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 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15- 0.46% |
$3.32K - $3.81K
|
3.23K
$1M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-18- 0.43% |
$3.98K - $4.57K
|
4.12K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 9.35% |
$4.42K - $5.08K
|
194
$60.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-22- 2.14% |
$4.87K - $5.59K
|
1.01K
$312K
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-23- 0.54% |
$5.09K - $5.84K
|
4.23K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-24- 1.49% |
$5.31K - $6.1K
|
1.59K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-25- 0.48% |
$5.53K - $6.35K
|
5.2K
$1.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 1.19% |
$5.53K - $6.35K
|
2.08K
$644K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-26- 3.36% |
$5.75K - $6.61K
|
747
$231K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-26- 13.27% |
$5.75K - $6.61K
|
170
$52.7K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-27- 0.7% |
$5.97K - $6.86K
|
3.85K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-30- 12.99% |
$6.64K - $7.62K
|
201
$62.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-30- 1.78% |
$6.64K - $7.62K
|
1.66K
$513K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
SELL
|
- |
-36- 1.59% |
$7.96K - $9.15K
|
2.22K
$689K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-37- 7.09% |
$8.19K - $9.4K
|
485
$150K
|
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-38- 2.85% |
$8.41K - $9.65K
|
1.29K
$401K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-40- 25.64% |
$8.85K - $10.2K
|
116
$35.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-40- 3.06% |
$8.85K - $10.2K
|
1.27K
$393K
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-40- 1.15% |
$8.85K - $10.2K
|
3.44K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 0.05% |
$8.85K - $10.2K
|
85.8K
$26.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-41- 1.16% |
$9.07K - $10.4K
|
3.51K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-42- 3.99% |
$9.29K - $10.7K
|
1.01K
$313K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-43- 1.99% |
$9.51K - $10.9K
|
2.12K
$655K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-47- 4.19% |
$10.4K - $11.9K
|
1.07K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-47- 4.16% |
$10.4K - $11.9K
|
1.08K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-49- 2.9% |
$10.8K - $12.4K
|
1.64K
$509K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-49- 1.62% |
$10.8K - $12.4K
|
2.97K
$921K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-52- 0.96% |
$11.5K - $13.2K
|
5.38K
$1.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-54- 0.83% |
$11.9K - $13.7K
|
6.43K
$1.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-60- 0.48% |
$13.3K - $15.2K
|
12.3K
$3.82M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-61- 6.17% |
$13.5K - $15.5K
|
927
$287K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-62- 2.62% |
$13.7K - $15.8K
|
2.3K
$713K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-65- 2.73% |
$14.4K - $16.5K
|
2.32K
$718K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-65- 1.89% |
$14.4K - $16.5K
|
3.38K
$1.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-66- 0.66% |
$14.6K - $16.8K
|
10K
$3.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-69- 2.04% |
$15.3K - $17.5K
|
3.32K
$1.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-71- 21.85% |
$15.7K - $18K
|
254
$78.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-72- 5.5% |
$15.9K - $18.3K
|
1.24K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-77- 0.9% |
$17K - $19.6K
|
8.5K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-79- 1.29% |
$17.5K - $20.1K
|
6.07K
$1.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-80- 0.18% |
$17.7K - $20.3K
|
44.9K
$13.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-80- 2.23% |
$17.7K - $20.3K
|
3.51K
$1.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-80- 4.86% |
$17.7K - $20.3K
|
1.57K
$485K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-80- 31.25% |
$17.7K - $20.3K
|
176
$54.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-83- 1.14% |
$18.4K - $21.1K
|
7.19K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-84- 0.96% |
$18.6K - $21.3K
|
8.71K
$2.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-85- 5.03% |
$18.8K - $21.6K
|
1.6K
$497K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-85- 0.94% |
$18.8K - $21.6K
|
8.93K
$2.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-85- 0.94% |
$18.8K - $21.6K
|
8.93K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-88- 3.63% |
$19.5K - $22.4K
|
2.33K
$723K
|