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 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.45KNew |
$405K - $473K
|
1.45K
$429K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.41K+ 193.69% |
$395K - $462K
|
2.14K
$636K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
1.39KNew |
$388K - $453K
|
1.39K
$411K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.38K+ 10.32% |
$385K - $450K
|
14.7K
$4.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.36K+ 2.48% |
$381K - $445K
|
56.1K
$16.6M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.35K+ 9.59% |
$378K - $442K
|
15.4K
$4.58M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.35K+ 1350.0% |
$378K - $442K
|
1.45K
$431K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.33KNew |
$373K - $436K
|
1.33K
$395K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.29KNew |
$362K - $423K
|
1.29K
$383K
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.29K+ 303.07% |
$360K - $421K
|
1.71K
$507K
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.27K+ 295.35% |
$356K - $416K
|
1.7K
$505K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.25KNew |
$351K - $410K
|
1.25K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.25K+ 84.4% |
$350K - $409K
|
2.73K
$811K
|
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
BUY
|
- |
1.23KNew |
$343K - $401K
|
1.23K
$364K
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.19KNew |
$332K - $389K
|
1.19K
$352K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
1.17K+ 80.9% |
$328K - $384K
|
2.62K
$779K
|
|
|
Aug 02, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
1.17KNew |
$328K - $383K
|
1.17K
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.16KNew |
$323K - $378K
|
1.16K
$343K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.15K+ 14.13% |
$322K - $376K
|
9.29K
$2.76M
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.15K+ 7.24% |
$321K - $375K
|
17K
$5.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.14K+ 4.93% |
$319K - $373K
|
24.2K
$7.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.12K+ 4.41% |
$314K - $367K
|
26.5K
$7.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.12KNew |
$313K - $366K
|
1.12K
$332K
|
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.12KNew |
$313K - $366K
|
1.12K
$332K
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.12K+ 9.65% |
$312K - $365K
|
12.7K
$3.76M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$311K - $364K
|
1.11K
$330K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 2.78% |
$311K - $363K
|
41K
$12.2M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.1KNew |
$308K - $360K
|
1.1K
$327K
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.07KNew |
$299K - $349K
|
1.07K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.06K+ 1.88% |
$296K - $346K
|
57.3K
$17M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.05KNew |
$293K - $343K
|
1.05K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
1.05KNew |
$293K - $342K
|
1.05K
$311K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
1.04K+ 4.58% |
$292K - $341K
|
23.8K
$7.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.04K+ 40.17% |
$291K - $340K
|
3.63K
$1.08M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.02K+ 1.66% |
$286K - $334K
|
62.3K
$18.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
998New |
$279K - $327K
|
998
$296K
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
993New |
$278K - $325K
|
993
$295K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
966New |
$270K - $316K
|
966
$287K
|
|
|
Jun 08, 2022
Q4 2021
|
Presidio Capital Management, LLC
|
BUY
|
- |
966New |
$270K - $316K
|
966
$287K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
963+ 1.38% |
$270K - $315K
|
70.9K
$21.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
945+ 2.23% |
$265K - $309K
|
43.3K
$12.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
930New |
$260K - $304K
|
930
$276K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
911+ 92.96% |
$255K - $298K
|
1.89K
$561K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
891+ 115.56% |
$249K - $292K
|
1.66K
$493K
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
875New |
$245K - $286K
|
875
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
862New |
$241K - $282K
|
862
$256K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
828New |
$232K - $271K
|
828
$246K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
823New |
$230K - $269K
|
823
$244K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
807New |
$226K - $264K
|
807
$240K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
805New |
$225K - $264K
|
805
$239K
|