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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
363+ 35.59% |
$86.9K - $98.3K
|
1.38K
$411K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
349+ 27.1% |
$83.6K - $94.5K
|
1.64K
$486K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
340+ 22.82% |
$81.4K - $92.1K
|
1.83K
$543K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
330+ 3.75% |
$79K - $89.4K
|
9.14K
$2.71M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
314+ 8.19% |
$75.2K - $85K
|
4.15K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
313+ 2.49% |
$75K - $84.8K
|
12.9K
$3.83M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
312New |
$74.7K - $84.5K
|
312
$92.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
308+ 8.8% |
$73.8K - $83.4K
|
3.81K
$1.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
303New |
$72.6K - $82.1K
|
303
$90K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
300+ 0.47% |
$71.9K - $81.2K
|
63.7K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
300New |
$71.9K - $81.2K
|
300
$89.1K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
280New |
$67.1K - $75.8K
|
280
$83.1K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
280+ 3.92% |
$67.1K - $75.8K
|
7.42K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
278+ 67.48% |
$66.6K - $75.3K
|
690
$205K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
264+ 9.94% |
$63.2K - $71.5K
|
2.92K
$867K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
255New |
$61.1K - $69.1K
|
255
$75.7K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
254New |
$60.8K - $68.8K
|
254
$75.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
240New |
$57.5K - $65K
|
240
$71.3K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
235New |
$56.3K - $63.6K
|
235
$69.8K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
228+ 1.06% |
$54.6K - $61.7K
|
21.8K
$6.48M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
220+ 17.41% |
$52.7K - $59.6K
|
1.48K
$441K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
217+ 19.57% |
$52K - $58.8K
|
1.33K
$394K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
209+ 21.75% |
$50.1K - $56.6K
|
1.17K
$347K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
201+ 18.12% |
$48.1K - $54.4K
|
1.31K
$389K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
200+ 24.57% |
$47.9K - $54.2K
|
1.01K
$301K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
199+ 568.57% |
$47.7K - $53.9K
|
234
$69.5K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
199+ 23.55% |
$47.7K - $53.9K
|
1.04K
$310K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
199+ 16.57% |
$47.7K - $53.9K
|
1.4K
$416K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
195+ 12.75% |
$46.7K - $52.8K
|
1.72K
$512K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
192+ 15.88% |
$46K - $52K
|
1.4K
$416K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
191+ 2.52% |
$45.7K - $51.7K
|
7.77K
$2.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
190+ 12.83% |
$45.5K - $51.5K
|
1.67K
$496K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
190+ 0.62% |
$45.5K - $51.5K
|
31.1K
$9.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
183+ 5.03% |
$43.8K - $49.6K
|
3.82K
$1.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
182+ 14.72% |
$43.6K - $49.3K
|
1.42K
$421K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
178+ 1.55% |
$42.6K - $48.2K
|
11.7K
$3.47M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
178+ 5.46% |
$42.6K - $48.2K
|
3.44K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
173+ 19.07% |
$41.4K - $46.8K
|
1.08K
$321K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
170+ 21.12% |
$40.7K - $46K
|
975
$289K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
169+ 4.04% |
$40.5K - $45.8K
|
4.35K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
153+ 10.44% |
$36.6K - $41.4K
|
1.62K
$481K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
153+ 17.89% |
$36.6K - $41.4K
|
1.01K
$299K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
146+ 6.84% |
$35K - $39.5K
|
2.28K
$678K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
142+ 2.1% |
$34K - $38.5K
|
6.89K
$2.05M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
141+ 4.95% |
$33.8K - $38.2K
|
2.99K
$888K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
139+ 4.69% |
$33.3K - $37.6K
|
3.1K
$920K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
134+ 2.41% |
$32.1K - $36.3K
|
5.69K
$1.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
132+ 77.65% |
$31.6K - $35.7K
|
302
$89.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
125+ 1.16% |
$29.9K - $33.9K
|
10.9K
$3.25M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
125+ 10.87% |
$29.9K - $33.9K
|
1.28K
$379K
|