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 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
52+ 1.2% |
$11.4K - $12.6K
|
4.4K
$1.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
51+ 121.43% |
$11.2K - $12.4K
|
93
$28K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
50+ 0.73% |
$11K - $12.1K
|
6.89K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
49+ 0.57% |
$10.8K - $11.9K
|
8.57K
$2.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
45+ 0.37% |
$9.89K - $10.9K
|
12.2K
$3.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
43+ 1.93% |
$9.45K - $10.4K
|
2.27K
$683K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
41New |
$9.01K - $9.95K
|
41
$12.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
41+ 2.58% |
$9.01K - $9.95K
|
1.63K
$491K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
40+ 1.79% |
$8.79K - $9.71K
|
2.28K
$686K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
40New |
$8.79K - $9.71K
|
40
$12K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
39+ 3.18% |
$8.57K - $9.46K
|
1.27K
$381K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
39+ 1.99% |
$8.57K - $9.46K
|
2K
$600K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
36+ 1.81% |
$7.91K - $8.74K
|
2.03K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
36+ 2.29% |
$7.91K - $8.74K
|
1.61K
$484K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29+ 0.51% |
$6.37K - $7.04K
|
5.76K
$1.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
26+ 15.29% |
$5.71K - $6.31K
|
196
$58.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
25+ 1.74% |
$5.5K - $6.07K
|
1.46K
$440K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.85% |
$5.5K - $6.07K
|
2.96K
$890K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
21+ 1.24% |
$4.62K - $5.1K
|
1.71K
$515K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
21+ 0.55% |
$4.62K - $5.1K
|
3.87K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21+ 1.54% |
$4.62K - $5.1K
|
1.39K
$417K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20New |
$4.4K - $4.85K
|
20
$6.01K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
17+ 1.4% |
$3.74K - $4.13K
|
1.23K
$370K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.62% |
$3.52K - $3.88K
|
2.62K
$787K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15+ 0.86% |
$3.3K - $3.64K
|
1.76K
$530K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
14+ 1.6% |
$3.08K - $3.4K
|
891
$268K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
12+ 0.18% |
$2.64K - $2.91K
|
6.83K
$2.05M
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
10+ 0.09% |
$2.2K - $2.43K
|
11.4K
$3.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10New |
$2.2K - $2.43K
|
10
$3.01K
|
|
|
Aug 11, 2023
Q2 2023
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
10+ 0.06% |
$2.2K - $2.43K
|
17.5K
$5.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10New |
$2.2K - $2.43K
|
10
$3.01K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
8+ 88.89% |
$1.76K - $1.94K
|
17
$5.11K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
8+ 10.0% |
$1.76K - $1.94K
|
88
$26.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7+ 0.11% |
$1.54K - $1.7K
|
6.46K
$1.94M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.12% |
$1.54K - $1.7K
|
5.66K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.05% |
$1.32K - $1.46K
|
11K
$3.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.15% |
$1.32K - $1.46K
|
4.14K
$1.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
6+ 0.62% |
$1.32K - $1.46K
|
970
$292K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 3.21% |
$1.1K - $1.21K
|
161
$48.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$1.1K - $1.21K
|
2.9K
$873K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
5+ 0.15% |
$1.1K - $1.21K
|
3.42K
$1.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.18% |
$879 - $971
|
2.26K
$679K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$879 - $971
|
4
$1.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.2% |
$879 - $971
|
2K
$602K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 2.86% |
$659 - $728
|
108
$32.5K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
3+ 0.11% |
$659 - $728
|
2.61K
$786K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3+ 0.11% |
$659 - $728
|
2.76K
$831K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.09% |
$440 - $485
|
2.33K
$702K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.13% |
$440 - $485
|
1.53K
$460K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2+ 0.13% |
$440 - $485
|
1.6K
$480K
|