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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-399- 13.84% |
$97.9K - $107K
|
2.48K
$741K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-417- 3.82% |
$102K - $112K
|
10.5K
$3.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-420- 25.66% |
$103K - $113K
|
1.22K
$363K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-425- 3.17% |
$104K - $114K
|
13K
$3.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-431- 2.16% |
$106K - $116K
|
19.5K
$5.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-442- 2.32% |
$108K - $119K
|
18.6K
$5.54M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-480- 14.26% |
$118K - $129K
|
2.89K
$861K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-482- 5.22% |
$118K - $130K
|
8.75K
$2.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-482- 5.22% |
$118K - $130K
|
8.75K
$2.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-483- 0.68% |
$118K - $130K
|
70.3K
$21M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-498- 3.56% |
$122K - $134K
|
13.5K
$4.02M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-500- 36.93% |
$123K - $134K
|
854
$255K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-510- 12.27% |
$125K - $137K
|
3.65K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-525- 11.52% |
$129K - $141K
|
4.03K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-527- 2.89% |
$129K - $142K
|
17.7K
$5.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-530- 76.59% |
$130K - $142K
|
162
$48.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-532- 13.04% |
$130K - $143K
|
3.55K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-534- 36.03% |
$131K - $143K
|
948
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-565- 8.95% |
$139K - $152K
|
5.75K
$1.72M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-575- 1.19% |
$141K - $155K
|
47.7K
$14.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-585- 0.9% |
$143K - $157K
|
64.3K
$19.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-588- 1.82% |
$144K - $158K
|
31.8K
$9.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-635- 20.22% |
$156K - $171K
|
2.51K
$748K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-653- 20.34% |
$160K - $175K
|
2.56K
$763K
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-677- 2.23% |
$166K - $182K
|
29.6K
$8.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-748- 22.69% |
$183K - $201K
|
2.55K
$761K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-748- 11.89% |
$183K - $201K
|
5.54K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-802- 53.36% |
$197K - $215K
|
701
$209K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-803- 0.76% |
$197K - $216K
|
105K
$31.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-816- 89.97% |
$200K - $219K
|
91
$27.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-816- 42.66% |
$200K - $219K
|
1.1K
$328K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-881- 12.96% |
$216K - $237K
|
5.92K
$1.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-892- 1.63% |
$219K - $240K
|
53.9K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-905- 37.68% |
$222K - $243K
|
1.5K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1K- 4.27% |
$246K - $270K
|
22.5K
$6.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.05K- 41.11% |
$257K - $281K
|
1.5K
$448K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.06K- 2.79% |
$259K - $283K
|
36.8K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.09K- 63.17% |
$267K - $293K
|
635
$190K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.09K- 0.6% |
$268K - $293K
|
180K
$53.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-1.1K- 9.87% |
$270K - $296K
|
10.1K
$3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.2K- 1.88% |
$293K - $321K
|
62.5K
$18.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-1.2K- 9.17% |
$294K - $322K
|
11.9K
$3.55M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.23K- 17.2% |
$302K - $331K
|
5.93K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.26K- 76.32% |
$309K - $339K
|
391
$117K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1.33K- 0.85% |
$325K - $356K
|
154K
$46M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.36K- 7.75% |
$332K - $364K
|
16.1K
$4.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.4K- 5.44% |
$343K - $376K
|
24.3K
$7.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.4K- 16.39% |
$344K - $377K
|
7.15K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.42K- 0.16% |
$349K - $382K
|
912K
$272M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.45K- 16.36% |
$355K - $389K
|
7.4K
$2.21M
|