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 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
453New |
$126K - $143K
|
453
$109K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
438+ 4.47% |
$122K - $138K
|
10.2K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
420+ 14.38% |
$117K - $132K
|
3.34K
$805K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
417+ 54.09% |
$116K - $132K
|
1.19K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
410New |
$114K - $129K
|
410
$98.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
391+ 10.25% |
$109K - $123K
|
4.21K
$1.01M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
341+ 10.12% |
$94.9K - $108K
|
3.71K
$895K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
339New |
$94.3K - $107K
|
339
$81.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
333+ 29.57% |
$92.6K - $105K
|
1.46K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
326+ 20.78% |
$90.7K - $103K
|
1.9K
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
323+ 11.92% |
$89.9K - $102K
|
3.03K
$731K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
307+ 37.08% |
$85.4K - $96.8K
|
1.14K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
307+ 34.26% |
$85.4K - $96.8K
|
1.2K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
305+ 371.95% |
$84.8K - $96.2K
|
387
$93.3K
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
305+ 1.3% |
$84.8K - $96.2K
|
23.8K
$5.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
303New |
$84.3K - $95.6K
|
303
$73K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
302+ 6.94% |
$84K - $95.2K
|
4.66K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
302+ 7.32% |
$84K - $95.2K
|
4.43K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
299+ 13.19% |
$83.2K - $94.3K
|
2.57K
$619K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
298+ 5.81% |
$82.9K - $94K
|
5.42K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
296+ 4.05% |
$82.3K - $93.3K
|
7.61K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
287+ 2.25% |
$79.8K - $90.5K
|
13.1K
$3.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
286+ 22.34% |
$79.6K - $90.2K
|
1.57K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
278+ 9.4% |
$77.3K - $87.7K
|
3.24K
$780K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
275+ 18.59% |
$76.5K - $86.7K
|
1.75K
$423K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
275New |
$76.5K - $86.7K
|
275
$66.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
264+ 4.06% |
$73.4K - $83.3K
|
6.76K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
260+ 25.74% |
$72.3K - $82K
|
1.27K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
259+ 4.82% |
$72.1K - $81.7K
|
5.63K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
255New |
$70.9K - $80.4K
|
255
$61.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
242+ 5.26% |
$67.3K - $76.3K
|
4.84K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
242+ 38.47% |
$67.3K - $76.3K
|
871
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
240+ 10.89% |
$66.8K - $75.7K
|
2.44K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
240+ 12.36% |
$66.8K - $75.7K
|
2.18K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
236+ 3.24% |
$65.7K - $74.4K
|
7.52K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
235+ 15.11% |
$65.4K - $74.1K
|
1.79K
$431K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
233+ 25.16% |
$64.8K - $73.5K
|
1.16K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 2.94% |
$64.5K - $73.2K
|
8.13K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
231+ 2.74% |
$64.3K - $72.8K
|
8.68K
$2.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
225+ 189.08% |
$62.6K - $71K
|
344
$82.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
221+ 20.67% |
$61.5K - $69.7K
|
1.29K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
214+ 0.36% |
$59.5K - $67.5K
|
59.3K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
209New |
$58.1K - $65.9K
|
209
$50.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
207+ 5.82% |
$57.6K - $65.3K
|
3.77K
$908K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
200+ 27.51% |
$55.6K - $63.1K
|
927
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
200+ 23.42% |
$55.6K - $63.1K
|
1.05K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
196+ 5.38% |
$54.5K - $61.8K
|
3.84K
$926K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
189New |
$52.6K - $59.6K
|
189
$45.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
171+ 2.0% |
$47.6K - $53.9K
|
8.71K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
170+ 75.89% |
$47.3K - $53.6K
|
394
$95K
|