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 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-174- 2.84% |
$42.7K - $46.8K
|
5.96K
$1.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-177- 8.44% |
$43.4K - $47.6K
|
1.92K
$594K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-180- 16.62% |
$44.2K - $48.4K
|
903
$280K
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-181- 0.37% |
$44.4K - $48.6K
|
48.5K
$15M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-190- 12.57% |
$46.6K - $51.1K
|
1.32K
$409K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-195- 2.51% |
$47.8K - $52.4K
|
7.58K
$2.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-198- 0.76% |
$48.6K - $53.2K
|
25.7K
$7.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-199- 85.04% |
$48.8K - $53.5K
|
35
$10.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-204- 9.8% |
$50K - $54.8K
|
1.88K
$581K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-210- 2.83% |
$51.5K - $56.4K
|
7.21K
$2.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-210- 0.45% |
$51.5K - $56.4K
|
46K
$14.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-211- 7.63% |
$51.8K - $56.7K
|
2.56K
$792K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-217- 33.8% |
$53.2K - $58.3K
|
425
$132K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-218- 6.88% |
$53.5K - $58.6K
|
2.95K
$914K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-219- 2.0% |
$53.7K - $58.8K
|
10.7K
$3.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-220- 14.97% |
$54K - $59.1K
|
1.25K
$387K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-222- 0.78% |
$54.5K - $59.7K
|
28.2K
$8.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-222- 3.19% |
$54.5K - $59.7K
|
6.74K
$2.09M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-224- 2.16% |
$54.9K - $60.2K
|
10.2K
$3.15M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-225- 4.86% |
$55.2K - $60.5K
|
4.41K
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-229- 21.96% |
$56.2K - $61.5K
|
814
$252K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-230- 3.36% |
$56.4K - $61.8K
|
6.61K
$2.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-239- 46.23% |
$58.6K - $64.2K
|
278
$86.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-244- 1.31% |
$59.9K - $65.6K
|
18.4K
$5.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-245- 1.86% |
$60.1K - $65.8K
|
12.9K
$4.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-248- 13.57% |
$60.8K - $66.6K
|
1.58K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-250- 17.86% |
$61.3K - $67.2K
|
1.15K
$356K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-252- 4.1% |
$61.8K - $67.7K
|
5.89K
$1.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-257- 5.25% |
$63K - $69.1K
|
4.63K
$1.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-258- 1.05% |
$63.3K - $69.3K
|
24.3K
$7.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-265- 6.06% |
$65K - $71.2K
|
4.11K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-266- 73.48% |
$65.2K - $71.5K
|
96
$29.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-268- 40.48% |
$65.7K - $72K
|
394
$122K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-273- 6.58% |
$67K - $73.4K
|
3.88K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-273- 6.58% |
$67K - $73.4K
|
3.88K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-282- 11.42% |
$69.2K - $75.8K
|
2.19K
$678K
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-285- 8.57% |
$69.9K - $76.6K
|
3.04K
$942K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-287- 7.74% |
$70.4K - $77.1K
|
3.42K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-290- 5.32% |
$71.1K - $77.9K
|
5.17K
$1.6M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-291- 0.91% |
$71.4K - $78.2K
|
31.7K
$9.82M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-292- 27.7% |
$71.6K - $78.5K
|
762
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-300- 2.57% |
$73.6K - $80.6K
|
11.4K
$3.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-326- 7.56% |
$80K - $87.6K
|
3.99K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-332- 0.38% |
$81.4K - $89.2K
|
87.6K
$27.1M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-340- 16.56% |
$83.4K - $91.4K
|
1.71K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-343- 1.05% |
$84.1K - $92.2K
|
32.4K
$10M
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-344- 39.45% |
$84.4K - $92.4K
|
528
$164K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-363- 5.17% |
$89K - $97.5K
|
6.66K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-365- 4.73% |
$89.5K - $98.1K
|
7.36K
$2.28M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-366- 1.52% |
$89.8K - $98.3K
|
23.7K
$7.35M
|