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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.19K- 0.72% |
$702K - $775K
|
438K
$130M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.65K- 13.21% |
$802K - $886K
|
24K
$7.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-3.9K- 5.35% |
$858K - $947K
|
69.1K
$20.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.91K- 1.16% |
$859K - $949K
|
333K
$99M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.95K- 53.55% |
$868K - $958K
|
3.42K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.16K- 38.45% |
$914K - $1.01M
|
6.66K
$1.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.33K- 2.15% |
$953K - $1.05M
|
197K
$58.4M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.8K- 4.47% |
$1.06M - $1.17M
|
103K
$30.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.8K- 4.47% |
$1.06M - $1.17M
|
103K
$30.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5.86K- 5.91% |
$1.29M - $1.42M
|
93.3K
$27.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.29K- 41.27% |
$1.38M - $1.53M
|
8.95K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-7.01K- 5.84% |
$1.54M - $1.7M
|
113K
$33.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-7.26K- 18.17% |
$1.6M - $1.76M
|
32.7K
$9.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.55K- 6.79% |
$1.66M - $1.83M
|
104K
$30.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-9.8K- 26.92% |
$2.15M - $2.38M
|
26.6K
$7.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-10.1K- 75.02% |
$2.21M - $2.44M
|
3.35K
$996K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.4K- 6.77% |
$2.52M - $2.78M
|
158K
$46.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-12.1K- 90.01% |
$2.67M - $2.95M
|
1.35K
$400K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.4K- 5.83% |
$2.95M - $3.26M
|
217K
$64.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-15.4K- 3.04% |
$3.38M - $3.73M
|
490K
$146M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-16.7K- 52.92% |
$3.67M - $4.05M
|
14.8K
$4.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18K- 4.36% |
$3.95M - $4.36M
|
393K
$117M
|
|
|
Aug 01, 2023
Q2 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-18.8K- 43.82% |
$4.13M - $4.56M
|
24.1K
$7.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.7K- 16.08% |
$4.54M - $5.01M
|
108K
$32M
|
|
|
Aug 14, 2023
Q2 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-29.3K- 91.15% |
$6.44M - $7.11M
|
2.84K
$844K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30.2K- 3.78% |
$6.64M - $7.33M
|
769K
$228M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-31.5K- 6.39% |
$6.92M - $7.64M
|
461K
$137M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-32.3K- 84.79% |
$7.1M - $7.84M
|
5.8K
$1.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-33.7K- 93.44% |
$7.4M - $8.17M
|
2.36K
$702K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-35K- 4.2% |
$7.69M - $8.49M
|
798K
$237M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-54.6K- 24.09% |
$12M - $13.3M
|
172K
$51.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-55.1K- 84.63% |
$12.1M - $13.4M
|
10K
$2.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-58.9K- 99.77% |
$12.9M - $14.3M
|
133
$39.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-68.2K- 99.32% |
$15M - $16.6M
|
469
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-76.4K- 77.57% |
$16.8M - $18.5M
|
22.1K
$6.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-76.6K- 21.49% |
$16.8M - $18.6M
|
280K
$83.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-129K- 4.22% |
$28.4M - $31.3M
|
2.93M
$871M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-143K- 9.45% |
$31.5M - $34.8M
|
1.37M
$408M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-151K- 47.59% |
$33.3M - $36.7M
|
167K
$49.5M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-315K- 69.0% |
$69.2M - $76.4M
|
141K
$42M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-384K- 97.98% |
$84.4M - $93.1M
|
7.92K
$2.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-689K- 33.35% |
$152M - $167M
|
1.38M
$409M
|