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
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
24+ 0.98% |
$6.68K - $7.57K
|
2.48K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23+ 34.33% |
$6.4K - $7.25K
|
90
$24K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
20New |
$5.56K - $6.31K
|
20
$5.33K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
20+ 2.67% |
$5.56K - $6.31K
|
770
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20+ 125.0% |
$5.56K - $6.31K
|
36
$9.59K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
19New |
$5.29K - $5.99K
|
19
$5.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
18+ 0.34% |
$5.01K - $5.68K
|
5.27K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
18+ 1.26% |
$5.01K - $5.68K
|
1.45K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
18New |
$5.01K - $5.68K
|
18
$4.79K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
17+ 1.09% |
$4.73K - $5.36K
|
1.58K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17New |
$4.73K - $5.36K
|
17
$4.53K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
15+ 38.46% |
$4.17K - $4.73K
|
54
$14.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$4.17K - $4.73K
|
15
$3.99K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
15+ 150.0% |
$4.17K - $4.73K
|
25
$6.66K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
15New |
$4.17K - $4.73K
|
15
$3.99K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15+ 13.76% |
$4.17K - $4.73K
|
124
$33K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.37% |
$3.89K - $4.42K
|
3.85K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
14+ 0.4% |
$3.89K - $4.42K
|
3.49K
$928K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
12+ 1.5% |
$3.34K - $3.78K
|
813
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
12+ 0.35% |
$3.34K - $3.78K
|
3.4K
$905K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
12New |
$3.34K - $3.78K
|
12
$3.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
12New |
$3.34K - $3.78K
|
12
$3.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
12New |
$3.34K - $3.78K
|
12
$3.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10+ 1.17% |
$2.78K - $3.15K
|
868
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10+ 0.74% |
$2.78K - $3.15K
|
1.36K
$363K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
10+ 0.39% |
$2.78K - $3.15K
|
2.56K
$682K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
10+ 0.23% |
$2.78K - $3.15K
|
4.39K
$1.17M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
9New |
$2.5K - $2.84K
|
9
$2.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
9+ 1.03% |
$2.5K - $2.84K
|
886
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8New |
$2.23K - $2.52K
|
8
$2.13K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7+ 0.74% |
$1.95K - $2.21K
|
953
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
7+ 23.33% |
$1.95K - $2.21K
|
37
$9.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.26% |
$1.95K - $2.21K
|
2.75K
$732K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
7New |
$1.95K - $2.21K
|
7
$1.86K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
7+ 0.38% |
$1.95K - $2.21K
|
1.85K
$492K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$1.67K - $1.89K
|
6
$1.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6+ 0.44% |
$1.67K - $1.89K
|
1.36K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.35% |
$1.39K - $1.58K
|
1.45K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5+ 0.02% |
$1.39K - $1.58K
|
26.3K
$6.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.35% |
$1.39K - $1.58K
|
1.43K
$380K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
5New |
$1.39K - $1.58K
|
5
$1.33K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5+ 0.1% |
$1.39K - $1.58K
|
5.23K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5New |
$1.39K - $1.58K
|
5
$1.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4+ 0.39% |
$1.11K - $1.26K
|
1.04K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4+ 0.27% |
$1.11K - $1.26K
|
1.5K
$400K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.38% |
$1.11K - $1.26K
|
1.06K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4New |
$1.11K - $1.26K
|
4
$1.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3+ 0.29% |
$835 - $946
|
1.05K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3+ 0.33% |
$835 - $946
|
918
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
3+ 0.41% |
$835 - $946
|
741
$197K
|