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
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.12% |
$440 - $485
|
1.65K
$491K
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.15% |
$440 - $485
|
1.33K
$395K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2+ 0.14% |
$440 - $485
|
1.41K
$418K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.1% |
$440 - $485
|
2.04K
$604K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.18% |
$220 - $243
|
554
$164K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.19% |
$220 - $243
|
537
$159K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.72% |
$220 - $243
|
140
$41.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$220 - $243
|
1.24K
$367K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$220 - $243
|
5.3K
$1.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$220 - $243
|
506
$150K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1+ 0.11% |
$220 - $243
|
949
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.09% |
$220 - $243
|
1.12K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.12% |
$220 - $243
|
862
$256K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.04% |
$220 - $243
|
2.6K
$771K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.17% |
$220 - $243
|
591
$175K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.86% |
$220 - $243
|
117
$34.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1- 0.09% |
$220 - $243
|
1.06K
$315K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1- 0.04% |
$220 - $243
|
2.86K
$848K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
SELL
|
- |
-2- 0.06% |
$440 - $485
|
3.55K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2- 0.13% |
$440 - $485
|
1.49K
$442K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3- 0.22% |
$659 - $728
|
1.34K
$397K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-3- 0.28% |
$659 - $728
|
1.06K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4- 0.26% |
$879 - $971
|
1.52K
$450K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-4- 1.75% |
$879 - $971
|
225
$66.8K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-6- 0.43% |
$1.32K - $1.46K
|
1.38K
$409K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6- 0.21% |
$1.32K - $1.46K
|
2.87K
$851K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-7- 0.55% |
$1.54K - $1.7K
|
1.26K
$373K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-8- 0.24% |
$1.76K - $1.94K
|
3.27K
$971K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-8- 4.19% |
$1.76K - $1.94K
|
183
$54.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-10- 1.02% |
$2.2K - $2.43K
|
971
$288K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-10- 0.71% |
$2.2K - $2.43K
|
1.4K
$417K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-10- 1.76% |
$2.2K - $2.43K
|
557
$165K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-11- 0.05% |
$2.42K - $2.67K
|
20.4K
$6.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-11- 0.66% |
$2.42K - $2.67K
|
1.65K
$489K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-11- 1.11% |
$2.42K - $2.67K
|
984
$292K
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-12- 0.48% |
$2.64K - $2.91K
|
2.48K
$735K
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-12- 0.94% |
$2.64K - $2.91K
|
1.26K
$374K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-12- 0.11% |
$2.64K - $2.91K
|
11K
$3.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-12- 0.05% |
$2.64K - $2.91K
|
23.8K
$7.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-13- 0.08% |
$2.86K - $3.15K
|
15.8K
$4.69M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-13- 0.23% |
$2.86K - $3.15K
|
5.52K
$1.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-15- 0.79% |
$3.3K - $3.64K
|
1.87K
$556K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16- 61.54% |
$3.52K - $3.88K
|
10
$2.97K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-18- 94.74% |
$3.96K - $4.37K
|
1
$297
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-19- 0.37% |
$4.18K - $4.61K
|
5.07K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 1.23% |
$4.18K - $4.61K
|
1.53K
$454K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-19- 1.27% |
$4.18K - $4.61K
|
1.48K
$439K
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-20- 0.52% |
$4.4K - $4.85K
|
3.82K
$1.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-23- 0.45% |
$5.06K - $5.58K
|
5.14K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-23- 1.68% |
$5.06K - $5.58K
|
1.35K
$401K
|