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 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-30- 0.78% |
$7.69K - $8.69K
|
3.8K
$1.1M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-31- 1.88% |
$7.95K - $8.98K
|
1.62K
$471K
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-31- 0.62% |
$7.95K - $8.98K
|
4.99K
$1.45M
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-35- 2.91% |
$8.97K - $10.1K
|
1.17K
$339K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-35- 0.18% |
$8.97K - $10.1K
|
19.5K
$5.66M
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-38- 35.19% |
$9.74K - $11K
|
70
$20.3K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-41- 1.68% |
$10.5K - $11.9K
|
2.4K
$697K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-48- 1.84% |
$12.3K - $13.9K
|
2.57K
$746K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-55- 18.33% |
$14.1K - $15.9K
|
245
$71.2K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-55- 6.95% |
$14.1K - $15.9K
|
736
$214K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-61- 0.97% |
$15.6K - $17.7K
|
6.23K
$1.81M
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-61- 6.01% |
$15.6K - $17.7K
|
954
$277K
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
SELL
|
- |
-62- 2.54% |
$15.9K - $18K
|
2.38K
$690K
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-65- 6.11% |
$16.7K - $18.8K
|
998
$290K
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-83- 8.4% |
$21.3K - $24.1K
|
905
$263K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-84- 1.33% |
$21.5K - $24.3K
|
6.22K
$1.81M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-85- 8.31% |
$21.8K - $24.6K
|
938
$273K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-89- 0.17% |
$22.8K - $25.8K
|
51.6K
$15M
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-90- 6.19% |
$23.1K - $26.1K
|
1.37K
$397K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-94- 2.75% |
$24.1K - $27.2K
|
3.33K
$967K
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-100- 0.02% |
$25.6K - $29K
|
556K
$161M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-102- 3.19% |
$26.2K - $29.6K
|
3.09K
$898K
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-112- 1.69% |
$28.7K - $32.5K
|
6.5K
$1.89M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-118- 5.01% |
$30.3K - $34.2K
|
2.24K
$650K
|
|
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
$327K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-133- 12.2% |
$34.1K - $38.5K
|
957
$278K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-140- 39.33% |
$35.9K - $40.6K
|
216
$62.8K
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-141- 0.67% |
$36.2K - $40.9K
|
20.9K
$6.07M
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-143- 2.6% |
$36.7K - $41.4K
|
5.35K
$1.55M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-146- 0.88% |
$37.4K - $42.3K
|
16.4K
$4.76M
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-153- 1.44% |
$39.2K - $44.3K
|
10.5K
$3.04M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-183- 1.27% |
$46.9K - $53K
|
14.2K
$4.13M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-188- 10.08% |
$48.2K - $54.5K
|
1.68K
$488K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-205- 4.23% |
$52.6K - $59.4K
|
4.64K
$1.35M
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-213- 5.74% |
$54.6K - $61.7K
|
3.5K
$1.02M
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-235- 15.57% |
$60.3K - $68.1K
|
1.27K
$370K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-261- 0.14% |
$66.9K - $75.6K
|
180K
$52.3M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-286- 2.72% |
$73.3K - $82.9K
|
10.2K
$2.97M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-292- 36.64% |
$74.9K - $84.6K
|
505
$147K
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-374- 20.53% |
$95.9K - $108K
|
1.45K
$421K
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-384- 4.39% |
$98.5K - $111K
|
8.37K
$2.43M
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-396- 13.03% |
$102K - $115K
|
2.64K
$768K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-403- 6.05% |
$103K - $117K
|
6.26K
$1.82M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-417- 7.39% |
$107K - $121K
|
5.23K
$1.52M
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-421- 2.28% |
$108K - $122K
|
18K
$5.23M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-534- 20.88% |
$137K - $155K
|
2.02K
$588K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-549- 37.5% |
$141K - $159K
|
915
$266K
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-618- 1.27% |
$158K - $179K
|
47.9K
$13.9M
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-797- 2.61% |
$204K - $231K
|
29.7K
$8.63M
|