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 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
200+ 23.42% |
$55.6K - $63.1K
|
1.05K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
196+ 5.38% |
$54.5K - $61.8K
|
3.84K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
189New |
$52.6K - $59.6K
|
189
$56K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
170+ 75.89% |
$47.3K - $53.6K
|
394
$117K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
165+ 6.28% |
$45.9K - $52K
|
2.79K
$827K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
163+ 18.56% |
$45.3K - $51.4K
|
1.04K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
162+ 6.23% |
$45.1K - $51.1K
|
2.76K
$817K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
154New |
$42.8K - $48.6K
|
154
$45.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
153New |
$42.6K - $48.3K
|
153
$45.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
152+ 18.16% |
$42.3K - $47.9K
|
989
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
149+ 12.64% |
$41.5K - $47K
|
1.33K
$393K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
144+ 6.94% |
$40.1K - $45.4K
|
2.22K
$657K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
142New |
$39.5K - $44.8K
|
142
$42K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
140+ 7.59% |
$38.9K - $44.2K
|
1.98K
$587K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
137+ 18.12% |
$38.1K - $43.2K
|
893
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
133+ 0.11% |
$37K - $41.9K
|
126K
$37.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
116+ 2.19% |
$32.3K - $36.6K
|
5.42K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
112+ 12.0% |
$31.2K - $35.3K
|
1.05K
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
109+ 14.65% |
$30.3K - $34.4K
|
853
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
103+ 4.42% |
$28.7K - $32.5K
|
2.44K
$721K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
99+ 3.07% |
$27.5K - $31.2K
|
3.32K
$984K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
98+ 1225.0% |
$27.3K - $30.9K
|
106
$31.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
97+ 0.22% |
$27K - $30.6K
|
44.7K
$13.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
95+ 1.8% |
$26.4K - $30K
|
5.37K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
94+ 10.11% |
$26.1K - $29.6K
|
1.02K
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
92+ 0.36% |
$25.6K - $29K
|
25.7K
$7.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
90+ 0.55% |
$25K - $28.4K
|
16.5K
$4.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
89+ 1.27% |
$24.8K - $28.1K
|
7.09K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
85+ 6.0% |
$23.6K - $26.8K
|
1.5K
$445K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
84+ 3.44% |
$23.4K - $26.5K
|
2.53K
$748K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
84+ 5.71% |
$23.4K - $26.5K
|
1.56K
$460K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
83+ 1.99% |
$23.1K - $26.2K
|
4.26K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
82+ 2.04% |
$22.8K - $25.9K
|
4.09K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
80New |
$22.3K - $25.2K
|
80
$23.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
78+ 7.07% |
$21.7K - $24.6K
|
1.18K
$350K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
77New |
$21.4K - $24.3K
|
77
$22.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
74+ 1.93% |
$20.6K - $23.3K
|
3.91K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
73+ 0.93% |
$20.3K - $23K
|
7.95K
$2.35M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
70New |
$19.5K - $22.1K
|
70
$20.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
66+ 5.2% |
$18.4K - $20.8K
|
1.34K
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
62+ 1.04% |
$17.2K - $19.6K
|
6.05K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
61+ 3.07% |
$17K - $19.2K
|
2.05K
$606K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
61+ 64.21% |
$17K - $19.2K
|
156
$46.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
60+ 5.81% |
$16.7K - $18.9K
|
1.09K
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
56+ 2.21% |
$15.6K - $17.7K
|
2.6K
$768K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
53+ 7.53% |
$14.7K - $16.7K
|
757
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
52+ 3.37% |
$14.5K - $16.4K
|
1.59K
$472K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
48New |
$13.4K - $15.1K
|
48
$14.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
43+ 0.75% |
$12K - $13.6K
|
5.8K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
41+ 1.33% |
$11.4K - $12.9K
|
3.13K
$927K
|