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 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-85- 1.27% |
$21.8K - $24.6K
|
6.61K
$1.93M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-85- 8.31% |
$21.8K - $24.6K
|
938
$274K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-88- 2.41% |
$22.6K - $25.5K
|
3.56K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-89- 4.75% |
$22.8K - $25.8K
|
1.78K
$521K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-89- 0.17% |
$22.8K - $25.8K
|
51.6K
$15.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-90- 6.19% |
$23.1K - $26.1K
|
1.37K
$399K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-93- 0.77% |
$23.8K - $26.9K
|
12K
$3.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-94- 2.75% |
$24.1K - $27.2K
|
3.33K
$973K
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-100- 0.02% |
$25.6K - $29K
|
556K
$162M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 0.09% |
$25.6K - $29K
|
105K
$30.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-102- 3.19% |
$26.2K - $29.6K
|
3.09K
$903K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-111- 9.42% |
$28.5K - $32.2K
|
1.07K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-112- 1.69% |
$28.7K - $32.5K
|
6.5K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-112- 0.24% |
$28.7K - $32.5K
|
45.9K
$13.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-114- 0.75% |
$29.2K - $33K
|
15K
$4.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-115- 1.31% |
$29.5K - $33.3K
|
8.65K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-117- 11.14% |
$30K - $33.9K
|
933
$273K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-118- 5.01% |
$30.3K - $34.2K
|
2.24K
$653K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-122- 24.95% |
$31.3K - $35.4K
|
367
$107K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-125- 10.0% |
$32K - $36.2K
|
1.13K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-129- 2.71% |
$33.1K - $37.4K
|
4.63K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-133- 12.2% |
$34.1K - $38.5K
|
957
$280K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-134- 2.32% |
$34.4K - $38.8K
|
5.63K
$1.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-137- 2.11% |
$35.1K - $39.7K
|
6.36K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-140- 16.17% |
$35.9K - $40.6K
|
726
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-140- 39.33% |
$35.9K - $40.6K
|
216
$63.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-141- 0.67% |
$36.2K - $40.9K
|
20.9K
$6.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-143- 2.6% |
$36.7K - $41.4K
|
5.35K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-143- 5.64% |
$36.7K - $41.4K
|
2.39K
$698K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-143- 2.0% |
$36.7K - $41.4K
|
7.01K
$2.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-146- 0.88% |
$37.4K - $42.3K
|
16.4K
$4.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-146- 1.2% |
$37.4K - $42.3K
|
12K
$3.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-153- 1.44% |
$39.2K - $44.3K
|
10.5K
$3.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-165- 12.43% |
$42.3K - $47.8K
|
1.16K
$339K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-166- 0.56% |
$42.6K - $48.1K
|
29.5K
$8.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-166- 0.64% |
$42.6K - $48.1K
|
25.6K
$7.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-177- 4.31% |
$45.4K - $51.3K
|
3.93K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-183- 1.27% |
$46.9K - $53K
|
14.2K
$4.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-185- 3.4% |
$47.4K - $53.6K
|
5.25K
$1.53M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-188- 10.08% |
$48.2K - $54.5K
|
1.68K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-194- 3.37% |
$49.7K - $56.2K
|
5.56K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-202- 4.85% |
$51.8K - $58.5K
|
3.97K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-203- 1.56% |
$52K - $58.8K
|
12.8K
$3.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-205- 4.23% |
$52.6K - $59.4K
|
4.64K
$1.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-206- 0.46% |
$52.8K - $59.7K
|
44.9K
$13.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-213- 5.74% |
$54.6K - $61.7K
|
3.5K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-215- 23.07% |
$55.1K - $62.3K
|
717
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-224- 8.31% |
$57.4K - $64.9K
|
2.47K
$722K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-226- 12.59% |
$57.9K - $65.5K
|
1.57K
$458K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-235- 15.57% |
$60.3K - $68.1K
|
1.27K
$372K
|