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 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-4- 8.89% |
$1.03K - $1.16K
|
41
$11.3K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-4- -0.0% |
$1.03K - $1.16K
|
429K
$118M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.21% |
$1.54K - $1.74K
|
2.82K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-6- 0.4% |
$1.54K - $1.74K
|
1.48K
$408K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-7- 0.17% |
$1.79K - $2.03K
|
4.01K
$1.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-7- 0.1% |
$1.79K - $2.03K
|
6.75K
$1.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7- 0.52% |
$1.79K - $2.03K
|
1.33K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-8- 0.77% |
$2.05K - $2.32K
|
1.03K
$285K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-8- 0.02% |
$2.05K - $2.32K
|
35.1K
$9.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-8- 0.05% |
$2.05K - $2.32K
|
16.6K
$4.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-9- 0.48% |
$2.31K - $2.61K
|
1.87K
$516K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-9- 0.29% |
$2.31K - $2.61K
|
3.06K
$846K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.13% |
$2.31K - $2.61K
|
6.73K
$1.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-10- 0.63% |
$2.56K - $2.9K
|
1.57K
$434K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 25.0% |
$2.56K - $2.9K
|
30
$8.29K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10- 0.87% |
$2.56K - $2.9K
|
1.14K
$316K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-10- 1.17% |
$2.56K - $2.9K
|
842
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-10- 0.59% |
$2.56K - $2.9K
|
1.7K
$468K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-10- 0.17% |
$2.56K - $2.9K
|
5.88K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-11- 11.83% |
$2.82K - $3.19K
|
82
$22.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-11- 1.0% |
$2.82K - $3.19K
|
1.09K
$300K
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-11- 0.83% |
$2.82K - $3.19K
|
1.31K
$362K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-12- 0.45% |
$3.08K - $3.48K
|
2.64K
$731K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-12- 0.47% |
$3.08K - $3.48K
|
2.54K
$702K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-12- 12.9% |
$3.08K - $3.48K
|
81
$22.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.43% |
$3.08K - $3.48K
|
2.78K
$768K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-14- 4.62% |
$3.59K - $4.06K
|
289
$79.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-14- 0.71% |
$3.59K - $4.06K
|
1.96K
$541K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-14- 0.41% |
$3.59K - $4.06K
|
3.39K
$937K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-15- 1.32% |
$3.85K - $4.35K
|
1.12K
$309K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-15- 1.11% |
$3.85K - $4.35K
|
1.34K
$369K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-15- 0.25% |
$3.85K - $4.35K
|
6.01K
$1.66M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-16- 32.0% |
$4.1K - $4.64K
|
34
$9.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-17- 0.41% |
$4.36K - $4.93K
|
4.12K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-17- 1.32% |
$4.36K - $4.93K
|
1.27K
$350K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-17- 0.39% |
$4.36K - $4.93K
|
4.35K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-18- 7.26% |
$4.62K - $5.22K
|
230
$63.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-19- 0.5% |
$4.87K - $5.51K
|
3.78K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-19- 0.82% |
$4.87K - $5.51K
|
2.3K
$637K
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-20Closed |
$5.13K - $5.8K
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-20- 0.37% |
$5.13K - $5.8K
|
5.45K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 1.97% |
$5.13K - $5.8K
|
994
$275K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 3.24% |
$5.13K - $5.8K
|
598
$165K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-21- 1.04% |
$5.38K - $6.09K
|
2K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-23- 1.74% |
$5.9K - $6.66K
|
1.3K
$359K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23- 1.03% |
$5.9K - $6.66K
|
2.2K
$609K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-23- 0.38% |
$5.9K - $6.66K
|
6.03K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-23- 2.82% |
$5.9K - $6.66K
|
794
$219K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-24- 4.73% |
$6.15K - $6.95K
|
483
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-25- 11.63% |
$6.41K - $7.24K
|
190
$52.5K
|