Purchases and Sales Made in Q4 2021 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-84Closed |
$23.5K - $27.5K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-85- 5.18% |
$23.8K - $27.8K
|
1.56K
$462K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-85- 2.49% |
$23.8K - $27.8K
|
3.33K
$988K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-87- 0.4% |
$24.4K - $28.5K
|
21.9K
$6.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-87Closed |
$24.4K - $28.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-87- 31.41% |
$24.4K - $28.5K
|
190
$56.4K
|
|
|
Jan 13, 2022
Q4 2021
|
Kennicott Capital Management LLC
|
SELL
|
- |
-88- 1.76% |
$24.6K - $28.8K
|
4.91K
$1.46M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-91- 1.65% |
$25.5K - $29.8K
|
5.44K
$1.61M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-96- 3.18% |
$26.9K - $31.4K
|
2.92K
$868K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
SELL
|
- |
-100- 11.24% |
$28K - $32.7K
|
790
$235K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-100- 14.29% |
$28K - $32.7K
|
600
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-100- 11.93% |
$28K - $32.7K
|
738
$219K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-107Closed |
$30K - $35K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-110- 3.42% |
$30.8K - $36K
|
3.11K
$922K
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-110- 9.78% |
$30.8K - $36K
|
1.02K
$301K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-111- 2.79% |
$31.1K - $36.3K
|
3.87K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-111- 0.51% |
$31.1K - $36.3K
|
21.5K
$6.38M
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-113- 67.66% |
$31.6K - $37K
|
54
$16K
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-115Closed |
$32.2K - $37.6K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-116- 1.49% |
$32.5K - $38K
|
7.69K
$2.28M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-121- 59.61% |
$33.9K - $39.6K
|
82
$24.3K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-125- 7.69% |
$35K - $40.9K
|
1.5K
$445K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-125- 10.97% |
$35K - $40.9K
|
1.01K
$301K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-126- 6.56% |
$35.3K - $41.2K
|
1.8K
$533K
|
|
|
Feb 08, 2022
Q4 2021
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-134- 1.18% |
$37.5K - $43.9K
|
11.2K
$3.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-137- 1.47% |
$38.4K - $44.8K
|
9.21K
$2.73M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-140- 6.3% |
$39.2K - $45.8K
|
2.08K
$618K
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-150- 9.32% |
$42K - $49.1K
|
1.46K
$433K
|
|
|
Feb 14, 2022
Q4 2021
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-154- 2.98% |
$43.1K - $50.4K
|
5.01K
$1.49M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-154- 2.77% |
$43.1K - $50.4K
|
5.4K
$1.6M
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-158- 6.02% |
$44.2K - $51.7K
|
2.47K
$732K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-193- 24.19% |
$54K - $63.2K
|
605
$180K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-201Closed |
$56.3K - $65.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-201- 1.71% |
$56.3K - $65.8K
|
11.6K
$3.44M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-214- 10.6% |
$59.9K - $70.1K
|
1.8K
$536K
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-215- 3.81% |
$60.2K - $70.4K
|
5.43K
$1.61M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-219- 62.39% |
$61.3K - $71.7K
|
132
$39.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-220- 14.71% |
$61.6K - $72K
|
1.28K
$379K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-228- 3.86% |
$63.8K - $74.6K
|
5.67K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-234- 7.8% |
$65.5K - $76.6K
|
2.77K
$822K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-236- 2.18% |
$66.1K - $77.3K
|
10.6K
$3.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-236- 1.37% |
$66.1K - $77.3K
|
16.9K
$5.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-237- 15.58% |
$66.4K - $77.6K
|
1.28K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-251- 13.36% |
$70.3K - $82.2K
|
1.63K
$483K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-251Closed |
$70.3K - $82.2K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-256Closed |
$71.7K - $83.8K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-260- 5.37% |
$72.8K - $85.1K
|
4.59K
$1.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-263- 0.64% |
$73.6K - $86.1K
|
40.6K
$12.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-264- 1.94% |
$73.9K - $86.4K
|
13.4K
$3.97M
|
|
|
Jan 27, 2022
Q4 2021
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-273- 0.45% |
$76.4K - $89.4K
|
61K
$18.1M
|