Purchases and Sales Made in Q2 2023 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q2 2023. 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 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-260- 3.85% |
$57.1K - $63.1K
|
6.49K
$1.93M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-260- 12.22% |
$57.1K - $63.1K
|
1.87K
$555K
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-269- 22.95% |
$59.1K - $65.3K
|
903
$268K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-280- 4.89% |
$61.5K - $67.9K
|
5.44K
$1.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-281- 5.91% |
$61.8K - $68.2K
|
4.47K
$1.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-282- 1.52% |
$62K - $68.4K
|
18.2K
$5.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-286- 6.2% |
$62.9K - $69.4K
|
4.33K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-289- 3.48% |
$63.5K - $70.1K
|
8.02K
$2.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-298- 19.15% |
$65.5K - $72.3K
|
1.26K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-300- 23.81% |
$65.9K - $72.8K
|
960
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-300- 6.37% |
$65.9K - $72.8K
|
4.41K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-323- 21.25% |
$71K - $78.4K
|
1.2K
$355K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-324- 43.61% |
$71.2K - $78.6K
|
419
$124K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-325- 1.78% |
$71.4K - $78.9K
|
17.9K
$5.33M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-327- 10.68% |
$71.9K - $79.3K
|
2.73K
$812K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-342- 3.12% |
$75.2K - $83K
|
10.6K
$3.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-356- 4.77% |
$78.2K - $86.4K
|
7.1K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-389- 0.33% |
$85.5K - $94.4K
|
118K
$35.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-390- 18.76% |
$85.7K - $94.6K
|
1.69K
$501K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-398- 6.69% |
$87.5K - $96.6K
|
5.55K
$1.65M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-415- 8.53% |
$91.2K - $101K
|
4.45K
$1.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-418- 1.54% |
$91.9K - $101K
|
26.7K
$7.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-421- 9.64% |
$92.5K - $102K
|
3.95K
$1.17M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-432- 7.13% |
$95K - $105K
|
5.63K
$1.67M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-440- 25.07% |
$96.7K - $107K
|
1.32K
$390K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-445- 33.21% |
$97.8K - $108K
|
895
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-450- 12.68% |
$98.9K - $109K
|
3.1K
$920K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-461- 17.58% |
$101K - $112K
|
2.16K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-473- 6.8% |
$104K - $115K
|
6.48K
$1.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-491- 3.49% |
$108K - $119K
|
13.6K
$4.03M
|
|
|
Aug 16, 2023
Q2 2023
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-491- 32.65% |
$108K - $119K
|
1.01K
$301K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-509- 12.89% |
$112K - $124K
|
3.44K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-510- 24.29% |
$112K - $124K
|
1.59K
$472K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-520- 1.09% |
$114K - $126K
|
47.2K
$14M
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-521- 14.63% |
$115K - $126K
|
3.04K
$903K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-522- 1.89% |
$115K - $127K
|
27K
$8.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-526- 18.67% |
$116K - $128K
|
2.29K
$680K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-528- 28.43% |
$116K - $128K
|
1.33K
$395K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-533- 32.24% |
$117K - $129K
|
1.12K
$333K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-539- 0.18% |
$118K - $131K
|
295K
$87.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-539- 9.71% |
$118K - $131K
|
5.01K
$1.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-550- 20.72% |
$121K - $133K
|
2.1K
$625K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-558- 18.08% |
$123K - $135K
|
2.53K
$751K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-559- 11.1% |
$123K - $136K
|
4.48K
$1.33M
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-560- 76.19% |
$123K - $136K
|
175
$52K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-583- 5.42% |
$128K - $141K
|
10.2K
$3.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-585- 3.57% |
$129K - $142K
|
15.8K
$4.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-586- 0.51% |
$129K - $142K
|
114K
$33.9M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-623- 1.74% |
$137K - $151K
|
35.1K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-626- 2.14% |
$138K - $152K
|
28.7K
$8.52M
|