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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-728Closed |
$204K - $238K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-735Closed |
$206K - $241K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-739- 1.36% |
$207K - $242K
|
53.6K
$15.9M
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-744Closed |
$208K - $244K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-747Closed |
$209K - $245K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-750Closed |
$210K - $246K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-753- 13.5% |
$211K - $246K
|
4.83K
$1.43M
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-870- 0.34% |
$244K - $285K
|
256K
$76M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-875Closed |
$245K - $286K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-886Closed |
$248K - $290K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-903Closed |
$253K - $296K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-950Closed |
$266K - $311K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-965- 39.91% |
$270K - $316K
|
1.45K
$431K
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-975- 46.41% |
$273K - $319K
|
1.13K
$334K
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-986Closed |
$276K - $323K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-1.03KClosed |
$288K - $337K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.05K- 8.64% |
$293K - $342K
|
11.1K
$3.28M
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.07KClosed |
$299K - $349K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 6.06% |
$308K - $360K
|
17K
$5.06M
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.14K- 9.78% |
$319K - $373K
|
10.5K
$3.12M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.19K- 12.9% |
$332K - $388K
|
8K
$2.38M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 12.92% |
$335K - $392K
|
8.06K
$2.39M
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.2KClosed |
$337K - $394K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.21K- 8.0% |
$337K - $394K
|
13.9K
$4.12M
|
|
Feb 09, 2022
Q4 2021
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 54.04% |
$360K - $420K
|
1.09K
$324K
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.3K- 5.75% |
$364K - $426K
|
21.3K
$6.32M
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.3K- 25.65% |
$365K - $427K
|
3.78K
$1.12M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.32KClosed |
$370K - $432K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.32K- 2.18% |
$370K - $433K
|
59.4K
$17.6M
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.43KClosed |
$400K - $467K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.45K- 6.83% |
$407K - $476K
|
19.8K
$5.89M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.61K- 49.65% |
$451K - $527K
|
1.63K
$485K
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.73K- 2.35% |
$485K - $567K
|
72K
$21.4M
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.76K- 3.59% |
$492K - $575K
|
47.2K
$14M
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.8KClosed |
$503K - $589K
|
0
$0
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1.84K- 12.01% |
$515K - $602K
|
13.5K
$4M
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.86KClosed |
$520K - $608K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.94K- 9.39% |
$543K - $635K
|
18.7K
$5.56M
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-2.13KClosed |
$597K - $698K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-2.16K- 50.56% |
$603K - $705K
|
2.11K
$626K
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.19K- 18.38% |
$613K - $717K
|
9.72K
$2.89M
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.31K- 4.45% |
$645K - $755K
|
49.5K
$14.7M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.61K- 16.56% |
$730K - $854K
|
13.1K
$3.9M
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-2.63K- 13.52% |
$735K - $860K
|
16.8K
$4.99M
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.7K- 72.41% |
$756K - $884K
|
1.03K
$306K
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.8K- 33.49% |
$783K - $915K
|
5.55K
$1.65M
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.04K- 7.44% |
$851K - $995K
|
37.8K
$11.2M
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-3.29K- 7.73% |
$921K - $1.08M
|
39.3K
$11.7M
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-3.29K- 13.36% |
$922K - $1.08M
|
21.3K
$6.33M
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-3.31K- 59.78% |
$926K - $1.08M
|
2.22K
$660K
|