Purchases and Sales Made in Q3 2023 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-280- 21.44% |
$61.9K - $71.1K
|
1.03K
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-296- 21.46% |
$65.5K - $75.2K
|
1.08K
$339K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-300- 4.33% |
$66.4K - $76.2K
|
6.63K
$2.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-303- 1.81% |
$67K - $77K
|
16.4K
$5.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-308- 3.56% |
$68.1K - $78.2K
|
8.34K
$2.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-314- 7.96% |
$69.5K - $79.8K
|
3.63K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-315- 23.37% |
$69.7K - $80K
|
1.03K
$323K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-327- 9.55% |
$72.3K - $83.1K
|
3.1K
$968K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-336- 62.57% |
$74.3K - $85.4K
|
201
$62.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-355- 27.0% |
$78.5K - $90.2K
|
960
$300K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-366- 1.19% |
$81K - $93K
|
30.4K
$9.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-407- 3.7% |
$90K - $103K
|
10.6K
$3.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-418- 1.56% |
$92.5K - $106K
|
26.3K
$8.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-420- 10.9% |
$92.9K - $107K
|
3.43K
$1.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-440- 4.73% |
$97.3K - $112K
|
8.85K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-476- 9.64% |
$105K - $121K
|
4.46K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-502- 1.23% |
$111K - $128K
|
40.4K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-525- 4.1% |
$116K - $133K
|
12.3K
$3.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-530- 1.7% |
$117K - $135K
|
30.6K
$9.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-539- 15.33% |
$119K - $137K
|
2.98K
$931K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-560- 35.33% |
$124K - $142K
|
1.03K
$320K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-560- 35.33% |
$124K - $142K
|
1.03K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-571- 4.79% |
$126K - $145K
|
11.4K
$3.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-574- 1.49% |
$127K - $146K
|
37.9K
$11.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-574- 8.55% |
$127K - $146K
|
6.14K
$1.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-589- 3.44% |
$130K - $150K
|
16.5K
$5.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-590- 37.11% |
$131K - $150K
|
1K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-608- 13.18% |
$135K - $154K
|
4K
$1.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-629- 3.98% |
$139K - $160K
|
15.2K
$4.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-630- 3.51% |
$139K - $160K
|
17.3K
$5.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-696- 3.28% |
$154K - $177K
|
20.6K
$6.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-696- 93.05% |
$154K - $177K
|
52
$16.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-717- 4.43% |
$159K - $182K
|
15.5K
$4.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-757- 3.19% |
$167K - $192K
|
23K
$7.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-773- 19.78% |
$171K - $196K
|
3.14K
$980K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-775- 0.86% |
$171K - $197K
|
89.6K
$28M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-826- 4.47% |
$183K - $210K
|
17.7K
$5.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-832- 8.18% |
$184K - $211K
|
9.34K
$2.92M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-838- 24.94% |
$185K - $213K
|
2.52K
$789K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-847- 1.47% |
$187K - $215K
|
56.8K
$17.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-922- 34.07% |
$204K - $234K
|
1.78K
$558K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-939- 14.11% |
$208K - $239K
|
5.72K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-953- 14.29% |
$211K - $242K
|
5.72K
$1.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-961- 41.49% |
$213K - $244K
|
1.36K
$424K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-980- 17.66% |
$217K - $249K
|
4.57K
$1.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-981- 2.07% |
$217K - $249K
|
46.5K
$14.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-991- 8.52% |
$219K - $252K
|
10.6K
$3.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-993- 18.16% |
$220K - $252K
|
4.47K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-993- 0.34% |
$220K - $252K
|
294K
$91.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1.1K- 10.7% |
$243K - $279K
|
9.18K
$2.87M
|