Purchases and Sales Made in Q1 2024 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
841K+ 33.55% |
$201M - $228M
|
3.35M
$986M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
210K+ 338.44% |
$50.3M - $56.9M
|
272K
$80.2M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
106KNew |
$25.4M - $28.7M
|
106K
$31.2M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
86.1K+ 25.3% |
$20.6M - $23.3M
|
426K
$126M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
83.3K+ 11.66% |
$20M - $22.6M
|
798K
$235M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
79.4K+ 34.22% |
$19M - $21.5M
|
311K
$91.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.7K+ 19.76% |
$17.2M - $19.4M
|
435K
$128M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
69.8KNew |
$16.7M - $18.9M
|
69.8K
$20.6M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
54.2K+ 4.04% |
$13M - $14.7M
|
1.4M
$412M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
51.9K+ 64892.5% |
$12.4M - $14.1M
|
52K
$15.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
BUY
|
- |
48.7KNew |
$11.7M - $13.2M
|
48.7K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
41.9KNew |
$10M - $11.3M
|
41.9K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
37.1K+ 69.5% |
$8.9M - $10.1M
|
90.6K
$26.7M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
32.2K+ 1540.09% |
$7.72M - $8.73M
|
34.3K
$10.1M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
23.7K+ 15.3% |
$5.67M - $6.41M
|
178K
$52.6M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
20.1KNew |
$4.81M - $5.43M
|
20.1K
$5.91M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.8K+ 256.45% |
$4.75M - $5.37M
|
27.6K
$8.12M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
17.8KNew |
$4.27M - $4.83M
|
17.8K
$5.26M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
17.8K+ 2.16% |
$4.26M - $4.81M
|
840K
$248M
|
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
17.5KNew |
$4.19M - $4.74M
|
17.5K
$5.16M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
17.2K+ 1267.43% |
$4.13M - $4.67M
|
18.6K
$5.48M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
15.6KNew |
$3.73M - $4.22M
|
15.6K
$4.59M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.2K+ 86.79% |
$3.64M - $4.12M
|
32.7K
$9.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.8K+ 9.22% |
$3.53M - $4M
|
175K
$51.5M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14.7K+ 19.79% |
$3.51M - $3.97M
|
88.8K
$26.2M
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
14.3K+ 162.29% |
$3.42M - $3.87M
|
23.1K
$6.81M
|
|
|
May 15, 2024
Q1 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
13.5KNew |
$3.22M - $3.64M
|
13.5K
$3.96M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13K+ 14.61% |
$3.1M - $3.51M
|
102K
$29.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
12.6K+ 10.69% |
$3.02M - $3.41M
|
130K
$38.4M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$2.94M - $3.32M
|
12.3K
$3.61M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.8K+ 2.62% |
$2.84M - $3.21M
|
465K
$137M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.4KNew |
$2.74M - $3.1M
|
11.4K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.2K+ 49.09% |
$2.67M - $3.02M
|
33.9K
$9.98M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 6.29% |
$2.54M - $2.87M
|
179K
$52.8M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.83K+ 17.85% |
$2.35M - $2.66M
|
64.9K
$19.1M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
9.82KNew |
$2.35M - $2.66M
|
9.82K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.53K+ 2.18% |
$2.28M - $2.58M
|
447K
$132M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.21K+ 418.2% |
$2.21M - $2.49M
|
11.4K
$3.36M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.91K+ 54.12% |
$2.13M - $2.41M
|
25.4K
$7.48M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.37K+ 173.86% |
$2M - $2.27M
|
13.2K
$3.88M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.97K+ 371.38% |
$1.67M - $1.89M
|
8.84K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.55K+ 12.51% |
$1.57M - $1.77M
|
58.9K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.43K+ 0.19% |
$1.54M - $1.74M
|
3.35M
$986M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.43K+ 0.19% |
$1.54M - $1.74M
|
3.35M
$986M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6K+ 4.14% |
$1.44M - $1.63M
|
151K
$44.5M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.92K+ 1.28% |
$1.42M - $1.6M
|
469K
$138M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
5.71KNew |
$1.37M - $1.55M
|
5.71K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.48K+ 2.8% |
$1.31M - $1.48M
|
201K
$59.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.47K+ 27.32% |
$1.31M - $1.48M
|
25.5K
$7.51M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.32K+ 1.18% |
$1.27M - $1.44M
|
457K
$135M
|