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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.43K- 11.02% |
$315K - $362K
|
11.5K
$3.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.44K- 0.9% |
$318K - $365K
|
158K
$49.4M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.47K- 4.18% |
$325K - $373K
|
33.6K
$10.5M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.71K- 42.75% |
$379K - $435K
|
2.3K
$718K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.81K- 32.09% |
$400K - $459K
|
3.82K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.92K- 19.1% |
$424K - $486K
|
8.11K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.39K- 8.52% |
$530K - $608K
|
25.7K
$8.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.57K- 2.25% |
$568K - $652K
|
112K
$34.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.59K- 2.68% |
$573K - $657K
|
93.9K
$29.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.67K- 53.21% |
$590K - $678K
|
2.35K
$734K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.21K- 64.4% |
$710K - $815K
|
1.77K
$555K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.42K- 4.38% |
$756K - $868K
|
74.7K
$23.4M
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-3.68K- 33.75% |
$814K - $935K
|
7.22K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.75K- 4.84% |
$830K - $953K
|
73.7K
$23M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.8K- 5.67% |
$840K - $964K
|
63.1K
$19.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-3.82K- 5.53% |
$845K - $970K
|
65.3K
$20.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.99K- 7.63% |
$883K - $1.01M
|
48.3K
$15.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-4.05K- 5.17% |
$895K - $1.03M
|
74.3K
$23.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.29K- 73.29% |
$949K - $1.09M
|
1.56K
$489K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.65K- 22.6% |
$1.03M - $1.18M
|
15.9K
$4.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.9K- 26.93% |
$1.08M - $1.24M
|
13.3K
$4.16M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.07K- 4.94% |
$1.12M - $1.29M
|
97.6K
$30.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.07K- 4.94% |
$1.12M - $1.29M
|
97.6K
$30.5M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.63K- 3.27% |
$1.24M - $1.43M
|
166K
$52.1M
|
|
|
Oct 06, 2023
Q3 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-5.89K- 72.54% |
$1.3M - $1.5M
|
2.23K
$698K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.38K- 6.16% |
$1.41M - $1.62M
|
97.2K
$30.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.85K- 4.34% |
$1.51M - $1.74M
|
151K
$47.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.85K- 2.06% |
$1.52M - $1.74M
|
326K
$102M
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-7.08K- 1.23% |
$1.57M - $1.8M
|
567K
$177M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-7.09K- 29.55% |
$1.57M - $1.8M
|
16.9K
$5.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-9.01K- 66.66% |
$1.99M - $2.29M
|
4.51K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.03K- 4.16% |
$2M - $2.29M
|
208K
$65M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-10.1K- 83.6% |
$2.23M - $2.56M
|
1.97K
$617K
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-12K- 52.74% |
$2.66M - $3.06M
|
10.8K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-14.7K- 38.68% |
$3.26M - $3.75M
|
23.4K
$7.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17.5K- 32.75% |
$3.87M - $4.45M
|
35.9K
$11.2M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-17.8K- 3.86% |
$3.94M - $4.52M
|
443K
$139M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.9K- 1.53% |
$3.97M - $4.56M
|
1.15M
$360M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.9K- 2.37% |
$4.18M - $4.8M
|
780K
$244M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.2K- 46.72% |
$4.48M - $5.14M
|
23.1K
$7.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-21.8K- 74.84% |
$4.83M - $5.54M
|
7.34K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.6K- 63.42% |
$5.43M - $6.24M
|
14.2K
$4.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-25.3K- 12.87% |
$5.6M - $6.43M
|
172K
$53.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.2K- 17.71% |
$6.68M - $7.67M
|
140K
$43.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-37.9K- 99.27% |
$8.39M - $9.64M
|
278
$86.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-43.3K- 84.1% |
$9.58M - $11M
|
8.18K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-45.5K- 48.71% |
$10.1M - $11.6M
|
47.9K
$15M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-46.4K- 27.84% |
$10.3M - $11.8M
|
120K
$37.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-56.5K- 7.27% |
$12.5M - $14.4M
|
720K
$225M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-173K- 99.54% |
$38.3M - $43.9M
|
800
$250K
|