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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50New |
$10.2K - $12.9K
|
50
$13.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
49+ 2.85% |
$10K - $12.6K
|
1.77K
$489K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
45+ 0.67% |
$9.18K - $11.6K
|
6.74K
$1.86M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44+ 3.09% |
$8.98K - $11.3K
|
1.47K
$405K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
44New |
$8.98K - $11.3K
|
44
$12.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
43New |
$8.78K - $11.1K
|
43
$11.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
40+ 100.0% |
$8.16K - $10.3K
|
80
$22.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
39+ 0.09% |
$7.96K - $10K
|
45.1K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
39+ 0.18% |
$7.96K - $10K
|
21.6K
$5.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
38+ 2.81% |
$7.75K - $9.79K
|
1.39K
$385K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
36New |
$7.35K - $9.27K
|
36
$9.95K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
35New |
$7.14K - $9.01K
|
35
$9.67K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
34New |
$6.94K - $8.76K
|
34
$9.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
33New |
$6.73K - $8.5K
|
33
$9.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
32New |
$6.53K - $8.24K
|
32
$8.84K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
31+ 1.35% |
$6.33K - $7.98K
|
2.32K
$642K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
31+ 6.55% |
$6.33K - $7.98K
|
504
$139K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
31+ 1.29% |
$6.33K - $7.98K
|
2.43K
$671K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
31+ 2.96% |
$6.33K - $7.98K
|
1.08K
$298K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
30+ 1.01% |
$6.12K - $7.73K
|
3K
$830K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
30New |
$6.12K - $7.73K
|
30
$8.29K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
29+ 2.06% |
$5.92K - $7.47K
|
1.44K
$397K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 1.46% |
$5.71K - $7.21K
|
1.95K
$539K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
28+ 0.23% |
$5.71K - $7.21K
|
12.4K
$3.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
28+ 2.21% |
$5.71K - $7.21K
|
1.3K
$358K
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
28+ 0.25% |
$5.71K - $7.21K
|
11.4K
$3.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
26New |
$5.31K - $6.7K
|
26
$7.18K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
26+ 1.7% |
$5.31K - $6.7K
|
1.56K
$430K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25+ 1.37% |
$5.1K - $6.44K
|
1.85K
$511K
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
25+ 0.27% |
$5.1K - $6.44K
|
9.21K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
24+ 0.34% |
$4.9K - $6.18K
|
7.09K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
23+ 0.47% |
$4.69K - $5.92K
|
4.95K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
23+ 1.56% |
$4.69K - $5.92K
|
1.49K
$413K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22New |
$4.49K - $5.67K
|
22
$6.08K
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
22+ 0.05% |
$4.49K - $5.67K
|
41.7K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20+ 1.94% |
$4.08K - $5.15K
|
1.05K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
19+ 1.79% |
$3.88K - $4.89K
|
1.08K
$298K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19+ 1.5% |
$3.88K - $4.89K
|
1.29K
$356K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
19+ 0.44% |
$3.88K - $4.89K
|
4.29K
$1.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
18+ 20.45% |
$3.67K - $4.64K
|
106
$29.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
18+ 0.79% |
$3.67K - $4.64K
|
2.31K
$637K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16+ 1.71% |
$3.27K - $4.12K
|
949
$262K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
15New |
$3.06K - $3.86K
|
15
$4.14K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15+ 0.65% |
$3.06K - $3.86K
|
2.32K
$640K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
15+ 0.44% |
$3.06K - $3.86K
|
3.43K
$949K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$2.45K - $3.09K
|
12
$3.32K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
12New |
$2.45K - $3.09K
|
12
$3.32K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
11+ 0.7% |
$2.24K - $2.83K
|
1.58K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
11+ 0.44% |
$2.24K - $2.83K
|
2.54K
$702K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
11+ 1.03% |
$2.24K - $2.83K
|
1.08K
$297K
|