Purchases and Sales Made in Q1 2024 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.18K+ 273.42% |
$1.24M - $1.4M
|
7.08K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.97K+ 4.6% |
$1.19M - $1.35M
|
113K
$33.5M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
4.92K+ 4.88% |
$1.18M - $1.33M
|
106K
$31.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.84KNew |
$1.16M - $1.31M
|
4.84K
$1.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.82K+ 23.87% |
$1.16M - $1.31M
|
25K
$7.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.73K+ 0.68% |
$1.13M - $1.28M
|
702K
$208M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.62KNew |
$1.11M - $1.25M
|
4.62K
$1.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4.46KNew |
$1.07M - $1.21M
|
4.46K
$1.32M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
4.43K+ 4.7% |
$1.06M - $1.2M
|
98.7K
$29.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
4.37K+ 245.67% |
$1.05M - $1.18M
|
6.15K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.07K+ 7.7% |
$974K - $1.1M
|
56.8K
$16.8M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.04K+ 65.4% |
$968K - $1.09M
|
10.2K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3.63K+ 38.0% |
$868K - $982K
|
13.2K
$3.9M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.43K+ 4.06% |
$821K - $928K
|
87.9K
$26M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.42KNew |
$819K - $926K
|
3.42K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.8K+ 17.28% |
$671K - $759K
|
19K
$5.63M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.73K+ 723.34% |
$653K - $738K
|
3.1K
$919K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.71K+ 3.49% |
$650K - $735K
|
80.4K
$23.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.69KNew |
$643K - $727K
|
2.69K
$795K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.62KNew |
$628K - $710K
|
2.62K
$776K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.58KNew |
$618K - $699K
|
2.58K
$764K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.55KNew |
$610K - $690K
|
2.55K
$754K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.53K+ 2.42% |
$606K - $685K
|
107K
$31.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.53K+ 46.89% |
$605K - $684K
|
7.91K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.5K+ 156.34% |
$599K - $678K
|
4.1K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.48K+ 13.67% |
$593K - $671K
|
20.6K
$6.1M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.3K+ 7.07% |
$551K - $623K
|
34.9K
$10.3M
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 5.13% |
$525K - $594K
|
44.9K
$13.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.16K+ 108.16% |
$517K - $585K
|
4.16K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.08K+ 14.35% |
$498K - $563K
|
16.6K
$4.91M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.98K+ 13.73% |
$474K - $536K
|
16.4K
$4.85M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.97KNew |
$472K - $533K
|
1.97K
$583K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.96KNew |
$470K - $531K
|
1.96K
$581K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.95K+ 5.56% |
$467K - $528K
|
37K
$11M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.9KNew |
$455K - $514K
|
1.9K
$562K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.9KNew |
$455K - $514K
|
1.9K
$562K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.87K+ 251.54% |
$449K - $507K
|
2.62K
$775K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.86K+ 40.23% |
$446K - $504K
|
6.49K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.85KNew |
$442K - $500K
|
1.85K
$547K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.83K+ 12.35% |
$438K - $495K
|
16.6K
$4.93M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.69KNew |
$405K - $458K
|
1.69K
$501K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.69KNew |
$405K - $457K
|
1.69K
$500K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.64K+ 61.58% |
$393K - $445K
|
4.31K
$1.28M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.6KNew |
$384K - $434K
|
1.6K
$475K
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
1.57K+ 7.41% |
$375K - $424K
|
22.7K
$6.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.55KNew |
$371K - $420K
|
1.55K
$459K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.51KNew |
$361K - $408K
|
1.51K
$446K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.42KNew |
$339K - $383K
|
1.42K
$419K
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.41KNew |
$339K - $383K
|
1.41K
$419K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.39KNew |
$332K - $376K
|
1.39K
$411K
|