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 02, 2023 Q3 2023
Echo45 Advisors LLC

BUY
 -
70
+ 0.74%
$15.5K - $17.8K
9.53K $2.95M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
64
New
$14.2K - $16.3K
64 $19.8K
Nov 07, 2023 Q3 2023
Dravo Bay LLC

Wilmington, DE
BUY
 -
61
+ 2.01%
$13.5K - $15.5K
3.1K $961K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
59
+ 0.12%
$13.1K - $15K
51.1K $15.8M
Nov 14, 2023 Q3 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
58
+ 2.86%
$12.8K - $14.7K
2.09K $646K
May 24, 2024 Q3 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
57
New
$12.6K - $14.5K
57 $17.7K
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
56
+ 5.28%
$12.4K - $14.2K
1.12K $346K
Oct 12, 2023 Q3 2023
Mc Guire Investment Group, LLC

BUY
 -
50
+ 5.85%
$11.1K - $12.7K
904 $280K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
50
New
$11.1K - $12.7K
50 $15.5K
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
50
+ 1.52%
$11.1K - $12.7K
3.35K $1.04M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
45
+ 1.0%
$9.96K - $11.4K
4.52K $1.4M
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
44
+ 1.59%
$9.73K - $11.2K
2.81K $870K
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
44
+ 0.15%
$9.73K - $11.2K
30.2K $9.36M
Nov 14, 2023 Q3 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
43
+ 0.16%
$9.51K - $10.9K
27.1K $8.39M
Oct 24, 2023 Q3 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
41
+ 4.54%
$9.07K - $10.4K
944 $292K
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
40
New
$8.85K - $10.2K
40 $12.4K
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
39
New
$8.63K - $9.91K
39 $12.1K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
38
New
$8.41K - $9.65K
38 $11.8K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
37
New
$8.19K - $9.4K
37 $11.5K
Oct 10, 2023 Q3 2023
Paragon Capital Management LTD

BUY
 -
37
+ 1.49%
$8.19K - $9.4K
2.52K $780K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
35
+ 0.48%
$7.74K - $8.89K
7.38K $2.29M
Nov 16, 2023 Q3 2023
Seelaus Asset Management LLC

BUY
 -
35
+ 1.75%
$7.74K - $8.89K
2.03K $630K
Oct 13, 2023 Q3 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
33
+ 35.48%
$7.3K - $8.38K
126 $39K
Oct 10, 2023 Q3 2023
Phocas Financial Corp.

Alameda, CA
BUY
 -
33
+ 1.59%
$7.3K - $8.38K
2.12K $655K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
32
+ 1.44%
$7.08K - $8.13K
2.25K $697K
Oct 17, 2023 Q3 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
32
+ 1.3%
$7.08K - $8.13K
2.49K $772K
Nov 08, 2023 Q3 2023
Davidson Trust CO

BUY
 -
32
+ 1.0%
$7.08K - $8.13K
3.22K $999K
Nov 07, 2023 Q3 2023
Vaughan David Investments LLC

Peoria, IL
BUY
 -
28
+ 2.8%
$6.19K - $7.11K
1.03K $318K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
28
+ 14.66%
$6.19K - $7.11K
219 $67.8K
Oct 27, 2023 Q3 2023
Princeton Global Asset Management LLC

BUY
 -
28
New
$6.19K - $7.11K
28 $8.67K
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
23
+ 1.66%
$5.09K - $5.84K
1.41K $436K
Oct 31, 2023 Q3 2023
Investment Partners, Ltd.

BUY
 -
22
+ 0.2%
$4.87K - $5.59K
11K $3.4M
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
19
+ 0.83%
$4.2K - $4.83K
2.32K $717K
Oct 05, 2023 Q3 2023
Falcon Wealth Planning

BUY
 -
19
+ 1.85%
$4.2K - $4.83K
1.05K $325K
Nov 13, 2023 Q3 2023
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
17
+ 1.01%
$3.76K - $4.32K
1.7K $527K
Oct 20, 2023 Q3 2023
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
17
+ 1.61%
$3.76K - $4.32K
1.07K $332K
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
17
+ 0.75%
$3.76K - $4.32K
2.29K $709K
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
15
+ 1.08%
$3.32K - $3.81K
1.41K $436K
Nov 13, 2023 Q3 2023
Cadence Bank

Tupelo, MS
BUY
 -
14
+ 0.4%
$3.1K - $3.56K
3.5K $1.08M
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
14
+ 140.0%
$3.1K - $3.56K
24 $7.43K
Oct 20, 2023 Q3 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
13
+ 0.92%
$2.88K - $3.3K
1.43K $443K
Feb 08, 2024 Q3 2023
Bedel Financial Consulting, Inc.

BUY
 -
12
+ 0.5%
$2.65K - $3.05K
2.42K $748K
Oct 27, 2023 Q3 2023
Klingenstein Fields & CO LP

BUY
 -
11
+ 0.81%
$2.43K - $2.79K
1.37K $425K
Nov 07, 2023 Q3 2023
Clear Investment Research, LLC

BUY
 -
11
+ 0.7%
$2.43K - $2.79K
1.59K $493K
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
11
+ 1.02%
$2.43K - $2.79K
1.09K $337K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
10
+ 100.0%
$2.21K - $2.54K
20 $6.2K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
10
+ 4.03%
$2.21K - $2.54K
258 $79.9K
Oct 13, 2023 Q3 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
10
+ 0.18%
$2.21K - $2.54K
5.67K $1.76M
Oct 12, 2023 Q3 2023
Sage Financial Group Inc

BUY
 -
10
+ 0.79%
$2.21K - $2.54K
1.27K $393K

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