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 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-880- 1.63% |
$226K - $255K
|
53K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-898- 1.48% |
$230K - $260K
|
59.7K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-916- 2.33% |
$235K - $265K
|
38.4K
$11.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-933- 26.29% |
$239K - $270K
|
2.62K
$774K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-936- 18.71% |
$240K - $271K
|
4.07K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-986- 38.58% |
$253K - $286K
|
1.57K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-1K- 8.42% |
$256K - $290K
|
10.9K
$3.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.01K- 4.85% |
$260K - $294K
|
19.9K
$5.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-1.03K- 2.85% |
$265K - $299K
|
35.2K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.04K- 3.28% |
$267K - $302K
|
30.7K
$9.08M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.04K- 3.21% |
$268K - $303K
|
31.5K
$9.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.09K- 1.36% |
$278K - $314K
|
78.4K
$23.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.1K- 51.72% |
$282K - $319K
|
1.03K
$304K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.13K- 1.13% |
$288K - $326K
|
98.7K
$29.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.14K- 1.82% |
$292K - $330K
|
61.4K
$18.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.14K- 5.06% |
$293K - $331K
|
21.4K
$6.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.17K- 6.69% |
$299K - $338K
|
16.3K
$4.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.2K- 72.49% |
$309K - $349K
|
457
$135K
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-1.22K- 9.07% |
$314K - $355K
|
12.3K
$3.63M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.26K- 8.31% |
$322K - $364K
|
13.9K
$4.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.3K- 8.06% |
$333K - $376K
|
14.8K
$4.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.43K- 17.38% |
$366K - $414K
|
6.78K
$2.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.45K- 13.98% |
$372K - $420K
|
8.93K
$2.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.48K- 0.96% |
$380K - $430K
|
153K
$45.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.55K- 1.19% |
$398K - $449K
|
129K
$38.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.6K- 0.65% |
$411K - $464K
|
243K
$72.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.8K- 5.2% |
$460K - $520K
|
32.8K
$9.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2K- 6.55% |
$512K - $578K
|
28.5K
$8.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-2.1K- 4.03% |
$538K - $609K
|
50K
$14.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.27K- 21.17% |
$582K - $657K
|
8.45K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-2.32K- 50.02% |
$594K - $672K
|
2.32K
$686K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.37K- 2.77% |
$606K - $685K
|
83K
$24.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.38K- 36.68% |
$610K - $689K
|
4.11K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.66K- 2.53% |
$681K - $769K
|
102K
$30.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.7K- 1.8% |
$692K - $782K
|
147K
$43.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.81K- 66.56% |
$720K - $814K
|
1.41K
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.86K- 4.55% |
$733K - $828K
|
60K
$17.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.22K- 10.14% |
$826K - $934K
|
28.5K
$8.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-3.68K- 6.07% |
$944K - $1.07M
|
57K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.89K- 21.13% |
$996K - $1.13M
|
14.5K
$4.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.89K- 4.64% |
$998K - $1.13M
|
80.1K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.02K- 5.76% |
$1.03M - $1.17M
|
65.8K
$19.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.33K- 60.51% |
$1.11M - $1.25M
|
2.82K
$836K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.81K- 82.05% |
$1.23M - $1.39M
|
1.05K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5K- 66.77% |
$1.28M - $1.45M
|
2.49K
$737K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5.25K- 4.0% |
$1.35M - $1.52M
|
126K
$37.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.31K- 60.33% |
$1.36M - $1.54M
|
3.49K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.15K- 8.39% |
$1.58M - $1.78M
|
67.2K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-6.26K- 20.06% |
$1.6M - $1.81M
|
24.9K
$7.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.4K- 88.64% |
$1.64M - $1.85M
|
820
$243K
|