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 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-16- 0.43% |
$3.92K - $4.3K
|
3.71K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-17- 0.58% |
$4.17K - $4.57K
|
2.89K
$856K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-18- 1.34% |
$4.42K - $4.84K
|
1.32K
$391K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-19- 0.19% |
$4.66K - $5.11K
|
10.2K
$3.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-19- 1.24% |
$4.66K - $5.11K
|
1.51K
$446K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-19- 0.15% |
$4.66K - $5.11K
|
13K
$3.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-20- 8.16% |
$4.91K - $5.37K
|
225
$66.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21- 11.73% |
$5.15K - $5.64K
|
158
$46.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-21- 55.26% |
$5.15K - $5.64K
|
17
$5.03K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-22- 1.63% |
$5.4K - $5.91K
|
1.33K
$392K
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-23- 1.25% |
$5.64K - $6.18K
|
1.82K
$539K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-25- 1.03% |
$6.13K - $6.72K
|
2.4K
$709K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 1.65% |
$6.13K - $6.72K
|
1.49K
$441K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-27- 1.34% |
$6.62K - $7.25K
|
1.99K
$587K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-27- 0.2% |
$6.62K - $7.25K
|
13.4K
$3.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-27- 13.57% |
$6.62K - $7.25K
|
172
$50.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-28- 0.25% |
$6.87K - $7.52K
|
11.1K
$3.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-29- 1.09% |
$7.11K - $7.79K
|
2.63K
$776K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-30- 27.03% |
$7.36K - $8.06K
|
81
$23.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-30- 1.92% |
$7.36K - $8.06K
|
1.53K
$453K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-30- 3.01% |
$7.36K - $8.06K
|
967
$286K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-31- 1.65% |
$7.6K - $8.33K
|
1.84K
$545K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-31- 2.92% |
$7.6K - $8.33K
|
1.03K
$305K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-34- 1.81% |
$8.34K - $9.14K
|
1.85K
$547K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-34- 47.89% |
$8.34K - $9.14K
|
37
$10.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-34- 1.16% |
$8.34K - $9.14K
|
2.89K
$853K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-35- 0.3% |
$8.59K - $9.4K
|
11.7K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35- 87.5% |
$8.59K - $9.4K
|
5
$1.48K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-35- 3.1% |
$8.59K - $9.4K
|
1.09K
$323K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-38- 1.25% |
$9.32K - $10.2K
|
3K
$888K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-38- 16.89% |
$9.32K - $10.2K
|
187
$55.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-39- 4.15% |
$9.57K - $10.5K
|
900
$266K
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-43- 0.84% |
$10.5K - $11.6K
|
5.06K
$1.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-49- 1.42% |
$12K - $13.2K
|
3.41K
$1.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-50- 4.26% |
$12.3K - $13.4K
|
1.13K
$333K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-51- 1.63% |
$12.5K - $13.7K
|
3.09K
$913K
|
|
|
Feb 13, 2025
Q2 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-52- 0.36% |
$12.8K - $14K
|
14.3K
$4.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-54- 2.06% |
$13.2K - $14.5K
|
2.57K
$759K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-54- 1.21% |
$13.2K - $14.5K
|
4.42K
$1.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-54- 0.85% |
$13.2K - $14.5K
|
6.3K
$1.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-55- 1.6% |
$13.5K - $14.8K
|
3.38K
$1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-55- 2.41% |
$13.5K - $14.8K
|
2.23K
$658K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-55- 4.14% |
$13.5K - $14.8K
|
1.28K
$377K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-57- 2.67% |
$14K - $15.3K
|
2.08K
$614K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-61- 0.03% |
$15K - $16.4K
|
201K
$59.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-61- 3.21% |
$15K - $16.4K
|
1.84K
$543K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-61- 7.39% |
$15K - $16.4K
|
764
$226K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-62- 3.95% |
$15.2K - $16.7K
|
1.51K
$446K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-62- 0.48% |
$15.2K - $16.7K
|
12.8K
$3.79M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-62- 1.47% |
$15.2K - $16.7K
|
4.17K
$1.23M
|