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 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
784New |
$188K - $212K
|
784
$233K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
780+ 2.43% |
$187K - $211K
|
32.9K
$9.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
773New |
$185K - $209K
|
773
$229K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
770New |
$184K - $209K
|
770
$228K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
769New |
$184K - $208K
|
769
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
769New |
$184K - $208K
|
769
$228K
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
767New |
$184K - $208K
|
767
$227K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
765New |
$183K - $207K
|
765
$227K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
764New |
$183K - $207K
|
764
$227K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
758New |
$182K - $205K
|
758
$225K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
756New |
$181K - $205K
|
756
$224K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
753New |
$180K - $204K
|
753
$223K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
750New |
$180K - $203K
|
750
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
747+ 4.47% |
$179K - $202K
|
17.5K
$5.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
743New |
$178K - $201K
|
743
$220K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
742+ 63.1% |
$178K - $201K
|
1.92K
$569K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
740+ 12.99% |
$177K - $200K
|
6.44K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
739New |
$177K - $200K
|
739
$219K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
725+ 54.59% |
$174K - $196K
|
2.05K
$609K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
715+ 26.98% |
$171K - $194K
|
3.37K
$998K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
697+ 268.08% |
$167K - $189K
|
957
$284K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
666+ 28.45% |
$160K - $180K
|
3.01K
$892K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
653New |
$156K - $177K
|
653
$194K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
635+ 6.37% |
$152K - $172K
|
10.6K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
625+ 5.66% |
$150K - $169K
|
11.7K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
605+ 9.89% |
$145K - $164K
|
6.72K
$1.99M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
596New |
$143K - $161K
|
596
$177K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
593+ 4.63% |
$142K - $161K
|
13.4K
$3.98M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
576+ 54.7% |
$138K - $156K
|
1.63K
$483K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
576+ 39.02% |
$138K - $156K
|
2.05K
$609K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
566+ 9.34% |
$136K - $153K
|
6.63K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
558+ 8.19% |
$134K - $151K
|
7.37K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
556+ 3.06% |
$133K - $151K
|
18.7K
$5.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
539+ 2.12% |
$129K - $146K
|
25.9K
$7.69M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
535+ 340.76% |
$128K - $145K
|
692
$205K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
534+ 5.05% |
$128K - $145K
|
11.1K
$3.29M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
517+ 1.5% |
$124K - $140K
|
35K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
517+ 14.23% |
$124K - $140K
|
4.15K
$1.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
512+ 2.72% |
$123K - $139K
|
19.3K
$5.73M
|
|
|
May 10, 2024
Q1 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
500+ 9.43% |
$120K - $135K
|
5.8K
$1.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
500+ 48.69% |
$120K - $135K
|
1.53K
$453K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
466+ 8.0% |
$112K - $126K
|
6.29K
$1.87M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
464+ 27.8% |
$111K - $126K
|
2.13K
$633K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
460+ 11.03% |
$110K - $125K
|
4.63K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
442+ 30.05% |
$106K - $120K
|
1.91K
$567K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
433+ 8.71% |
$104K - $117K
|
5.41K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
427New |
$102K - $116K
|
427
$127K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
424+ 0.69% |
$102K - $115K
|
61.5K
$18.2M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
399+ 12.88% |
$95.6K - $108K
|
3.5K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
385+ 31.38% |
$92.2K - $104K
|
1.61K
$478K
|