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 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
31+ 0.95% |
$6.38K - $7.16K
|
3.29K
$792K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
30+ 2.38% |
$6.18K - $6.93K
|
1.29K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
27+ 100.0% |
$5.56K - $6.24K
|
54
$13K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.92% |
$5.56K - $6.24K
|
2.96K
$713K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
26+ 3.8% |
$5.35K - $6.01K
|
711
$171K
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
25+ 2.1% |
$5.15K - $5.78K
|
1.21K
$292K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
24+ 1.61% |
$4.94K - $5.54K
|
1.52K
$366K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
22+ 0.53% |
$4.53K - $5.08K
|
4.19K
$1.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
22+ 1.99% |
$4.53K - $5.08K
|
1.13K
$272K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
22+ 44.0% |
$4.53K - $5.08K
|
72
$17.3K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
21New |
$4.32K - $4.85K
|
21
$5.06K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
20+ 1.94% |
$4.12K - $4.62K
|
1.05K
$253K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19New |
$3.91K - $4.39K
|
19
$4.58K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
18+ 1.42% |
$3.71K - $4.16K
|
1.29K
$310K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
18+ 0.51% |
$3.71K - $4.16K
|
3.55K
$855K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
17+ 0.56% |
$3.5K - $3.93K
|
3.08K
$742K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
17+ 8.02% |
$3.5K - $3.93K
|
229
$55.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
16New |
$3.29K - $3.7K
|
16
$3.85K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
15New |
$3.09K - $3.47K
|
15
$3.61K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
15+ 7.54% |
$3.09K - $3.47K
|
214
$51.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
15+ 0.78% |
$3.09K - $3.47K
|
1.95K
$469K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 1.12% |
$3.09K - $3.47K
|
1.36K
$328K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.72% |
$3.09K - $3.47K
|
2.11K
$509K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
14+ 0.92% |
$2.88K - $3.23K
|
1.54K
$371K
|
|
|
Jan 25, 2023
Q4 2022
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
13+ 1.17% |
$2.68K - $3K
|
1.13K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
12+ 0.51% |
$2.47K - $2.77K
|
2.35K
$566K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10+ 0.75% |
$2.06K - $2.31K
|
1.34K
$323K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8New |
$1.65K - $1.85K
|
8
$1.93K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8+ 0.16% |
$1.65K - $1.85K
|
5.16K
$1.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
7+ 0.38% |
$1.44K - $1.62K
|
1.85K
$446K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7+ 0.24% |
$1.44K - $1.62K
|
2.89K
$697K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
6+ 0.14% |
$1.24K - $1.39K
|
4.24K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6+ 0.44% |
$1.24K - $1.39K
|
1.36K
$327K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
5+ 0.6% |
$1.03K - $1.16K
|
837
$202K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5New |
$1.03K - $1.16K
|
5
$1.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 6.1% |
$1.03K - $1.16K
|
87
$21K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
5+ 0.34% |
$1.03K - $1.16K
|
1.46K
$350K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.3% |
$823 - $924
|
1.34K
$322K
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
4+ 0.33% |
$823 - $924
|
1.23K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4+ 0.29% |
$823 - $924
|
1.41K
$339K
|
|
|
Jan 19, 2023
Q4 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4+ 0.3% |
$823 - $924
|
1.33K
$320K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3+ 0.15% |
$618 - $693
|
1.96K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
3+ 0.21% |
$618 - $693
|
1.41K
$339K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.13% |
$618 - $693
|
2.29K
$551K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.24% |
$618 - $693
|
1.26K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2+ 0.13% |
$412 - $462
|
1.59K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
2+ 0.07% |
$412 - $462
|
2.81K
$676K
|
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$206 - $231
|
4.91K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.04% |
$206 - $231
|
2.37K
$571K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$206 - $231
|
4.71K
$1.13M
|