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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.03K+ 6.78% |
$1.78M - $2.04M
|
127K
$39.2M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.77KNew |
$1.72M - $1.97M
|
7.77K
$2.41M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.67K+ 370.78% |
$1.48M - $1.7M
|
8.47K
$2.63M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.66K+ 1.51% |
$1.47M - $1.69M
|
447K
$138M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
6.06K+ 38.43% |
$1.34M - $1.54M
|
21.8K
$6.76M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.85K+ 0.82% |
$1.29M - $1.49M
|
720K
$223M
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
5.49KNew |
$1.21M - $1.39M
|
5.49K
$1.7M
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.31KNew |
$1.17M - $1.35M
|
5.31K
$1.64M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
5.09K+ 488.87% |
$1.13M - $1.29M
|
6.14K
$1.9M
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.84KNew |
$1.07M - $1.23M
|
4.84K
$1.5M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.74K+ 1.35% |
$1.05M - $1.2M
|
356K
$110M
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.57K+ 308.16% |
$1.01M - $1.16M
|
6.05K
$1.87M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.52KNew |
$778K - $893K
|
3.52K
$1.09M
|
|
Oct 20, 2023
Q3 2023
|
Ami Asset Management Corp
|
BUY
|
- |
3.4K+ 65.63% |
$751K - $862K
|
8.57K
$2.65M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.26K+ 36.38% |
$720K - $827K
|
12.2K
$3.78M
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3.24K+ 21.73% |
$717K - $823K
|
18.2K
$5.62M
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.08K+ 20.03% |
$681K - $782K
|
18.4K
$5.72M
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.07K+ 2.82% |
$679K - $780K
|
112K
$34.7M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.06K+ 16089.47% |
$676K - $777K
|
3.08K
$953K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.03K+ 0.7% |
$671K - $771K
|
434K
$134M
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
3KNew |
$664K - $762K
|
3K
$929K
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.98K+ 700.94% |
$659K - $757K
|
3.4K
$1.05M
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.95KNew |
$653K - $750K
|
2.95K
$914K
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.93K+ 1.64% |
$648K - $744K
|
182K
$56.2M
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.93K+ 61.16% |
$647K - $743K
|
7.71K
$2.39M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.9KNew |
$640K - $735K
|
2.9K
$897K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.8K+ 3.4% |
$619K - $711K
|
85K
$26.3M
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.76KNew |
$611K - $702K
|
2.76K
$856K
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.72KNew |
$601K - $690K
|
2.72K
$841K
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.72K+ 110.91% |
$601K - $690K
|
5.16K
$1.6M
|
|
Nov 09, 2023
Q3 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
2.71K+ 10.32% |
$600K - $689K
|
29K
$8.98M
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.67K+ 14.64% |
$590K - $678K
|
20.9K
$6.47M
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.54K+ 55.36% |
$561K - $644K
|
7.12K
$2.21M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.51K+ 5.3% |
$554K - $636K
|
49.7K
$15.4M
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
BUY
|
- |
2.5K+ 3.92% |
$552K - $634K
|
66.2K
$20.5M
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.47KNew |
$546K - $626K
|
2.47K
$764K
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
2.44K+ 50.94% |
$539K - $619K
|
7.22K
$2.24M
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.4K+ 6.99% |
$531K - $609K
|
36.7K
$11.4M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.29K+ 141.45% |
$507K - $582K
|
3.91K
$1.21M
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.28K+ 27.19% |
$503K - $578K
|
10.6K
$3.3M
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
2.14KNew |
$473K - $543K
|
2.14K
$662K
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
2.12KNew |
$469K - $539K
|
2.12K
$657K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.08K+ 153.24% |
$461K - $529K
|
3.44K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.06K+ 0.45% |
$455K - $522K
|
457K
$142M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
2.04K+ 2.24% |
$451K - $518K
|
93K
$28.8M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$443K - $509K
|
2K
$621K
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.97KNew |
$437K - $501K
|
1.97K
$611K
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.83K+ 39.21% |
$405K - $465K
|
6.5K
$2.01M
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.8K+ 25.05% |
$397K - $456K
|
8.96K
$2.78M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.74K+ 19.49% |
$385K - $442K
|
10.7K
$3.3M
|