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
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
33+ 0.71% |
$9.24K - $10.8K
|
4.68K
$1.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
32New |
$8.96K - $10.5K
|
32
$9.47K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
31+ 21.99% |
$8.68K - $10.1K
|
172
$50.9K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
31+ 1.41% |
$8.68K - $10.1K
|
2.23K
$659K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
31New |
$8.68K - $10.1K
|
31
$9.18K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
30New |
$8.4K - $9.82K
|
30
$8.88K
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
30+ 1.98% |
$8.4K - $9.82K
|
1.54K
$457K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28+ 25.45% |
$7.84K - $9.17K
|
138
$40.9K
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
28+ 2.0% |
$7.84K - $9.17K
|
1.43K
$422K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
27+ 4.07% |
$7.56K - $8.84K
|
690
$204K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
26New |
$7.28K - $8.51K
|
26
$7.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
26New |
$7.28K - $8.51K
|
26
$7.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
24+ 21.24% |
$6.72K - $7.86K
|
137
$40.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
24+ 218.18% |
$6.72K - $7.86K
|
35
$10.4K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
23+ 0.85% |
$6.44K - $7.53K
|
2.73K
$809K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
22New |
$6.16K - $7.2K
|
22
$6.51K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
19+ 0.68% |
$5.32K - $6.22K
|
2.82K
$835K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19+ 0.96% |
$5.32K - $6.22K
|
1.99K
$590K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 4.67% |
$5.32K - $6.22K
|
426
$126K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17+ 1.36% |
$4.76K - $5.56K
|
1.26K
$374K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17+ 1.06% |
$4.76K - $5.56K
|
1.61K
$478K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16+ 0.86% |
$4.48K - $5.24K
|
1.88K
$555K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
16+ 0.04% |
$4.48K - $5.24K
|
40.1K
$11.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
15New |
$4.2K - $4.91K
|
15
$4.44K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
14+ 1.33% |
$3.92K - $4.58K
|
1.07K
$315K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
12+ 0.14% |
$3.36K - $3.93K
|
8.64K
$2.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$3.36K - $3.93K
|
12
$3.55K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
11+ 0.14% |
$3.08K - $3.6K
|
7.67K
$2.27M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
11+ 0.36% |
$3.08K - $3.6K
|
3.07K
$908K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
10+ 12.2% |
$2.8K - $3.27K
|
92
$27.2K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
10+ 3.61% |
$2.8K - $3.27K
|
287
$85K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
10New |
$2.8K - $3.27K
|
10
$2.96K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
10+ 2.43% |
$2.8K - $3.27K
|
421
$125K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
10New |
$2.8K - $3.27K
|
10
$2.96K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9New |
$2.52K - $2.95K
|
9
$2.66K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.72% |
$2.52K - $2.95K
|
1.27K
$375K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
9+ 0.21% |
$2.52K - $2.95K
|
4.2K
$1.24M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
8New |
$2.24K - $2.62K
|
8
$2.37K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7New |
$1.96K - $2.29K
|
7
$2.07K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
6+ 6.12% |
$1.68K - $1.96K
|
104
$30.8K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
6+ 0.51% |
$1.68K - $1.96K
|
1.19K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
6+ 0.51% |
$1.68K - $1.96K
|
1.19K
$353K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.09% |
$1.68K - $1.96K
|
6.49K
$1.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6+ 0.1% |
$1.68K - $1.96K
|
6.16K
$1.82M
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
5+ 0.19% |
$1.4K - $1.64K
|
2.59K
$765K
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5+ 0.21% |
$1.4K - $1.64K
|
2.37K
$703K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
5+ 0.64% |
$1.4K - $1.64K
|
783
$232K
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.21% |
$1.4K - $1.64K
|
2.35K
$696K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
5+ 0.2% |
$1.4K - $1.64K
|
2.5K
$740K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
4+ 0.12% |
$1.12K - $1.31K
|
3.35K
$991K
|