Purchases and Sales Made in Q3 2024 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-31- 1.88% |
$7.95K - $8.98K
|
1.62K
$480K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-31- 0.62% |
$7.95K - $8.98K
|
4.99K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-31- 0.31% |
$7.95K - $8.98K
|
10.1K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-32- 1.71% |
$8.2K - $9.27K
|
1.84K
$544K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-33- 2.21% |
$8.46K - $9.56K
|
1.46K
$432K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-35- 0.18% |
$8.97K - $10.1K
|
19.5K
$5.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-35- 2.91% |
$8.97K - $10.1K
|
1.17K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-35- 0.76% |
$8.97K - $10.1K
|
4.57K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-37- 2.8% |
$9.49K - $10.7K
|
1.29K
$381K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-37- 8.73% |
$9.49K - $10.7K
|
387
$115K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-37- 1.64% |
$9.49K - $10.7K
|
2.22K
$657K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.65% |
$9.49K - $10.7K
|
5.62K
$1.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-38- 35.19% |
$9.74K - $11K
|
70
$20.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38- 2.12% |
$9.74K - $11K
|
1.75K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 2.58% |
$10K - $11.3K
|
1.47K
$436K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-39- 2.96% |
$10K - $11.3K
|
1.28K
$379K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-40- 9.41% |
$10.3K - $11.6K
|
385
$114K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-40- 1.0% |
$10.3K - $11.6K
|
3.95K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-40- 0.41% |
$10.3K - $11.6K
|
9.82K
$2.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-40- 0.67% |
$10.3K - $11.6K
|
5.97K
$1.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-41- 1.68% |
$10.5K - $11.9K
|
2.4K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-41- 1.06% |
$10.5K - $11.9K
|
3.84K
$1.14M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-42- 0.33% |
$10.8K - $12.2K
|
12.8K
$3.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-42- 3.86% |
$10.8K - $12.2K
|
1.05K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-42- 1.08% |
$10.8K - $12.2K
|
3.83K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-43- 0.26% |
$11K - $12.5K
|
16.3K
$4.83M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-44- 0.39% |
$11.3K - $12.8K
|
11.3K
$3.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-45- 5.35% |
$11.5K - $13K
|
796
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-47- 1.79% |
$12.1K - $13.6K
|
2.58K
$764K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-48- 1.84% |
$12.3K - $13.9K
|
2.57K
$760K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-50- 4.62% |
$12.8K - $14.5K
|
1.03K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-51- 0.87% |
$13.1K - $14.8K
|
5.79K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-52- 1.8% |
$13.3K - $15.1K
|
2.84K
$841K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-55- 18.33% |
$14.1K - $15.9K
|
245
$72.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-55- 6.95% |
$14.1K - $15.9K
|
736
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-57- 0.13% |
$14.6K - $16.5K
|
43K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-57- 4.51% |
$14.6K - $16.5K
|
1.21K
$358K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-58- 0.31% |
$14.9K - $16.8K
|
18.4K
$5.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-61- 0.97% |
$15.6K - $17.7K
|
6.23K
$1.85M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-61- 6.01% |
$15.6K - $17.7K
|
954
$282K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
SELL
|
- |
-62- 2.54% |
$15.9K - $18K
|
2.38K
$703K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-63- 0.8% |
$16.2K - $18.3K
|
7.83K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-65- 2.91% |
$16.7K - $18.8K
|
2.17K
$642K
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-65- 6.11% |
$16.7K - $18.8K
|
998
$295K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-75- 3.82% |
$19.2K - $21.7K
|
1.89K
$560K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-80- 0.25% |
$20.5K - $23.2K
|
32.3K
$9.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-80- 7.9% |
$20.5K - $23.2K
|
933
$276K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-83- 8.4% |
$21.3K - $24.1K
|
905
$268K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-84- 1.33% |
$21.5K - $24.3K
|
6.22K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-84- 0.42% |
$21.5K - $24.3K
|
19.8K
$5.85M
|