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 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
588New |
$119K - $146K
|
588
$175K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
581+ 7.75% |
$118K - $144K
|
8.08K
$2.4M
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
558+ 22.28% |
$113K - $139K
|
3.06K
$909K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
553+ 2.61% |
$112K - $137K
|
21.7K
$6.46M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
546+ 0.25% |
$111K - $136K
|
215K
$63.9M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
536+ 8.96% |
$109K - $133K
|
6.52K
$1.94M
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
530+ 8.6% |
$108K - $132K
|
6.69K
$1.99M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
522+ 8.47% |
$106K - $130K
|
6.69K
$1.99M
|
|
Nov 09, 2022
Q3 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
465New |
$94.4K - $116K
|
465
$138K
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
455+ 7.41% |
$92.3K - $113K
|
6.6K
$1.96M
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
454+ 17.45% |
$92.1K - $113K
|
3.06K
$907K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
423+ 39.79% |
$85.8K - $105K
|
1.49K
$441K
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
420+ 11.75% |
$85.2K - $104K
|
3.99K
$1.19M
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
411+ 26.79% |
$83.4K - $102K
|
1.95K
$577K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$81.2K - $99.4K
|
400
$119K
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
399+ 39.9% |
$81K - $99.1K
|
1.4K
$415K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
396+ 3.87% |
$80.4K - $98.4K
|
10.6K
$3.15M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
391+ 29.53% |
$79.3K - $97.1K
|
1.72K
$509K
|
|
Nov 14, 2022
Q3 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
389+ 14.55% |
$78.9K - $96.6K
|
3.06K
$909K
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
389+ 29.2% |
$78.9K - $96.6K
|
1.72K
$511K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
388+ 2.99% |
$78.7K - $96.4K
|
13.4K
$3.97M
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
386+ 1.94% |
$78.3K - $95.9K
|
20.2K
$6.01M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
378New |
$76.7K - $93.9K
|
378
$112K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
378+ 7.78% |
$76.7K - $93.9K
|
5.23K
$1.55M
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
375+ 29.21% |
$76.1K - $93.2K
|
1.66K
$493K
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
363+ 8.68% |
$73.7K - $90.2K
|
4.54K
$1.35M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
359+ 40.16% |
$72.9K - $89.2K
|
1.25K
$372K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
357+ 321.62% |
$72.4K - $88.7K
|
468
$139K
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
351+ 2.07% |
$71.2K - $87.2K
|
17.3K
$5.15M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
351+ 0.71% |
$71.2K - $87.2K
|
50K
$14.8M
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
350+ 12.8% |
$71K - $87K
|
3.08K
$916K
|
|
Nov 07, 2022
Q3 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
344+ 1.06% |
$69.8K - $85.5K
|
32.8K
$9.73M
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
342+ 2.33% |
$69.4K - $85K
|
15K
$4.45M
|
|
Oct 21, 2022
Q3 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
335+ 0.49% |
$68K - $83.2K
|
68.8K
$20.4M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
311+ 0.52% |
$63.1K - $77.3K
|
59.9K
$17.8M
|
|
Oct 18, 2022
Q3 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
308+ 4.3% |
$62.5K - $76.5K
|
7.46K
$2.22M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
303+ 4.04% |
$61.5K - $75.3K
|
7.81K
$2.32M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
300+ 18.38% |
$60.9K - $74.5K
|
1.93K
$574K
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
300New |
$60.9K - $74.5K
|
300
$89.1K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
281+ 11.9% |
$57K - $69.8K
|
2.64K
$785K
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
280+ 4.5% |
$56.8K - $69.6K
|
6.51K
$1.93M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
268+ 1.17% |
$54.4K - $66.6K
|
23.2K
$6.89M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
265+ 15.63% |
$53.8K - $65.8K
|
1.96K
$582K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
233+ 9.66% |
$47.3K - $57.9K
|
2.65K
$785K
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
232+ 23200.0% |
$47.1K - $57.6K
|
233
$69.2K
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
231+ 13.92% |
$46.9K - $57.4K
|
1.89K
$561K
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
224+ 8.63% |
$45.5K - $55.6K
|
2.82K
$837K
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
213+ 20.34% |
$43.2K - $52.9K
|
1.26K
$374K
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
213+ 4.14% |
$43.2K - $52.9K
|
5.36K
$1.59M
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
210+ 1.13% |
$42.6K - $52.2K
|
18.8K
$5.58M
|