Purchases and Sales Made in Q2 2023 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 Q2 2023. 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
Aug 04, 2023 Q2 2023
Lincoln National Corp

SELL
 -
-630
- 10.57%
$138K - $153K
5.33K $1.6M
Jul 12, 2023 Q2 2023
Phocas Financial Corp.

Alameda, CA
SELL
 -
-673
- 24.43%
$148K - $163K
2.08K $626K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-682
- 1.32%
$150K - $165K
51.1K $15.4M
Jul 12, 2023 Q2 2023
Windsor Group LTD

SELL
 -
-694
- 20.41%
$153K - $168K
2.71K $814K
Jul 11, 2023 Q2 2023
Brookstone Capital Management

SELL
 -
-743
- 18.11%
$163K - $180K
3.36K $1.01M
Aug 02, 2023 Q2 2023
North Rock Partners, LLC

SELL
 -
-778
- 44.05%
$171K - $189K
988 $297K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

SELL
 -
-810
- 96.66%
$178K - $197K
28 $8.42K
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

SELL
 -
-869
- 4.02%
$191K - $211K
20.8K $6.25M
Jun 14, 2024 Q2 2023
Quent Capital, LLC

SELL
 -
-896
- 2.75%
$197K - $217K
31.7K $9.53M
Jul 10, 2023 Q2 2023
Quent Capital, LLC

SELL
 -
-896
- 2.75%
$197K - $217K
31.7K $9.53M
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
SELL
 -
-921
- 1.81%
$202K - $223K
49.9K $15M
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-981
- 16.45%
$216K - $238K
4.98K $1.5M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

SELL
 -
-998
- 38.64%
$219K - $242K
1.59K $477K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

SELL
 -
-998
- 38.64%
$219K - $242K
1.59K $477K
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

SELL
 -
-1.01K
Closed
$222K - $245K
0 $0
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.02K
- 13.86%
$224K - $248K
6.35K $1.91M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.03K
- 12.19%
$227K - $251K
7.45K $2.24M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

SELL
 -
-1.09K
- 13.54%
$240K - $265K
6.98K $2.1M
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

SELL
 -
-1.1K
- 20.08%
$242K - $267K
4.37K $1.32M
Aug 14, 2023 Q2 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-1.11K
- 3.44%
$243K - $268K
31.1K $9.34M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-1.17K
- 1.47%
$257K - $283K
78.1K $23.5M
Jul 24, 2023 Q2 2023
Svb Wealth LLC

Boston, MA
SELL
 -
-1.18K
- 6.79%
$259K - $286K
16.2K $4.87M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
SELL
 -
-1.25K
- 20.51%
$274K - $303K
4.84K $1.45M
Jul 03, 2023 Q2 2023
Lbj Family Wealth Advisors, Ltd.

SELL
 -
-1.26K
- 4.5%
$277K - $306K
26.7K $8.04M
Aug 11, 2023 Q2 2023
Assetmark, Inc

SELL
 -
-1.31K
- 49.47%
$287K - $317K
1.34K $401K
Jul 13, 2023 Q2 2023
Crescent Grove Advisors, LLC

SELL
 -
-1.35K
- 6.78%
$296K - $326K
18.5K $5.56M
Sep 07, 2023 Q2 2023
Sterling Financial Group, Inc.

Pasadena, CA
SELL
 -
-1.37K
Closed
$301K - $332K
0 $0
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-1.38K
- 18.32%
$303K - $335K
6.15K $1.85M
Aug 08, 2023 Q2 2023
Sepio Capital, LP

SELL
 -
-1.44K
- 38.67%
$317K - $350K
2.29K $688K
Aug 10, 2023 Q2 2023
William Blair Investment Management, LLC

Chicago, IL
SELL
 -
-1.49K
- 5.36%
$327K - $361K
26.3K $7.9M
Aug 02, 2023 Q2 2023
Amg National Trust Bank

SELL
 -
-1.52K
- 2.58%
$335K - $370K
57.6K $17.3M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
SELL
 -
-1.61K
- 2.93%
$355K - $392K
53.5K $16.1M
Aug 14, 2023 Q2 2023
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
SELL
 -
-1.62K
- 52.29%
$357K - $394K
1.48K $446K
Jul 31, 2023 Q2 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-1.63K
- 12.66%
$358K - $396K
11.2K $3.38M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-1.74K
- 8.74%
$383K - $422K
18.2K $5.47M
Aug 09, 2023 Q2 2023
Nicholas Investment Partners, LP

Rancho Santa Fe, CA
SELL
 -
-1.78K
- 50.84%
$391K - $431K
1.72K $517K
Jul 19, 2023 Q2 2023
Rodgers & Associates, LTD

SELL
 -
-1.87K
- 9.17%
$410K - $453K
18.5K $5.56M
Aug 01, 2023 Q2 2023
Keybank National Association

SELL
 -
-1.94K
- 1.2%
$426K - $471K
159K $47.9M
Jul 25, 2023 Q2 2023
Riverbridge Partners LLC

SELL
 -
-1.99K
- 29.4%
$438K - $484K
4.79K $1.44M
Aug 02, 2023 Q2 2023
Mai Capital Management

SELL
 -
-2.03K
- 2.18%
$447K - $493K
91K $27.4M
Jul 25, 2023 Q2 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-2.13K
- 56.82%
$468K - $517K
1.62K $487K
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
SELL
 -
-2.24K
- 25.14%
$492K - $544K
6.67K $2.01M
Aug 02, 2023 Q2 2023
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-2.25K
- 20.22%
$495K - $546K
8.88K $2.67M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-2.46K
- 32.12%
$542K - $598K
5.21K $1.57M
Aug 02, 2023 Q2 2023
Powell Investment Advisors, LLC

SELL
 -
-2.48K
- 5.5%
$545K - $602K
42.6K $12.8M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
SELL
 -
-2.57K
- 1.37%
$564K - $623K
185K $55.6M
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-2.61K
- 48.8%
$573K - $632K
2.73K $822K
Aug 02, 2023 Q2 2023
Columbia Advisory Partners LLC

SELL
 -
-2.95K
- 42.82%
$649K - $717K
3.94K $1.19M
Aug 14, 2023 Q2 2023
Israel Englander Millennium Management LLC | New York, Ny
SELL
 -
-3.1K
- 56.26%
$680K - $751K
2.41K $724K

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