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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-246- 4.06% |
$58.9K - $66.6K
|
5.82K
$1.74M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-249- 5.2% |
$59.6K - $67.4K
|
4.54K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-253- 0.74% |
$60.6K - $68.5K
|
33.7K
$10.1M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-255- 7.74% |
$61.1K - $69.1K
|
3.04K
$911K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-263- 2.72% |
$63K - $71.2K
|
9.4K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-267- 17.15% |
$63.9K - $72.3K
|
1.29K
$387K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-268- 2.96% |
$64.2K - $72.6K
|
8.78K
$2.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-268- 10.32% |
$64.2K - $72.6K
|
2.33K
$698K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-270- 5.45% |
$64.7K - $73.1K
|
4.68K
$1.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-274- 3.0% |
$65.6K - $74.2K
|
8.86K
$2.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-279- 7.51% |
$66.8K - $75.6K
|
3.44K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-287- 66.74% |
$68.7K - $77.7K
|
143
$42.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-300- 2.42% |
$71.9K - $81.2K
|
12.1K
$3.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-309- 17.47% |
$74K - $83.7K
|
1.46K
$438K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-313- 12.31% |
$75K - $84.8K
|
2.23K
$668K
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-315- 1.7% |
$75.4K - $85.3K
|
18.3K
$5.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-325- 37.7% |
$77.8K - $88K
|
537
$161K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-327- 6.79% |
$78.3K - $88.6K
|
4.49K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-328- 72.41% |
$78.6K - $88.8K
|
125
$37.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-338- 0.75% |
$81K - $91.5K
|
44.5K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-346- 20.41% |
$82.9K - $93.7K
|
1.35K
$404K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-348- 18.8% |
$83.3K - $94.2K
|
1.5K
$450K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-392- 33.45% |
$93.9K - $106K
|
780
$234K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-395- 17.1% |
$94.6K - $107K
|
1.92K
$574K
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-397- 12.69% |
$95.1K - $108K
|
2.73K
$819K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-400- 8.21% |
$95.8K - $108K
|
4.48K
$1.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-403- 1.1% |
$96.5K - $109K
|
36.2K
$10.9M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-406- 8.12% |
$97.2K - $110K
|
4.6K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-417- 1.03% |
$99.9K - $113K
|
39.9K
$12M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-420- 6.24% |
$101K - $114K
|
6.32K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-436- 5.1% |
$104K - $118K
|
8.11K
$2.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-447- 0.96% |
$107K - $121K
|
46.2K
$13.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-494- 8.13% |
$118K - $134K
|
5.58K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-499- 5.25% |
$120K - $135K
|
9K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-510- 17.11% |
$122K - $138K
|
2.47K
$740K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-514- 9.17% |
$123K - $139K
|
5.09K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-526- 11.06% |
$126K - $142K
|
4.23K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-526- 45.0% |
$126K - $142K
|
643
$193K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-543- 12.41% |
$130K - $147K
|
3.83K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-543- 1.43% |
$130K - $147K
|
37.4K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-548- 13.02% |
$131K - $148K
|
3.66K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-600- 2.07% |
$144K - $162K
|
28.4K
$8.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-600- 2.92% |
$144K - $162K
|
19.9K
$5.98M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-607- 41.52% |
$145K - $164K
|
855
$256K
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-615- 39.75% |
$147K - $167K
|
932
$279K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-630- 1.93% |
$151K - $171K
|
32K
$9.59M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-634- 3.28% |
$152K - $172K
|
18.7K
$5.6M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-635- 2.57% |
$152K - $172K
|
24.1K
$7.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-642- 8.45% |
$154K - $174K
|
6.96K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-646- 82.93% |
$155K - $175K
|
133
$39.9K
|