Purchases and Sales Made in Q4 2023 in Ishares Russell 2000 Gwt ETF (IWO)

IWO Quotes by TradingView

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
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
43
New
$8.78K - $11.1K
43 $13.3K
Mar 04, 2024 Q4 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
40
+ 100.0%
$8.16K - $10.3K
80 $24.8K
Jan 23, 2024 Q4 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
39
+ 0.09%
$7.96K - $10K
45.1K $14M
Feb 13, 2024 Q4 2023
Cibc Private Wealth Group, LLC

BUY
 -
39
+ 0.18%
$7.96K - $10K
21.6K $6.69M
Feb 14, 2024 Q4 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
38
+ 2.81%
$7.75K - $9.79K
1.39K $431K
Feb 09, 2024 Q4 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
36
New
$7.35K - $9.27K
36 $11.2K
Feb 06, 2024 Q4 2023
Meadow Brook Investment Advisors LLC

Livonia, MI
BUY
 -
35
New
$7.14K - $9.01K
35 $10.8K
Jan 16, 2024 Q4 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
34
New
$6.94K - $8.76K
34 $10.5K
Feb 06, 2024 Q4 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
33
New
$6.73K - $8.5K
33 $10.2K
Feb 14, 2024 Q4 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
32
New
$6.53K - $8.24K
32 $9.91K
Feb 07, 2024 Q4 2023
Private Portfolio Partners LLC

BUY
 -
31
+ 1.29%
$6.33K - $7.98K
2.43K $753K
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

BUY
 -
31
+ 6.55%
$6.33K - $7.98K
504 $156K
Jan 10, 2024 Q4 2023
Falcon Wealth Planning

BUY
 -
31
+ 2.96%
$6.33K - $7.98K
1.08K $334K
Jan 19, 2024 Q4 2023
Life Planning Partners, Inc

BUY
 -
30
New
$6.12K - $7.73K
30 $9.29K
Jan 26, 2024 Q4 2023
Aspiriant, LLC

BUY
 -
30
+ 1.01%
$6.12K - $7.73K
3K $931K
Mar 06, 2024 Q4 2023
Willner & Heller, LLC

BUY
 -
29
+ 2.06%
$5.92K - $7.47K
1.44K $445K
Jan 29, 2024 Q4 2023
Mv Capital Management, Inc.

BUY
 -
28
+ 0.23%
$5.71K - $7.21K
12.4K $3.83M
Feb 05, 2024 Q4 2023
St. Louis Trust CO

BUY
 -
28
+ 0.25%
$5.71K - $7.21K
11.4K $3.55M
May 14, 2024 Q4 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
28
+ 1.46%
$5.71K - $7.21K
1.95K $604K
Jan 18, 2024 Q4 2023
Sage Financial Group Inc

BUY
 -
28
+ 2.21%
$5.71K - $7.21K
1.3K $401K
Jan 30, 2024 Q4 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
26
+ 1.7%
$5.31K - $6.7K
1.56K $482K
Feb 08, 2024 Q4 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
26
New
$5.31K - $6.7K
26 $8.05K
Feb 12, 2024 Q4 2023
Somerset Group LLC

Wayzata, MN
BUY
 -
25
+ 0.27%
$5.1K - $6.44K
9.21K $2.85M
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
25
+ 1.37%
$5.1K - $6.44K
1.85K $573K
Feb 13, 2024 Q4 2023
Widmann Financial Services, Inc.

BUY
 -
24
+ 0.34%
$4.9K - $6.18K
7.09K $2.2M
Feb 13, 2024 Q4 2023
Gsb Wealth Management, LLC

BUY
 -
23
+ 0.47%
$4.69K - $5.92K
4.95K $1.53M
Jan 30, 2024 Q4 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
23
+ 1.56%
$4.69K - $5.92K
1.49K $463K
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
22
New
$4.49K - $5.67K
22 $6.82K
Feb 14, 2024 Q4 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
20
+ 1.94%
$4.08K - $5.15K
1.05K $326K
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
19
+ 1.5%
$3.88K - $4.89K
1.29K $399K
Feb 26, 2024 Q4 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
19
+ 0.44%
$3.88K - $4.89K
4.29K $1.33M
Feb 13, 2024 Q4 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
19
+ 1.79%
$3.88K - $4.89K
1.08K $334K
Feb 08, 2024 Q4 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
18
+ 0.79%
$3.67K - $4.64K
2.31K $714K
Jan 17, 2024 Q4 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
18
+ 20.45%
$3.67K - $4.64K
106 $32.8K
Jan 05, 2024 Q4 2023
Garrett Investment Advisors LLC

BUY
 -
16
+ 1.71%
$3.27K - $4.12K
949 $294K
Mar 14, 2024 Q4 2023
Ables, Iannone, Moore & Associates, Inc.

Savannah, GA
BUY
 -
15
New
$3.06K - $3.86K
15 $4.65K
Jan 17, 2024 Q4 2023
Riversedge Advisors, LLC

BUY
 -
15
+ 0.44%
$3.06K - $3.86K
3.43K $1.06M
Jan 11, 2024 Q4 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
15
+ 0.65%
$3.06K - $3.86K
2.32K $718K
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
12
New
$2.45K - $3.09K
12 $3.72K
Feb 01, 2024 Q4 2023
First Command Advisory Services, Inc.

BUY
 -
12
New
$2.45K - $3.09K
12 $3.72K
Feb 08, 2024 Q4 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
11
+ 1.03%
$2.24K - $2.83K
1.08K $333K
Mar 29, 2024 Q4 2023
Adirondack Trust CO

BUY
 -
11
+ 0.7%
$2.24K - $2.83K
1.58K $489K
Feb 12, 2024 Q4 2023
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
BUY
 -
11
+ 0.44%
$2.24K - $2.83K
2.54K $787K
Jan 31, 2024 Q4 2023
Lindbrook Capital, LLC

BUY
 -
10
+ 0.22%
$2.04K - $2.58K
4.58K $1.42M
Feb 09, 2024 Q4 2023
Lws Wealth Advisors, Inc.

BUY
 -
10
+ 1.05%
$2.04K - $2.58K
960 $297K
Feb 13, 2024 Q4 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
9
+ 0.36%
$1.84K - $2.32K
2.51K $776K
Jan 23, 2024 Q4 2023
Cahaba Wealth Management, Inc.

BUY
 -
9
+ 0.38%
$1.84K - $2.32K
2.38K $737K
May 15, 2024 Q4 2023
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
9
New
$1.84K - $2.32K
9 $2.79K
Feb 13, 2024 Q4 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
8
+ 0.71%
$1.63K - $2.06K
1.13K $349K

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