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 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-51- 4.66% |
$10.4K - $13.1K
|
1.04K
$311K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-52- 6.96% |
$10.6K - $13.4K
|
695
$207K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-54- 1.67% |
$11K - $13.9K
|
3.17K
$946K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-56- 2.91% |
$11.4K - $14.4K
|
1.87K
$558K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-56- 4.53% |
$11.4K - $14.4K
|
1.18K
$353K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-56- 5.01% |
$11.4K - $14.4K
|
1.06K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-58- 7.21% |
$11.8K - $14.9K
|
746
$223K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-60- 1.35% |
$12.2K - $15.5K
|
4.39K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-60- 1.04% |
$12.2K - $15.5K
|
5.7K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-64- 6.24% |
$13.1K - $16.5K
|
961
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-64- 36.99% |
$13.1K - $16.5K
|
109
$32.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-66- 6.78% |
$13.5K - $17K
|
907
$271K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-67- 0.15% |
$13.7K - $17.3K
|
44.8K
$13.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-68- 1.11% |
$13.9K - $17.5K
|
6.06K
$1.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-69- 42.59% |
$14.1K - $17.8K
|
93
$27.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-77- 4.35% |
$15.7K - $19.8K
|
1.69K
$505K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-86- 6.82% |
$17.6K - $22.2K
|
1.18K
$351K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-92- 5.79% |
$18.8K - $23.7K
|
1.5K
$447K
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-95- 2.48% |
$19.4K - $24.5K
|
3.73K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-96- 0.11% |
$19.6K - $24.7K
|
84.1K
$25.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100- 56.82% |
$20.4K - $25.8K
|
76
$22.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-109- 2.44% |
$22.2K - $28.1K
|
4.35K
$1.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-114- 5.6% |
$23.3K - $29.4K
|
1.92K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-117- 0.5% |
$23.9K - $30.1K
|
23.3K
$6.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-120- 2.83% |
$24.5K - $30.9K
|
4.11K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-120- 9.03% |
$24.5K - $30.9K
|
1.21K
$361K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-124- 6.82% |
$25.3K - $31.9K
|
1.69K
$505K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-125- 5.99% |
$25.5K - $32.2K
|
1.96K
$585K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-132- 2.15% |
$26.9K - $34K
|
6.02K
$1.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-132- 46.81% |
$26.9K - $34K
|
150
$44.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-132- 0.51% |
$26.9K - $34K
|
25.6K
$7.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-134- 4.14% |
$27.3K - $34.5K
|
3.1K
$925K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-134- 2.02% |
$27.3K - $34.5K
|
6.49K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-134- 5.96% |
$27.3K - $34.5K
|
2.12K
$632K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-144- 8.76% |
$29.4K - $37.1K
|
1.5K
$448K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-151- 29.55% |
$30.8K - $38.9K
|
360
$107K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-152- 0.4% |
$31K - $39.2K
|
37.8K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-152- 25.0% |
$31K - $39.2K
|
456
$136K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-153- 9.39% |
$31.2K - $39.4K
|
1.48K
$441K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-153- 60.24% |
$31.2K - $39.4K
|
101
$30.2K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-161- 11.7% |
$32.9K - $41.5K
|
1.22K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-161- 5.45% |
$32.9K - $41.5K
|
2.79K
$834K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-163- 12.2% |
$33.3K - $42K
|
1.17K
$350K
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-165- 14.71% |
$33.7K - $42.5K
|
957
$286K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-169- 2.29% |
$34.5K - $43.5K
|
7.21K
$2.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-170- 1.55% |
$34.7K - $43.8K
|
10.8K
$3.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-186- 3.62% |
$38K - $47.9K
|
4.95K
$1.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-187- 1.14% |
$38.2K - $48.2K
|
16.2K
$4.84M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-194- 1.52% |
$39.6K - $50K
|
12.6K
$3.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-195- 97.01% |
$39.8K - $50.2K
|
6
$1.79K
|