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 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
462New |
$95.1K - $107K
|
462
$137K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
453+ 21.17% |
$93.2K - $105K
|
2.59K
$770K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
452+ 1.59% |
$93K - $104K
|
28.9K
$8.59M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
447New |
$92K - $103K
|
447
$133K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
442+ 194.71% |
$91K - $102K
|
669
$199K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
439+ 32.16% |
$90.4K - $101K
|
1.8K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
431+ 7.91% |
$88.7K - $99.6K
|
5.88K
$1.75M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
427New |
$87.9K - $98.6K
|
427
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
418+ 0.72% |
$86K - $96.6K
|
58.7K
$17.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
392+ 22.86% |
$80.7K - $90.6K
|
2.11K
$626K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
389+ 7.71% |
$80.1K - $89.9K
|
5.44K
$1.61M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
356New |
$73.3K - $82.2K
|
356
$106K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
332+ 3.9% |
$68.3K - $76.7K
|
8.85K
$2.63M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
322New |
$66.3K - $74.4K
|
322
$95.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
320+ 137.34% |
$65.9K - $73.9K
|
553
$164K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
308New |
$63.4K - $71.2K
|
308
$91.4K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
300New |
$61.8K - $69.3K
|
300
$89.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
289+ 11.26% |
$59.5K - $66.8K
|
2.86K
$848K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
287New |
$59.1K - $66.3K
|
287
$85.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
286+ 7.14% |
$58.9K - $66.1K
|
4.29K
$1.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
269+ 15.63% |
$55.4K - $62.1K
|
1.99K
$591K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
265New |
$54.5K - $61.2K
|
265
$78.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
264+ 3.34% |
$54.3K - $61K
|
8.18K
$2.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
239+ 18.58% |
$49.2K - $55.2K
|
1.53K
$453K
|
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
235+ 56.09% |
$48.4K - $54.3K
|
654
$194K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
233+ 12.92% |
$48K - $53.8K
|
2.04K
$605K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
212+ 1.22% |
$43.6K - $49K
|
17.6K
$5.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
206+ 0.64% |
$42.4K - $47.6K
|
32.5K
$9.65M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
205New |
$42.2K - $47.4K
|
205
$60.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
204New |
$42K - $47.1K
|
204
$60.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
203+ 13.19% |
$41.8K - $46.9K
|
1.74K
$517K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
202+ 3.91% |
$41.6K - $46.7K
|
5.37K
$1.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
195+ 2.49% |
$40.1K - $45.1K
|
8.01K
$2.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
195+ 9.52% |
$40.1K - $45.1K
|
2.24K
$666K
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
192+ 2.91% |
$39.5K - $44.4K
|
6.79K
$2.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
181+ 1.02% |
$37.3K - $41.8K
|
18K
$5.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
180New |
$37.1K - $41.6K
|
180
$53.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
177+ 9.74% |
$36.4K - $40.9K
|
2K
$592K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
175New |
$36K - $40.4K
|
175
$52K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
174+ 14.99% |
$35.8K - $40.2K
|
1.34K
$396K
|
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
170+ 0.42% |
$35K - $39.3K
|
40.8K
$12.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
170New |
$35K - $39.3K
|
170
$50.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
159New |
$32.7K - $36.7K
|
159
$47.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
157+ 11.62% |
$32.3K - $36.3K
|
1.51K
$448K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
156New |
$32.1K - $36K
|
156
$46.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
156+ 3.91% |
$32.1K - $36K
|
4.15K
$1.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
150+ 8.89% |
$30.9K - $34.7K
|
1.84K
$545K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
149+ 0.31% |
$30.7K - $34.4K
|
47.8K
$14.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
148+ 2.72% |
$30.5K - $34.2K
|
5.58K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
135+ 0.69% |
$27.8K - $31.2K
|
19.8K
$5.87M
|