Purchases and Sales Made in Q2 2024 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
771K+ 28721.33% |
$189M - $207M
|
774K
$231M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
169K+ 5.29% |
$41.5M - $45.5M
|
3.37M
$1.01B
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
137K+ 103.24% |
$33.6M - $36.8M
|
270K
$80.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
103KNew |
$25.3M - $27.7M
|
103K
$30.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
87.6K+ 125.4% |
$21.5M - $23.5M
|
157K
$47M
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
82.9KNew |
$20.3M - $22.3M
|
82.9K
$24.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
BUY
|
- |
77.8K+ 5.29% |
$19.1M - $20.9M
|
1.55M
$463M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.3K+ 3416450.0% |
$16.8M - $18.4M
|
68.3K
$20.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
67.6K+ 188.69% |
$16.6M - $18.2M
|
103K
$30.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
63.8KNew |
$15.7M - $17.2M
|
63.8K
$19.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
63.5K+ 68.56% |
$15.6M - $17.1M
|
156K
$46.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
50.6K+ 11.86% |
$12.4M - $13.6M
|
477K
$142M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
46KNew |
$11.3M - $12.3M
|
46K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
39.3KNew |
$9.64M - $10.6M
|
39.3K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
39.2KNew |
$9.63M - $10.5M
|
39.2K
$11.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.4K+ 22.13% |
$8.2M - $8.98M
|
184K
$55.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
28.9K+ 6.21% |
$7.08M - $7.76M
|
493K
$147M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
28.5K+ 15.88% |
$6.98M - $7.65M
|
208K
$62M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
25.5K+ 1.83% |
$6.26M - $6.86M
|
1.42M
$425M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.3K+ 7.8% |
$5.96M - $6.52M
|
336K
$100M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23.2K+ 26.12% |
$5.69M - $6.23M
|
112K
$33.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
22.5KNew |
$5.52M - $6.05M
|
22.5K
$6.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20.9K+ 67.16% |
$5.12M - $5.61M
|
51.9K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
19K+ 54.96% |
$4.66M - $5.11M
|
53.6K
$16M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
17.6K+ 2.09% |
$4.31M - $4.72M
|
858K
$256M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.2KNew |
$4.23M - $4.63M
|
17.2K
$5.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
16.3KNew |
$4.01M - $4.39M
|
16.3K
$4.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
15.2KNew |
$3.74M - $4.09M
|
15.2K
$4.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
13.8K+ 36.03% |
$3.39M - $3.71M
|
52.1K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13.7KNew |
$3.37M - $3.69M
|
13.7K
$4.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
13.6K+ 54.45% |
$3.34M - $3.66M
|
38.7K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.4K+ 38.63% |
$3.29M - $3.6M
|
48.1K
$14.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.5K+ 188.32% |
$3.06M - $3.35M
|
19.1K
$5.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.2K+ 1.16% |
$3M - $3.29M
|
1.07M
$320M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.64KNew |
$2.36M - $2.59M
|
9.64K
$2.88M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.33K+ 4.76% |
$2.04M - $2.24M
|
183K
$54.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.49KNew |
$1.84M - $2.01M
|
7.49K
$2.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
7.3K+ 97.33% |
$1.79M - $1.96M
|
14.8K
$4.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.22KNew |
$1.77M - $1.94M
|
7.22K
$2.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.2K+ 22.39% |
$1.77M - $1.93M
|
39.4K
$11.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
7.03K+ 30.42% |
$1.72M - $1.89M
|
30.1K
$8.99M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.78K+ 5423.2% |
$1.66M - $1.82M
|
6.9K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.7KNew |
$1.64M - $1.8M
|
6.7K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
5.93KNew |
$1.45M - $1.59M
|
5.93K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.9K+ 47.24% |
$1.45M - $1.59M
|
18.4K
$5.49M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.89K+ 1.29% |
$1.45M - $1.58M
|
463K
$138M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.69K+ 22.41% |
$1.39M - $1.53M
|
31.1K
$9.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.66KNew |
$1.39M - $1.52M
|
5.66K
$1.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.44KNew |
$1.33M - $1.46M
|
5.44K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.34K+ 24.48% |
$1.31M - $1.43M
|
27.2K
$8.11M
|