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 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
23+ 1.63% |
$5.64K - $6.18K
|
1.43K
$427K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
20+ 1.34% |
$4.91K - $5.37K
|
1.52K
$453K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 2.87% |
$3.92K - $4.3K
|
573
$171K
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
15+ 1.15% |
$3.68K - $4.03K
|
1.32K
$394K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
14+ 0.67% |
$3.43K - $3.76K
|
2.09K
$625K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14+ 0.47% |
$3.43K - $3.76K
|
2.97K
$888K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13+ 0.35% |
$3.19K - $3.49K
|
3.7K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
12New |
$2.94K - $3.22K
|
12
$3.58K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
11+ 0.19% |
$2.7K - $2.96K
|
5.77K
$1.72M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.78% |
$2.7K - $2.96K
|
1.42K
$424K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11+ 0.13% |
$2.7K - $2.96K
|
8.45K
$2.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 10.58% |
$2.7K - $2.96K
|
115
$34.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
10+ 0.45% |
$2.45K - $2.69K
|
2.26K
$674K
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
10+ 0.71% |
$2.45K - $2.69K
|
1.43K
$426K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10+ 10.0% |
$2.45K - $2.69K
|
110
$32.8K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
10+ 1.31% |
$2.45K - $2.69K
|
775
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
9+ 0.08% |
$2.21K - $2.42K
|
11.5K
$3.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9+ 0.1% |
$2.21K - $2.42K
|
8.75K
$2.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
9+ 0.02% |
$2.21K - $2.42K
|
36.2K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9+ 1.11% |
$2.21K - $2.42K
|
822
$245K
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
7+ 0.1% |
$1.72K - $1.88K
|
6.76K
$2.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7+ 0.1% |
$1.72K - $1.88K
|
7.09K
$2.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
7+ 0.48% |
$1.72K - $1.88K
|
1.46K
$434K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.13% |
$1.72K - $1.88K
|
5.27K
$1.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.26% |
$1.47K - $1.61K
|
2.32K
$691K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6+ 0.26% |
$1.47K - $1.61K
|
2.36K
$703K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6+ 0.74% |
$1.47K - $1.61K
|
817
$244K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.16% |
$1.47K - $1.61K
|
3.83K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6+ 0.3% |
$1.47K - $1.61K
|
2.01K
$599K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5+ 0.48% |
$1.23K - $1.34K
|
1.04K
$310K
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
4+ 0.16% |
$981 - $1.07K
|
2.55K
$760K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$736 - $806
|
9.86K
$2.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.13% |
$736 - $806
|
2.37K
$708K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.16% |
$736 - $806
|
1.84K
$549K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.17% |
$491 - $537
|
1.2K
$359K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
2+ 0.14% |
$491 - $537
|
1.44K
$430K
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2+ 0.16% |
$491 - $537
|
1.24K
$371K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2+ 0.2% |
$491 - $537
|
1.01K
$303K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.08% |
$491 - $537
|
2.55K
$762K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2+ 0.05% |
$491 - $537
|
4.17K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.19% |
$491 - $537
|
1.06K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.09% |
$245 - $269
|
1.13K
$337K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$245 - $269
|
2.33K
$696K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 1.32% |
$245 - $269
|
77
$23K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$245 - $269
|
510
$152K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.04% |
$245 - $269
|
2.74K
$819K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.08% |
$245 - $269
|
1.27K
$378K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.06% |
$245 - $269
|
1.6K
$478K
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1+ 0.12% |
$245 - $269
|
863
$258K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.17% |
$245 - $269
|
595
$178K
|