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 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-63- 1.03% |
$15.5K - $16.9K
|
6.05K
$1.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-64- 5.06% |
$15.7K - $17.2K
|
1.2K
$356K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-64- 0.72% |
$15.7K - $17.2K
|
8.8K
$2.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-65- 3.11% |
$15.9K - $17.5K
|
2.02K
$599K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-66- 0.54% |
$16.2K - $17.7K
|
12.2K
$3.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-68- 0.27% |
$16.7K - $18.3K
|
24.9K
$7.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-70- 5.73% |
$17.2K - $18.8K
|
1.15K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-73- 0.22% |
$17.9K - $19.6K
|
33.4K
$9.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-73- 0.28% |
$17.9K - $19.6K
|
26K
$7.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-74- 7.54% |
$18.2K - $19.9K
|
908
$269K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-75- 50.0% |
$18.4K - $20.2K
|
75
$22.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-76- 95.0% |
$18.6K - $20.4K
|
4
$1.18K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-78- 4.84% |
$19.1K - $21K
|
1.53K
$454K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-79- 9.18% |
$19.4K - $21.2K
|
782
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-80- 4.27% |
$19.6K - $21.5K
|
1.8K
$531K
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-81- 7.39% |
$19.9K - $21.8K
|
1.02K
$300K
|
|
|
Jul 24, 2024
Q2 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-82- 3.98% |
$20.1K - $22K
|
1.98K
$586K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-87- 1.56% |
$21.3K - $23.4K
|
5.49K
$1.63M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-91- 42.13% |
$22.3K - $24.5K
|
125
$37K
|
|
|
Aug 09, 2024
Q2 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-91- 0.46% |
$22.3K - $24.5K
|
19.8K
$5.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-94- 6.49% |
$23.1K - $25.3K
|
1.36K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-96- 27.43% |
$23.5K - $25.8K
|
254
$75.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-97- 96.04% |
$23.8K - $26.1K
|
4
$1.18K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-97- 17.51% |
$23.8K - $26.1K
|
457
$135K
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-97- 0.13% |
$23.8K - $26.1K
|
75K
$22.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-98- 9.39% |
$24K - $26.3K
|
946
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 19.01% |
$24.5K - $26.9K
|
426
$126K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-100- 7.66% |
$24.5K - $26.9K
|
1.21K
$357K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-100- 7.81% |
$24.5K - $26.9K
|
1.18K
$350K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-100- 5.82% |
$24.5K - $26.9K
|
1.62K
$479K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-103- 1.17% |
$25.3K - $27.7K
|
8.68K
$2.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-109- 18.23% |
$26.7K - $29.3K
|
489
$145K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-110- 0.69% |
$27K - $29.6K
|
15.8K
$4.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-110- 18.36% |
$27K - $29.6K
|
489
$145K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-110- 3.67% |
$27K - $29.6K
|
2.89K
$854K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-110Closed |
$27K - $29.6K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-112- 0.6% |
$27.5K - $30.1K
|
18.5K
$5.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-114- 90.48% |
$28K - $30.6K
|
12
$3.55K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-121- 0.73% |
$29.7K - $32.5K
|
16.5K
$4.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-122- 3.2% |
$29.9K - $32.8K
|
3.7K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-125- 1.56% |
$30.7K - $33.6K
|
7.89K
$2.34M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-125- 14.01% |
$30.7K - $33.6K
|
767
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-130- 9.19% |
$31.9K - $34.9K
|
1.28K
$380K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-130- 3.91% |
$31.9K - $34.9K
|
3.2K
$946K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-131- 10.0% |
$32.1K - $35.2K
|
1.18K
$349K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-138- 9.85% |
$33.9K - $37.1K
|
1.26K
$374K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-144- 5.14% |
$35.3K - $38.7K
|
2.66K
$786K
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-148- 26.1% |
$36.3K - $39.8K
|
419
$124K
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-148- 26.1% |
$36.3K - $39.8K
|
419
$124K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-150- 5.49% |
$36.8K - $40.3K
|
2.58K
$764K
|