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 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-52- 1.29% |
$10.6K - $12.9K
|
3.98K
$1.18M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-54- 1.33% |
$11K - $13.4K
|
4K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-55- 1.66% |
$11.2K - $13.7K
|
3.26K
$969K
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-57- 4.84% |
$11.6K - $14.2K
|
1.12K
$333K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-58- 4.38% |
$11.8K - $14.4K
|
1.27K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-59- 9.04% |
$12K - $14.7K
|
594
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-61- 1.17% |
$12.4K - $15.2K
|
5.15K
$1.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-62- 4.43% |
$12.6K - $15.4K
|
1.34K
$397K
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
SELL
|
- |
-63- 1.96% |
$12.8K - $15.7K
|
3.16K
$937K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-64- 1.87% |
$13K - $15.9K
|
3.37K
$999K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-64- 3.88% |
$13K - $15.9K
|
1.59K
$471K
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-64- 4.22% |
$13K - $15.9K
|
1.45K
$431K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-65- 1.51% |
$13.2K - $16.1K
|
4.23K
$1.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-65- 0.67% |
$13.2K - $16.1K
|
9.62K
$2.86M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-68- 2.0% |
$13.8K - $16.9K
|
3.33K
$988K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-68- 2.0% |
$13.8K - $16.9K
|
3.33K
$988K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-68- 3.01% |
$13.8K - $16.9K
|
2.19K
$650K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-74- 59.68% |
$15K - $18.4K
|
50
$14.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-75- 2.11% |
$15.2K - $18.6K
|
3.48K
$1.03M
|
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-75- 4.85% |
$15.2K - $18.6K
|
1.47K
$437K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-79- 1.5% |
$16K - $19.6K
|
5.2K
$1.54M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-81- 6.2% |
$16.4K - $20.1K
|
1.23K
$364K
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
SELL
|
- |
-82- 2.64% |
$16.6K - $20.4K
|
3.02K
$898K
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-89- 5.73% |
$18.1K - $22.1K
|
1.47K
$435K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-94- 22.22% |
$19.1K - $23.4K
|
329
$97.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-96- 3.5% |
$19.5K - $23.8K
|
2.65K
$787K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-96- 6.21% |
$19.5K - $23.8K
|
1.45K
$431K
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-98- 1.32% |
$19.9K - $24.3K
|
7.33K
$2.18M
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-99- 5.14% |
$20.1K - $24.6K
|
1.83K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-110- 0.85% |
$22.3K - $27.3K
|
12.9K
$3.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-110- 3.31% |
$22.3K - $27.3K
|
3.22K
$955K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-112- 0.85% |
$22.7K - $27.8K
|
13K
$3.86M
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-113- 1.07% |
$22.9K - $28.1K
|
10.5K
$3.11M
|
|
|
Nov 01, 2022
Q3 2022
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-115- 7.88% |
$23.3K - $28.6K
|
1.35K
$399K
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-116- 8.9% |
$23.5K - $28.8K
|
1.19K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-134- 2.75% |
$27.2K - $33.3K
|
4.74K
$1.41M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-136- 13.22% |
$27.6K - $33.8K
|
893
$265K
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-150- 10.64% |
$30.4K - $37.3K
|
1.26K
$374K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-152- 86.86% |
$30.8K - $37.8K
|
23
$6.83K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-152- 10.31% |
$30.8K - $37.8K
|
1.32K
$393K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-155- 16.81% |
$31.5K - $38.5K
|
767
$228K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-158- 4.4% |
$32.1K - $39.3K
|
3.43K
$1.02M
|
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-160- 3.02% |
$32.5K - $39.7K
|
5.14K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-169- 5.49% |
$34.3K - $42K
|
2.91K
$864K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-180- 9.23% |
$36.5K - $44.7K
|
1.77K
$526K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-184- 0.66% |
$37.3K - $45.7K
|
27.6K
$8.2M
|
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-184- 9.87% |
$37.3K - $45.7K
|
1.68K
$499K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-190- 2.02% |
$38.6K - $47.2K
|
9.2K
$2.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-193- 2.38% |
$39.2K - $47.9K
|
7.91K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-195- 12.33% |
$39.6K - $48.4K
|
1.39K
$412K
|