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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
228+ 17.61% |
$50.1K - $55.3K
|
1.52K
$458K
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
215+ 10.58% |
$47.3K - $52.2K
|
2.25K
$676K
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
206+ 3.92% |
$45.3K - $50K
|
5.46K
$1.64M
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
205+ 11.66% |
$45.1K - $49.7K
|
1.96K
$590K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
200+ 0.35% |
$44K - $48.5K
|
57K
$17.1M
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
200+ 1.03% |
$44K - $48.5K
|
19.7K
$5.92M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
199New |
$43.7K - $48.3K
|
199
$59.8K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
191New |
$42K - $46.3K
|
191
$57.4K
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
186+ 4.72% |
$40.9K - $45.1K
|
4.13K
$1.24M
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
175+ 3.08% |
$38.5K - $42.5K
|
5.86K
$1.76M
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
172+ 0.81% |
$37.8K - $41.7K
|
21.4K
$6.44M
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
172+ 14.25% |
$37.8K - $41.7K
|
1.38K
$415K
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
170+ 18.38% |
$37.4K - $41.3K
|
1.1K
$329K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
168+ 46.67% |
$36.9K - $40.8K
|
528
$159K
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
168+ 3.32% |
$36.9K - $40.8K
|
5.22K
$1.57M
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
166+ 7.67% |
$36.5K - $40.3K
|
2.33K
$700K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
157+ 0.56% |
$34.5K - $38.1K
|
28.1K
$8.45M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
156New |
$34.3K - $37.9K
|
156
$46.9K
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
153New |
$33.6K - $37.1K
|
153
$46K
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
151+ 0.46% |
$33.2K - $36.6K
|
33.1K
$9.95M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
146+ 0.68% |
$32.1K - $35.4K
|
21.7K
$6.52M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
146+ 8.44% |
$32.1K - $35.4K
|
1.88K
$564K
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
144+ 1.69% |
$31.7K - $34.9K
|
8.65K
$2.6M
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
141+ 66.2% |
$31K - $34.2K
|
354
$106K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
137+ 177.92% |
$30.1K - $33.2K
|
214
$64.4K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
137+ 177.92% |
$30.1K - $33.2K
|
214
$64.4K
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
137+ 14.99% |
$30.1K - $33.2K
|
1.05K
$316K
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
134+ 1.17% |
$29.5K - $32.5K
|
11.6K
$3.5M
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
134+ 5.55% |
$29.5K - $32.5K
|
2.55K
$766K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
133+ 1.84% |
$29.2K - $32.3K
|
7.34K
$2.21M
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
127+ 2.24% |
$27.9K - $30.8K
|
5.8K
$1.74M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
115New |
$25.3K - $27.9K
|
115
$34.6K
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
102+ 3.49% |
$22.4K - $24.8K
|
3.02K
$909K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
101New |
$22.2K - $24.5K
|
101
$30.4K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
100+ 26.81% |
$22K - $24.3K
|
473
$142K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
98+ 8.09% |
$21.5K - $23.8K
|
1.31K
$394K
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
98+ 0.21% |
$21.5K - $23.8K
|
47.5K
$14.3M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
95+ 2.89% |
$20.9K - $23.1K
|
3.38K
$1.02M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
92+ 21.7% |
$20.2K - $22.3K
|
516
$155K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
87+ 5.09% |
$19.1K - $21.1K
|
1.8K
$540K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
84+ 0.6% |
$18.5K - $20.4K
|
14K
$4.22M
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
80+ 5.33% |
$17.6K - $19.4K
|
1.58K
$475K
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
80+ 3.44% |
$17.6K - $19.4K
|
2.4K
$723K
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
79+ 0.79% |
$17.4K - $19.2K
|
10K
$3.01M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
72+ 0.64% |
$15.8K - $17.5K
|
11.4K
$3.43M
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
71+ 2.02% |
$15.6K - $17.2K
|
3.59K
$1.08M
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
70New |
$15.4K - $17K
|
70
$21.1K
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
60+ 4.65% |
$13.2K - $14.6K
|
1.35K
$406K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
52+ 0.76% |
$11.4K - $12.6K
|
6.93K
$2.08M
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
52+ 5.56% |
$11.4K - $12.6K
|
988
$297K
|