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 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.31% |
$206 - $231
|
323
$95.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.04% |
$206 - $231
|
2.37K
$704K
|
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$206 - $231
|
4.91K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$206 - $231
|
4.71K
$1.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.58% |
$206 - $231
|
172
$51.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$206 - $231
|
1
$297
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-1- 0.61% |
$206 - $231
|
162
$48.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1- 0.06% |
$206 - $231
|
1.64K
$488K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1- 0.05% |
$206 - $231
|
1.97K
$586K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-4- 57.14% |
$823 - $924
|
3
$891
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4- 0.24% |
$823 - $924
|
1.7K
$503K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-5- 0.1% |
$1.03K - $1.16K
|
5.14K
$1.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 1.32% |
$1.03K - $1.16K
|
373
$111K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7- 0.39% |
$1.44K - $1.62K
|
1.8K
$533K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-7- 1.28% |
$1.44K - $1.62K
|
540
$160K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-7- 0.84% |
$1.44K - $1.62K
|
824
$245K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-7- 0.93% |
$1.44K - $1.62K
|
746
$221K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-8- 3.98% |
$1.65K - $1.85K
|
193
$57.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-8- 0.63% |
$1.65K - $1.85K
|
1.26K
$374K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8- 0.54% |
$1.65K - $1.85K
|
1.48K
$439K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-8- 0.68% |
$1.65K - $1.85K
|
1.17K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-11- 0.53% |
$2.26K - $2.54K
|
2.07K
$616K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-11- 0.66% |
$2.26K - $2.54K
|
1.65K
$489K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-11- 11.0% |
$2.26K - $2.54K
|
89
$26.4K
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-11- 0.23% |
$2.26K - $2.54K
|
4.86K
$1.44M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 78.57% |
$2.26K - $2.54K
|
3
$891
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-12- 1.08% |
$2.47K - $2.77K
|
1.09K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-14- 1.37% |
$2.88K - $3.23K
|
1.01K
$300K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-17- 2.06% |
$3.5K - $3.93K
|
809
$240K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-17- 20.99% |
$3.5K - $3.93K
|
64
$19K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-17- 0.25% |
$3.5K - $3.93K
|
6.68K
$1.98M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-19- 4.8% |
$3.91K - $4.39K
|
377
$112K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-20- 17.7% |
$4.12K - $4.62K
|
93
$27.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-20- 1.38% |
$4.12K - $4.62K
|
1.43K
$425K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-22- 0.4% |
$4.53K - $5.08K
|
5.54K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-24- 3.93% |
$4.94K - $5.54K
|
586
$174K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-25- 4.17% |
$5.15K - $5.78K
|
575
$171K
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-25- 13.51% |
$5.15K - $5.78K
|
160
$47.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-26- 0.57% |
$5.35K - $6.01K
|
4.56K
$1.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-28- 0.26% |
$5.76K - $6.47K
|
10.9K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-31- 1.71% |
$6.38K - $7.16K
|
1.78K
$528K
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-31- 2.04% |
$6.38K - $7.16K
|
1.49K
$443K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-32- 0.21% |
$6.59K - $7.39K
|
15.2K
$4.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-33- 0.43% |
$6.79K - $7.62K
|
7.6K
$2.26M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33- 2.11% |
$6.79K - $7.62K
|
1.53K
$455K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-34- 2.71% |
$7K - $7.86K
|
1.22K
$362K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-34- 24.46% |
$7K - $7.86K
|
105
$31.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-36- 1.36% |
$7.41K - $8.32K
|
2.61K
$776K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-37- 0.03% |
$7.62K - $8.55K
|
135K
$40.1M
|