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
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
19+ 0.44% |
$4.55K - $5.15K
|
4.37K
$1.27M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
17+ 141.67% |
$4.07K - $4.6K
|
29
$8.45K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16New |
$3.83K - $4.33K
|
16
$4.66K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
16New |
$3.83K - $4.33K
|
16
$4.66K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
14New |
$3.35K - $3.79K
|
14
$4.08K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
13+ 12.87% |
$3.11K - $3.52K
|
114
$33.2K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 0.1% |
$2.87K - $3.25K
|
12.4K
$3.6M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
12+ 0.72% |
$2.87K - $3.25K
|
1.68K
$490K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12+ 1.47% |
$2.87K - $3.25K
|
831
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
12+ 0.66% |
$2.87K - $3.25K
|
1.82K
$531K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
11+ 0.91% |
$2.63K - $2.98K
|
1.22K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.37% |
$2.4K - $2.71K
|
2.74K
$799K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10New |
$2.4K - $2.71K
|
10
$2.92K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
10New |
$2.4K - $2.71K
|
10
$2.92K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10New |
$2.4K - $2.71K
|
10
$2.92K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
9+ 0.08% |
$2.16K - $2.44K
|
11.5K
$3.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8New |
$1.92K - $2.17K
|
8
$2.33K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7+ 0.1% |
$1.68K - $1.9K
|
7.09K
$2.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6+ 0.62% |
$1.44K - $1.62K
|
967
$282K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6+ 4.48% |
$1.44K - $1.62K
|
140
$40.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6+ 0.1% |
$1.44K - $1.62K
|
6.1K
$1.78M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6New |
$1.44K - $1.62K
|
6
$1.75K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.19% |
$1.2K - $1.35K
|
2.66K
$774K
|
|
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5+ 1.29% |
$1.2K - $1.35K
|
393
$115K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
5+ 0.02% |
$1.2K - $1.35K
|
20.8K
$6.08M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5+ 1.38% |
$1.2K - $1.35K
|
367
$107K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.1% |
$958 - $1.08K
|
3.82K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$958 - $1.08K
|
3.44K
$1M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4+ 0.27% |
$958 - $1.08K
|
1.5K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4New |
$958 - $1.08K
|
4
$1.17K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4+ 0.04% |
$958 - $1.08K
|
9.33K
$2.72M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 2.78% |
$719 - $812
|
111
$32.4K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3+ 0.12% |
$719 - $812
|
2.54K
$741K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
3+ 0.14% |
$719 - $812
|
2.19K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3+ 0.12% |
$719 - $812
|
2.51K
$731K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2+ 0.03% |
$479 - $542
|
5.76K
$1.68M
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2+ 0.15% |
$479 - $542
|
1.31K
$381K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.13% |
$479 - $542
|
1.56K
$455K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2+ 0.15% |
$479 - $542
|
1.31K
$380K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2+ 0.13% |
$479 - $542
|
1.6K
$467K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2+ 0.08% |
$479 - $542
|
2.37K
$692K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2+ 0.22% |
$479 - $542
|
932
$272K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
2+ 0.14% |
$479 - $542
|
1.44K
$419K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.03% |
$240 - $271
|
3.67K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1+ 0.1% |
$240 - $271
|
1.03K
$301K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.19% |
$240 - $271
|
540
$157K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.17% |
$240 - $271
|
594
$173K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.07% |
$240 - $271
|
1.41K
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$240 - $271
|
794
$231K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1+ 0.51% |
$240 - $271
|
199
$58K
|