Purchases and Sales Made in Q4 2024 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q4 2024. 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 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
681K+ 1423.93% |
$190M - $215M
|
729K
$216M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
554KNew |
$154M - $175M
|
554K
$164M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
482K+ 4483.21% |
$134M - $152M
|
493K
$146M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
348K+ 22494.51% |
$96.9M - $110M
|
350K
$104M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
62.2K+ 823.95% |
$17.3M - $19.6M
|
69.7K
$20.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
51.8K+ 3.47% |
$14.4M - $16.3M
|
1.54M
$457M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
45K+ 2269.84% |
$12.5M - $14.2M
|
47K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
42.6KNew |
$11.8M - $13.4M
|
42.6K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
40.8KNew |
$11.4M - $12.9M
|
40.8K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
27.3K+ 47.77% |
$7.59M - $8.6M
|
84.3K
$25M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
24.3KNew |
$6.75M - $7.65M
|
24.3K
$7.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
20.5K+ 67.43% |
$5.69M - $6.45M
|
50.8K
$15M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
20.1KNew |
$5.6M - $6.35M
|
20.1K
$5.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.5K+ 1376.81% |
$5.43M - $6.16M
|
21K
$6.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
18.6KNew |
$5.18M - $5.87M
|
18.6K
$5.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.5KNew |
$5.16M - $5.84M
|
18.5K
$5.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.8K+ 46.83% |
$4.68M - $5.31M
|
52.8K
$15.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
15.6K+ 269.86% |
$4.33M - $4.91M
|
21.3K
$6.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
14.1KNew |
$3.92M - $4.44M
|
14.1K
$4.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14K+ 1.59% |
$3.89M - $4.41M
|
891K
$264M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13.6KNew |
$3.77M - $4.28M
|
13.6K
$4.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
11.8K+ 511.53% |
$3.3M - $3.74M
|
14.2K
$4.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11.1KNew |
$3.08M - $3.49M
|
11.1K
$3.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.9K+ 386.26% |
$3.03M - $3.44M
|
13.7K
$4.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9.75KNew |
$2.71M - $3.08M
|
9.75K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.08K+ 62.6% |
$2.53M - $2.86M
|
23.6K
$6.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.8KNew |
$2.45M - $2.78M
|
8.8K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
8.68KNew |
$2.41M - $2.74M
|
8.68K
$2.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
7.95K+ 39.16% |
$2.21M - $2.51M
|
28.2K
$8.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.22K+ 86.97% |
$2.01M - $2.28M
|
15.5K
$4.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.65K+ 11.67% |
$1.85M - $2.1M
|
63.7K
$18.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.65K+ 1.41% |
$1.85M - $2.1M
|
477K
$141M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.1K+ 0.93% |
$1.7M - $1.92M
|
662K
$196M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.07KNew |
$1.69M - $1.91M
|
6.07K
$1.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.61K+ 13.1% |
$1.56M - $1.77M
|
48.4K
$14.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.14K+ 699.18% |
$1.43M - $1.62M
|
5.87K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.84K+ 7.21% |
$1.35M - $1.53M
|
72K
$21.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.56KNew |
$1.27M - $1.44M
|
4.56K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.45KNew |
$1.24M - $1.4M
|
4.45K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.31K+ 235.22% |
$1.2M - $1.36M
|
6.15K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
4.29K+ 63.19% |
$1.19M - $1.35M
|
11.1K
$3.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
4.17KNew |
$1.16M - $1.32M
|
4.17K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.82KNew |
$1.06M - $1.2M
|
3.82K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.58KNew |
$996K - $1.13M
|
3.58K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.56KNew |
$989K - $1.12M
|
3.56K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
3.45KNew |
$959K - $1.09M
|
3.45K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3.37K+ 10.29% |
$938K - $1.06M
|
36.1K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.26K+ 30.35% |
$907K - $1.03M
|
14K
$4.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.19KNew |
$887K - $1.01M
|
3.19K
$944K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.98KNew |
$829K - $939K
|
2.98K
$882K
|