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 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-133- 12.79% |
$37K - $41.9K
|
907
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-136- 57.87% |
$37.8K - $42.9K
|
99
$29.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-137- 3.47% |
$38.1K - $43.2K
|
3.81K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-147- 40.05% |
$40.9K - $46.4K
|
220
$65K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-150- 1.4% |
$41.7K - $47.3K
|
10.6K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-150- 16.08% |
$41.7K - $47.3K
|
783
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-150- 3.97% |
$41.7K - $47.3K
|
3.63K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-150- 16.54% |
$41.7K - $47.3K
|
757
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-152- 1.26% |
$42.3K - $47.9K
|
11.9K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-157- 4.21% |
$43.7K - $49.5K
|
3.57K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-164- 17.83% |
$45.6K - $51.7K
|
756
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-172- 1.11% |
$47.8K - $54.2K
|
15.3K
$4.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-173- 3.23% |
$48.1K - $54.6K
|
5.18K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-175- 24.51% |
$48.7K - $55.2K
|
539
$159K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-180- 9.48% |
$50.1K - $56.8K
|
1.72K
$508K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-181- 8.15% |
$50.4K - $57.1K
|
2.04K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-183- 3.25% |
$50.9K - $57.7K
|
5.45K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-190- 0.44% |
$52.9K - $59.9K
|
42.8K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-192- 18.27% |
$53.4K - $60.5K
|
859
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-196- 3.87% |
$54.5K - $61.8K
|
4.86K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-206- 5.89% |
$57.3K - $65K
|
3.29K
$973K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-207- 1.06% |
$57.6K - $65.3K
|
19.3K
$5.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-216- 9.27% |
$60.1K - $68.1K
|
2.11K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-273- 84.26% |
$75.9K - $86.1K
|
51
$15.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-275- 3.6% |
$76.5K - $86.7K
|
7.37K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-285- 23.93% |
$79.3K - $89.9K
|
906
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-290- 9.33% |
$80.7K - $91.5K
|
2.82K
$833K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-294- 1.21% |
$81.8K - $92.7K
|
24K
$7.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-297- 16.65% |
$82.6K - $93.7K
|
1.49K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-301- 4.47% |
$83.7K - $94.9K
|
6.43K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-322- 5.33% |
$89.6K - $102K
|
5.72K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-328- 3.35% |
$91.2K - $103K
|
9.46K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-356- 3.46% |
$99K - $112K
|
9.94K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-360- 0.95% |
$100K - $114K
|
37.7K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-366- 26.11% |
$102K - $115K
|
1.04K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-371- 5.95% |
$103K - $117K
|
5.86K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-379- 1.08% |
$105K - $120K
|
34.7K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-388- 6.7% |
$108K - $122K
|
5.41K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-395- 2.63% |
$110K - $125K
|
14.6K
$4.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-426- 15.21% |
$119K - $134K
|
2.37K
$702K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-450- 3.52% |
$125K - $142K
|
12.3K
$3.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-459- 1.0% |
$128K - $145K
|
45.4K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-483- 24.67% |
$134K - $152K
|
1.48K
$436K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-540- 4.05% |
$150K - $170K
|
12.8K
$3.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-560- 2.62% |
$156K - $177K
|
20.8K
$6.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-568- 2.72% |
$158K - $179K
|
20.3K
$6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-575- 12.95% |
$160K - $181K
|
3.87K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-576- 20.23% |
$160K - $182K
|
2.27K
$671K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-579- 36.88% |
$161K - $183K
|
991
$293K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-610- 27.59% |
$170K - $192K
|
1.6K
$473K
|