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 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
229+ 0.54% |
$50.7K - $58.2K
|
42.9K
$13.3M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
213+ 9.3% |
$47.1K - $54.1K
|
2.5K
$776K
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
210+ 14.45% |
$46.5K - $53.3K
|
1.66K
$515K
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
207+ 3.57% |
$45.8K - $52.6K
|
6.01K
$1.86M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
206+ 12.03% |
$45.6K - $52.3K
|
1.92K
$594K
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
199+ 8.74% |
$44K - $50.6K
|
2.48K
$767K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
195+ 3250.0% |
$43.1K - $49.5K
|
201
$62.3K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
192+ 0.64% |
$42.5K - $48.8K
|
30.4K
$9.42M
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
190+ 8.54% |
$42K - $48.3K
|
2.42K
$748K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
188+ 4.43% |
$41.6K - $47.8K
|
4.43K
$1.37M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
187+ 0.14% |
$41.4K - $47.5K
|
138K
$42.8M
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
177+ 1.6% |
$39.2K - $45K
|
11.2K
$3.47M
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
175+ 1.02% |
$38.7K - $44.5K
|
17.3K
$5.35M
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
169New |
$37.4K - $42.9K
|
169
$52.4K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
168+ 1.26% |
$37.2K - $42.7K
|
13.5K
$4.18M
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
158+ 2.19% |
$35K - $40.1K
|
7.36K
$2.28M
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
158+ 1.58% |
$35K - $40.1K
|
10.2K
$3.15M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
157+ 2.38% |
$34.7K - $39.9K
|
6.75K
$2.09M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
154+ 0.58% |
$34.1K - $39.1K
|
26.9K
$8.33M
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
152+ 0.65% |
$33.6K - $38.6K
|
23.5K
$7.29M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
149+ 0.24% |
$33K - $37.9K
|
61K
$18.9M
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
146New |
$32.3K - $37.1K
|
146
$45.2K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
141New |
$31.2K - $35.8K
|
141
$43.7K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
135+ 32.22% |
$29.9K - $34.3K
|
554
$172K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
134+ 0.63% |
$29.6K - $34K
|
21.5K
$6.67M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
131+ 11.96% |
$29K - $33.3K
|
1.23K
$380K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
131+ 98.5% |
$29K - $33.3K
|
264
$81.8K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
131+ 11.96% |
$29K - $33.3K
|
1.23K
$380K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
127New |
$28.1K - $32.3K
|
127
$39.3K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
123New |
$27.2K - $31.2K
|
123
$38.1K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
122+ 1.63% |
$27K - $31K
|
7.6K
$2.35M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
121+ 10.69% |
$26.8K - $30.7K
|
1.25K
$388K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
121+ 302.5% |
$26.8K - $30.7K
|
161
$49.9K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
120+ 7.95% |
$26.5K - $30.5K
|
1.63K
$505K
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
119+ 4.17% |
$26.3K - $30.2K
|
2.97K
$921K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
116+ 21.97% |
$25.7K - $29.5K
|
644
$199K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
112+ 1.94% |
$24.8K - $28.5K
|
5.87K
$1.82M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
111+ 9.11% |
$24.6K - $28.2K
|
1.33K
$412K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
108+ 3.59% |
$23.9K - $27.4K
|
3.12K
$965K
|
|
Nov 14, 2023
Q3 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
100+ 3.52% |
$22.1K - $25.4K
|
2.94K
$912K
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
100+ 10.99% |
$22.1K - $25.4K
|
1.01K
$313K
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100+ 16.84% |
$22.1K - $25.4K
|
694
$215K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
91New |
$20.1K - $23.1K
|
91
$28.2K
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
90New |
$19.9K - $22.9K
|
90
$27.9K
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
90+ 0.95% |
$19.9K - $22.9K
|
9.58K
$2.97M
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
88+ 3.77% |
$19.5K - $22.4K
|
2.42K
$750K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
88+ 3.39% |
$19.5K - $22.4K
|
2.68K
$831K
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
82+ 1.36% |
$18.1K - $20.8K
|
6.12K
$1.9M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
76+ 8.01% |
$16.8K - $19.3K
|
1.03K
$318K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
74+ 3.95% |
$16.4K - $18.8K
|
1.95K
$604K
|