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 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 0.84% |
$6.13K - $6.72K
|
3.02K
$892K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
24+ 0.24% |
$5.89K - $6.45K
|
10.2K
$3.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
23+ 1.63% |
$5.64K - $6.18K
|
1.43K
$423K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
20+ 1.34% |
$4.91K - $5.37K
|
1.52K
$449K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 2.87% |
$3.92K - $4.3K
|
573
$169K
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
15+ 1.15% |
$3.68K - $4.03K
|
1.32K
$391K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14+ 0.47% |
$3.43K - $3.76K
|
2.97K
$879K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
14+ 0.67% |
$3.43K - $3.76K
|
2.09K
$619K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13+ 0.35% |
$3.19K - $3.49K
|
3.7K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
12New |
$2.94K - $3.22K
|
12
$3.55K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11+ 0.13% |
$2.7K - $2.96K
|
8.45K
$2.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
11+ 0.19% |
$2.7K - $2.96K
|
5.77K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 10.58% |
$2.7K - $2.96K
|
115
$34K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.78% |
$2.7K - $2.96K
|
1.42K
$420K
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
10+ 0.71% |
$2.45K - $2.69K
|
1.43K
$422K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10+ 10.0% |
$2.45K - $2.69K
|
110
$32.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
10+ 0.45% |
$2.45K - $2.69K
|
2.26K
$667K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
10+ 1.31% |
$2.45K - $2.69K
|
775
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9+ 1.11% |
$2.21K - $2.42K
|
822
$243K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
9+ 0.08% |
$2.21K - $2.42K
|
11.5K
$3.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
9+ 0.02% |
$2.21K - $2.42K
|
36.2K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9+ 0.1% |
$2.21K - $2.42K
|
8.75K
$2.59M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
7+ 0.48% |
$1.72K - $1.88K
|
1.46K
$430K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.13% |
$1.72K - $1.88K
|
5.27K
$1.56M
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
7+ 0.1% |
$1.72K - $1.88K
|
6.76K
$2M
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7+ 0.1% |
$1.72K - $1.88K
|
7.09K
$2.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.26% |
$1.47K - $1.61K
|
2.32K
$685K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6+ 0.74% |
$1.47K - $1.61K
|
817
$242K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.16% |
$1.47K - $1.61K
|
3.83K
$1.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6+ 0.26% |
$1.47K - $1.61K
|
2.36K
$696K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6+ 0.3% |
$1.47K - $1.61K
|
2.01K
$593K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5+ 0.48% |
$1.23K - $1.34K
|
1.04K
$307K
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
4+ 0.16% |
$981 - $1.07K
|
2.55K
$753K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$736 - $806
|
9.86K
$2.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.13% |
$736 - $806
|
2.37K
$701K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.16% |
$736 - $806
|
1.84K
$544K
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2+ 0.16% |
$491 - $537
|
1.24K
$368K
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.19% |
$491 - $537
|
1.06K
$314K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2+ 0.2% |
$491 - $537
|
1.01K
$300K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.08% |
$491 - $537
|
2.55K
$754K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.17% |
$491 - $537
|
1.2K
$355K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
2+ 0.14% |
$491 - $537
|
1.44K
$426K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2+ 0.05% |
$491 - $537
|
4.17K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.04% |
$245 - $269
|
2.74K
$811K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.04% |
$245 - $269
|
2.38K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 1.32% |
$245 - $269
|
77
$22.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$245 - $269
|
795
$235K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1+ 0.05% |
$245 - $269
|
1.91K
$565K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.06% |
$245 - $269
|
1.6K
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.09% |
$245 - $269
|
1.13K
$334K
|