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 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-25- 2.26% |
$5.99K - $6.77K
|
1.08K
$324K
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-26- 0.82% |
$6.23K - $7.04K
|
3.14K
$940K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-28- 1.32% |
$6.71K - $7.58K
|
2.09K
$626K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-28- 0.81% |
$6.71K - $7.58K
|
3.45K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-29- 0.78% |
$6.95K - $7.85K
|
3.71K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.05% |
$7.19K - $8.12K
|
2.82K
$845K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-30- 0.5% |
$7.19K - $8.12K
|
5.99K
$1.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-30- 0.8% |
$7.19K - $8.12K
|
3.73K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-30- 0.85% |
$7.19K - $8.12K
|
3.5K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-33- 4.75% |
$7.9K - $8.94K
|
662
$198K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-33- 11.87% |
$7.9K - $8.94K
|
245
$73.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-34- 0.41% |
$8.14K - $9.21K
|
8.21K
$2.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-34- 6.01% |
$8.14K - $9.21K
|
532
$159K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-35- 16.36% |
$8.38K - $9.48K
|
179
$53.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-37- 2.92% |
$8.86K - $10K
|
1.23K
$369K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-37- 0.32% |
$8.86K - $10K
|
11.7K
$3.51M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-38- 1.02% |
$9.1K - $10.3K
|
3.69K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-40- 4.11% |
$9.58K - $10.8K
|
934
$280K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-41- 0.17% |
$9.82K - $11.1K
|
23.5K
$7.04M
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-44- 0.19% |
$10.5K - $11.9K
|
23.5K
$7.05M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-44- 0.19% |
$10.5K - $11.9K
|
23.5K
$7.05M
|
|
|
May 14, 2024
Q1 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-44- 1.92% |
$10.5K - $11.9K
|
2.25K
$674K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-44- 1.82% |
$10.5K - $11.9K
|
2.38K
$713K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-48- 2.5% |
$11.5K - $13K
|
1.87K
$562K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-49- 17.95% |
$11.7K - $13.3K
|
224
$67.1K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-50- 2.55% |
$12K - $13.5K
|
1.91K
$573K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-50- 6.24% |
$12K - $13.5K
|
751
$225K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 3.34% |
$12K - $13.5K
|
1.45K
$434K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-52- 0.21% |
$12.5K - $14.1K
|
25K
$7.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-53- 0.86% |
$12.7K - $14.4K
|
6.14K
$1.84M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-56- 1.01% |
$13.4K - $15.2K
|
5.47K
$1.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-59- 28.23% |
$14.1K - $16K
|
150
$45K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-60- 7.39% |
$14.4K - $16.2K
|
752
$225K
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-61- 5.27% |
$14.6K - $16.5K
|
1.1K
$328K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-62- 0.59% |
$14.8K - $16.8K
|
10.4K
$3.11M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-63- 1.53% |
$15.1K - $17.1K
|
4.05K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-63- 7.19% |
$15.1K - $17.1K
|
813
$244K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-65- 7.96% |
$15.6K - $17.6K
|
752
$225K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-65- 0.14% |
$15.6K - $17.6K
|
45K
$13.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-66- 6.12% |
$15.8K - $17.9K
|
1.01K
$304K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-67- 2.4% |
$16K - $18.1K
|
2.72K
$816K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-67- 77.01% |
$16K - $18.1K
|
20
$5.99K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-68- 2.6% |
$16.3K - $18.4K
|
2.55K
$764K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-74- 3.05% |
$17.7K - $20K
|
2.36K
$706K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 3.85% |
$18K - $20.3K
|
1.88K
$562K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-75- 1.36% |
$18K - $20.3K
|
5.46K
$1.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-75- 3.48% |
$18K - $20.3K
|
2.08K
$624K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
SELL
|
- |
-76- 1.3% |
$18.2K - $20.6K
|
5.77K
$1.73M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-77- 34.22% |
$18.4K - $20.9K
|
148
$44.4K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-81- 2.36% |
$19.4K - $21.9K
|
3.34K
$1M
|