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 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
120+ 3.84% |
$28.7K - $32.5K
|
3.25K
$957K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
120+ 2000.0% |
$28.7K - $32.5K
|
126
$37.1K
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
116+ 12.12% |
$27.8K - $31.4K
|
1.07K
$316K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
115+ 4.95% |
$27.5K - $31.1K
|
2.44K
$718K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
106+ 424.0% |
$25.4K - $28.7K
|
131
$38.6K
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
104+ 2.92% |
$24.9K - $28.2K
|
3.66K
$1.08M
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
102+ 8.29% |
$24.4K - $27.6K
|
1.33K
$392K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
100+ 5.01% |
$24K - $27.1K
|
2.1K
$618K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 23.47% |
$24K - $27.1K
|
526
$155K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
95New |
$22.8K - $25.7K
|
95
$28K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
81+ 8.25% |
$19.4K - $21.9K
|
1.06K
$313K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
80New |
$19.2K - $21.7K
|
80
$23.6K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75New |
$18K - $20.3K
|
75
$22.1K
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
74+ 0.13% |
$17.7K - $20K
|
58.9K
$17.4M
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
72New |
$17.2K - $19.5K
|
72
$21.2K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
70+ 2.61% |
$16.8K - $19K
|
2.75K
$811K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
70+ 2.5% |
$16.8K - $19K
|
2.87K
$845K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
69New |
$16.5K - $18.7K
|
69
$20.3K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
65+ 0.17% |
$15.6K - $17.6K
|
37.9K
$11.2M
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
64+ 7.59% |
$15.3K - $17.3K
|
907
$267K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
60+ 4.39% |
$14.4K - $16.2K
|
1.43K
$420K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58+ 2.58% |
$13.9K - $15.7K
|
2.31K
$681K
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
55+ 4.55% |
$13.2K - $14.9K
|
1.27K
$373K
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
55+ 0.52% |
$13.2K - $14.9K
|
10.6K
$3.13M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50New |
$12K - $13.5K
|
50
$14.7K
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
47+ 0.42% |
$11.3K - $12.7K
|
11.2K
$3.29M
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
45+ 2.34% |
$10.8K - $12.2K
|
1.97K
$579K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
42+ 0.87% |
$10.1K - $11.4K
|
4.84K
$1.43M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37+ 0.03% |
$8.86K - $10K
|
133K
$39.2M
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
37+ 108.82% |
$8.86K - $10K
|
71
$20.9K
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
35+ 0.2% |
$8.38K - $9.48K
|
17.5K
$5.14M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
34+ 0.43% |
$8.14K - $9.21K
|
7.94K
$2.34M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
32+ 1.38% |
$7.66K - $8.67K
|
2.35K
$692K
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
31+ 1.68% |
$7.42K - $8.39K
|
1.88K
$552K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30New |
$7.19K - $8.12K
|
30
$8.84K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
29New |
$6.95K - $7.85K
|
29
$8.55K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
28New |
$6.71K - $7.58K
|
28
$8.25K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
26+ 0.79% |
$6.23K - $7.04K
|
3.33K
$980K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
25+ 11.21% |
$5.99K - $6.77K
|
248
$73.1K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$5.75K - $6.5K
|
24
$7.07K
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
20New |
$4.79K - $5.42K
|
20
$5.89K
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
20New |
$4.79K - $5.42K
|
20
$5.89K
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
19+ 0.44% |
$4.55K - $5.15K
|
4.37K
$1.29M
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
19+ 0.65% |
$4.55K - $5.15K
|
2.96K
$872K
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
19+ 0.07% |
$4.55K - $5.15K
|
26.3K
$7.76M
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
19+ 0.82% |
$4.55K - $5.15K
|
2.33K
$685K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
17+ 141.67% |
$4.07K - $4.6K
|
29
$8.55K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
16New |
$3.83K - $4.33K
|
16
$4.71K
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16New |
$3.83K - $4.33K
|
16
$4.71K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
14New |
$3.35K - $3.79K
|
14
$4.13K
|