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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-654- 7.43% |
$157K - $177K
|
8.15K
$2.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-659- 6.66% |
$158K - $178K
|
9.23K
$2.72M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-659- 6.66% |
$158K - $178K
|
9.23K
$2.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-680- 35.75% |
$163K - $184K
|
1.22K
$360K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-681- 2.88% |
$163K - $184K
|
22.9K
$6.76M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-684- 19.52% |
$164K - $185K
|
2.82K
$831K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-702- 19.59% |
$168K - $190K
|
2.88K
$849K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-725- 2.19% |
$174K - $196K
|
32.4K
$9.53M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-749- 0.48% |
$179K - $203K
|
156K
$45.8M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-758- 0.81% |
$182K - $205K
|
92.6K
$27.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-793- 15.31% |
$190K - $215K
|
4.39K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-807- 5.68% |
$193K - $219K
|
13.4K
$3.95M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-811- 29.48% |
$194K - $220K
|
1.94K
$572K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-845- 15.92% |
$202K - $229K
|
4.46K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-856- 4.77% |
$205K - $232K
|
17.1K
$5.04M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-880- 3.14% |
$211K - $238K
|
27.2K
$8.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-881- 3.31% |
$211K - $239K
|
25.7K
$7.58M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-891- 9.74% |
$213K - $241K
|
8.25K
$2.43M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-896- 9.6% |
$215K - $243K
|
8.44K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-900- 7.32% |
$216K - $244K
|
11.4K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-901- 61.92% |
$216K - $244K
|
554
$163K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-905- 11.21% |
$217K - $245K
|
7.17K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-905- 3.89% |
$217K - $245K
|
22.4K
$6.59M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-954- 45.06% |
$228K - $258K
|
1.16K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-993- 3.89% |
$238K - $269K
|
24.6K
$7.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-993- 32.51% |
$238K - $269K
|
2.06K
$607K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.04K- 0.37% |
$249K - $282K
|
280K
$82.4M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.07K- 3.96% |
$257K - $290K
|
26K
$7.67M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.1K- 58.83% |
$262K - $297K
|
767
$226K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-1.2K- 1.11% |
$287K - $324K
|
106K
$31.3M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.3K- 41.82% |
$310K - $351K
|
1.8K
$531K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.35K- 8.54% |
$324K - $366K
|
14.5K
$4.27M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.41K- 79.59% |
$338K - $382K
|
362
$107K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.42K- 1.06% |
$341K - $386K
|
133K
$39.1M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.44K- 8.28% |
$344K - $389K
|
15.9K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.44K- 2.28% |
$345K - $390K
|
61.7K
$18.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.49K- 2.64% |
$356K - $402K
|
54.8K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.59K- 98.45% |
$380K - $429K
|
25
$7.37K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.63K- 78.1% |
$390K - $441K
|
457
$135K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.71K- 38.21% |
$410K - $463K
|
2.77K
$815K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.79K- 14.03% |
$428K - $483K
|
10.9K
$3.22M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.87K- 11.8% |
$448K - $506K
|
14K
$4.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.89K- 18.06% |
$452K - $511K
|
8.56K
$2.52M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.93K- 24.8% |
$462K - $522K
|
5.85K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-2.17K- 23.52% |
$519K - $586K
|
7.04K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.22K- 16.86% |
$530K - $600K
|
10.9K
$3.22M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.25K- 47.79% |
$539K - $609K
|
2.46K
$724K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.3K- 6.47% |
$550K - $621K
|
33.2K
$9.77M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.3K- 2.73% |
$550K - $622K
|
81.8K
$24.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.31K- 12.63% |
$552K - $624K
|
15.9K
$4.7M
|