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 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.07% |
$240 - $271
|
1.41K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.92% |
$240 - $271
|
110
$29.2K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1- 0.06% |
$240 - $271
|
1.69K
$449K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1- 0.09% |
$240 - $271
|
1.17K
$310K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 25.0% |
$240 - $271
|
3
$796
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$240 - $271
|
35K
$9.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2- 4.76% |
$479 - $542
|
40
$10.6K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 4.0% |
$479 - $542
|
48
$12.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.8% |
$479 - $542
|
248
$65.8K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-2- 0.06% |
$479 - $542
|
3.17K
$841K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-2- 0.1% |
$479 - $542
|
2.01K
$534K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2- 0.99% |
$479 - $542
|
200
$53.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2- 0.12% |
$479 - $542
|
1.71K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-2- 0.03% |
$479 - $542
|
7.09K
$1.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
SELL
|
- |
-2- 0.11% |
$479 - $542
|
1.88K
$500K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-3- 0.16% |
$719 - $812
|
1.87K
$496K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-4- 6.25% |
$958 - $1.08K
|
60
$15.9K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4- 0.3% |
$958 - $1.08K
|
1.34K
$355K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-4- 0.31% |
$958 - $1.08K
|
1.28K
$340K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-5- 0.5% |
$1.2K - $1.35K
|
992
$263K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 4.59% |
$1.2K - $1.35K
|
104
$27.6K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6- 0.49% |
$1.44K - $1.62K
|
1.21K
$321K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-6- 0.03% |
$1.44K - $1.62K
|
20.3K
$5.37M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6- 0.38% |
$1.44K - $1.62K
|
1.58K
$418K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-6- 0.56% |
$1.44K - $1.62K
|
1.07K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-7- 0.48% |
$1.68K - $1.9K
|
1.45K
$384K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-7- 0.49% |
$1.68K - $1.9K
|
1.42K
$378K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8- 0.25% |
$1.92K - $2.17K
|
3.21K
$852K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-9- 5.66% |
$2.16K - $2.44K
|
150
$39.8K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-9- 0.17% |
$2.16K - $2.44K
|
5.26K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10- 20.0% |
$2.4K - $2.71K
|
40
$10.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-10- 0.42% |
$2.4K - $2.71K
|
2.37K
$628K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10- 0.18% |
$2.4K - $2.71K
|
5.55K
$1.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 50.0% |
$2.63K - $2.98K
|
11
$2.92K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17- 1.79% |
$4.07K - $4.6K
|
932
$247K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-17- 0.64% |
$4.07K - $4.6K
|
2.62K
$695K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-20- 2.0% |
$4.79K - $5.42K
|
982
$261K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-20- 0.44% |
$4.79K - $5.42K
|
4.56K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-20- 1.86% |
$4.79K - $5.42K
|
1.05K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-20- 0.1% |
$4.79K - $5.42K
|
19.5K
$5.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-20- 1.08% |
$4.79K - $5.42K
|
1.83K
$485K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-21- 1.53% |
$5.03K - $5.69K
|
1.35K
$358K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-21- 0.24% |
$5.03K - $5.69K
|
8.75K
$2.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-22- 0.44% |
$5.27K - $5.96K
|
5.02K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22- 1.43% |
$5.27K - $5.96K
|
1.52K
$402K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-23- 1.09% |
$5.51K - $6.23K
|
2.08K
$552K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-23- 1.95% |
$5.51K - $6.23K
|
1.16K
$307K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-24- 1.74% |
$5.75K - $6.5K
|
1.36K
$360K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-25- 0.72% |
$5.99K - $6.77K
|
3.45K
$916K
|