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 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
370+ 3.62% |
$90.8K - $99.4K
|
10.6K
$3.15M
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
361New |
$88.5K - $97K
|
361
$107K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
354+ 12.55% |
$86.8K - $95.1K
|
3.17K
$942K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
331+ 5.69% |
$81.2K - $88.9K
|
6.15K
$1.83M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
329+ 132.66% |
$80.7K - $88.4K
|
577
$171K
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
324+ 1.73% |
$79.5K - $87.1K
|
19.1K
$5.66M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
322+ 0.12% |
$79K - $86.5K
|
273K
$80.9M
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
321+ 2.44% |
$78.7K - $86.3K
|
13.5K
$4M
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
314+ 1.34% |
$77K - $84.4K
|
23.8K
$7.07M
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
303+ 3.25% |
$74.3K - $81.4K
|
9.63K
$2.86M
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
301+ 390.91% |
$73.8K - $80.9K
|
378
$112K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
295+ 11.5% |
$72.4K - $79.3K
|
2.86K
$849K
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
284+ 93.73% |
$69.7K - $76.3K
|
587
$174K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
282+ 2.46% |
$69.2K - $75.8K
|
11.7K
$3.48M
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
281+ 12.93% |
$68.9K - $75.5K
|
2.46K
$729K
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
280+ 12.79% |
$68.7K - $75.2K
|
2.47K
$733K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
271+ 36.04% |
$66.5K - $72.8K
|
1.02K
$304K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
267+ 5.95% |
$65.5K - $71.7K
|
4.75K
$1.41M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
256+ 6.32% |
$62.8K - $68.8K
|
4.31K
$1.28M
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
250+ 16.08% |
$61.3K - $67.2K
|
1.81K
$536K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
242+ 0.7% |
$59.4K - $65K
|
34.6K
$10.3M
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
232+ 4.29% |
$56.9K - $62.3K
|
5.64K
$1.67M
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
231+ 17.05% |
$56.7K - $62.1K
|
1.59K
$471K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
223+ 0.28% |
$54.7K - $59.9K
|
80.6K
$23.9M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
221+ 0.07% |
$54.2K - $59.4K
|
333K
$98.9M
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
220+ 3.91% |
$54K - $59.1K
|
5.85K
$1.74M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
214+ 1.37% |
$52.5K - $57.5K
|
15.9K
$4.72M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
211+ 5.76% |
$51.8K - $56.7K
|
3.87K
$1.15M
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
209+ 5.49% |
$51.3K - $56.2K
|
4.02K
$1.19M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
207+ 0.93% |
$50.8K - $55.6K
|
22.6K
$6.7M
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
203+ 20.14% |
$49.8K - $54.5K
|
1.21K
$360K
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
188+ 22.33% |
$46.1K - $50.5K
|
1.03K
$306K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
186+ 6.19% |
$45.6K - $50K
|
3.19K
$948K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
185+ 2.28% |
$45.4K - $49.7K
|
8.29K
$2.46M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
183+ 6.99% |
$44.9K - $49.2K
|
2.8K
$832K
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
175+ 5.09% |
$42.9K - $47K
|
3.61K
$1.07M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
173+ 1.63% |
$42.4K - $46.5K
|
10.8K
$3.2M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
171+ 3.65% |
$41.9K - $45.9K
|
4.86K
$1.44M
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
167+ 17.13% |
$41K - $44.9K
|
1.14K
$339K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150+ 306.12% |
$36.8K - $40.3K
|
199
$59.1K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
148+ 0.42% |
$36.3K - $39.8K
|
35.1K
$10.4M
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
135+ 0.3% |
$33.1K - $36.3K
|
45.1K
$13.4M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
130+ 9.4% |
$31.9K - $34.9K
|
1.51K
$449K
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
121+ 0.17% |
$29.7K - $32.5K
|
70.4K
$20.9M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
121+ 9.81% |
$29.7K - $32.5K
|
1.36K
$402K
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
119+ 8.23% |
$29.2K - $32K
|
1.57K
$465K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
118+ 2.88% |
$28.9K - $31.7K
|
4.22K
$1.25M
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
111+ 10.4% |
$27.2K - $29.8K
|
1.18K
$350K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
109+ 2.51% |
$26.7K - $29.3K
|
4.46K
$1.32M
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
BUY
|
- |
108New |
$26.5K - $29K
|
108
$32.1K
|