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 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
208+ 2.58% |
$42.2K - $51.7K
|
8.28K
$2.46M
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
206+ 18.73% |
$41.8K - $51.2K
|
1.31K
$388K
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
200+ 0.68% |
$40.6K - $49.7K
|
29.5K
$8.77M
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
199+ 4.01% |
$40.4K - $49.4K
|
5.17K
$1.53M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
196+ 13.41% |
$39.8K - $48.7K
|
1.66K
$492K
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
188+ 1.16% |
$38.2K - $46.7K
|
16.4K
$4.87M
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
181+ 0.92% |
$36.7K - $45K
|
19.9K
$5.9M
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
175+ 1.93% |
$35.5K - $43.5K
|
9.22K
$2.74M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
174+ 1.8% |
$35.3K - $43.2K
|
9.85K
$2.92M
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
162+ 0.34% |
$32.9K - $40.2K
|
47.6K
$14.1M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
157+ 3.93% |
$31.9K - $39K
|
4.16K
$1.23M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
156+ 1.37% |
$31.7K - $38.8K
|
11.5K
$3.42M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
156New |
$31.7K - $38.8K
|
156
$46.3K
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
150+ 6.99% |
$30.4K - $37.3K
|
2.3K
$682K
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
147+ 7.52% |
$29.8K - $36.5K
|
2.1K
$624K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
146+ 4.67% |
$29.6K - $36.3K
|
3.27K
$971K
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
139+ 0.34% |
$28.2K - $34.5K
|
40.8K
$12.1M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
133+ 0.85% |
$27K - $33K
|
15.8K
$4.68M
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
129+ 4.1% |
$26.2K - $32K
|
3.28K
$973K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
124+ 1.14% |
$25.2K - $30.8K
|
11K
$3.26M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
120+ 43.17% |
$24.4K - $29.8K
|
398
$118K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
116New |
$23.5K - $28.8K
|
116
$34.4K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
113New |
$22.9K - $28.1K
|
113
$33.6K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
111+ 2.24% |
$22.5K - $27.6K
|
5.08K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
110+ 29.49% |
$22.3K - $27.3K
|
483
$143K
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
105+ 0.26% |
$21.3K - $26.1K
|
40.6K
$12.1M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
99+ 330.0% |
$20.1K - $24.6K
|
129
$38.3K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
98New |
$19.9K - $24.3K
|
98
$29.1K
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
97+ 4.97% |
$19.7K - $24.1K
|
2.05K
$608K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
97+ 0.58% |
$19.7K - $24.1K
|
16.7K
$4.97M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
94New |
$19.1K - $23.4K
|
94
$27.9K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
90+ 0.64% |
$18.3K - $22.4K
|
14.2K
$4.2M
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
89+ 1.01% |
$18.1K - $22.1K
|
8.92K
$2.65M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
88New |
$17.9K - $21.9K
|
88
$26.1K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
87+ 1.63% |
$17.7K - $21.6K
|
5.43K
$1.61M
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
85+ 4.6% |
$17.2K - $21.1K
|
1.93K
$574K
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
82+ 1.65% |
$16.6K - $20.4K
|
5.05K
$1.5M
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
80+ 1.4% |
$16.2K - $19.9K
|
5.81K
$1.73M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
80+ 3.57% |
$16.2K - $19.9K
|
2.32K
$690K
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
70+ 4.2% |
$14.2K - $17.4K
|
1.74K
$516K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
63New |
$12.8K - $15.7K
|
63
$18.7K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
63+ 1.14% |
$12.8K - $15.7K
|
5.57K
$1.65M
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
63New |
$12.8K - $15.7K
|
63
$18.7K
|
|
Oct 11, 2022
Q3 2022
|
Jvl Associates LLC
|
BUY
|
- |
61+ 0.9% |
$12.4K - $15.2K
|
6.81K
$2.02M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
60+ 8.89% |
$12.2K - $14.9K
|
735
$218K
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
59New |
$12K - $14.7K
|
59
$17.5K
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
50+ 1.57% |
$10.1K - $12.4K
|
3.24K
$963K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
49+ 4.71% |
$9.94K - $12.2K
|
1.09K
$323K
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
48+ 2.15% |
$9.74K - $11.9K
|
2.28K
$678K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
48New |
$9.74K - $11.9K
|
48
$14.3K
|