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 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 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-80- 5.64% |
$22.3K - $25.2K
|
1.34K
$396K
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-80- 3.03% |
$22.3K - $25.2K
|
2.56K
$759K
|
|
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 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-89- 0.58% |
$24.8K - $28.1K
|
15.2K
$4.51M
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-89- 6.79% |
$24.8K - $28.1K
|
1.22K
$361K
|
|
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
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-111- 3.4% |
$30.9K - $35K
|
3.15K
$933K
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-116- 14.25% |
$32.3K - $36.6K
|
698
$207K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-119- 4.96% |
$33.1K - $37.5K
|
2.28K
$675K
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-120- 32.52% |
$33.4K - $37.8K
|
249
$73.7K
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-125- 96.9% |
$34.8K - $39.4K
|
4
$1.18K
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-131- 4.95% |
$36.4K - $41.3K
|
2.51K
$744K
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-133- 12.79% |
$37K - $41.9K
|
907
$269K
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-137- 3.47% |
$38.1K - $43.2K
|
3.81K
$1.13M
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-147- 40.05% |
$40.9K - $46.4K
|
220
$65.1K
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-150- 16.54% |
$41.7K - $47.3K
|
757
$224K
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-164- 17.83% |
$45.6K - $51.7K
|
756
$224K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-172- 1.11% |
$47.8K - $54.2K
|
15.3K
$4.53M
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-173- 3.23% |
$48.1K - $54.6K
|
5.18K
$1.53M
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-175- 24.51% |
$48.7K - $55.2K
|
539
$160K
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-180- 9.48% |
$50.1K - $56.8K
|
1.72K
$509K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-181- 8.15% |
$50.4K - $57.1K
|
2.04K
$604K
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-183- 3.25% |
$50.9K - $57.7K
|
5.45K
$1.61M
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-196- 3.87% |
$54.5K - $61.8K
|
4.86K
$1.44M
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-206- 5.89% |
$57.3K - $65K
|
3.29K
$974K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-207- 1.06% |
$57.6K - $65.3K
|
19.3K
$5.71M
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-216- 9.27% |
$60.1K - $68.1K
|
2.11K
$626K
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-285- 23.93% |
$79.3K - $89.9K
|
906
$268K
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-290- 9.33% |
$80.7K - $91.5K
|
2.82K
$835K
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-301- 4.47% |
$83.7K - $94.9K
|
6.43K
$1.9M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-356- 3.46% |
$99K - $112K
|
9.94K
$2.94M
|