Purchases and Sales Made in Q2 2023 in Ishares Russell 2000 Gwt ETF (IWO)
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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Ami Asset Management Corp
|
BUY
|
- |
5.17KNew |
$1.14M - $1.26M
|
5.17K
$1.56M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.04K+ 5.51% |
$1.11M - $1.22M
|
96.5K
$29M
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.95K+ 17.23% |
$1.09M - $1.2M
|
33.7K
$10.1M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.83K+ 49.73% |
$1.06M - $1.17M
|
14.5K
$4.38M
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.75K+ 28.97% |
$1.04M - $1.15M
|
21.2K
$6.36M
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.65KNew |
$1.02M - $1.13M
|
4.65K
$1.4M
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.48K+ 24.4% |
$984K - $1.09M
|
22.8K
$6.86M
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.81K+ 0.84% |
$837K - $924K
|
455K
$137M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
3.42K+ 27.69% |
$752K - $830K
|
15.8K
$4.74M
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.41K+ 1.95% |
$750K - $828K
|
179K
$53.7M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.38K+ 0.97% |
$742K - $819K
|
351K
$105M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.31K+ 2.46% |
$727K - $802K
|
138K
$41.5M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.13K+ 4.14% |
$688K - $759K
|
78.8K
$23.7M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.11K+ 3.71% |
$683K - $754K
|
86.8K
$26.1M
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.92K+ 175.09% |
$641K - $708K
|
4.58K
$1.38M
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.84KNew |
$624K - $689K
|
2.84K
$853K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.78K+ 19.93% |
$610K - $673K
|
16.7K
$5.02M
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.76K+ 2.18% |
$608K - $671K
|
130K
$39M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.62K+ 4.49% |
$575K - $635K
|
60.9K
$18.3M
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.6KNew |
$571K - $631K
|
2.6K
$782K
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
2.59K+ 4.23% |
$568K - $627K
|
63.7K
$19.2M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.43K+ 2.62% |
$534K - $590K
|
95.3K
$28.7M
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.41KNew |
$530K - $586K
|
2.41K
$726K
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.3K+ 92.28% |
$505K - $557K
|
4.78K
$1.44M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.28KNew |
$500K - $553K
|
2.28K
$685K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.18K+ 2.72% |
$479K - $529K
|
82.2K
$24.7M
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.09KNew |
$459K - $507K
|
2.09K
$628K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2K+ 4.82% |
$440K - $486K
|
43.6K
$13.1M
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.93KNew |
$423K - $467K
|
1.93K
$579K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.9K+ 35.39% |
$418K - $461K
|
7.27K
$2.19M
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.88KNew |
$413K - $456K
|
1.88K
$565K
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.83KNew |
$403K - $445K
|
1.83K
$551K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.82K+ 6.41% |
$400K - $442K
|
30.2K
$9.09M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.72KNew |
$379K - $418K
|
1.72K
$518K
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.56KNew |
$343K - $378K
|
1.56K
$469K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 5.89% |
$337K - $372K
|
27.6K
$8.29M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.46K+ 2.23% |
$321K - $355K
|
66.9K
$20.1M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.45KNew |
$319K - $353K
|
1.45K
$437K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.45K+ 181.25% |
$319K - $352K
|
2.25K
$677K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.4K+ 8.72% |
$308K - $340K
|
17.5K
$5.26M
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.4KNew |
$308K - $340K
|
1.4K
$421K
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.4K+ 2.71% |
$307K - $339K
|
52.9K
$15.9M
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.39K+ 15.49% |
$306K - $338K
|
10.4K
$3.12M
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.34KNew |
$295K - $325K
|
1.34K
$403K
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
BUY
|
- |
1.34K+ 4.72% |
$295K - $325K
|
29.7K
$8.94M
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.34K+ 17.64% |
$294K - $325K
|
8.92K
$2.68M
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.33KNew |
$292K - $323K
|
1.33K
$400K
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.31K+ 43.0% |
$288K - $318K
|
4.36K
$1.31M
|
|
Jul 13, 2023
Q2 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.29K+ 3.8% |
$283K - $312K
|
35.1K
$10.6M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.27K+ 23.96% |
$280K - $309K
|
6.59K
$1.98M
|