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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3- 0.15% |
$612 - $773
|
2K
$515K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.01% |
$612 - $773
|
20.5K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4- 0.99% |
$816 - $1.03K
|
402
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 0.49% |
$1.02K - $1.29K
|
1.02K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5- 0.5% |
$1.02K - $1.29K
|
1K
$258K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-5- 0.49% |
$1.02K - $1.29K
|
1.01K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6- 1.15% |
$1.22K - $1.55K
|
515
$133K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-6- 0.32% |
$1.22K - $1.55K
|
1.87K
$481K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-7- 0.3% |
$1.43K - $1.8K
|
2.31K
$595K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-7- 0.2% |
$1.43K - $1.8K
|
3.5K
$902K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 0.34% |
$1.84K - $2.32K
|
2.65K
$683K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10- 0.54% |
$2.04K - $2.58K
|
1.84K
$475K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-11- 0.26% |
$2.24K - $2.83K
|
4.19K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-11- 0.65% |
$2.24K - $2.83K
|
1.69K
$435K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-12- 41.38% |
$2.45K - $3.09K
|
17
$4.38K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-12- 0.86% |
$2.45K - $3.09K
|
1.38K
$355K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-13- 0.38% |
$2.65K - $3.35K
|
3.43K
$882K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-13- 0.7% |
$2.65K - $3.35K
|
1.85K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-16- 1.08% |
$3.27K - $4.12K
|
1.47K
$379K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-18- 0.36% |
$3.67K - $4.64K
|
5K
$1.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18- 0.24% |
$3.67K - $4.64K
|
7.58K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-19- 0.54% |
$3.88K - $4.89K
|
3.48K
$896K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-20- 1.42% |
$4.08K - $5.15K
|
1.39K
$357K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-20- 1.27% |
$4.08K - $5.15K
|
1.56K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20- 0.03% |
$4.08K - $5.15K
|
63.1K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-20- 0.63% |
$4.08K - $5.15K
|
3.13K
$807K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-20- 29.41% |
$4.08K - $5.15K
|
48
$12.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-23- 0.06% |
$4.69K - $5.92K
|
40.3K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-23- 0.55% |
$4.69K - $5.92K
|
4.16K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-24- 1.04% |
$4.9K - $6.18K
|
2.29K
$590K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-25- 0.93% |
$5.1K - $6.44K
|
2.67K
$687K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-25- 1.88% |
$5.1K - $6.44K
|
1.3K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-26- 1.57% |
$5.31K - $6.7K
|
1.63K
$420K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-30- 0.26% |
$6.12K - $7.73K
|
11.7K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30- 15.46% |
$6.12K - $7.73K
|
164
$42.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-32- 2.01% |
$6.53K - $8.24K
|
1.56K
$402K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-33- 26.19% |
$6.73K - $8.5K
|
93
$24K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-34- 0.97% |
$6.94K - $8.76K
|
3.48K
$896K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-34- 3.74% |
$6.94K - $8.76K
|
876
$226K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-34- 2.8% |
$6.94K - $8.76K
|
1.18K
$304K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-35- 1.21% |
$7.14K - $9.01K
|
2.87K
$739K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-35- 3.78% |
$7.14K - $9.01K
|
892
$230K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-35- 1.12% |
$7.14K - $9.01K
|
3.08K
$794K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-35- 2.7% |
$7.14K - $9.01K
|
1.26K
$325K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-41- 3.23% |
$8.37K - $10.6K
|
1.23K
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-41- 3.82% |
$8.37K - $10.6K
|
1.03K
$266K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-41- 65.08% |
$8.37K - $10.6K
|
22
$5.67K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-42- 2.98% |
$8.57K - $10.8K
|
1.37K
$352K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 1.52% |
$8.98K - $11.3K
|
2.85K
$734K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-45- 51.72% |
$9.18K - $11.6K
|
42
$10.8K
|