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 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
45New |
$9.13K - $11.2K
|
45
$13.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
44+ 0.14% |
$8.93K - $10.9K
|
30.8K
$9.15M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
40New |
$8.12K - $9.94K
|
40
$11.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
38+ 3.62% |
$7.71K - $9.44K
|
1.09K
$323K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38+ 1.86% |
$7.71K - $9.44K
|
2.08K
$617K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
35New |
$7.1K - $8.7K
|
35
$10.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
33+ 2.04% |
$6.7K - $8.2K
|
1.65K
$490K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
30+ 22.56% |
$6.09K - $7.45K
|
163
$48.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
26+ 0.25% |
$5.28K - $6.46K
|
10.4K
$3.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
26+ 2.47% |
$5.28K - $6.46K
|
1.08K
$320K
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
22+ 0.4% |
$4.46K - $5.47K
|
5.56K
$1.65M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
22+ 3.22% |
$4.46K - $5.47K
|
705
$209K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
22+ 0.68% |
$4.46K - $5.47K
|
3.26K
$967K
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
20+ 1.15% |
$4.06K - $4.97K
|
1.75K
$521K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
19+ 5.04% |
$3.86K - $4.72K
|
396
$118K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
19+ 0.44% |
$3.86K - $4.72K
|
4.35K
$1.29M
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
19New |
$3.86K - $4.72K
|
19
$5.64K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18+ 0.5% |
$3.65K - $4.47K
|
3.63K
$1.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
17+ 141.67% |
$3.45K - $4.22K
|
29
$8.61K
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
16+ 1.58% |
$3.25K - $3.97K
|
1.03K
$306K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
16+ 1.35% |
$3.25K - $3.97K
|
1.21K
$358K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
16+ 8.74% |
$3.25K - $3.97K
|
199
$59.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
16New |
$3.25K - $3.97K
|
16
$4.75K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
15+ 1.08% |
$3.04K - $3.73K
|
1.4K
$417K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
14New |
$2.84K - $3.48K
|
14
$4.16K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
13+ 0.88% |
$2.64K - $3.23K
|
1.49K
$442K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
12New |
$2.44K - $2.98K
|
12
$3.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10New |
$2.03K - $2.48K
|
10
$2.97K
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
10+ 2.0% |
$2.03K - $2.48K
|
511
$152K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9+ 0.31% |
$1.83K - $2.24K
|
2.89K
$857K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.46% |
$1.62K - $1.99K
|
1.76K
$523K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.55% |
$1.62K - $1.99K
|
1.45K
$431K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.31% |
$1.62K - $1.99K
|
2.59K
$769K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.55% |
$1.62K - $1.99K
|
1.45K
$431K
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7+ 0.39% |
$1.42K - $1.74K
|
1.8K
$535K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7New |
$1.42K - $1.74K
|
7
$2.08K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
7New |
$1.42K - $1.74K
|
7
$2.08K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6New |
$1.22K - $1.49K
|
6
$1.78K
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.39% |
$812 - $994
|
1.03K
$304K
|
|
|
Nov 07, 2022
Q3 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
3+ 0.16% |
$609 - $745
|
1.85K
$548K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3+ 0.19% |
$609 - $745
|
1.59K
$472K
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.24% |
$609 - $745
|
1.26K
$374K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
3New |
$609 - $745
|
3
$891
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$406 - $497
|
992
$295K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.31% |
$406 - $497
|
641
$190K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
2+ 0.07% |
$406 - $497
|
2.81K
$833K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1+ 0.22% |
$203 - $248
|
464
$138K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.08% |
$203 - $248
|
1.18K
$350K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.53% |
$203 - $248
|
188
$55.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$203 - $248
|
787
$234K
|