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 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-95- 7.69% |
$20.9K - $23.1K
|
1.14K
$343K
|
|
|
Jul 24, 2023
Q2 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-96- 9.72% |
$21.1K - $23.3K
|
892
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-100- 66.67% |
$22K - $24.3K
|
50
$15K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-100- 1.64% |
$22K - $24.3K
|
6.01K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-101- 3.54% |
$22.2K - $24.5K
|
2.75K
$827K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-101- 28.94% |
$22.2K - $24.5K
|
248
$74.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-102- 8.66% |
$22.4K - $24.8K
|
1.08K
$324K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-103- 1.41% |
$22.6K - $25K
|
7.2K
$2.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-106- 5.39% |
$23.3K - $25.7K
|
1.86K
$560K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-107- 39.78% |
$23.5K - $26K
|
162
$48.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-107- 2.55% |
$23.5K - $26K
|
4.09K
$1.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-113- 0.69% |
$24.8K - $27.4K
|
16.2K
$4.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-114- 9.74% |
$25.1K - $27.7K
|
1.06K
$318K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-114- 12.24% |
$25.1K - $27.7K
|
817
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-115- 3.2% |
$25.3K - $27.9K
|
3.48K
$1.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-116- 4.64% |
$25.5K - $28.1K
|
2.38K
$716K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-120- 3.94% |
$26.4K - $29.1K
|
2.93K
$881K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-123- 2.0% |
$27K - $29.8K
|
6.04K
$1.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-124- 2.62% |
$27.3K - $30.1K
|
4.61K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-125- 1.2% |
$27.5K - $30.3K
|
10.3K
$3.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-128- 3.98% |
$28.1K - $31.1K
|
3.09K
$930K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-128- 40.13% |
$28.1K - $31.1K
|
191
$57.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-129- 7.41% |
$28.4K - $31.3K
|
1.61K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-131- 67.18% |
$28.8K - $31.8K
|
64
$19.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-131- 6.37% |
$28.8K - $31.8K
|
1.92K
$579K
|
|
|
Aug 14, 2023
Q2 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-136- 4.99% |
$29.9K - $33K
|
2.59K
$779K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-137- 1.38% |
$30.1K - $33.2K
|
9.76K
$2.93M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-138- 11.8% |
$30.3K - $33.5K
|
1.03K
$310K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-149- 0.7% |
$32.8K - $36.2K
|
21.2K
$6.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-153- 6.38% |
$33.6K - $37.1K
|
2.25K
$676K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-165- 2.16% |
$36.3K - $40K
|
7.48K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-173- 0.55% |
$38K - $42K
|
31.1K
$9.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-174- 4.32% |
$38.2K - $42.2K
|
3.85K
$1.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-174- 3.35% |
$38.2K - $42.2K
|
5.02K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-182- 5.39% |
$40K - $44.2K
|
3.19K
$960K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-187- 10.82% |
$41.1K - $45.4K
|
1.54K
$463K
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-187- 2.95% |
$41.1K - $45.4K
|
6.15K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-189- 30.78% |
$41.5K - $45.9K
|
425
$128K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-198- 5.66% |
$43.5K - $48K
|
3.3K
$992K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-199- 10.57% |
$43.7K - $48.3K
|
1.68K
$506K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-200- 3.28% |
$44K - $48.5K
|
5.9K
$1.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-202- 0.51% |
$44.4K - $49K
|
39.7K
$11.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-203- 2.1% |
$44.6K - $49.3K
|
9.46K
$2.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-212- 0.75% |
$46.6K - $51.4K
|
28.2K
$8.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-216- 1.96% |
$47.5K - $52.4K
|
10.8K
$3.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-217- 1.77% |
$47.7K - $52.7K
|
12K
$3.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-221- 18.0% |
$48.6K - $53.6K
|
1.01K
$303K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-245- 15.09% |
$53.9K - $59.5K
|
1.38K
$415K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-250- 5.06% |
$55K - $60.7K
|
4.69K
$1.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-254- 7.55% |
$55.8K - $61.6K
|
3.11K
$935K
|