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 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.11% |
$245 - $269
|
926
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.04% |
$245 - $269
|
2.38K
$709K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$245 - $269
|
2.82K
$842K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$245 - $269
|
795
$237K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1+ 0.05% |
$245 - $269
|
1.91K
$571K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.09% |
$245 - $269
|
1.05K
$315K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1- 0.06% |
$245 - $269
|
1.68K
$502K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2- 0.04% |
$491 - $537
|
4.84K
$1.45M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2- 0.04% |
$491 - $537
|
4.84K
$1.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2- 0.21% |
$491 - $537
|
930
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-2- 0.14% |
$491 - $537
|
1.42K
$424K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3Closed |
$736 - $806
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3- 0.18% |
$736 - $806
|
1.63K
$485K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-4- 3.77% |
$981 - $1.07K
|
102
$30.5K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4- 0.4% |
$981 - $1.07K
|
988
$295K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-4- 0.49% |
$981 - $1.07K
|
818
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-4- 0.27% |
$981 - $1.07K
|
1.48K
$443K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-4- 0.45% |
$981 - $1.07K
|
878
$262K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5- 0.26% |
$1.23K - $1.34K
|
1.91K
$571K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5- 0.54% |
$1.23K - $1.34K
|
927
$277K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-5- 0.05% |
$1.23K - $1.34K
|
10.6K
$3.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5- 0.19% |
$1.23K - $1.34K
|
2.61K
$780K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5- 1.27% |
$1.23K - $1.34K
|
388
$116K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-5- 0.3% |
$1.23K - $1.34K
|
1.67K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-6- 0.08% |
$1.47K - $1.61K
|
7.08K
$2.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-6- 0.1% |
$1.47K - $1.61K
|
6.02K
$1.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-7- 0.3% |
$1.72K - $1.88K
|
2.32K
$692K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7- 0.75% |
$1.72K - $1.88K
|
924
$276K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-7- 0.12% |
$1.72K - $1.88K
|
5.77K
$1.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-7- 0.09% |
$1.72K - $1.88K
|
7.5K
$2.24M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-8- 0.43% |
$1.96K - $2.15K
|
1.87K
$557K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-8- 12.9% |
$1.96K - $2.15K
|
54
$16.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-8- 0.41% |
$1.96K - $2.15K
|
1.93K
$577K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9- 0.88% |
$2.21K - $2.42K
|
1.01K
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10Closed |
$2.45K - $2.69K
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10- 0.7% |
$2.45K - $2.69K
|
1.42K
$423K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11- 0.07% |
$2.7K - $2.96K
|
16.3K
$4.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 0.67% |
$2.94K - $3.22K
|
1.79K
$535K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 9.02% |
$2.94K - $3.22K
|
121
$36.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-13- 11.4% |
$3.19K - $3.49K
|
101
$30.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-13- 0.98% |
$3.19K - $3.49K
|
1.32K
$394K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-14- 22.22% |
$3.43K - $3.76K
|
49
$14.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-14- 0.62% |
$3.43K - $3.76K
|
2.23K
$667K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-14- 1.29% |
$3.43K - $3.76K
|
1.07K
$319K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-15- 0.36% |
$3.68K - $4.03K
|
4.14K
$1.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-15- 3.71% |
$3.68K - $4.03K
|
389
$116K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-15- 0.34% |
$3.68K - $4.03K
|
4.37K
$1.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-16- 0.43% |
$3.92K - $4.3K
|
3.71K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-17- 0.58% |
$4.17K - $4.57K
|
2.89K
$864K
|