Purchases and Sales Made in Q4 2022 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q4 2022. 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 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-460- 7.92% |
$94.7K - $106K
|
5.35K
$1.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-465- 11.54% |
$95.7K - $107K
|
3.57K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-468- 10.99% |
$96.3K - $108K
|
3.79K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-474- 0.79% |
$97.6K - $110K
|
59.4K
$17.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-480- 7.3% |
$98.8K - $111K
|
6.1K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-491- 7.53% |
$101K - $113K
|
6.03K
$1.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-492- 4.27% |
$101K - $114K
|
11K
$3.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-500- 4.59% |
$103K - $116K
|
10.4K
$3.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-521- 6.65% |
$107K - $120K
|
7.32K
$2.17M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-542- 6.33% |
$112K - $125K
|
8.02K
$2.38M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-542- 6.33% |
$112K - $125K
|
8.02K
$2.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-570- 1.98% |
$117K - $132K
|
28.3K
$8.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-571- 7.04% |
$118K - $132K
|
7.54K
$2.24M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-588- 19.04% |
$121K - $136K
|
2.5K
$743K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-592- 4.52% |
$122K - $137K
|
12.5K
$3.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-626- 81.62% |
$129K - $145K
|
141
$41.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-650- 33.56% |
$134K - $150K
|
1.29K
$382K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-674- 1.7% |
$139K - $156K
|
38.9K
$11.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-723- 3.42% |
$149K - $167K
|
20.4K
$6.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-729- 28.06% |
$150K - $168K
|
1.87K
$555K
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-740- 6.15% |
$152K - $171K
|
11.3K
$3.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-799- 9.65% |
$164K - $185K
|
7.48K
$2.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-825- 44.72% |
$170K - $191K
|
1.02K
$303K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-849- 33.11% |
$175K - $196K
|
1.72K
$509K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-857- 1.6% |
$176K - $198K
|
52.6K
$15.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-861- 4.99% |
$177K - $199K
|
16.4K
$4.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-863- 1.88% |
$178K - $199K
|
45K
$13.4M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-884- 1.03% |
$182K - $204K
|
85.3K
$25.3M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-957- 8.01% |
$197K - $221K
|
11K
$3.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-1K- 23.98% |
$206K - $231K
|
3.18K
$943K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.03K- 6.29% |
$213K - $239K
|
15.4K
$4.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.07K- 13.72% |
$219K - $246K
|
6.7K
$1.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.11K- 52.32% |
$227K - $255K
|
1.01K
$299K
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.17K- 49.98% |
$241K - $270K
|
1.17K
$348K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.2K- 9.24% |
$246K - $276K
|
11.7K
$3.49M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.27K- 10.41% |
$260K - $292K
|
10.9K
$3.23M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.29K- 75.19% |
$265K - $297K
|
424
$126K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.34K- 29.38% |
$275K - $308K
|
3.21K
$953K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.44K- 13.73% |
$296K - $332K
|
9.03K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 3.8% |
$296K - $332K
|
36.4K
$10.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.57K- 17.22% |
$323K - $362K
|
7.54K
$2.24M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.6K- 33.26% |
$328K - $368K
|
3.2K
$950K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.63K- 0.47% |
$335K - $376K
|
344K
$102M
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.68KClosed |
$346K - $388K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.72K- 5.6% |
$355K - $398K
|
29.1K
$8.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.78K- 1.95% |
$367K - $412K
|
89.5K
$26.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.88K- 8.17% |
$387K - $434K
|
21.1K
$6.27M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.92K- 77.78% |
$396K - $444K
|
549
$163K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.96K- 49.17% |
$402K - $452K
|
2.02K
$600K
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.97K- 14.44% |
$404K - $454K
|
11.6K
$3.46M
|