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 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-19- 0.37% |
$4.18K - $4.61K
|
5.07K
$1.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-20- 0.52% |
$4.4K - $4.85K
|
3.82K
$1.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-23- 0.45% |
$5.06K - $5.58K
|
5.14K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-23- 1.68% |
$5.06K - $5.58K
|
1.35K
$393K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-24- 11.01% |
$5.28K - $5.82K
|
194
$56.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-24- 0.36% |
$5.28K - $5.82K
|
6.72K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-24- 4.36% |
$5.28K - $5.82K
|
527
$154K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-25- 2.01% |
$5.5K - $6.07K
|
1.22K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-25- 1.11% |
$5.5K - $6.07K
|
2.24K
$652K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-25- 0.06% |
$5.5K - $6.07K
|
40.9K
$11.9M
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-26- 15.57% |
$5.71K - $6.31K
|
141
$41.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-27- 1.2% |
$5.93K - $6.55K
|
2.22K
$647K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-29- 2.71% |
$6.37K - $7.04K
|
1.04K
$304K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-30- 0.08% |
$6.59K - $7.28K
|
38.2K
$11.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-33- 0.04% |
$7.25K - $8.01K
|
87.6K
$25.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-33- 0.34% |
$7.25K - $8.01K
|
9.61K
$2.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-33- 2.67% |
$7.25K - $8.01K
|
1.2K
$350K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-34- 14.66% |
$7.47K - $8.25K
|
198
$57.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-34- 2.55% |
$7.47K - $8.25K
|
1.3K
$378K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-34- 0.28% |
$7.47K - $8.25K
|
11.9K
$3.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-34- 1.01% |
$7.47K - $8.25K
|
3.33K
$969K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-35- 2.6% |
$7.69K - $8.49K
|
1.31K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-35- 2.03% |
$7.69K - $8.49K
|
1.69K
$493K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-35- 1.7% |
$7.69K - $8.49K
|
2.02K
$589K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-36- 4.45% |
$7.91K - $8.74K
|
773
$225K
|
|
|
Jul 19, 2023
Q2 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-40- 2.18% |
$8.79K - $9.71K
|
1.8K
$524K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-41- 1.74% |
$9.01K - $9.95K
|
2.32K
$677K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-42- 4.26% |
$9.23K - $10.2K
|
944
$275K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-42- 1.19% |
$9.23K - $10.2K
|
3.48K
$1.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44- 2.05% |
$9.67K - $10.7K
|
2.1K
$613K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-45- 3.8% |
$9.89K - $10.9K
|
1.14K
$332K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-45- 5.04% |
$9.89K - $10.9K
|
847
$247K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-45- 3.22% |
$9.89K - $10.9K
|
1.35K
$395K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-45- 15.15% |
$9.89K - $10.9K
|
252
$73.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-47- 0.86% |
$10.3K - $11.4K
|
5.43K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-47- 3.27% |
$10.3K - $11.4K
|
1.39K
$406K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-48- 3.13% |
$10.6K - $11.6K
|
1.49K
$434K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-49- 0.98% |
$10.8K - $11.9K
|
4.94K
$1.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-49- 3.2% |
$10.8K - $11.9K
|
1.48K
$432K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-49- 2.78% |
$10.8K - $11.9K
|
1.71K
$499K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-51- 2.49% |
$11.2K - $12.4K
|
2K
$583K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-54- 4.7% |
$11.9K - $13.1K
|
1.09K
$319K
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-57- 0.8% |
$12.5K - $13.8K
|
7.06K
$2.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-61- 6.27% |
$13.4K - $14.8K
|
912
$266K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-62- 10.62% |
$13.6K - $15K
|
522
$152K
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-68- 0.45% |
$14.9K - $16.5K
|
14.9K
$4.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-68- 1.57% |
$14.9K - $16.5K
|
4.25K
$1.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-70- 0.92% |
$15.4K - $17K
|
7.51K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-75- 4.28% |
$16.5K - $18.2K
|
1.68K
$489K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-76- 22.89% |
$16.7K - $18.4K
|
256
$74.6K
|