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 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
101+ 6.81% |
$24.8K - $27.1K
|
1.59K
$471K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
100+ 3.49% |
$24.5K - $26.9K
|
2.97K
$882K
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
100New |
$24.5K - $26.9K
|
100
$29.7K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
95+ 46.34% |
$23.3K - $25.5K
|
300
$89.1K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
95+ 4.37% |
$23.3K - $25.5K
|
2.27K
$673K
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
93+ 4.17% |
$22.8K - $25K
|
2.32K
$690K
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
91+ 3.7% |
$22.3K - $24.5K
|
2.55K
$757K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
89+ 3.61% |
$21.8K - $23.9K
|
2.56K
$759K
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
88+ 2.71% |
$21.6K - $23.6K
|
3.34K
$991K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
87+ 290.0% |
$21.3K - $23.4K
|
117
$34.7K
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
87New |
$21.3K - $23.4K
|
87
$25.8K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
86+ 0.7% |
$21.1K - $23.1K
|
12.4K
$3.69M
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
84+ 0.14% |
$20.6K - $22.6K
|
59K
$17.5M
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
84New |
$20.6K - $22.6K
|
84
$24.9K
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
83+ 6.41% |
$20.4K - $22.3K
|
1.38K
$409K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
75+ 0.8% |
$18.4K - $20.2K
|
9.47K
$2.81M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
75New |
$18.4K - $20.2K
|
75
$22.3K
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
73+ 0.49% |
$17.9K - $19.6K
|
15.1K
$4.49M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
65New |
$15.9K - $17.5K
|
65
$19.3K
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
65+ 1.1% |
$15.9K - $17.5K
|
5.97K
$1.77M
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
60+ 0.12% |
$14.7K - $16.1K
|
51.7K
$15.4M
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
60+ 5.18% |
$14.7K - $16.1K
|
1.22K
$362K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
59+ 1.06% |
$14.5K - $15.9K
|
5.61K
$1.67M
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
57+ 2.39% |
$14K - $15.3K
|
2.44K
$724K
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
55+ 5.09% |
$13.5K - $14.8K
|
1.14K
$337K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
52+ 6.78% |
$12.8K - $14K
|
819
$243K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
52+ 0.46% |
$12.8K - $14K
|
11.5K
$3.4M
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
52+ 0.25% |
$12.8K - $14K
|
20.9K
$6.21M
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
51+ 212.5% |
$12.5K - $13.7K
|
75
$22.3K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
50New |
$12.3K - $13.4K
|
50
$14.8K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 10.94% |
$12.3K - $13.4K
|
507
$151K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
49+ 544.44% |
$12K - $13.2K
|
58
$17.2K
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
47+ 3.64% |
$11.5K - $12.6K
|
1.34K
$397K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
42+ 19.53% |
$10.3K - $11.3K
|
257
$76.3K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
41New |
$10.1K - $11K
|
41
$12.2K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
38New |
$9.32K - $10.2K
|
38
$11.3K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37+ 528.57% |
$9.08K - $9.94K
|
44
$13.1K
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
33+ 2.26% |
$8.09K - $8.87K
|
1.49K
$443K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
33+ 2.04% |
$8.09K - $8.87K
|
1.65K
$490K
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
33+ 0.94% |
$8.09K - $8.87K
|
3.53K
$1.05M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
33+ 0.14% |
$8.09K - $8.87K
|
23K
$6.82M
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
30+ 0.37% |
$7.36K - $8.06K
|
8.24K
$2.45M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30+ 0.38% |
$7.36K - $8.06K
|
7.97K
$2.37M
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
29+ 1.51% |
$7.11K - $7.79K
|
1.94K
$577K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
29+ 100.0% |
$7.11K - $7.79K
|
58
$17.2K
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
28+ 3.5% |
$6.87K - $7.52K
|
827
$246K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
28+ 77.78% |
$6.87K - $7.52K
|
64
$19K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26+ 1.86% |
$6.38K - $6.99K
|
1.42K
$423K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 0.84% |
$6.13K - $6.72K
|
3.02K
$896K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
24+ 0.24% |
$5.89K - $6.45K
|
10.2K
$3.02M
|