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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.16K+ 4.56% |
$1.26M - $1.39M
|
118K
$35.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
4.88K+ 8.63% |
$1.2M - $1.31M
|
61.4K
$18.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.49K+ 144.94% |
$1.1M - $1.21M
|
7.59K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.05KNew |
$994K - $1.09M
|
4.05K
$1.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.6KNew |
$883K - $967K
|
3.6K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.51K+ 537.67% |
$861K - $943K
|
4.16K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.51KNew |
$861K - $943K
|
3.51K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.47KNew |
$850K - $931K
|
3.47K
$1.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.34K+ 9.59% |
$820K - $898K
|
38.2K
$11.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.22KNew |
$789K - $864K
|
3.22K
$955K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3.14KNew |
$770K - $844K
|
3.14K
$933K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.86K+ 8.67% |
$701K - $768K
|
35.8K
$10.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.77K+ 69.19% |
$680K - $745K
|
6.78K
$2.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.63K+ 1.67% |
$644K - $705K
|
160K
$47.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.56KNew |
$627K - $687K
|
2.56K
$759K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.53K+ 191.03% |
$621K - $681K
|
3.86K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.46KNew |
$602K - $660K
|
2.46K
$729K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.41K+ 35.37% |
$590K - $646K
|
9.2K
$2.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.36KNew |
$578K - $633K
|
2.36K
$700K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.04KNew |
$500K - $547K
|
2.04K
$605K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2K+ 20.67% |
$492K - $538K
|
11.7K
$3.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.92K+ 52.1% |
$471K - $516K
|
5.61K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 61.44% |
$468K - $512K
|
5.01K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.89K+ 1.27% |
$463K - $507K
|
150K
$44.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.88K+ 40.71% |
$461K - $505K
|
6.5K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.88K+ 27.16% |
$461K - $505K
|
8.8K
$2.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.87KNew |
$459K - $503K
|
1.87K
$556K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.87K+ 74.65% |
$459K - $503K
|
4.38K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.84K+ 41.28% |
$452K - $495K
|
6.3K
$1.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
1.81K+ 28.2% |
$443K - $485K
|
8.21K
$2.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Times Square Capital Management, LLC
|
BUY
|
- |
1.8K+ 2.79% |
$442K - $484K
|
66.3K
$19.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.68K+ 8.7% |
$413K - $452K
|
21K
$6.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.66K+ 4.59% |
$407K - $446K
|
37.8K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.65K+ 6.33% |
$406K - $444K
|
27.8K
$8.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.61K+ 5.45% |
$396K - $433K
|
31.2K
$9.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.42K+ 2.31% |
$349K - $382K
|
62.9K
$18.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.42K+ 4.19% |
$348K - $381K
|
35.3K
$10.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.39K+ 17.61% |
$342K - $374K
|
9.3K
$2.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 3.69% |
$339K - $372K
|
38.8K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.37KNew |
$335K - $367K
|
1.37K
$406K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.36KNew |
$334K - $365K
|
1.36K
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.35K+ 5380.0% |
$330K - $361K
|
1.37K
$407K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.34K+ 1.96% |
$329K - $360K
|
69.8K
$20.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.34K+ 38.98% |
$328K - $360K
|
4.77K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 3.96% |
$327K - $359K
|
35.1K
$10.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.3KNew |
$319K - $349K
|
1.3K
$386K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.27K+ 1.18% |
$312K - $341K
|
108K
$32.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24K+ 13.61% |
$305K - $334K
|
10.4K
$3.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.22K+ 65.98% |
$299K - $328K
|
3.07K
$911K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.22K+ 76.98% |
$299K - $327K
|
2.8K
$831K
|