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 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
723+ 36.46% |
$201K - $228K
|
2.71K
$801K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
720New |
$200K - $227K
|
720
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
702+ 24.38% |
$195K - $221K
|
3.58K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
700New |
$195K - $221K
|
700
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
695New |
$193K - $219K
|
695
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
668+ 10.17% |
$186K - $211K
|
7.24K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
660+ 21.51% |
$184K - $208K
|
3.73K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
658+ 40.59% |
$183K - $208K
|
2.28K
$675K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
619+ 1.07% |
$172K - $195K
|
58.6K
$17.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
602New |
$167K - $190K
|
602
$178K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
584+ 5.72% |
$162K - $184K
|
10.8K
$3.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
570New |
$159K - $180K
|
570
$169K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
559+ 4.31% |
$156K - $176K
|
13.5K
$4M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
522+ 9.3% |
$145K - $165K
|
6.13K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
520+ 6.22% |
$145K - $164K
|
8.89K
$2.63M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
518+ 0.28% |
$144K - $163K
|
185K
$54.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
511+ 3.32% |
$142K - $161K
|
15.9K
$4.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
505+ 664.47% |
$140K - $159K
|
581
$172K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
492+ 2.27% |
$137K - $155K
|
22.2K
$6.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
478+ 4.56% |
$133K - $151K
|
11K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
475+ 32.51% |
$132K - $150K
|
1.94K
$573K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
471+ 9.65% |
$131K - $149K
|
5.35K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
453New |
$126K - $143K
|
453
$134K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
438+ 4.47% |
$122K - $138K
|
10.2K
$3.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
417+ 54.09% |
$116K - $132K
|
1.19K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
410New |
$114K - $129K
|
410
$121K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
391+ 10.25% |
$109K - $123K
|
4.21K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
339New |
$94.3K - $107K
|
339
$100K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
333+ 29.57% |
$92.6K - $105K
|
1.46K
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
326+ 20.78% |
$90.7K - $103K
|
1.9K
$561K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
307+ 37.08% |
$85.4K - $96.8K
|
1.14K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
305+ 371.95% |
$84.8K - $96.2K
|
387
$115K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
302+ 6.94% |
$84K - $95.2K
|
4.66K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
299+ 13.19% |
$83.2K - $94.3K
|
2.57K
$760K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
298+ 5.81% |
$82.9K - $94K
|
5.42K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
296+ 4.05% |
$82.3K - $93.3K
|
7.61K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
286+ 22.34% |
$79.6K - $90.2K
|
1.57K
$464K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
275New |
$76.5K - $86.7K
|
275
$81.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
264+ 4.06% |
$73.4K - $83.3K
|
6.76K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
260+ 25.74% |
$72.3K - $82K
|
1.27K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
259+ 4.82% |
$72.1K - $81.7K
|
5.63K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
242+ 5.26% |
$67.3K - $76.3K
|
4.84K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
240+ 10.89% |
$66.8K - $75.7K
|
2.44K
$724K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
235+ 15.11% |
$65.4K - $74.1K
|
1.79K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
233+ 25.16% |
$64.8K - $73.5K
|
1.16K
$343K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
231+ 2.74% |
$64.3K - $72.8K
|
8.68K
$2.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
225+ 189.08% |
$62.6K - $71K
|
344
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
221+ 20.67% |
$61.5K - $69.7K
|
1.29K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
209New |
$58.1K - $65.9K
|
209
$61.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
207+ 5.82% |
$57.6K - $65.3K
|
3.77K
$1.11M
|