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 |
---|---|---|---|---|---|---|---|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.15K- 68.33% |
$442K - $496K
|
994
$295K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.23KClosed |
$460K - $516K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-2.47K- 41.93% |
$508K - $570K
|
3.42K
$1.01M
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-2.62K- 24.98% |
$538K - $604K
|
7.86K
$2.33M
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.69K- 5.09% |
$554K - $621K
|
50.1K
$14.9M
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.87K- 4.06% |
$591K - $663K
|
67.8K
$20.1M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.94K- 21.52% |
$605K - $679K
|
10.7K
$3.18M
|
|
Feb 14, 2023
Q4 2022
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-2.98K- 51.42% |
$613K - $688K
|
2.81K
$835K
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-3.13K- 16.38% |
$643K - $722K
|
16K
$4.74M
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.15K- 16.77% |
$648K - $728K
|
15.6K
$4.64M
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.26K- 20.68% |
$671K - $753K
|
12.5K
$3.71M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.33K- 0.98% |
$686K - $770K
|
336K
$99.8M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.44K- 15.63% |
$709K - $796K
|
18.6K
$5.52M
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-3.6K- 2.19% |
$741K - $832K
|
161K
$47.8M
|
|
Feb 02, 2023
Q4 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-3.64K- 5.29% |
$749K - $841K
|
65.1K
$19.3M
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.81K- 17.77% |
$785K - $881K
|
17.6K
$5.24M
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.88K- 7.17% |
$798K - $895K
|
50.2K
$14.9M
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-3.9K- 82.96% |
$802K - $900K
|
800
$238K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.95K- 41.5% |
$813K - $912K
|
5.57K
$1.65M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.01K- 3.06% |
$826K - $927K
|
127K
$37.8M
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-4.15K- 13.72% |
$854K - $959K
|
26.1K
$7.75M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.2K- 11.78% |
$864K - $970K
|
31.4K
$9.33M
|
|
Feb 14, 2023
Q4 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-4.41K- 30.05% |
$908K - $1.02M
|
10.3K
$3.05M
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.44K- 3.81% |
$915K - $1.03M
|
112K
$33.3M
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.47K- 78.8% |
$1.33M - $1.49M
|
1.74K
$517K
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-8.03K- 4.47% |
$1.65M - $1.85M
|
171K
$50.9M
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-11.4K- 0.73% |
$2.35M - $2.64M
|
1.54M
$458M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-12.1K- 2.41% |
$2.5M - $2.8M
|
490K
$146M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.1K- 99.41% |
$3.11M - $3.49M
|
90
$26.7K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-19.2K- 73.4% |
$3.96M - $4.44M
|
6.97K
$2.07M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21K- 16.51% |
$4.32M - $4.85M
|
106K
$31.5M
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-21.1K- 4.64% |
$4.34M - $4.87M
|
433K
$129M
|
|
Feb 09, 2023
Q4 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-23.5K- 89.44% |
$4.84M - $5.43M
|
2.78K
$825K
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-35.7K- 69.88% |
$7.34M - $8.24M
|
15.4K
$4.57M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-37.3K- 6.42% |
$7.68M - $8.62M
|
544K
$162M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-38.6K- 4.39% |
$7.95M - $8.92M
|
842K
$250M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-42.6K- 65.45% |
$8.76M - $9.84M
|
22.5K
$6.67M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68.9K- 2.28% |
$14.2M - $15.9M
|
2.95M
$876M
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-81.1K- 95.77% |
$16.7M - $18.7M
|
3.59K
$1.06M
|
|
Jan 04, 2023
Q4 2022
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-108K- 79.37% |
$22.1M - $24.8M
|
28K
$8.3M
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-150K- 20.0% |
$30.9M - $34.7M
|
600K
$178M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-200K- 49.94% |
$41.1M - $46.1M
|
200K
$59.4M
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-299K- 42.35% |
$61.5M - $69.1M
|
407K
$121M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-325K- 28.83% |
$66.9M - $75.1M
|
803K
$238M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-325K- 28.83% |
$66.9M - $75.1M
|
803K
$238M
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-461K- 18.23% |
$94.9M - $106M
|
2.07M
$614M
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-85M- 100.0% |
$17.5B - $19.6B
|
1.58K
$470K
|