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 14, 2024
Q3 2024
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
1.25KNew |
$321K - $363K
|
1.25K
$370K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.22KNew |
$314K - $355K
|
1.22K
$362K
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.22K+ 6.38% |
$312K - $352K
|
20.3K
$6.01M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.22KNew |
$312K - $352K
|
1.22K
$360K
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.2K+ 263.46% |
$309K - $349K
|
1.66K
$492K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.17K+ 8.88% |
$300K - $339K
|
14.4K
$4.25M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.17K+ 17.99% |
$300K - $339K
|
7.67K
$2.27M
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.13K+ 3.16% |
$290K - $327K
|
36.9K
$10.9M
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.13K+ 99.56% |
$289K - $326K
|
2.26K
$668K
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.13KNew |
$289K - $326K
|
1.13K
$333K
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.1KNew |
$283K - $320K
|
1.1K
$327K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.1K+ 18.51% |
$283K - $319K
|
7.06K
$2.09M
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.05K+ 13.98% |
$269K - $304K
|
8.54K
$2.53M
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.04K+ 3.76% |
$268K - $303K
|
28.8K
$8.53M
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.04KNew |
$267K - $301K
|
1.04K
$308K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.04KNew |
$266K - $301K
|
1.04K
$307K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
1.03KNew |
$265K - $299K
|
1.03K
$306K
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.02K+ 3403.33% |
$262K - $296K
|
1.05K
$311K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.01K+ 0.15% |
$258K - $292K
|
656K
$194M
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1KNew |
$256K - $290K
|
1K
$296K
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
999+ 17.93% |
$256K - $289K
|
6.57K
$1.95M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
983+ 17.37% |
$252K - $285K
|
6.64K
$1.97M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
972+ 15.8% |
$249K - $282K
|
7.12K
$2.11M
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
971New |
$249K - $281K
|
971
$287K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
970+ 165.25% |
$249K - $281K
|
1.56K
$461K
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
965New |
$247K - $280K
|
965
$286K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
930New |
$238K - $269K
|
930
$275K
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
908New |
$233K - $263K
|
908
$269K
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
891New |
$228K - $258K
|
891
$264K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
886+ 10.68% |
$227K - $257K
|
9.18K
$2.72M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
880+ 7.07% |
$226K - $255K
|
13.3K
$3.94M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
880+ 3.9% |
$226K - $255K
|
23.4K
$6.94M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
859+ 2.45% |
$220K - $249K
|
35.9K
$10.6M
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
858New |
$220K - $249K
|
858
$254K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
858New |
$220K - $249K
|
858
$254K
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
857New |
$220K - $248K
|
857
$254K
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
838New |
$215K - $243K
|
838
$248K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
837New |
$215K - $243K
|
837
$248K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
828New |
$212K - $240K
|
828
$245K
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
800New |
$205K - $232K
|
800
$237K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
780New |
$200K - $226K
|
780
$231K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
771New |
$198K - $223K
|
771
$228K
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
765+ 2.23% |
$196K - $222K
|
35.1K
$10.4M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
759+ 27.13% |
$195K - $220K
|
3.56K
$1.05M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
759+ 26.31% |
$195K - $220K
|
3.64K
$1.08M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
758New |
$194K - $220K
|
758
$224K
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
757New |
$194K - $219K
|
757
$224K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
756New |
$194K - $219K
|
756
$224K
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
755New |
$194K - $219K
|
755
$224K
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
750New |
$192K - $217K
|
750
$222K
|