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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.4KNew |
$870K - $984K
|
3.4K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
3.29K+ 5.35% |
$843K - $952K
|
64.7K
$19.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.28K+ 24.43% |
$842K - $952K
|
16.7K
$4.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.2KNew |
$820K - $927K
|
3.2K
$947K
|
|
|
Nov 12, 2024
Q3 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
3.09KNew |
$791K - $894K
|
3.09K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.85KNew |
$730K - $825K
|
2.85K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.74K+ 0.6% |
$702K - $793K
|
461K
$136M
|
|
|
Nov 14, 2024
Q3 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
2.64KNew |
$678K - $766K
|
2.64K
$783K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.53K+ 10.65% |
$648K - $732K
|
26.3K
$7.77M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.51K+ 87.53% |
$643K - $726K
|
5.37K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.35KNew |
$602K - $680K
|
2.35K
$695K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.34K+ 51.64% |
$601K - $679K
|
6.88K
$2.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.33K+ 2.14% |
$596K - $674K
|
111K
$32.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$575K - $650K
|
2.24K
$664K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.23K+ 8.57% |
$570K - $645K
|
28.2K
$8.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.21KNew |
$567K - $641K
|
2.21K
$655K
|
|
|
Nov 05, 2024
Q3 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
2.2KNew |
$564K - $638K
|
2.2K
$651K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.2K+ 20.37% |
$563K - $636K
|
13K
$3.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
2.17K+ 262.32% |
$557K - $629K
|
3K
$888K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.17K+ 1.39% |
$556K - $628K
|
158K
$46.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
2.14KNew |
$549K - $621K
|
2.14K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.07K+ 151.09% |
$531K - $600K
|
3.44K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.01KNew |
$516K - $583K
|
2.01K
$596K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.98KNew |
$508K - $575K
|
1.98K
$587K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
1.98KNew |
$507K - $573K
|
1.98K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.96KNew |
$502K - $567K
|
1.96K
$580K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.96KNew |
$502K - $567K
|
1.96K
$580K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.92K+ 4.88% |
$491K - $555K
|
41.2K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.88K+ 10.14% |
$483K - $546K
|
20.5K
$6.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.84K+ 20.94% |
$473K - $534K
|
10.6K
$3.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.81K+ 0.9% |
$465K - $525K
|
203K
$60M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.79K+ 6.66% |
$459K - $519K
|
28.7K
$8.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.79K+ 0.98% |
$459K - $519K
|
185K
$54.7M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.79KNew |
$458K - $518K
|
1.79K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.77K+ 2.75% |
$453K - $512K
|
66.1K
$19.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.74K+ 68.18% |
$446K - $504K
|
4.29K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.67K+ 0.38% |
$428K - $484K
|
443K
$131M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.55K+ 16.82% |
$397K - $449K
|
10.8K
$3.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.54KNew |
$395K - $447K
|
1.54K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.52K+ 1.04% |
$389K - $440K
|
147K
$43.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.51K+ 1.72% |
$386K - $436K
|
89.1K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.45KNew |
$372K - $420K
|
1.45K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.44KNew |
$369K - $417K
|
1.44K
$426K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.44K+ 15.44% |
$368K - $416K
|
10.7K
$3.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.42K+ 5.83% |
$365K - $412K
|
25.8K
$7.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.39K+ 75.41% |
$355K - $402K
|
3.22K
$954K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.38K+ 11.39% |
$353K - $399K
|
13.5K
$3.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.35K+ 1.68% |
$346K - $391K
|
81.9K
$24.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.34KNew |
$344K - $389K
|
1.34K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.28K+ 94.12% |
$328K - $371K
|
2.64K
$782K
|