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 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 66.67% |
$1.12K - $1.31K
|
10
$2.91K
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
3+ 0.28% |
$840 - $982
|
1.07K
$312K
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.2% |
$840 - $982
|
1.47K
$428K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 2.42% |
$840 - $982
|
127
$36.9K
|
|
Feb 03, 2022
Q4 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
3+ 0.16% |
$840 - $982
|
1.84K
$534K
|
|
Feb 08, 2022
Q4 2021
|
Shaker Investments LLC
|
BUY
|
- |
2+ 0.27% |
$560 - $655
|
741
$215K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.23% |
$560 - $655
|
861
$250K
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2+ 0.16% |
$560 - $655
|
1.23K
$357K
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$560 - $655
|
5.47K
$1.59M
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2+ 0.26% |
$560 - $655
|
783
$228K
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.09% |
$280 - $327
|
1.06K
$308K
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$280 - $327
|
5.34K
$1.55M
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.06% |
$280 - $327
|
1.68K
$489K
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1+ 1.59% |
$280 - $327
|
64
$18.6K
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.18% |
$280 - $327
|
562
$163K
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$280 - $327
|
1.86K
$540K
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$280 - $327
|
501
$146K
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
1+ 1.49% |
$280 - $327
|
68
$19.8K
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1+ 0.07% |
$280 - $327
|
1.39K
$404K
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.12% |
$280 - $327
|
855
$248K
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
1+ 0.13% |
$280 - $327
|
783
$228K
|
|
Feb 07, 2022
Q4 2021
|
Hodges Capital Management Inc.
|
BUY
|
- |
1+ 0.09% |
$280 - $327
|
1.06K
$308K
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$280 - $327
|
1.7K
$493K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$280 - $327
|
9.03K
$2.62M
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$280 - $327
|
6.45K
$1.87M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$280 - $327
|
3.19K
$927K
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$280 - $327
|
826
$240K
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.3% |
$280 - $327
|
336
$97.6K
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1- 0.12% |
$280 - $327
|
831
$241K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-1- 0.07% |
$280 - $327
|
1.34K
$391K
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$280 - $327
|
9.69K
$2.81M
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3- 0.12% |
$840 - $982
|
2.58K
$749K
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3- 0.26% |
$840 - $982
|
1.14K
$331K
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-4- 0.23% |
$1.12K - $1.31K
|
1.72K
$501K
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4- 3.25% |
$1.12K - $1.31K
|
119
$34.6K
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5- 0.11% |
$1.4K - $1.64K
|
4.43K
$1.29M
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5- 0.11% |
$1.4K - $1.64K
|
4.36K
$1.27M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5- 0.99% |
$1.4K - $1.64K
|
502
$146K
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5Closed |
$1.4K - $1.64K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5- 0.69% |
$1.4K - $1.64K
|
719
$209K
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-6- 0.35% |
$1.68K - $1.96K
|
1.72K
$501K
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7- 0.09% |
$1.96K - $2.29K
|
7.63K
$2.22M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7- 36.84% |
$1.96K - $2.29K
|
12
$3.49K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-7Closed |
$1.96K - $2.29K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-8- 3.02% |
$2.24K - $2.62K
|
257
$74.7K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 38.1% |
$2.24K - $2.62K
|
13
$3.78K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-9- 0.75% |
$2.52K - $2.95K
|
1.19K
$347K
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-9- 0.09% |
$2.52K - $2.95K
|
10.5K
$3.05M
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10- 0.18% |
$2.8K - $3.27K
|
5.5K
$1.6M
|