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 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.1KNew |
$226K - $253K
|
1.1K
$325K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.1K+ 9.59% |
$225K - $253K
|
12.5K
$3.72M
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.08KNew |
$222K - $250K
|
1.08K
$321K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.06K+ 18.31% |
$218K - $245K
|
6.84K
$2.03M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.05KNew |
$217K - $243K
|
1.05K
$312K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.05KNew |
$216K - $243K
|
1.05K
$312K
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.05K+ 15.11% |
$216K - $242K
|
7.99K
$2.37M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.03K+ 12.07% |
$212K - $237K
|
9.54K
$2.83M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.03K+ 4.71% |
$211K - $237K
|
22.8K
$6.76M
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.02KNew |
$210K - $236K
|
1.02K
$303K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.01KNew |
$208K - $233K
|
1.01K
$300K
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
991New |
$204K - $229K
|
991
$294K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
973New |
$200K - $225K
|
973
$289K
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
973+ 4.81% |
$200K - $225K
|
21.2K
$6.3M
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
966New |
$199K - $223K
|
966
$287K
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
962New |
$198K - $222K
|
962
$286K
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
960New |
$198K - $222K
|
960
$285K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
955New |
$197K - $221K
|
955
$284K
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
943New |
$194K - $218K
|
943
$280K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
938New |
$193K - $217K
|
938
$279K
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
926New |
$191K - $214K
|
926
$275K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
920+ 1.84% |
$189K - $213K
|
50.9K
$15.1M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
905+ 2.21% |
$186K - $209K
|
41.9K
$12.4M
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
875New |
$180K - $202K
|
875
$260K
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
839+ 63.18% |
$173K - $194K
|
2.17K
$643K
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
820+ 11.17% |
$169K - $189K
|
8.16K
$2.42M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
816New |
$168K - $189K
|
816
$242K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
788+ 21.53% |
$162K - $182K
|
4.45K
$1.32M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
726+ 10.53% |
$149K - $168K
|
7.62K
$2.26M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
723+ 38.89% |
$149K - $167K
|
2.58K
$767K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
669+ 17.14% |
$138K - $155K
|
4.57K
$1.36M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
658+ 11.1% |
$135K - $152K
|
6.59K
$1.96M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
656+ 8.4% |
$135K - $152K
|
8.46K
$2.51M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
653+ 10.41% |
$134K - $151K
|
6.93K
$2.06M
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
606+ 18.0% |
$125K - $140K
|
3.97K
$1.18M
|
|
Feb 13, 2023
Q4 2022
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
595+ 3.63% |
$122K - $137K
|
17K
$5.04M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
589New |
$121K - $136K
|
589
$175K
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
576+ 124.14% |
$119K - $133K
|
1.04K
$309K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
566New |
$117K - $131K
|
566
$168K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
549New |
$113K - $127K
|
549
$163K
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
544+ 51.18% |
$112K - $126K
|
1.61K
$477K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
535New |
$110K - $124K
|
535
$159K
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
531+ 25.01% |
$109K - $123K
|
2.65K
$788K
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
530+ 18.15% |
$109K - $122K
|
3.45K
$1.02M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
521+ 73.9% |
$107K - $120K
|
1.23K
$364K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
504New |
$104K - $116K
|
504
$150K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
498+ 33.88% |
$103K - $115K
|
1.97K
$584K
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
493+ 6.61% |
$101K - $114K
|
7.96K
$2.36M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
486+ 13.77% |
$100K - $112K
|
4.02K
$1.19M
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
480New |
$98.8K - $111K
|
480
$143K
|