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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4K+ 12.63% |
$816K - $1.03M
|
35.7K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.92K+ 55.03% |
$800K - $1.01M
|
11K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
3.9KNew |
$796K - $1M
|
3.9K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.9K+ 12.95% |
$795K - $1M
|
34K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.84KNew |
$784K - $989K
|
3.84K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.74KNew |
$763K - $963K
|
3.74K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.71K+ 7.46% |
$758K - $956K
|
53.5K
$16M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
3.68K+ 50.94% |
$751K - $948K
|
10.9K
$3.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
3.68K+ 50.94% |
$751K - $948K
|
10.9K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.61K+ 0.83% |
$736K - $929K
|
437K
$131M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.6K+ 33.0% |
$734K - $926K
|
14.5K
$4.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3.58KNew |
$731K - $923K
|
3.58K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.52KNew |
$719K - $907K
|
3.52K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.33K+ 3.48% |
$679K - $857K
|
98.8K
$29.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.32K+ 96.68% |
$677K - $855K
|
6.75K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$653K - $824K
|
3.2K
$955K
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.12K+ 23.45% |
$636K - $803K
|
16.4K
$4.9M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.08K+ 41.91% |
$629K - $794K
|
10.4K
$3.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.97K+ 3.97% |
$605K - $764K
|
77.7K
$23.2M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.83K+ 3.3% |
$577K - $729K
|
88.6K
$26.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.81K+ 31.37% |
$574K - $724K
|
11.8K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.76K+ 45.56% |
$562K - $710K
|
8.81K
$2.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.75KNew |
$561K - $709K
|
2.75K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.71K+ 3.05% |
$553K - $698K
|
91.7K
$27.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.68KNew |
$548K - $691K
|
2.68K
$801K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.67KNew |
$545K - $688K
|
2.67K
$798K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.59K+ 35.19% |
$529K - $668K
|
9.97K
$2.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.58K+ 47.35% |
$526K - $664K
|
8.02K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.54KNew |
$517K - $653K
|
2.54K
$757K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.49K+ 16.1% |
$508K - $641K
|
18K
$5.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.48K+ 8.1% |
$506K - $639K
|
33.1K
$9.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.44KNew |
$498K - $629K
|
2.44K
$729K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.42KNew |
$494K - $624K
|
2.42K
$723K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.41K+ 7.52% |
$492K - $621K
|
34.5K
$10.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.41K+ 7.52% |
$492K - $621K
|
34.5K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.37K+ 3.88% |
$483K - $610K
|
63.4K
$18.9M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
2.36K+ 3.56% |
$482K - $608K
|
68.6K
$20.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.33K+ 14.6% |
$474K - $599K
|
18.3K
$5.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.26KNew |
$460K - $581K
|
2.26K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
2.24KNew |
$458K - $578K
|
2.24K
$670K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.1KNew |
$429K - $542K
|
2.1K
$628K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.09K+ 2010.58% |
$427K - $539K
|
2.2K
$655K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.02KNew |
$411K - $519K
|
2.02K
$602K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2K+ 0.45% |
$409K - $516K
|
445K
$133M
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
2K+ 2.92% |
$408K - $515K
|
70.4K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.93K+ 6.06% |
$393K - $496K
|
33.7K
$10.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
1.89KNew |
$385K - $486K
|
1.89K
$563K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
1.88KNew |
$384K - $484K
|
1.88K
$562K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.87K+ 53.16% |
$381K - $481K
|
5.39K
$1.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.87K+ 7.94% |
$381K - $481K
|
25.4K
$7.59M
|