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 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
169+ 1.01% |
$47K - $53.3K
|
16.9K
$4.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
165+ 6.28% |
$45.9K - $52K
|
2.79K
$673K
|
|
|
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
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
162+ 6.23% |
$45.1K - $51.1K
|
2.76K
$666K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
157+ 0.19% |
$43.7K - $49.5K
|
82.1K
$19.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
154New |
$42.8K - $48.6K
|
154
$37.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
153New |
$42.6K - $48.3K
|
153
$36.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
152+ 18.16% |
$42.3K - $47.9K
|
989
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
150New |
$41.7K - $47.3K
|
150
$36.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
149+ 12.64% |
$41.5K - $47K
|
1.33K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
147+ 1.77% |
$40.9K - $46.4K
|
8.47K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
144+ 6.94% |
$40.1K - $45.4K
|
2.22K
$535K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
142New |
$39.5K - $44.8K
|
142
$34.2K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
140+ 7.59% |
$38.9K - $44.2K
|
1.98K
$478K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
137+ 18.12% |
$38.1K - $43.2K
|
893
$215K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
136+ 0.56% |
$37.8K - $42.9K
|
24.2K
$5.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
135New |
$37.6K - $42.6K
|
135
$32.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
133+ 0.11% |
$37K - $41.9K
|
126K
$30.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
130+ 23.9% |
$36.2K - $41K
|
674
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
129+ 8.12% |
$35.9K - $40.7K
|
1.72K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
124+ 3.27% |
$34.5K - $39.1K
|
3.91K
$943K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
116+ 2.19% |
$32.3K - $36.6K
|
5.42K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
112+ 12.0% |
$31.2K - $35.3K
|
1.05K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
109+ 14.65% |
$30.3K - $34.4K
|
853
$206K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
106+ 2.61% |
$29.5K - $33.4K
|
4.17K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
105+ 9.81% |
$29.2K - $33.1K
|
1.18K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
103+ 4.42% |
$28.7K - $32.5K
|
2.44K
$587K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
100New |
$27.8K - $31.5K
|
100
$24.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
99+ 3.07% |
$27.5K - $31.2K
|
3.32K
$801K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
98+ 1225.0% |
$27.3K - $30.9K
|
106
$25.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
97+ 0.22% |
$27K - $30.6K
|
44.7K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
95+ 1.8% |
$26.4K - $30K
|
5.37K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
94+ 10.11% |
$26.1K - $29.6K
|
1.02K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
92+ 0.36% |
$25.6K - $29K
|
25.7K
$6.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
92+ 10.12% |
$25.6K - $29K
|
1K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
90+ 0.55% |
$25K - $28.4K
|
16.5K
$3.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
89+ 1.27% |
$24.8K - $28.1K
|
7.09K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
87+ 0.17% |
$24.2K - $27.4K
|
50.4K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
85+ 6.0% |
$23.6K - $26.8K
|
1.5K
$362K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
84+ 5.71% |
$23.4K - $26.5K
|
1.56K
$375K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
84+ 3.44% |
$23.4K - $26.5K
|
2.53K
$609K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
83+ 1.99% |
$23.1K - $26.2K
|
4.26K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
82+ 2.04% |
$22.8K - $25.9K
|
4.09K
$987K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
80New |
$22.3K - $25.2K
|
80
$19.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
80+ 2.42% |
$22.3K - $25.2K
|
3.38K
$815K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
78+ 7.07% |
$21.7K - $24.6K
|
1.18K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
77New |
$21.4K - $24.3K
|
77
$18.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
77+ 3.94% |
$21.4K - $24.3K
|
2.03K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
76+ 9.0% |
$21.1K - $24K
|
920
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76New |
$21.1K - $24K
|
76
$18.3K
|