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
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-91- 7.98% |
$20.1K - $23.1K
|
1.05K
$325K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-91- 3.31% |
$20.1K - $23.1K
|
2.66K
$824K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-100- 26.53% |
$22.1K - $25.4K
|
277
$85.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-101- 0.38% |
$22.3K - $25.7K
|
26.6K
$8.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-101- 6.63% |
$22.3K - $25.7K
|
1.42K
$441K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-108- 7.85% |
$23.9K - $27.4K
|
1.27K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-109- 0.36% |
$24.1K - $27.7K
|
30.3K
$9.37M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-110- 21.32% |
$24.3K - $27.9K
|
406
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-110- 3.54% |
$24.3K - $27.9K
|
3K
$928K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-111- 7.46% |
$24.6K - $28.2K
|
1.38K
$426K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-112- 1.17% |
$24.8K - $28.5K
|
9.5K
$2.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-121- 7.13% |
$26.8K - $30.7K
|
1.58K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-123- 14.27% |
$27.2K - $31.2K
|
739
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-124- 9.27% |
$27.4K - $31.5K
|
1.21K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-125- 64.77% |
$27.7K - $31.8K
|
68
$21.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-128- 1.98% |
$28.3K - $32.5K
|
6.35K
$1.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-133- 4.3% |
$29.4K - $33.8K
|
2.96K
$916K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-134- 2.01% |
$29.6K - $34K
|
6.52K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-137- 13.04% |
$30.3K - $34.8K
|
914
$283K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-140- 2.37% |
$31K - $35.6K
|
5.76K
$1.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-141- 0.43% |
$31.2K - $35.8K
|
32.6K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-146- 2.12% |
$32.3K - $37.1K
|
6.74K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-148- 5.81% |
$32.7K - $37.6K
|
2.4K
$743K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-150- 1.41% |
$33.2K - $38.1K
|
10.5K
$3.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-162- 0.79% |
$35.8K - $41.2K
|
20.3K
$6.28M
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-163- 1.26% |
$36.1K - $41.4K
|
12.8K
$3.96M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-166- 8.22% |
$36.7K - $42.2K
|
1.85K
$574K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-167- 1.03% |
$36.9K - $42.4K
|
16.1K
$4.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-180- 24.69% |
$39.8K - $45.7K
|
549
$170K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-183- 7.01% |
$40.5K - $46.5K
|
2.43K
$752K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-189- 3.63% |
$41.8K - $48K
|
5.02K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-192- 7.03% |
$42.5K - $48.8K
|
2.54K
$787K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-201- 2.94% |
$44.5K - $51.1K
|
6.63K
$2.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-210- 1.2% |
$46.5K - $53.3K
|
17.3K
$5.35M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-212- 5.19% |
$46.9K - $53.9K
|
3.88K
$1.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-214- 3.01% |
$47.3K - $54.4K
|
6.89K
$2.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-215- 1.16% |
$47.6K - $54.6K
|
18.3K
$5.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-220- 14.28% |
$48.7K - $55.9K
|
1.32K
$409K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-225- 1.6% |
$49.8K - $57.2K
|
13.8K
$4.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-226- 1.29% |
$50K - $57.4K
|
17.3K
$5.36M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-227- 18.96% |
$50.2K - $57.7K
|
970
$300K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-234- 6.98% |
$51.8K - $59.4K
|
3.12K
$966K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-239- 11.06% |
$52.9K - $60.7K
|
1.92K
$595K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-240- 2.99% |
$53.1K - $61K
|
7.78K
$2.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
SELL
|
- |
-248- 4.89% |
$54.9K - $63K
|
4.82K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-250- 18.22% |
$55.3K - $63.5K
|
1.12K
$348K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-251- 15.18% |
$55.5K - $63.8K
|
1.4K
$435K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-255- 3.71% |
$56.4K - $64.8K
|
6.62K
$2.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-270- 6.03% |
$59.7K - $68.6K
|
4.2K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-274- 10.58% |
$60.6K - $69.6K
|
2.32K
$717K
|