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 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3+ 0.33% |
$835 - $946
|
918
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3+ 0.36% |
$835 - $946
|
841
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
3+ 0.3% |
$835 - $946
|
1K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3+ 0.24% |
$835 - $946
|
1.25K
$301K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3+ 0.29% |
$835 - $946
|
1.05K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3+ 0.4% |
$835 - $946
|
760
$183K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3+ 0.29% |
$835 - $946
|
1.04K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
3+ 0.41% |
$835 - $946
|
741
$179K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.34% |
$556 - $631
|
598
$144K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$556 - $631
|
2.82K
$680K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2+ 0.1% |
$556 - $631
|
1.92K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
2+ 0.17% |
$556 - $631
|
1.21K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.07% |
$556 - $631
|
2.89K
$697K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.39% |
$556 - $631
|
513
$124K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$556 - $631
|
945
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.14% |
$556 - $631
|
1.43K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.35% |
$556 - $631
|
576
$139K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.21% |
$556 - $631
|
937
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.18% |
$556 - $631
|
1.13K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.2% |
$278 - $315
|
491
$118K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.04% |
$278 - $315
|
2.35K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$278 - $315
|
771
$186K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$278 - $315
|
1
$241
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$278 - $315
|
1.06K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.76% |
$278 - $315
|
132
$31.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$278 - $315
|
27.5K
$6.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.27% |
$278 - $315
|
369
$88.9K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.18% |
$278 - $315
|
543
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.35% |
$278 - $315
|
287
$69.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1New |
$278 - $315
|
1
$241
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$278 - $315
|
4.7K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.1% |
$278 - $315
|
1.02K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$278 - $315
|
1.17K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$278 - $315
|
797
$192K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.05% |
$278 - $315
|
1.92K
$462K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$278 - $315
|
19.9K
$4.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$278 - $315
|
2.78K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 0.32% |
$278 - $315
|
310
$74.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1- 0.04% |
$278 - $315
|
2.33K
$561K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.21% |
$278 - $315
|
482
$116K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-2- -0.0% |
$556 - $631
|
44.9K
$10.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-2- 0.08% |
$556 - $631
|
2.49K
$600K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2- 0.07% |
$556 - $631
|
2.7K
$650K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2- 0.02% |
$556 - $631
|
11.2K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3- 0.02% |
$835 - $946
|
16.7K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3- 0.66% |
$835 - $946
|
454
$109K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-4- 0.49% |
$1.11K - $1.26K
|
814
$196K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-4- 0.27% |
$1.11K - $1.26K
|
1.47K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4- 0.03% |
$1.11K - $1.26K
|
11.7K
$2.81M
|