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 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-198- 12.78% |
$40.2K - $49.2K
|
1.35K
$401K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-198- 8.57% |
$40.2K - $49.2K
|
2.11K
$627K
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-204- 0.94% |
$41.4K - $50.7K
|
21.5K
$6.37M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-215- 6.14% |
$43.6K - $53.4K
|
3.28K
$975K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-215- 2.45% |
$43.6K - $53.4K
|
8.56K
$2.54M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-215- 2.45% |
$43.6K - $53.4K
|
8.56K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-216- 0.21% |
$43.8K - $53.7K
|
103K
$30.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-217- 5.62% |
$44K - $53.9K
|
3.64K
$1.08M
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-219- 10.79% |
$44.4K - $54.4K
|
1.81K
$538K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-224- 22.86% |
$45.5K - $55.6K
|
756
$224K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-226- 6.31% |
$45.9K - $56.1K
|
3.36K
$997K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-239- 13.44% |
$48.5K - $59.4K
|
1.54K
$457K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-246- 52.01% |
$49.9K - $61.1K
|
227
$67.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-247- 5.77% |
$50.1K - $61.4K
|
4.03K
$1.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-248- 6.44% |
$50.3K - $61.6K
|
3.61K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-253- 3.26% |
$51.3K - $62.9K
|
7.52K
$2.23M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-264- 8.43% |
$53.6K - $65.6K
|
2.87K
$851K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-268- 3.97% |
$54.4K - $66.6K
|
6.48K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-292- 5.09% |
$59.3K - $72.5K
|
5.45K
$1.62M
|
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-294- 10.23% |
$59.7K - $73K
|
2.58K
$766K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-301- 18.23% |
$61.1K - $74.8K
|
1.35K
$401K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-315- 5.09% |
$63.9K - $78.3K
|
5.88K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-321- 12.77% |
$65.1K - $79.7K
|
2.19K
$651K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-323- 13.59% |
$65.5K - $80.2K
|
2.05K
$610K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-334- 0.82% |
$67.8K - $83K
|
40.4K
$12M
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-340- 4.2% |
$69K - $84.5K
|
7.76K
$2.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-341- 2.6% |
$69.2K - $84.7K
|
12.8K
$3.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-355- 17.17% |
$72K - $88.2K
|
1.71K
$508K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-366- 0.92% |
$74.3K - $90.9K
|
39.6K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-373- 1.65% |
$75.7K - $92.7K
|
22.2K
$6.59M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-374- 12.72% |
$75.9K - $92.9K
|
2.57K
$762K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-374- 18.8% |
$75.9K - $92.9K
|
1.62K
$480K
|
|
|
Nov 14, 2022
Q3 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-377- 96.42% |
$76.5K - $93.7K
|
14
$4.16K
|
|
|
Nov 01, 2022
Q3 2022
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-402- 22.21% |
$81.6K - $99.9K
|
1.41K
$418K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-416- 20.1% |
$84.4K - $103K
|
1.65K
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-434- 4.27% |
$88.1K - $108K
|
9.72K
$2.89M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-435- 62.59% |
$88.3K - $108K
|
260
$77.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-449- 24.75% |
$91.1K - $112K
|
1.37K
$405K
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-460- 17.31% |
$93.3K - $114K
|
2.2K
$652K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-464- 2.62% |
$94.2K - $115K
|
17.3K
$5.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-470- 3.28% |
$95.4K - $117K
|
13.9K
$4.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-478- 4.35% |
$97K - $119K
|
10.5K
$3.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-480- 3.05% |
$97.4K - $119K
|
15.3K
$4.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-482- 2.31% |
$97.8K - $120K
|
20.4K
$6.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-517- 6.24% |
$105K - $128K
|
7.77K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-532- 3.48% |
$108K - $132K
|
14.8K
$4.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-545- 3.21% |
$111K - $135K
|
16.4K
$4.88M
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-546- 29.21% |
$111K - $136K
|
1.32K
$393K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-565- 4.31% |
$115K - $140K
|
12.5K
$3.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-574- 36.42% |
$116K - $143K
|
1K
$298K
|