Purchases and Sales Made in Q3 2023 in Ishares Russell 2000 Gwt ETF (IWO)

IWO Quotes by TradingView

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 13, 2023 Q3 2023
Jupiter Wealth Management LLC

Glendale, CO
BUY
 -
1.68K
New
$372K - $428K
1.68K $521K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
1.67K
+ 5.37%
$369K - $424K
32.8K $10.2M
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
1.66K
+ 1.28%
$368K - $423K
131K $40.7M
Oct 03, 2023 Q3 2023
Appleton Partners Inc

BUY
 -
1.61K
+ 49.13%
$355K - $408K
4.88K $1.51M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.55K
+ 294.69%
$344K - $395K
2.08K $644K
Oct 17, 2023 Q3 2023
Hillcrest Wealth Advisors Ny, LLC

BUY
 -
1.55K
+ 3.91%
$343K - $394K
41.2K $12.8M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.53K
+ 10.48%
$337K - $387K
16.1K $4.98M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
1.5K
New
$331K - $380K
1.5K $463K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
1.48K
+ 2.52%
$328K - $377K
60.2K $18.7M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
1.45K
+ 2.44%
$321K - $368K
60.7K $18.8M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.39K
+ 5.03%
$307K - $352K
28.9K $8.97M
Nov 14, 2023 Q3 2023
Fred Alger Management, LLC

New York, NY
BUY
 -
1.38K
New
$306K - $351K
1.38K $428K
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
1.34K
+ 10.51%
$295K - $339K
14K $4.35M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
1.31K
New
$290K - $333K
1.31K $406K
Nov 14, 2023 Q3 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
1.3K
New
$288K - $330K
1.3K $403K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.3K
+ 4.5%
$287K - $329K
30.1K $9.32M
Oct 31, 2023 Q3 2023
Beacon Investment Advisory Services, Inc.

BUY
 -
1.29K
New
$284K - $326K
1.29K $398K
Oct 16, 2023 Q3 2023
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
1.28K
New
$283K - $325K
1.28K $397K
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
1.27K
New
$282K - $323K
1.27K $394K
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
1.24K
+ 22.64%
$273K - $314K
6.69K $2.07M
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
1.22K
+ 74.63%
$269K - $309K
2.85K $883K
Nov 14, 2023 Q3 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
1.18K
+ 123.36%
$262K - $301K
2.14K $664K
Aug 22, 2024 Q3 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
1.16K
+ 98.39%
$257K - $295K
2.35K $726K
Nov 02, 2023 Q3 2023
Rice Hall James & Associates, LLC

BUY
 -
1.15K
+ 129.04%
$255K - $292K
2.04K $633K
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.13K
New
$250K - $288K
1.13K $351K
Oct 18, 2023 Q3 2023
Cahaba Wealth Management, Inc.

BUY
 -
1.11K
+ 88.61%
$246K - $283K
2.37K $734K
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
1.11K
New
$246K - $282K
1.11K $344K
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1.1K
+ 7.2%
$242K - $278K
16.3K $5.06M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
1.09K
+ 2.49%
$240K - $276K
44.7K $13.8M
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
1.04K
+ 10.07%
$231K - $265K
11.4K $3.54M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
1.04K
+ 14.96%
$231K - $265K
8.02K $2.48M
Oct 12, 2023 Q3 2023
Legato Capital Management LLC

BUY
 -
1.03K
New
$229K - $262K
1.03K $320K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
1.03K
New
$227K - $261K
1.03K $318K
Nov 06, 2023 Q3 2023
Sonata Capital Group Inc

BUY
 -
987
+ 10.61%
$218K - $251K
10.3K $3.19M
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
975
+ 55.37%
$216K - $248K
2.74K $848K
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
958
New
$212K - $243K
958 $297K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
954
+ 47.63%
$211K - $242K
2.96K $916K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
933
New
$206K - $237K
933 $289K
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
922
New
$204K - $234K
922 $286K
Oct 24, 2023 Q3 2023
Erickson Financial Group, LLC

Allentown, PA
BUY
 -
920
+ 2.62%
$204K - $234K
36K $11.2M
Oct 30, 2023 Q3 2023
Klingman & Associates, LLC

BUY
 -
902
New
$200K - $229K
902 $279K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
900
+ 18.61%
$199K - $229K
5.74K $1.78M
Nov 14, 2023 Q3 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
865
+ 0.76%
$191K - $220K
114K $35.3M
Nov 13, 2023 Q3 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
855
New
$189K - $217K
855 $265K
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
842
+ 19.75%
$186K - $214K
5.11K $1.58M
Nov 13, 2023 Q3 2023
Nicholas Investment Partners, LP

Rancho Santa Fe, CA
BUY
 -
820
+ 47.73%
$181K - $208K
2.54K $786K
Oct 19, 2023 Q3 2023
Vaughan & CO Securities, Inc.

BUY
 -
815
+ 1.21%
$180K - $207K
68.4K $21.2M
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
811
+ 2896.43%
$179K - $206K
839 $260K
Nov 08, 2023 Q3 2023
Idaho Trust Bank

Boise, ID
BUY
 -
808
+ 6.47%
$179K - $205K
13.3K $4.12M

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