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 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.26K+ 15.36% |
$278K - $307K
|
9.49K
$2.85M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.26K+ 42.22% |
$277K - $306K
|
4.24K
$1.28M
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.26KNew |
$276K - $305K
|
1.26K
$378K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.21K+ 2.88% |
$266K - $294K
|
43.3K
$13M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.2K+ 10.19% |
$263K - $290K
|
12.9K
$3.89M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.18K+ 25.34% |
$260K - $287K
|
5.85K
$1.76M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.12KNew |
$246K - $271K
|
1.12K
$336K
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.11KNew |
$243K - $269K
|
1.11K
$333K
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.11KNew |
$243K - $269K
|
1.11K
$333K
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.11KNew |
$243K - $269K
|
1.11K
$333K
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.1K+ 1.9% |
$241K - $266K
|
58.8K
$17.7M
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.05KNew |
$231K - $255K
|
1.05K
$316K
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.04KNew |
$229K - $253K
|
1.04K
$313K
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.04K+ 8.89% |
$228K - $252K
|
12.7K
$3.82M
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.03KNew |
$226K - $249K
|
1.03K
$309K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.02K+ 18.19% |
$223K - $246K
|
6.6K
$1.98M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.01K+ 124.32% |
$222K - $246K
|
1.83K
$549K
|
|
Aug 14, 2023
Q2 2023
|
Lynwood Capital Management Inc.
|
BUY
|
- |
1KNew |
$220K - $243K
|
1K
$301K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1KNew |
$220K - $243K
|
1K
$301K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
994+ 12.4% |
$218K - $241K
|
9.01K
$2.71M
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
994+ 12.4% |
$218K - $241K
|
9.01K
$2.71M
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
975+ 5.89% |
$214K - $237K
|
17.5K
$5.27M
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
962+ 8.41% |
$211K - $233K
|
12.4K
$3.73M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
950+ 69.55% |
$209K - $231K
|
2.32K
$696K
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
945New |
$208K - $229K
|
945
$284K
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
918+ 69.6% |
$202K - $223K
|
2.24K
$673K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
912+ 8.18% |
$200K - $221K
|
12.1K
$3.63M
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
872+ 8.58% |
$192K - $212K
|
11K
$3.32M
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
868New |
$191K - $211K
|
868
$261K
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
868New |
$191K - $211K
|
868
$261K
|
|
Aug 11, 2023
Q2 2023
|
New Legacy Group, LLC
|
BUY
|
- |
862New |
$189K - $209K
|
862
$259K
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
854New |
$188K - $207K
|
854
$257K
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
850New |
$187K - $206K
|
850
$256K
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
845+ 58.2% |
$186K - $205K
|
2.3K
$691K
|
|
Jul 31, 2023
Q2 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
839New |
$184K - $204K
|
839
$252K
|
|
Aug 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
835New |
$184K - $203K
|
835
$251K
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
827New |
$182K - $201K
|
827
$249K
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
800New |
$176K - $194K
|
800
$241K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
769+ 73.8% |
$169K - $187K
|
1.81K
$545K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
767+ 74.25% |
$169K - $186K
|
1.8K
$541K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
758+ 10.45% |
$167K - $184K
|
8.01K
$2.41M
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
748New |
$164K - $182K
|
748
$225K
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
747+ 2.41% |
$164K - $181K
|
31.8K
$9.56M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
729New |
$160K - $177K
|
729
$219K
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
727+ 71.98% |
$160K - $176K
|
1.74K
$522K
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
694+ 37.39% |
$153K - $168K
|
2.55K
$767K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
685+ 5.42% |
$151K - $166K
|
13.3K
$4.01M
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
650+ 3.13% |
$143K - $158K
|
21.4K
$6.45M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
634+ 17.41% |
$139K - $154K
|
4.28K
$1.29M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
617+ 12.34% |
$136K - $150K
|
5.62K
$1.69M
|