Purchases and Sales Made in Q2 2023 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q2 2023. 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 08, 2023
Q2 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
7.34M+ 24305.14% |
$1.61B - $1.78B
|
7.37M
$2.22B
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
525K+ 27689.72% |
$115M - $127M
|
527K
$158M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
500KNew |
$110M - $121M
|
500K
$150M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
500KNew |
$110M - $121M
|
500K
$150M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
419K+ 14.72% |
$92.1M - $102M
|
3.26M
$982M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
318K+ 230.04% |
$69.9M - $77.2M
|
456K
$137M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
190K+ 89.23% |
$41.8M - $46.1M
|
403K
$121M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
131K+ 4200.86% |
$28.9M - $31.9M
|
135K
$40.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
80.5KNew |
$17.7M - $19.5M
|
80.5K
$24.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
60.2K+ 53.03% |
$13.2M - $14.6M
|
174K
$52.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.2K+ 44.16% |
$11.5M - $12.7M
|
170K
$51.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.6K+ 4.52% |
$11.1M - $12.3M
|
1.17M
$352M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
50.1K+ 3.68% |
$11M - $12.2M
|
1.41M
$425M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
43.4K+ 539.71% |
$9.54M - $10.5M
|
51.5K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43.4K+ 19368.75% |
$9.54M - $10.5M
|
43.6K
$13.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
40.4K+ 39205.83% |
$8.88M - $9.8M
|
40.5K
$12.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
30.4KNew |
$6.67M - $7.37M
|
30.4K
$9.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
17.7K+ 1061.14% |
$3.9M - $4.3M
|
19.4K
$5.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 13.41% |
$3.71M - $4.09M
|
143K
$42.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.2K+ 1.91% |
$3.34M - $3.68M
|
809K
$243M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14.9K+ 30.91% |
$3.27M - $3.61M
|
63K
$19M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
12.5KNew |
$2.74M - $3.03M
|
12.5K
$3.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 1.78% |
$2.55M - $2.81M
|
661K
$199M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.4K+ 74.62% |
$2.51M - $2.77M
|
26.8K
$8.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.4K+ 17.18% |
$2.5M - $2.76M
|
77.5K
$23.3M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10.7K+ 2.5% |
$2.36M - $2.61M
|
440K
$132M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.3K+ 5.23% |
$2.27M - $2.51M
|
208K
$62.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.2K+ 24.37% |
$2.25M - $2.49M
|
52.3K
$15.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.11K+ 45.41% |
$2M - $2.21M
|
29.2K
$8.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
8.91K+ 193.08% |
$1.96M - $2.16M
|
13.5K
$4.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.8K+ 715.79% |
$1.93M - $2.13M
|
10K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.79KNew |
$1.93M - $2.13M
|
8.79K
$2.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
8.34K+ 37.2% |
$1.83M - $2.02M
|
30.8K
$9.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8.23K+ 73.19% |
$1.81M - $2M
|
19.5K
$5.85M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.2KNew |
$1.8M - $1.99M
|
8.2K
$2.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.6K+ 97.71% |
$1.67M - $1.84M
|
15.4K
$4.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
7.31K+ 10.29% |
$1.61M - $1.77M
|
78.3K
$23.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7.17KNew |
$1.57M - $1.74M
|
7.17K
$2.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.12K+ 32.29% |
$1.57M - $1.73M
|
29.2K
$8.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.87K+ 0.89% |
$1.51M - $1.67M
|
777K
$234M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.87K+ 0.89% |
$1.51M - $1.67M
|
777K
$234M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.56K+ 20.38% |
$1.44M - $1.59M
|
38.7K
$11.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
6.48K+ 392.42% |
$1.42M - $1.57M
|
8.13K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.43K+ 8.1% |
$1.41M - $1.56M
|
85.9K
$25.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.16K+ 1.45% |
$1.35M - $1.5M
|
431K
$129M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
5.92KNew |
$1.3M - $1.44M
|
5.92K
$1.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.85K+ 18.55% |
$1.28M - $1.42M
|
37.4K
$11.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.83K+ 3.47% |
$1.28M - $1.41M
|
174K
$52.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.48KNew |
$1.21M - $1.33M
|
5.48K
$1.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.26KNew |
$1.16M - $1.28M
|
5.26K
$1.58M
|