Purchases and Sales Made in Q4 2024 in Ishares Russell 2000 Gwt ETF (IWO)

IWO Quotes by TradingView

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
Wood Trust Financial Corp

BUY
 -
2.76K
+ 3.19%
$769K - $872K
89.5K $26.5M
Jan 27, 2025 Q4 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
2.62K
New
$727K - $825K
2.62K $774K
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
2.51K
+ 12.29%
$699K - $793K
23K $6.8M
Feb 05, 2025 Q4 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
2.46K
+ 3.13%
$683K - $774K
80.9K $23.9M
Feb 07, 2025 Q4 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
2.34K
+ 8.21%
$652K - $739K
30.9K $9.15M
Jan 21, 2025 Q4 2024
Flagship Private Wealth, LLC

BUY
 -
2.26K
+ 32.86%
$629K - $713K
9.14K $2.71M
Jan 24, 2025 Q4 2024
Spire Wealth Management

BUY
 -
2.01K
+ 184.68%
$560K - $635K
3.1K $919K
Jan 15, 2025 Q4 2024
Merit Financial Group, LLC

BUY
 -
2K
+ 169.18%
$556K - $630K
3.18K $941K
Feb 06, 2025 Q4 2024
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
1.94K
+ 266.44%
$539K - $611K
2.66K $789K
Feb 03, 2025 Q4 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.89K
+ 4.47%
$525K - $595K
44.1K $13.1M
Feb 07, 2025 Q4 2024
Avantax Planning Partners, Inc.

BUY
 -
1.86K
+ 12.2%
$518K - $587K
17.1K $5.07M
Jan 24, 2025 Q4 2024
Jp Wealth Management, Inc.

Mt. Pleasant, SC
BUY
 -
1.85K
New
$514K - $582K
1.85K $547K
Jan 16, 2025 Q4 2024
Annex Advisory Services, LLC

BUY
 -
1.76K
New
$490K - $556K
1.76K $522K
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
1.75K
New
$487K - $552K
1.75K $518K
Jan 30, 2025 Q4 2024
L.M. Kohn & Company

BUY
 -
1.73K
New
$482K - $547K
1.73K $513K
Jan 16, 2025 Q4 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
1.54K
New
$427K - $484K
1.54K $455K
Feb 06, 2025 Q4 2024
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
1.53K
+ 82.11%
$425K - $482K
3.39K $1M
Feb 07, 2025 Q4 2024
Tassel Capital Management, Inc.

Matthews, NC
BUY
 -
1.5K
New
$417K - $473K
1.5K $444K
Feb 07, 2025 Q4 2024
Clare Market Investments LLC

Dallas, TX
BUY
 -
1.49K
New
$414K - $470K
1.49K $441K
Feb 06, 2025 Q4 2024
Rkl Wealth Management LLC

BUY
 -
1.48K
New
$411K - $466K
1.48K $437K
Feb 04, 2025 Q4 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1.45K
+ 84.4%
$403K - $457K
3.17K $938K
Jan 14, 2025 Q4 2024
Carnegie Capital Asset Management, LLC

BUY
 -
1.43K
+ 15.56%
$398K - $451K
10.6K $3.14M
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1.39K
New
$387K - $438K
1.39K $412K
Jan 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
1.33K
+ 0.96%
$371K - $421K
140K $41.5M
Jan 16, 2025 Q4 2024
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
1.32K
+ 51.94%
$366K - $415K
3.85K $1.14M
Jan 30, 2025 Q4 2024
Csenge Advisory Group

BUY
 -
1.28K
+ 110.44%
$356K - $404K
2.44K $722K
Jan 21, 2025 Q4 2024
Lex Aurum Advisors, LLC

BUY
 -
1.28K
New
$356K - $403K
1.28K $379K
Feb 06, 2025 Q4 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
1.17K
New
$327K - $370K
1.17K $348K
Feb 03, 2025 Q4 2024
Allodium Investment Consultants, LLC

Minneapolis, MN
BUY
 -
1.17K
New
$326K - $370K
1.17K $347K
Feb 06, 2025 Q4 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
1.17K
New
$324K - $368K
1.17K $345K
Jan 23, 2025 Q4 2024
Caprock Group, Inc.

BUY
 -
1.02K
New
$284K - $322K
1.02K $302K
Feb 03, 2025 Q4 2024
First Horizon Advisors, Inc.

BUY
 -
1.01K
+ 2.12%
$281K - $319K
48.7K $14.4M
Jan 28, 2025 Q4 2024
Mezzasalma Advisors, LLC

BUY
 -
1.01K
New
$280K - $318K
1.01K $298K
Feb 04, 2025 Q4 2024
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
972
New
$270K - $307K
972 $288K
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

BUY
 -
963
+ 16.09%
$268K - $304K
6.95K $2.06M
Jan 24, 2025 Q4 2024
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
957
New
$266K - $302K
957 $283K
Jan 29, 2025 Q4 2024
Powell Investment Advisors, LLC

BUY
 -
954
+ 2.07%
$265K - $301K
47K $13.9M
Jan 13, 2025 Q4 2024
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
951
+ 47.24%
$265K - $300K
2.96K $877K
Jan 27, 2025 Q4 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
906
+ 0.82%
$252K - $286K
112K $33.1M
Jan 28, 2025 Q4 2024
Platform Technology Partners

BUY
 -
870
+ 43.96%
$242K - $274K
2.85K $843K
Jan 28, 2025 Q4 2024
Clientfirst Wealth Management, LLC

Little Rock, AR
BUY
 -
842
New
$234K - $266K
842 $249K
Jan 24, 2025 Q4 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
821
New
$228K - $259K
821 $243K
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
805
New
$224K - $254K
805 $238K
Feb 06, 2025 Q4 2024
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
790
New
$220K - $249K
790 $234K
Jan 13, 2025 Q4 2024
Brookstone Capital Management

BUY
 -
781
+ 29.85%
$217K - $246K
3.4K $1.01M
Feb 06, 2025 Q4 2024
Callan Family Office, LLC

Radnor, PA
BUY
 -
747
New
$208K - $236K
747 $221K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
737
+ 10.72%
$205K - $232K
7.61K $2.25M
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
733
+ 11.04%
$204K - $231K
7.37K $2.18M
Jan 29, 2025 Q4 2024
Sovran Advisors, LLC

San Diego, CA
BUY
 -
723
New
$201K - $228K
723 $214K

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