Purchases and Sales Made in Q3 2023 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.35MNew |
$300M - $344M
|
1.35M
$419M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
568KNew |
$126M - $144M
|
568K
$176M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
385K+ 5847.58% |
$85.2M - $97.9M
|
392K
$121M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
378K+ 1711.48% |
$83.7M - $96.1M
|
400K
$124M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
366KNew |
$80.9M - $92.9M
|
366K
$113M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
350K+ 324.94% |
$77.5M - $89M
|
458K
$142M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
282K+ 57.56% |
$62.4M - $71.7M
|
772K
$239M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
157K+ 10057.51% |
$34.7M - $39.8M
|
158K
$49M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
142K+ 18.43% |
$31.4M - $36M
|
911K
$282M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
110K+ 23411.94% |
$24.3M - $27.9M
|
110K
$34.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
104K+ 278.16% |
$23M - $26.4M
|
141K
$43.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.7K+ 27.74% |
$17.2M - $19.7M
|
358K
$111M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
76.6KNew |
$16.9M - $19.5M
|
76.6K
$23.7M
|
|
|
Nov 17, 2023
Q3 2023
|
Times Square Capital Management, LLC
|
BUY
|
- |
74.5KNew |
$16.5M - $18.9M
|
74.5K
$23.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64.9KNew |
$14.4M - $16.5M
|
64.9K
$20.1M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
57.2K+ 30.99% |
$12.7M - $14.5M
|
242K
$75M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.3K+ 25.11% |
$11.6M - $13.3M
|
260K
$80.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
45.1K+ 3.19% |
$9.98M - $11.5M
|
1.46M
$452M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
41K+ 23.62% |
$9.08M - $10.4M
|
215K
$66.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
40.6K+ 93.13% |
$8.98M - $10.3M
|
84.2K
$26.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
38.4K+ 661.42% |
$8.49M - $9.74M
|
44.2K
$13.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
34.8KNew |
$7.7M - $8.85M
|
34.8K
$10.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
28.2K+ 2111.09% |
$6.24M - $7.16M
|
29.5K
$9.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
28K+ 528.4% |
$6.2M - $7.11M
|
33.3K
$10.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.1KNew |
$5.55M - $6.37M
|
25.1K
$7.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.6K+ 16.71% |
$5.23M - $6.01M
|
165K
$51.2M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
22.1K+ 301.47% |
$4.89M - $5.62M
|
29.5K
$9.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
20.5K+ 96.84% |
$4.53M - $5.2M
|
41.6K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Geneva Capital Management LLC
|
BUY
|
- |
17.7K+ 73.61% |
$3.92M - $4.5M
|
41.8K
$12.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
17.2K+ 3.93% |
$3.81M - $4.37M
|
455K
$141M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
16K+ 82.07% |
$3.53M - $4.06M
|
35.4K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.8K+ 11.06% |
$3.49M - $4.01M
|
158K
$49.1M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14.4K+ 22.92% |
$3.2M - $3.67M
|
77.5K
$24M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.2K+ 48.65% |
$3.14M - $3.61M
|
43.4K
$13.4M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
14K+ 813.7% |
$3.1M - $3.56M
|
15.7K
$4.88M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.9K+ 129.3% |
$2.86M - $3.28M
|
22.9K
$7.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
12.6K+ 85.16% |
$2.8M - $3.21M
|
27.5K
$8.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
12.6K+ 2256.73% |
$2.78M - $3.19M
|
13.1K
$4.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
12.1K+ 306.44% |
$2.67M - $3.07M
|
16K
$4.97M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
11K+ 486.8% |
$2.42M - $2.78M
|
13.2K
$4.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$2.32M - $2.66M
|
10.5K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
10.4KNew |
$2.3M - $2.64M
|
10.4K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.2K+ 12.91% |
$2.25M - $2.58M
|
89K
$27.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
10.2K+ 104.2% |
$2.25M - $2.58M
|
19.9K
$6.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
9.94K+ 46.36% |
$2.2M - $2.53M
|
31.4K
$9.72M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.82K+ 2797.72% |
$2.17M - $2.49M
|
10.2K
$3.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
9.06K+ 9.5% |
$2M - $2.3M
|
104K
$32.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.01K+ 1.11% |
$1.99M - $2.29M
|
818K
$253M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.79K+ 1.33% |
$1.94M - $2.23M
|
669K
$207M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.71K+ 10.04% |
$1.93M - $2.21M
|
95.5K
$29.6M
|