Purchases and Sales Made in Q4 2023 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
834K+ 33.29% |
$170M - $215M
|
3.34M
$997M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
330K+ 11.24% |
$67.3M - $84.9M
|
3.26M
$974M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
318K+ 28066.87% |
$64.8M - $81.8M
|
319K
$95.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
305K+ 10.04% |
$62.2M - $78.5M
|
3.34M
$997M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
148KNew |
$30.1M - $38M
|
148K
$44.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
145K+ 55.51% |
$29.5M - $37.2M
|
405K
$121M
|
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
133KNew |
$27.2M - $34.3M
|
133K
$39.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
114K+ 805.98% |
$23.3M - $29.4M
|
128K
$38.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
104KNew |
$21.2M - $26.8M
|
104K
$31M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
104KNew |
$21.2M - $26.8M
|
104K
$31M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
95.1KNew |
$19.4M - $24.5M
|
95.1K
$28.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
93.3KNew |
$19M - $24M
|
93.3K
$27.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
90.1KNew |
$18.4M - $23.2M
|
90.1K
$26.9M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
86.4K+ 3683.16% |
$17.6M - $22.2M
|
88.7K
$26.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
86.4K+ 3683.16% |
$17.6M - $22.2M
|
88.7K
$26.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
81.1K+ 53.8% |
$16.6M - $20.9M
|
232K
$69.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
67.2KNew |
$13.7M - $17.3M
|
67.2K
$20.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
65.7K+ 7.21% |
$13.4M - $16.9M
|
977K
$292M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
64.9K+ 8113.88% |
$13.2M - $16.7M
|
65.7K
$19.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
52.8KNew |
$10.8M - $13.6M
|
52.8K
$15.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
50.4KNew |
$10.3M - $13M
|
50.4K
$15M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
47.2K+ 3.24% |
$9.63M - $12.2M
|
1.51M
$449M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43.5K+ 34.4% |
$8.88M - $11.2M
|
170K
$50.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
43.1KNew |
$8.8M - $11.1M
|
43.1K
$12.9M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
42.4K+ 1437.2% |
$8.66M - $10.9M
|
45.4K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
40.6K+ 116.71% |
$8.29M - $10.5M
|
75.5K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.1K+ 10.38% |
$7.58M - $9.56M
|
395K
$118M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.9K+ 108.11% |
$6.71M - $8.47M
|
63.3K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
30.7K+ 70.82% |
$6.27M - $7.91M
|
74.1K
$22.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
30.2KNew |
$6.16M - $7.78M
|
30.2K
$9.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.7K+ 4.14% |
$5.65M - $7.14M
|
697K
$208M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
26KNew |
$5.3M - $6.69M
|
26K
$7.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
25.9K+ 12.05% |
$5.28M - $6.66M
|
241K
$71.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
23.6KNew |
$4.82M - $6.08M
|
23.6K
$7.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
23.4K+ 48.97% |
$4.78M - $6.04M
|
71.3K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
22.8KNew |
$4.65M - $5.87M
|
22.8K
$6.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
22.1K+ 60.21% |
$4.51M - $5.7M
|
58.9K
$17.6M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
21.2KNew |
$4.32M - $5.45M
|
21.2K
$6.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Geneva Capital Management LLC
|
BUY
|
- |
20.3K+ 48.46% |
$4.13M - $5.22M
|
62.1K
$18.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
20.2K+ 17.69% |
$4.11M - $5.19M
|
134K
$40.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Times Square Capital Management, LLC
|
BUY
|
- |
19.3K+ 25.88% |
$3.93M - $4.97M
|
93.8K
$28M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.1K+ 53.2% |
$3.9M - $4.93M
|
55.1K
$16.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
18.6K+ 834.29% |
$3.8M - $4.79M
|
20.8K
$6.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
16.7K+ 1208.54% |
$3.41M - $4.3M
|
18.1K
$5.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
16KNew |
$3.27M - $4.13M
|
16K
$4.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.8K+ 11.17% |
$3.22M - $4.07M
|
157K
$46.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
15.1K+ 295.71% |
$3.08M - $3.89M
|
20.2K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
14K+ 7.73% |
$2.86M - $3.62M
|
196K
$58.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
13.9K+ 565.49% |
$2.85M - $3.59M
|
16.4K
$4.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
13.9KNew |
$2.84M - $3.58M
|
13.9K
$4.15M
|