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 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.18KNew |
$290K - $318K
|
1.18K
$351K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.12K+ 1.14% |
$275K - $301K
|
99.8K
$29.6M
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.12K+ 32.62% |
$274K - $300K
|
4.54K
$1.35M
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.1KNew |
$270K - $296K
|
1.1K
$327K
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.09KNew |
$267K - $292K
|
1.09K
$323K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.05K+ 22.81% |
$257K - $282K
|
5.64K
$1.68M
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1KNew |
$245K - $269K
|
1K
$297K
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
921+ 12.49% |
$226K - $247K
|
8.3K
$2.46M
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
919New |
$225K - $247K
|
919
$273K
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
870New |
$213K - $234K
|
870
$258K
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
867+ 47.38% |
$213K - $233K
|
2.7K
$801K
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
858+ 0.66% |
$210K - $231K
|
131K
$39M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
841New |
$206K - $226K
|
841
$250K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
803+ 5.99% |
$197K - $216K
|
14.2K
$4.22M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
801New |
$196K - $215K
|
801
$238K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
796+ 3980.0% |
$195K - $214K
|
816
$242K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
784+ 15.39% |
$192K - $211K
|
5.88K
$1.75M
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
765+ 2.57% |
$188K - $206K
|
30.5K
$9.05M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
753New |
$185K - $202K
|
753
$224K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
751New |
$184K - $202K
|
751
$223K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
725+ 49.66% |
$178K - $195K
|
2.19K
$649K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
719+ 62.41% |
$176K - $193K
|
1.87K
$556K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
716+ 19.56% |
$176K - $192K
|
4.38K
$1.3M
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
706+ 9.97% |
$173K - $190K
|
7.79K
$2.31M
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
702+ 11.72% |
$172K - $189K
|
6.69K
$1.99M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
699New |
$171K - $188K
|
699
$208K
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
673+ 39.8% |
$165K - $181K
|
2.36K
$702K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
666+ 333.0% |
$163K - $179K
|
866
$257K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
664+ 10.24% |
$163K - $178K
|
7.15K
$2.12M
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
650+ 4.49% |
$159K - $175K
|
15.1K
$4.49M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
634+ 10.84% |
$156K - $170K
|
6.48K
$1.92M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
603+ 8.97% |
$148K - $162K
|
7.33K
$2.18M
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
603+ 8.75% |
$148K - $162K
|
7.5K
$2.23M
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
600+ 39.29% |
$147K - $161K
|
2.13K
$632K
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
586+ 277.73% |
$144K - $157K
|
797
$237K
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
575+ 3.61% |
$141K - $155K
|
16.5K
$4.9M
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
574+ 19.54% |
$141K - $154K
|
3.51K
$1.04M
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
551+ 60.35% |
$135K - $148K
|
1.46K
$435K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
531+ 4.85% |
$130K - $143K
|
11.5K
$3.41M
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
522+ 11.7% |
$128K - $140K
|
4.98K
$1.48M
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
485+ 94.17% |
$119K - $130K
|
1K
$297K
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
475+ 5.83% |
$117K - $128K
|
8.62K
$2.56M
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
454+ 21.83% |
$111K - $122K
|
2.53K
$752K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
454+ 13.58% |
$111K - $122K
|
3.8K
$1.13M
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
452+ 1.99% |
$111K - $121K
|
23.2K
$6.88M
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
448+ 14.91% |
$110K - $120K
|
3.45K
$1.02M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
423+ 3.62% |
$104K - $114K
|
12.1K
$3.59M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
398+ 14.46% |
$97.6K - $107K
|
3.15K
$936K
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
385+ 6.74% |
$94.4K - $103K
|
6.09K
$1.81M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
380+ 1.84% |
$93.2K - $102K
|
21K
$6.23M
|