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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-82- 7.6% |
$19.6K - $22.2K
|
997
$294K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-82- 13.69% |
$19.6K - $22.2K
|
517
$152K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-90- 7.67% |
$21.6K - $24.4K
|
1.08K
$319K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-94- 3.67% |
$22.5K - $25.5K
|
2.47K
$727K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-95- 13.69% |
$22.8K - $25.7K
|
599
$177K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-95- 10.03% |
$22.8K - $25.7K
|
852
$251K
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-96- 2.58% |
$23K - $26K
|
3.63K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-100- 2.92% |
$24K - $27.1K
|
3.33K
$980K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-100- 10.42% |
$24K - $27.1K
|
860
$253K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 19.84% |
$24K - $27.1K
|
404
$119K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-101- 6.74% |
$24.2K - $27.4K
|
1.4K
$412K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-101- 0.58% |
$24.2K - $27.4K
|
17.4K
$5.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-104- 11.19% |
$24.9K - $28.2K
|
825
$243K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-106- 0.35% |
$25.4K - $28.7K
|
30.3K
$8.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-108- 3.71% |
$25.9K - $29.2K
|
2.8K
$825K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-110- 8.49% |
$26.3K - $29.8K
|
1.19K
$349K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-110- 2.11% |
$26.3K - $29.8K
|
5.1K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-114- 3.83% |
$27.3K - $30.9K
|
2.86K
$844K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-127- 13.82% |
$30.4K - $34.4K
|
792
$233K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-127- 2.96% |
$30.4K - $34.4K
|
4.17K
$1.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-128- 0.78% |
$30.7K - $34.7K
|
16.4K
$4.82M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-130- 3.97% |
$31.1K - $35.2K
|
3.14K
$926K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-130- 8.24% |
$31.1K - $35.2K
|
1.45K
$427K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-133- 0.88% |
$31.9K - $36K
|
15K
$4.43M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-137- 7.97% |
$32.8K - $37.1K
|
1.58K
$466K
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-144- 19.41% |
$34.5K - $39K
|
598
$176K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-145- 12.21% |
$34.7K - $39.3K
|
1.04K
$307K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-145- 2.23% |
$34.7K - $39.3K
|
6.35K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-148- 0.49% |
$35.4K - $40.1K
|
30.3K
$8.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-150- 8.03% |
$35.9K - $40.6K
|
1.72K
$506K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-151- 7.12% |
$36.2K - $40.9K
|
1.97K
$580K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-153- 11.03% |
$36.6K - $41.4K
|
1.23K
$364K
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-153- 0.22% |
$36.6K - $41.4K
|
70.3K
$20.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-155- 16.38% |
$37.1K - $42K
|
791
$233K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-160- 1.44% |
$38.3K - $43.3K
|
10.9K
$3.22M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-162- 2.8% |
$38.8K - $43.9K
|
5.63K
$1.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-168- 48.0% |
$40.2K - $45.5K
|
182
$53.6K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-168- 14.24% |
$40.2K - $45.5K
|
1.01K
$298K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-173- 3.01% |
$41.4K - $46.8K
|
5.57K
$1.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-179- 16.13% |
$42.9K - $48.5K
|
931
$274K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-179- 10.59% |
$42.9K - $48.5K
|
1.51K
$445K
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-180- 10.02% |
$43.1K - $48.7K
|
1.62K
$476K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-183- 2.54% |
$43.8K - $49.6K
|
7.03K
$2.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-207- 3.88% |
$49.6K - $56.1K
|
5.13K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-209- 2.54% |
$50.1K - $56.6K
|
8.01K
$2.36M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-221- 0.07% |
$52.9K - $59.8K
|
333K
$98.1M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-225- 2.17% |
$53.9K - $60.9K
|
10.1K
$2.99M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-244- 3.89% |
$58.4K - $66.1K
|
6.03K
$1.78M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-245- 3.46% |
$58.7K - $66.3K
|
6.84K
$2.02M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-245- 21.16% |
$58.7K - $66.3K
|
913
$269K
|