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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-195- 97.01% |
$39.8K - $50.2K
|
6
$1.79K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-196- 1.68% |
$40K - $50.5K
|
11.5K
$3.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-204- 8.79% |
$41.6K - $52.5K
|
2.12K
$632K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-208- 7.39% |
$42.4K - $53.6K
|
2.61K
$778K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-210- 12.63% |
$42.9K - $54.1K
|
1.45K
$434K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-210- 1.95% |
$42.9K - $54.1K
|
10.6K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-212- 16.05% |
$43.3K - $54.6K
|
1.11K
$331K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-215- 20.93% |
$43.9K - $55.4K
|
812
$242K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-222- 46.06% |
$45.3K - $57.2K
|
260
$77.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-233- 18.02% |
$47.5K - $60K
|
1.06K
$316K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-234- 1.46% |
$47.8K - $60.3K
|
15.8K
$4.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-240- 4.14% |
$49K - $61.8K
|
5.56K
$1.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-240- 2.26% |
$49K - $61.8K
|
10.4K
$3.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-240- 6.19% |
$49K - $61.8K
|
3.64K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-247- 1.4% |
$50.4K - $63.6K
|
17.4K
$5.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-247- 4.9% |
$50.4K - $63.6K
|
4.79K
$1.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-248- 3.68% |
$50.6K - $63.9K
|
6.49K
$1.94M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-250- 2.39% |
$51K - $64.4K
|
10.2K
$3.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-251- 4.18% |
$51.2K - $64.7K
|
5.76K
$1.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-253- 7.55% |
$51.6K - $65.2K
|
3.1K
$925K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-266- 86.36% |
$54.3K - $68.5K
|
42
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-266- 3.7% |
$54.3K - $68.5K
|
6.92K
$2.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-267- 13.26% |
$54.5K - $68.8K
|
1.75K
$522K
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-270- 1.13% |
$55.1K - $69.5K
|
23.6K
$7.03M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-271- 21.37% |
$55.3K - $69.8K
|
997
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-272- 3.32% |
$55.5K - $70.1K
|
7.91K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-273- 3.21% |
$55.7K - $70.3K
|
8.22K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-281- 4.63% |
$57.3K - $72.4K
|
5.79K
$1.73M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-293- 10.72% |
$59.8K - $75.5K
|
2.44K
$729K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-300- 10.19% |
$61.2K - $77.3K
|
2.64K
$789K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-301- 24.55% |
$61.4K - $77.5K
|
925
$276K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-301- 24.55% |
$61.4K - $77.5K
|
925
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-301- 12.02% |
$61.4K - $77.5K
|
2.2K
$658K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-303- 7.35% |
$61.8K - $78K
|
3.82K
$1.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-320- 13.82% |
$65.3K - $82.4K
|
2K
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-320- 21.39% |
$65.3K - $82.4K
|
1.18K
$351K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-324- 10.89% |
$66.1K - $83.5K
|
2.65K
$791K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-324- 5.53% |
$66.1K - $83.5K
|
5.53K
$1.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-328- 5.4% |
$66.9K - $84.5K
|
5.74K
$1.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-334- 6.21% |
$68.2K - $86K
|
5.05K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-360- 5.6% |
$73.5K - $92.7K
|
6.07K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-360- 28.66% |
$73.5K - $92.7K
|
896
$268K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-363- 3.82% |
$74.1K - $93.5K
|
9.13K
$2.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-363- 11.86% |
$74.1K - $93.5K
|
2.7K
$805K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-374- 11.28% |
$76.3K - $96.3K
|
2.94K
$878K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-378- 24.0% |
$77.1K - $97.4K
|
1.2K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-384- 7.39% |
$78.4K - $98.9K
|
4.81K
$1.44M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-393- 60.74% |
$80.2K - $101K
|
254
$75.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-402- 7.09% |
$82K - $104K
|
5.27K
$1.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-408- 4.61% |
$83.3K - $105K
|
8.45K
$2.52M
|