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
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10+ 4.03% |
$2.21K - $2.54K
|
258
$75.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
10+ 0.79% |
$2.21K - $2.54K
|
1.27K
$370K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 100.0% |
$2.21K - $2.54K
|
20
$5.83K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
9New |
$1.99K - $2.29K
|
9
$2.62K
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
9+ 0.13% |
$1.99K - $2.29K
|
7.06K
$2.06M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7New |
$1.55K - $1.78K
|
7
$2.04K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
7+ 3.83% |
$1.55K - $1.78K
|
190
$55.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6+ 0.64% |
$1.33K - $1.52K
|
950
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6+ 1.17% |
$1.33K - $1.52K
|
521
$152K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
6New |
$1.33K - $1.52K
|
6
$1.75K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.45% |
$1.11K - $1.27K
|
1.12K
$325K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
5New |
$1.11K - $1.27K
|
5
$1.46K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5+ 0.37% |
$1.11K - $1.27K
|
1.35K
$395K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5+ 0.42% |
$1.11K - $1.27K
|
1.21K
$352K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3New |
$664 - $762
|
3
$875
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.15% |
$664 - $762
|
2K
$584K
|
|
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
3+ 0.06% |
$664 - $762
|
4.78K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3+ 0.28% |
$664 - $762
|
1.07K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2+ 0.19% |
$442 - $508
|
1.06K
$309K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.16% |
$442 - $508
|
1.27K
$370K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.24% |
$442 - $508
|
163
$47.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
2+ 6.25% |
$442 - $508
|
34
$9.91K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$221 - $254
|
2K
$582K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.03% |
$221 - $254
|
2.93K
$854K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1- 0.07% |
$221 - $254
|
1.51K
$441K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1- 0.06% |
$221 - $254
|
1.62K
$471K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.07% |
$221 - $254
|
1.45K
$423K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1- 0.06% |
$221 - $254
|
1.71K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-2- 0.33% |
$442 - $508
|
608
$177K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2- 0.22% |
$442 - $508
|
910
$265K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-3- 0.07% |
$664 - $762
|
4.13K
$1.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$664 - $762
|
5.8K
$1.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.14% |
$885 - $1.02K
|
2.95K
$861K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-4- 0.23% |
$885 - $1.02K
|
1.71K
$498K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5- 0.36% |
$1.11K - $1.27K
|
1.37K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5- 0.2% |
$1.11K - $1.27K
|
2.53K
$737K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-6- 0.14% |
$1.33K - $1.52K
|
4.41K
$1.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6- 6.45% |
$1.33K - $1.52K
|
87
$25.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-6- 0.14% |
$1.33K - $1.52K
|
4.18K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-7- 0.57% |
$1.55K - $1.78K
|
1.21K
$353K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-7- 0.71% |
$1.55K - $1.78K
|
981
$286K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-10- 0.91% |
$2.21K - $2.54K
|
1.09K
$319K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-10- 0.89% |
$2.21K - $2.54K
|
1.11K
$324K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11- 9.57% |
$2.43K - $2.79K
|
104
$30.3K
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-13- 1.26% |
$2.88K - $3.3K
|
1.02K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-14- 0.18% |
$3.1K - $3.56K
|
7.69K
$2.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-14- 1.36% |
$3.1K - $3.56K
|
1.01K
$295K
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-14- 0.04% |
$3.1K - $3.56K
|
33.1K
$9.64M
|