Purchases and Sales Made in Q2 2024 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q2 2024. 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 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.4K- 16.39% |
$344K - $377K
|
7.15K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.42K- 0.16% |
$349K - $382K
|
912K
$271M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.45K- 16.36% |
$355K - $389K
|
7.4K
$2.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.49K- 86.9% |
$366K - $401K
|
225
$66.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.57K- 9.02% |
$385K - $422K
|
15.8K
$4.7M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.63K- 24.53% |
$399K - $437K
|
5K
$1.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.7K- 8.7% |
$416K - $456K
|
17.8K
$5.28M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.74K- 63.85% |
$426K - $467K
|
984
$292K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.8K- 2.1% |
$442K - $484K
|
84K
$24.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.87K- 10.51% |
$460K - $504K
|
16K
$4.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.9K- 0.61% |
$467K - $511K
|
312K
$92.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.93K- 3.09% |
$474K - $519K
|
60.6K
$18M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.98K- 12.12% |
$487K - $533K
|
14.4K
$4.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.15K- 19.71% |
$528K - $578K
|
8.77K
$2.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.17K- 72.4% |
$533K - $584K
|
828
$246K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.31K- 2.83% |
$567K - $622K
|
79.5K
$23.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.57K- 10.25% |
$631K - $691K
|
22.5K
$6.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.71K- 8.18% |
$665K - $729K
|
30.5K
$9.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.78K- 10.23% |
$682K - $748K
|
24.4K
$7.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.91K- 2.19% |
$714K - $782K
|
130K
$38.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.14K- 10.37% |
$771K - $845K
|
27.2K
$8.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.2K- 19.52% |
$785K - $860K
|
13.2K
$3.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.3K- 7.13% |
$810K - $887K
|
43K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-3.86K- 19.23% |
$947K - $1.04M
|
16.2K
$4.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.06K- 79.12% |
$996K - $1.09M
|
1.07K
$318K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.07K- 15.96% |
$998K - $1.09M
|
21.4K
$6.36M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.3K- 0.99% |
$1.05M - $1.15M
|
429K
$127M
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-4.41K- 6.78% |
$1.08M - $1.19M
|
60.7K
$18M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.44K- 12.0% |
$1.09M - $1.19M
|
32.6K
$9.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.72K- 17.67% |
$1.16M - $1.27M
|
22K
$6.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.08K- 6.61% |
$1.24M - $1.36M
|
71.7K
$21.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.22K- 5.76% |
$1.28M - $1.4M
|
85.4K
$25.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-5.72K- 4.61% |
$1.4M - $1.54M
|
118K
$35.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.76K- 1.29% |
$1.41M - $1.55M
|
441K
$131M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.92K- 34.59% |
$1.45M - $1.59M
|
11.2K
$3.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.16K- 68.43% |
$1.51M - $1.65M
|
2.84K
$844K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-7.19K- 87.16% |
$1.76M - $1.93M
|
1.06K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.44K- 0.93% |
$1.82M - $2M
|
790K
$235M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-8.09K- 89.46% |
$1.98M - $2.17M
|
953
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.12K- 12.84% |
$1.99M - $2.18M
|
55.1K
$16.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.03K- 4.47% |
$2.22M - $2.43M
|
193K
$57.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.77K- 50.22% |
$2.4M - $2.62M
|
9.68K
$2.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-9.93K- 63.73% |
$2.44M - $2.67M
|
5.65K
$1.68M
|
|
|
Aug 08, 2024
Q2 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 27.11% |
$2.99M - $3.27M
|
32.8K
$9.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-13K- 25.1% |
$3.2M - $3.51M
|
38.9K
$11.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-15K- 35.76% |
$3.68M - $4.03M
|
26.9K
$7.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.8K- 17.71% |
$4.37M - $4.79M
|
82.9K
$24.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.6K- 2.91% |
$4.81M - $5.26M
|
655K
$194M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-22.5K- 81.57% |
$5.52M - $6.04M
|
5.08K
$1.51M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-25.6K- 14.33% |
$6.27M - $6.87M
|
153K
$45.4M
|