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
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-31- 0.91% |
$8.62K - $9.78K
|
3.38K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-32- 2.41% |
$8.9K - $10.1K
|
1.3K
$384K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-32- 84.21% |
$8.9K - $10.1K
|
6
$1.78K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-33- 0.11% |
$9.18K - $10.4K
|
28.7K
$8.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-33- 44.0% |
$9.18K - $10.4K
|
42
$12.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-34- 1.89% |
$9.46K - $10.7K
|
1.76K
$522K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-35- 2.21% |
$9.74K - $11K
|
1.55K
$459K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-35- 3.61% |
$9.74K - $11K
|
935
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-38- 13.15% |
$10.6K - $12K
|
251
$74.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-38- 5.01% |
$10.6K - $12K
|
720
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-38- 0.55% |
$10.6K - $12K
|
6.81K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-39- 0.86% |
$10.8K - $12.3K
|
4.49K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.46% |
$11.1K - $12.6K
|
8.64K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-41- 3.59% |
$11.4K - $12.9K
|
1.1K
$326K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-41- 40.59% |
$11.4K - $12.9K
|
60
$17.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-42- 2.08% |
$11.7K - $13.2K
|
1.98K
$586K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-43- 0.52% |
$12K - $13.6K
|
8.21K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-44- 2.2% |
$12.2K - $13.9K
|
1.96K
$580K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-45- 5.34% |
$12.5K - $14.2K
|
797
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-50- 4.66% |
$13.9K - $15.8K
|
1.02K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-50- 3.95% |
$13.9K - $15.8K
|
1.22K
$360K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-50- 1.47% |
$13.9K - $15.8K
|
3.34K
$989K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-58- 1.41% |
$16.1K - $18.3K
|
4.05K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-59- 1.96% |
$16.4K - $18.6K
|
2.95K
$873K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-61- 0.58% |
$17K - $19.2K
|
10.4K
$3.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-62- 6.5% |
$17.2K - $19.6K
|
892
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-64- 0.27% |
$17.8K - $20.2K
|
23.2K
$6.88M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-66- 0.65% |
$18.4K - $20.8K
|
10.1K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-67- 2.7% |
$18.6K - $21.1K
|
2.42K
$716K
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-67- 4.15% |
$18.6K - $21.1K
|
1.55K
$459K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-68- 1.36% |
$18.9K - $21.4K
|
4.92K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-70- 0.43% |
$19.5K - $22.1K
|
16.2K
$4.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-72- 50.0% |
$20K - $22.7K
|
72
$21.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-75- 0.99% |
$20.9K - $23.7K
|
7.54K
$2.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-76- 9.55% |
$21.1K - $24K
|
720
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-76- 0.42% |
$21.1K - $24K
|
17.9K
$5.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-78- 32.5% |
$21.7K - $24.6K
|
162
$48K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-80- 3.03% |
$22.3K - $25.2K
|
2.56K
$759K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-80- 5.64% |
$22.3K - $25.2K
|
1.34K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-81- 8.15% |
$22.5K - $25.5K
|
913
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-83- 0.6% |
$23.1K - $26.2K
|
13.8K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-89- 6.79% |
$24.8K - $28.1K
|
1.22K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-89- 0.58% |
$24.8K - $28.1K
|
15.2K
$4.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-91- 1.3% |
$25.3K - $28.7K
|
6.92K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-96- 7.4% |
$26.7K - $30.3K
|
1.2K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-97- 3.1% |
$27K - $30.6K
|
3.03K
$896K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-100- 2.17% |
$27.8K - $31.5K
|
4.5K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-107- 4.15% |
$29.8K - $33.7K
|
2.47K
$732K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-109- 2.35% |
$30.3K - $34.4K
|
4.53K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-116- 14.25% |
$32.3K - $36.6K
|
698
$207K
|