Purchases and Sales Made in Q1 2024 in Ishares Russell 2000 Gwt ETF (IWO)

IWO Quotes by TradingView

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 19, 2024 Q1 2024
Wealthfront Advisers LLC

BUY
 -
1.39K
+ 25.65%
$332K - $376K
6.8K $2M
Apr 26, 2024 Q1 2024
Crestone Asset Management LLC

BUY
 -
1.39K
+ 2.1%
$332K - $375K
67.3K $19.8M
Apr 15, 2024 Q1 2024
Legato Capital Management LLC

BUY
 -
1.37K
New
$327K - $370K
1.37K $403K
Apr 15, 2024 Q1 2024
Brookstone Capital Management

BUY
 -
1.35K
+ 49.16%
$322K - $364K
4.08K $1.2M
Apr 30, 2024 Q1 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
1.34K
New
$321K - $363K
1.34K $395K
Apr 12, 2024 Q1 2024
Lane & Associates LLC

Moorestown, NJ
BUY
 -
1.34K
+ 49.98%
$320K - $362K
4.01K $1.18M
Apr 15, 2024 Q1 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.32K
+ 327.36%
$315K - $356K
1.72K $506K
May 15, 2024 Q1 2024
Aptus Capital Advisors, LLC

BUY
 -
1.31K
+ 506.56%
$314K - $355K
1.57K $463K
May 10, 2024 Q1 2024
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
1.3K
New
$310K - $351K
1.3K $382K
Apr 25, 2024 Q1 2024
Triumph Capital Management

BUY
 -
1.28K
+ 66.34%
$307K - $347K
3.21K $946K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
1.25K
+ 20.43%
$299K - $338K
7.35K $2.17M
Apr 30, 2024 Q1 2024
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
1.24K
+ 10.54%
$297K - $336K
13K $3.83M
May 10, 2024 Q1 2024
Patten & Patten Inc

BUY
 -
1.21K
New
$289K - $326K
1.21K $355K
Apr 11, 2024 Q1 2024
Selective Wealth Management, Inc.

BUY
 -
1.2K
New
$287K - $325K
1.2K $354K
Apr 15, 2024 Q1 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.18K
+ 23.72%
$281K - $318K
6.13K $1.81M
May 14, 2024 Q1 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.16K
+ 13.52%
$277K - $313K
9.7K $2.86M
May 10, 2024 Q1 2024
Wealth Alliance

Mellville, NY
BUY
 -
1.15K
New
$276K - $312K
1.15K $339K
Apr 11, 2024 Q1 2024
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
1.13K
+ 108.44%
$271K - $306K
2.17K $641K
May 08, 2024 Q1 2024
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
1.13K
New
$270K - $306K
1.13K $333K
May 16, 2024 Q1 2024
Fsa Wealth Management LLC

Needham, MA
BUY
 -
1.1K
+ 3.31%
$263K - $298K
34.3K $10.1M
May 01, 2024 Q1 2024
Crown Wealth Group, LLC

BUY
 -
1.09K
New
$261K - $295K
1.09K $321K
Apr 17, 2024 Q1 2024
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
1.09K
New
$261K - $295K
1.09K $321K
Apr 04, 2024 Q1 2024
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
1.09K
New
$261K - $295K
1.09K $321K
May 14, 2024 Q1 2024
Custom Index Systems, LLC

New York, NY
BUY
 -
1.09K
+ 12.39%
$260K - $294K
9.86K $2.91M
Apr 25, 2024 Q1 2024
Legacy Bridge, LLC

BUY
 -
1.07K
+ 22.05%
$255K - $289K
5.9K $1.74M
May 07, 2024 Q1 2024
First Heartland Consultants, Inc.

BUY
 -
1.05K
New
$252K - $285K
1.05K $311K
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
1.05K
New
$252K - $285K
1.05K $310K
May 07, 2024 Q1 2024
Pointe Capital Management LLC

BUY
 -
1.03K
+ 119.54%
$248K - $280K
1.9K $560K
May 15, 2024 Q1 2024
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
1.01K
+ 72.56%
$242K - $274K
2.4K $708K
May 14, 2024 Q1 2024
Jones Financial Companies Lllp

BUY
 -
956
+ 2.83%
$229K - $259K
34.7K $10.2M
Apr 26, 2024 Q1 2024
Baxter Bros Inc

BUY
 -
943
New
$226K - $255K
943 $278K
Apr 15, 2024 Q1 2024
Capital Investment Advisors, LLC

BUY
 -
939
New
$225K - $254K
939 $277K
Apr 26, 2024 Q1 2024
K.J. Harrison & Partners Inc

BUY
 -
928
New
$222K - $251K
928 $273K
May 06, 2024 Q1 2024
Amg National Trust Bank

BUY
 -
899
+ 1.62%
$215K - $243K
56.6K $16.7M
May 10, 2024 Q1 2024
Spirepoint Private Client, LLC

Vero Beach, FL
BUY
 -
897
New
$215K - $243K
897 $264K
Apr 24, 2024 Q1 2024
Summit Financial, LLC

Parsippany, NJ
BUY
 -
894
+ 15.62%
$214K - $242K
6.62K $1.95M
May 15, 2024 Q1 2024
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
887
New
$212K - $240K
887 $261K
May 29, 2024 Q1 2024
Alexander Labrunerie & Co., Inc.

Columbia, MO
BUY
 -
882
New
$211K - $239K
882 $260K
May 13, 2024 Q1 2024
Wealth Architects, LLC

BUY
 -
866
New
$207K - $235K
866 $255K
Apr 24, 2024 Q1 2024
Presidio Capital Management, LLC

BUY
 -
862
New
$206K - $233K
862 $254K
Apr 18, 2024 Q1 2024
Nvest Financial, LLC

BUY
 -
842
New
$202K - $228K
842 $248K
May 14, 2024 Q1 2024
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
839
+ 51.95%
$201K - $227K
2.45K $723K
Apr 24, 2024 Q1 2024
Ritholtz Wealth Management

BUY
 -
829
New
$199K - $224K
829 $244K
May 10, 2024 Q1 2024
Guidance Point Advisors, LLC

BUY
 -
815
+ 28.42%
$195K - $221K
3.68K $1.09M
May 08, 2024 Q1 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
813
+ 141.39%
$195K - $220K
1.39K $409K
Apr 30, 2024 Q1 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
811
New
$194K - $220K
811 $239K
Apr 17, 2024 Q1 2024
Clarius Group, LLC

Seattle, WA
BUY
 -
800
New
$192K - $217K
800 $236K
Apr 15, 2024 Q1 2024
Davis Investment Partners, LLC

Charlotte, NC
BUY
 -
800
New
$192K - $217K
800 $236K
May 03, 2024 Q1 2024
Great Valley Advisor Group, Inc.

BUY
 -
790
+ 5.31%
$189K - $214K
15.7K $4.62M

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