Purchases and Sales Made in Q3 2024 in Ishares Russell 2000 Gwt ETF (IWO)

IWO Quotes by TradingView

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 15, 2024 Q3 2024
Safeguard Financial, LLC

BUY
 -
750
New
$192K - $217K
750 $222K
Nov 14, 2024 Q3 2024
Quantinno Capital Management LP

New York, NY
BUY
 -
749
New
$192K - $217K
749 $222K
Nov 12, 2024 Q3 2024
9258 Wealth Management, LLC

BUY
 -
748
New
$192K - $217K
748 $221K
Nov 08, 2024 Q3 2024
Gryphon Financial Partners LLC

BUY
 -
744
New
$191K - $216K
744 $220K
Oct 10, 2024 Q3 2024
Shaker Investments LLC

BUY
 -
738
New
$189K - $214K
738 $218K
Nov 15, 2024 Q3 2024
Y Intercept (Hong Kong) LTD

BUY
 -
735
New
$188K - $213K
735 $218K
Oct 24, 2024 Q3 2024
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
731
New
$187K - $212K
731 $216K
Nov 12, 2024 Q3 2024
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
727
New
$186K - $211K
727 $215K
Nov 13, 2024 Q3 2024
Legacy Advisors, LLC

BUY
 -
727
New
$186K - $211K
727 $215K
Nov 13, 2024 Q3 2024
Portland Global Advisors LLC

BUY
 -
727
New
$186K - $211K
727 $215K
Oct 22, 2024 Q3 2024
Sol Capital Management CO

BUY
 -
720
New
$185K - $209K
720 $213K
Oct 09, 2024 Q3 2024
Clarius Group, LLC

Seattle, WA
BUY
 -
720
New
$185K - $209K
720 $213K
Nov 08, 2024 Q3 2024
Cic Wealth, LLC

Rockville, MD
BUY
 -
717
New
$184K - $208K
717 $212K
Nov 01, 2024 Q3 2024
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
715
New
$183K - $207K
715 $212K
Oct 18, 2024 Q3 2024
Waypoint Capital Advisors, LLC

BUY
 -
712
New
$183K - $206K
712 $211K
Oct 31, 2024 Q3 2024
Windward Private Wealth Management Inc.

BUY
 -
710
New
$182K - $206K
710 $210K
Oct 23, 2024 Q3 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
707
New
$181K - $205K
707 $209K
Nov 08, 2024 Q3 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
701
+ 6.11%
$180K - $203K
12.2K $3.6M
Nov 13, 2024 Q3 2024
Kestra Private Wealth Services, LLC

BUY
 -
692
+ 3.3%
$177K - $201K
21.7K $6.42M
Oct 28, 2024 Q3 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
689
+ 11.72%
$177K - $200K
6.57K $1.94M
Nov 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
680
+ 8.98%
$174K - $197K
8.26K $2.44M
Oct 29, 2024 Q3 2024
Clear Creek Financial Management, LLC

BUY
 -
665
+ 21.1%
$171K - $193K
3.82K $1.13M
Nov 08, 2024 Q3 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
630
New
$162K - $183K
630 $187K
Nov 12, 2024 Q3 2024
Eagle Asset Management Inc

St Petersburg, FL
BUY
 -
629
+ 18.15%
$161K - $182K
4.1K $1.21M
Nov 07, 2024 Q3 2024
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
574
New
$147K - $166K
574 $170K
Nov 12, 2024 Q3 2024
Centaurus Financial, Inc.

BUY
 -
568
+ 20.27%
$146K - $165K
3.37K $998K
Nov 13, 2024 Q3 2024
Loomis Sayles & CO L P

BUY
 -
544
New
$139K - $158K
544 $161K
Nov 12, 2024 Q3 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
533
+ 555.21%
$137K - $154K
629 $186K
Nov 12, 2024 Q3 2024
Lane & Associates LLC

Moorestown, NJ
BUY
 -
526
+ 7.75%
$135K - $152K
7.31K $2.16M
Oct 15, 2024 Q3 2024
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
520
+ 8.53%
$133K - $151K
6.61K $1.96M
Nov 07, 2024 Q3 2024
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
519
New
$133K - $150K
519 $154K
Oct 29, 2024 Q3 2024
Princeton Global Asset Management LLC

BUY
 -
497
+ 4141.67%
$127K - $144K
509 $151K
Oct 28, 2024 Q3 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
489
+ 309.49%
$125K - $142K
647 $192K
Nov 12, 2024 Q3 2024
Sound View Wealth Advisors Group, LLC

BUY
 -
482
+ 20.79%
$124K - $140K
2.8K $829K
Oct 25, 2024 Q3 2024
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
446
+ 31.52%
$114K - $129K
1.86K $551K
Oct 24, 2024 Q3 2024
J.W. Cole Advisors, Inc.

BUY
 -
442
+ 7.97%
$113K - $128K
5.99K $1.77M
Oct 28, 2024 Q3 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
441
+ 17.17%
$113K - $128K
3.01K $891K
Nov 12, 2024 Q3 2024
Great Valley Advisor Group, Inc.

BUY
 -
439
+ 2.76%
$113K - $127K
16.3K $4.83M
Nov 04, 2024 Q3 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
434
+ 303.5%
$111K - $126K
577 $171K
Oct 09, 2024 Q3 2024
Nvest Financial, LLC

BUY
 -
431
+ 41.84%
$111K - $125K
1.46K $433K
Oct 25, 2024 Q3 2024
Echo45 Advisors LLC

BUY
 -
414
+ 4.11%
$106K - $120K
10.5K $3.1M
Oct 04, 2024 Q3 2024
Lwmg, LLC

Lake Elmo, MN
BUY
 -
402
+ 7.13%
$103K - $116K
6.04K $1.79M
Oct 28, 2024 Q3 2024
Congress Asset Management CO

BUY
 -
397
+ 25.03%
$102K - $115K
1.98K $587K
Oct 23, 2024 Q3 2024
Country Club Bank

BUY
 -
395
+ 7.65%
$101K - $114K
5.56K $1.65M
Nov 12, 2024 Q3 2024
Summit Financial, LLC

Parsippany, NJ
BUY
 -
389
+ 2.04%
$99.7K - $113K
19.5K $5.76M
Nov 14, 2024 Q3 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
384
+ 0.54%
$98.5K - $111K
72.1K $21.3M
Nov 12, 2024 Q3 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
364
+ 14.24%
$93.3K - $105K
2.92K $864K
Oct 17, 2024 Q3 2024
Merit Financial Group, LLC

BUY
 -
359
+ 43.67%
$92K - $104K
1.18K $350K
Nov 13, 2024 Q3 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
349
+ 0.7%
$89.5K - $101K
50.3K $14.9M

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