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 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.32K- 1.26% |
$556K - $629K
|
181K
$53.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.53K- 0.62% |
$605K - $684K
|
403K
$119M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.67K- 63.56% |
$638K - $722K
|
1.53K
$453K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.91K- 1.93% |
$697K - $789K
|
148K
$43.9M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.04K- 47.99% |
$729K - $824K
|
3.3K
$978K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.26K- 19.47% |
$780K - $882K
|
13.5K
$3.99M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.42K- 4.16% |
$820K - $927K
|
78.8K
$23.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-3.5K- 5.1% |
$839K - $948K
|
65.1K
$19.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.78K- 9.46% |
$904K - $1.02M
|
36.2K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.87K- 7.7% |
$926K - $1.05M
|
46.3K
$13.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.12K- 37.93% |
$986K - $1.12M
|
6.74K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.45K- 5.92% |
$1.07M - $1.21M
|
70.8K
$21M
|
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.5K- 41.27% |
$1.08M - $1.22M
|
6.4K
$1.9M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.91K- 9.23% |
$1.18M - $1.33M
|
48.3K
$14.3M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.22K- 6.85% |
$1.25M - $1.41M
|
71K
$21.1M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.56K- 0.82% |
$1.33M - $1.51M
|
674K
$200M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-5.58K- 46.92% |
$1.34M - $1.51M
|
6.32K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.79K- 3.69% |
$1.39M - $1.57M
|
151K
$44.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.82K- 63.63% |
$1.39M - $1.58M
|
3.33K
$987K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.27K- 16.3% |
$1.5M - $1.7M
|
32.2K
$9.54M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.53K- 28.53% |
$1.56M - $1.77M
|
16.4K
$4.85M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.16K- 36.45% |
$1.72M - $1.94M
|
12.5K
$3.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-7.18K- 53.99% |
$1.72M - $1.94M
|
6.11K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-7.42K- 47.68% |
$1.78M - $2.01M
|
8.14K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-7.5K- 50.0% |
$1.8M - $2.03M
|
7.5K
$2.22M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.11K- 11.36% |
$1.94M - $2.19M
|
63.2K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-8.77K- 75.09% |
$2.1M - $2.38M
|
2.91K
$863K
|
|
|
Apr 23, 2024
Q1 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-8.92K- 64.59% |
$2.14M - $2.42M
|
4.89K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-9.02K- 14.87% |
$2.16M - $2.44M
|
51.6K
$15.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-9.21K- 6.91% |
$2.2M - $2.49M
|
124K
$36.8M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.42K- 10.93% |
$2.26M - $2.55M
|
76.8K
$22.8M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-9.55K- 26.77% |
$2.29M - $2.59M
|
26.1K
$7.75M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9.93K- 10.37% |
$2.38M - $2.69M
|
85.8K
$25.4M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-10.1K- 3.13% |
$2.43M - $2.74M
|
314K
$93.1M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.2K- 86.7% |
$2.43M - $2.75M
|
1.56K
$462K
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-10.3K- 33.97% |
$2.46M - $2.78M
|
19.9K
$5.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-11.2K- 1.97% |
$2.68M - $3.03M
|
556K
$165M
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-11.5K- 12.72% |
$2.75M - $3.1M
|
78.7K
$23.3M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-12K- 2.69% |
$2.87M - $3.25M
|
433K
$128M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-12K- 5.61% |
$2.88M - $3.25M
|
202K
$60M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-12.1K- 80.41% |
$2.89M - $3.27M
|
2.94K
$871K
|
|
|
May 13, 2024
Q1 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-12.1K- 24.01% |
$2.9M - $3.28M
|
38.3K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-12.9K- 49.65% |
$3.09M - $3.49M
|
13.1K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.2K- 7.74% |
$3.15M - $3.57M
|
157K
$46.5M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.2K- 99.99% |
$3.87M - $4.37M
|
2
$593
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-16.6K- 98.71% |
$3.97M - $4.49M
|
216
$64.1K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.2K- 25.31% |
$5.56M - $6.28M
|
68.5K
$20.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.7K- 30.06% |
$6.39M - $7.23M
|
62.1K
$18.4M
|
|
|
May 03, 2024
Q1 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-27.5K- 44.26% |
$6.58M - $7.44M
|
34.6K
$10.3M
|
|
|
May 07, 2024
Q1 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-29.3K- 31.22% |
$7.01M - $7.93M
|
64.5K
$19.1M
|