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 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
10+ 0.22% |
$2.04K - $2.58K
|
4.58K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
10+ 1.05% |
$2.04K - $2.58K
|
960
$265K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
9New |
$1.84K - $2.32K
|
9
$2.49K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9New |
$1.84K - $2.32K
|
9
$2.49K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9+ 0.38% |
$1.84K - $2.32K
|
2.38K
$657K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9+ 0.36% |
$1.84K - $2.32K
|
2.51K
$692K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
8+ 0.03% |
$1.63K - $2.06K
|
26.6K
$7.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8+ 0.71% |
$1.63K - $2.06K
|
1.13K
$312K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8New |
$1.63K - $2.06K
|
8
$2.21K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
7+ 0.05% |
$1.43K - $1.8K
|
15.2K
$4.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7New |
$1.43K - $1.8K
|
7
$1.93K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.43% |
$1.22K - $1.55K
|
1.41K
$389K
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
6+ 0.02% |
$1.22K - $1.55K
|
26.3K
$7.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5+ 0.39% |
$1.02K - $1.29K
|
1.29K
$355K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
4+ 0.32% |
$816 - $1.03K
|
1.24K
$343K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4+ 0.45% |
$816 - $1.03K
|
895
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.48% |
$816 - $1.03K
|
843
$233K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4+ 0.25% |
$816 - $1.03K
|
1.6K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.3% |
$816 - $1.03K
|
1.34K
$371K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
4New |
$816 - $1.03K
|
4
$1.11K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
4New |
$816 - $1.03K
|
4
$1.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3+ 0.23% |
$612 - $773
|
1.3K
$360K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.54% |
$612 - $773
|
557
$154K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3+ 0.41% |
$612 - $773
|
742
$205K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3+ 0.31% |
$612 - $773
|
961
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
3+ 0.31% |
$612 - $773
|
974
$269K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.12% |
$612 - $773
|
2.6K
$718K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
2New |
$408 - $515
|
2
$553
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2+ 0.07% |
$408 - $515
|
2.76K
$764K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.34% |
$408 - $515
|
593
$164K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.37% |
$408 - $515
|
539
$149K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.4% |
$408 - $515
|
508
$140K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.08% |
$408 - $515
|
2.66K
$734K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.93% |
$204 - $258
|
109
$30.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.39% |
$204 - $258
|
259
$71.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$204 - $258
|
4.41K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.5% |
$204 - $258
|
202
$55.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 2.7% |
$204 - $258
|
38
$10.5K
|
|
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.31% |
$204 - $258
|
321
$88.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$204 - $258
|
154
$42.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.52% |
$204 - $258
|
195
$53.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$204 - $258
|
200
$55.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.58% |
$204 - $258
|
173
$47.8K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.45% |
$204 - $258
|
225
$62.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
1+ 2.27% |
$204 - $258
|
45
$12.4K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1- 0.53% |
$204 - $258
|
189
$52.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-2- 0.14% |
$408 - $515
|
1.39K
$383K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 0.02% |
$408 - $515
|
9.34K
$2.58M
|