+ 80.43% |
$153K - $187K
|
1.69K
$501K
|
|
|
Nov 03, 2022
Q3 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
747+ 2.61% |
$152K - $186K
|
29.4K
$8.72M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
734+ 22.66% |
$149K - $182K
|
3.97K
$1.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
693New |
$141K - $172K
|
693
$206K
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
691+ 2.45% |
$140K - $172K
|
28.9K
$8.57M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
671+ 5.85% |
$136K - $167K
|
12.1K
$3.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
659+ 1.01% |
$134K - $164K
|
65.6K
$19.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
637+ 5.0% |
$129K - $158K
|
13.4K
$3.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
634+ 15.28% |
$129K - $158K
|
4.78K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
626+ 7.93% |
$127K - $156K
|
8.52K
$2.53M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
626+ 443.97% |
$127K - $156K
|
767
$228K
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
616+ 3.14% |
$125K - $153K
|
20.2K
$6.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
601+ 4.02% |
$122K - $149K
|
15.6K
$4.62M
|