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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-610- 27.59% |
$170K - $192K
|
1.6K
$475K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-615- 2.53% |
$171K - $194K
|
23.7K
$7.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-632- 10.99% |
$176K - $199K
|
5.12K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-634- 56.21% |
$176K - $200K
|
494
$147K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-649- 0.32% |
$181K - $205K
|
202K
$60M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-656- 10.89% |
$182K - $207K
|
5.37K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-662- 9.38% |
$184K - $209K
|
6.4K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-674- 2.29% |
$188K - $213K
|
28.8K
$8.55M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-675- 37.03% |
$188K - $213K
|
1.15K
$341K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-676- 10.22% |
$188K - $213K
|
5.94K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-677- 2.93% |
$188K - $213K
|
22.4K
$6.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-689- 1.77% |
$192K - $217K
|
38.3K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-695- 2.26% |
$193K - $219K
|
30.1K
$8.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-700- 1.06% |
$195K - $221K
|
65.4K
$19.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-733- 29.45% |
$204K - $231K
|
1.76K
$521K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-755- 13.58% |
$210K - $238K
|
4.81K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-815- 2.86% |
$227K - $257K
|
27.6K
$8.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-820- 4.69% |
$228K - $259K
|
16.7K
$4.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-828- 3.21% |
$230K - $261K
|
25K
$7.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-942- 1.78% |
$262K - $297K
|
52.1K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-961- 5.9% |
$267K - $303K
|
15.3K
$4.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1K- 3.37% |
$278K - $316K
|
28.7K
$8.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 1.56% |
$285K - $323K
|
64.8K
$19.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.07K- 0.7% |
$298K - $338K
|
152K
$45M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.15K- 4.2% |
$320K - $363K
|
26.3K
$7.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.4K- 37.44% |
$389K - $441K
|
2.34K
$693K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.53K- 17.1% |
$425K - $482K
|
7.4K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.63K- 11.45% |
$452K - $513K
|
12.6K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.63K- 47.38% |
$453K - $514K
|
1.81K
$537K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.64K- 2.05% |
$456K - $517K
|
78.5K
$23.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.8K- 3.49% |
$500K - $567K
|
49.8K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.81K- 2.58% |
$503K - $570K
|
68.2K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.83K- 1.16% |
$509K - $576K
|
156K
$46.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.96K- 2.2% |
$545K - $618K
|
87.1K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.02K- 23.31% |
$561K - $636K
|
6.64K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.08K- 12.56% |
$579K - $656K
|
14.5K
$4.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.24K- 2.19% |
$623K - $706K
|
100K
$29.7M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.27K- 7.4% |
$631K - $716K
|
28.4K
$8.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.55K- 3.93% |
$708K - $803K
|
62.2K
$18.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.7K- 4.5% |
$751K - $852K
|
57.3K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-2.97K- 5.22% |
$827K - $938K
|
54K
$16M
|
|
|
Feb 12, 2025
Q4 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-3.2K- 6.4% |
$890K - $1.01M
|
46.8K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.27K- 99.91% |
$911K - $1.03M
|
3
$890
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-3.86K- 0.69% |
$1.07M - $1.22M
|
552K
$164M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-4.43K- 22.04% |
$1.23M - $1.4M
|
15.7K
$4.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-4.47K- 53.85% |
$1.24M - $1.41M
|
3.83K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.63K- 2.32% |
$1.29M - $1.46M
|
195K
$57.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.87K- 83.93% |
$1.36M - $1.54M
|
933
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.96K- 5.08% |
$1.38M - $1.56M
|
92.6K
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.24K- 2.91% |
$1.46M - $1.65M
|
175K
$51.9M
|