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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
100+ 3.37% |
$25.6K - $29K
|
3.07K
$904K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
100New |
$25.6K - $29K
|
100
$29.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
91New |
$23.3K - $26.4K
|
91
$26.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
89+ 4.73% |
$22.8K - $25.8K
|
1.97K
$580K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
88+ 1.47% |
$22.6K - $25.5K
|
6.08K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
88+ 1.48% |
$22.6K - $25.5K
|
6.02K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
86+ 1.1% |
$22.1K - $24.9K
|
7.87K
$2.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
85+ 1.43% |
$21.8K - $24.6K
|
6.02K
$1.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
80+ 5.3% |
$20.5K - $23.2K
|
1.59K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
79+ 8.55% |
$20.3K - $22.9K
|
1K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
78+ 48.15% |
$20K - $22.6K
|
240
$70.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
77+ 3.14% |
$19.7K - $22.3K
|
2.53K
$746K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
74New |
$19K - $21.4K
|
74
$21.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
74+ 4.94% |
$19K - $21.4K
|
1.57K
$463K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
73+ 2.19% |
$18.7K - $21.2K
|
3.41K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
72+ 100.0% |
$18.5K - $20.9K
|
144
$42.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
70+ 1.57% |
$17.9K - $20.3K
|
4.53K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
70+ 7.0% |
$17.9K - $20.3K
|
1.07K
$315K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
70+ 4.69% |
$17.9K - $20.3K
|
1.56K
$460K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
69+ 1.21% |
$17.7K - $20K
|
5.76K
$1.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
68+ 1.15% |
$17.4K - $19.7K
|
5.98K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
67New |
$17.2K - $19.4K
|
67
$19.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
66+ 1.8% |
$16.9K - $19.1K
|
3.73K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
63+ 4.65% |
$16.2K - $18.3K
|
1.42K
$418K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
62+ 7.6% |
$15.9K - $18K
|
878
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
59+ 0.67% |
$15.1K - $17.1K
|
8.81K
$2.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
57+ 2.93% |
$14.6K - $16.5K
|
2K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
55+ 3.38% |
$14.1K - $15.9K
|
1.68K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
51+ 17.0% |
$13.1K - $14.8K
|
351
$103K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
50+ 4.11% |
$12.8K - $14.5K
|
1.27K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
49+ 3.68% |
$12.6K - $14.2K
|
1.38K
$406K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
48New |
$12.3K - $13.9K
|
48
$14.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
48+ 2.75% |
$12.3K - $13.9K
|
1.8K
$529K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
46+ 1.78% |
$11.8K - $13.3K
|
2.63K
$774K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
45+ 30.0% |
$11.5K - $13K
|
195
$57.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
43+ 4.97% |
$11K - $12.5K
|
909
$268K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
43+ 4.78% |
$11K - $12.5K
|
943
$278K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
43+ 3.01% |
$11K - $12.5K
|
1.47K
$433K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
42+ 1.64% |
$10.8K - $12.2K
|
2.6K
$766K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
41+ 1.37% |
$10.5K - $11.9K
|
3.04K
$897K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
41+ 2.08% |
$10.5K - $11.9K
|
2.01K
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
41New |
$10.5K - $11.9K
|
41
$12.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
41New |
$10.5K - $11.9K
|
41
$12.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
40+ 3.28% |
$10.3K - $11.6K
|
1.26K
$371K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
38+ 2.5% |
$9.74K - $11K
|
1.56K
$458K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
38+ 1.34% |
$9.74K - $11K
|
2.88K
$848K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
37+ 4.58% |
$9.49K - $10.7K
|
844
$249K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37+ 3.59% |
$9.49K - $10.7K
|
1.07K
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
36+ 1.65% |
$9.23K - $10.4K
|
2.22K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
36+ 2.35% |
$9.23K - $10.4K
|
1.57K
$462K
|