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 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.07% |
$203 - $248
|
1.35K
$398K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 3.85% |
$203 - $248
|
25
$7.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-1- 0.03% |
$203 - $248
|
3.4K
$1.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-2- 0.02% |
$406 - $497
|
13.1K
$3.88M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.2% |
$609 - $745
|
1.46K
$433K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3- 0.27% |
$609 - $745
|
1.11K
$327K
|
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
SELL
|
- |
-3- 0.09% |
$609 - $745
|
3.52K
$1.04M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-4- 0.18% |
$812 - $994
|
2.27K
$673K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-5- 2.12% |
$1.01K - $1.24K
|
231
$68.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5- 0.47% |
$1.01K - $1.24K
|
1.06K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-5- 0.27% |
$1.01K - $1.24K
|
1.82K
$538K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 22.73% |
$1.01K - $1.24K
|
17
$5.03K
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
SELL
|
- |
-5- 0.07% |
$1.01K - $1.24K
|
7.63K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-6- 18.18% |
$1.22K - $1.49K
|
27
$7.99K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-6- 0.35% |
$1.22K - $1.49K
|
1.7K
$503K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-8- 36.36% |
$1.62K - $1.99K
|
14
$4.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-8- 0.34% |
$1.62K - $1.99K
|
2.37K
$702K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 14.63% |
$2.44K - $2.98K
|
70
$20.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13- 0.25% |
$2.64K - $3.23K
|
5.19K
$1.54M
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-13- 1.21% |
$2.64K - $3.23K
|
1.07K
$315K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-14- 1.22% |
$2.84K - $3.48K
|
1.13K
$334K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-14- 20.29% |
$2.84K - $3.48K
|
55
$16.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-16- 1.89% |
$3.25K - $3.97K
|
831
$246K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-16- 11.35% |
$3.25K - $3.97K
|
125
$37K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-17- 0.15% |
$3.45K - $4.22K
|
11.1K
$3.28M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-19- 1.18% |
$3.86K - $4.72K
|
1.59K
$470K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-20- 10.81% |
$4.06K - $4.97K
|
165
$48.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-21- 1.36% |
$4.26K - $5.22K
|
1.53K
$452K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-22- 1.89% |
$4.46K - $5.47K
|
1.14K
$337K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.78% |
$4.67K - $5.71K
|
2.93K
$868K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-24- 1.37% |
$4.87K - $5.96K
|
1.73K
$512K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-25- 31.65% |
$5.07K - $6.21K
|
54
$16K
|
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-27- 1.37% |
$5.48K - $6.71K
|
1.95K
$576K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-28- 1.87% |
$5.68K - $6.96K
|
1.47K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-28- 0.65% |
$5.68K - $6.96K
|
4.26K
$1.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-30- 2.84% |
$6.09K - $7.45K
|
1.03K
$303K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-30- 3.48% |
$6.09K - $7.45K
|
832
$246K
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-31- 2.76% |
$6.29K - $7.7K
|
1.09K
$324K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-36- 11.43% |
$7.31K - $8.94K
|
279
$82.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-38- 1.78% |
$7.71K - $9.44K
|
2.1K
$621K
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-43- 2.07% |
$8.73K - $10.7K
|
2.03K
$601K
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-45- 3.46% |
$9.13K - $11.2K
|
1.26K
$372K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-45- 95.74% |
$9.13K - $11.2K
|
2
$592
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-48- 6.24% |
$9.74K - $11.9K
|
721
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-50- 1.4% |
$10.1K - $12.4K
|
3.53K
$1.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-50- 1.24% |
$10.1K - $12.4K
|
3.98K
$1.18M
|
|
|
Nov 02, 2022
Q3 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 1.0% |
$10.1K - $12.4K
|
4.94K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-50- 3.91% |
$10.1K - $12.4K
|
1.23K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-51- 0.79% |
$10.3K - $12.7K
|
6.45K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-52- 8.97% |
$10.6K - $12.9K
|
528
$156K
|