Purchases and Sales Made in Q3 2024 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-245- 3.45% |
$62.8K - $71K
|
6.85K
$2.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-249- 1.4% |
$63.8K - $72.2K
|
17.5K
$5.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-251- 13.91% |
$64.4K - $72.7K
|
1.55K
$461K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-253- 5.21% |
$64.9K - $73.3K
|
4.6K
$1.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-261- 0.14% |
$66.9K - $75.6K
|
180K
$53.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-268- 7.59% |
$68.7K - $77.7K
|
3.26K
$968K
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-270- 1.13% |
$69.2K - $78.2K
|
23.6K
$6.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-286- 2.72% |
$73.3K - $82.9K
|
10.2K
$3.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-292- 36.64% |
$74.9K - $84.6K
|
505
$150K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-294- 2.18% |
$75.4K - $85.2K
|
13.2K
$3.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-295- 11.77% |
$75.6K - $85.5K
|
2.21K
$656K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-314- 3.58% |
$80.5K - $91K
|
8.46K
$2.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-337- 3.99% |
$86.4K - $97.7K
|
8.12K
$2.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-339- 3.06% |
$86.9K - $98.2K
|
10.7K
$3.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-342- 1.92% |
$87.7K - $99.1K
|
17.5K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-342- 43.73% |
$87.7K - $99.1K
|
440
$131K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-346- 0.49% |
$88.7K - $100K
|
70K
$20.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-353- 2.23% |
$90.5K - $102K
|
15.5K
$4.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-372- 0.08% |
$95.4K - $108K
|
441K
$131M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-374- 20.53% |
$95.9K - $108K
|
1.45K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-381- 12.13% |
$97.7K - $110K
|
2.76K
$819K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-384- 4.39% |
$98.5K - $111K
|
8.37K
$2.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-391- 5.29% |
$100K - $113K
|
7.01K
$2.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-396- 13.03% |
$102K - $115K
|
2.64K
$785K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-403- 6.05% |
$103K - $117K
|
6.26K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-407- 1.03% |
$104K - $118K
|
39K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-407- 12.82% |
$104K - $118K
|
2.77K
$822K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-417- 7.39% |
$107K - $121K
|
5.23K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-421- 2.28% |
$108K - $122K
|
18K
$5.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-441- 3.41% |
$113K - $128K
|
12.5K
$3.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-463- 12.81% |
$119K - $134K
|
3.15K
$935K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-482- 1.77% |
$124K - $140K
|
26.7K
$7.93M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-485- 48.5% |
$124K - $141K
|
515
$153K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-507- 3.21% |
$130K - $147K
|
15.3K
$4.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-534- 20.88% |
$137K - $155K
|
2.02K
$601K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-549- 37.5% |
$141K - $159K
|
915
$272K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-565- 3.28% |
$145K - $164K
|
16.7K
$4.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-588- 11.73% |
$151K - $170K
|
4.42K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-612- 4.3% |
$157K - $177K
|
13.6K
$4.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-618- 1.27% |
$158K - $179K
|
47.9K
$14.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-644- 2.29% |
$165K - $187K
|
27.5K
$8.17M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-656- 9.8% |
$168K - $190K
|
6.04K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-754- 39.41% |
$193K - $218K
|
1.16K
$344K
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-758- 24.55% |
$194K - $220K
|
2.33K
$692K
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-797- 2.61% |
$204K - $231K
|
29.7K
$8.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-825- 7.05% |
$212K - $239K
|
10.9K
$3.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-844- 3.39% |
$216K - $245K
|
24.1K
$7.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-877- 80.38% |
$225K - $254K
|
214
$63.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-880- 1.63% |
$226K - $255K
|
53K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-898- 1.48% |
$230K - $260K
|
59.7K
$17.7M
|