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 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
346+ 14.64% |
$88.7K - $100K
|
2.71K
$802K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
336+ 3.55% |
$86.2K - $97.4K
|
9.81K
$2.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
330+ 4.14% |
$84.6K - $95.6K
|
8.3K
$2.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
326+ 1.42% |
$83.6K - $94.5K
|
23.3K
$6.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
316+ 4.31% |
$81K - $91.6K
|
7.64K
$2.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
305+ 0.69% |
$78.2K - $88.4K
|
44.6K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
302+ 3.98% |
$77.4K - $87.5K
|
7.9K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
284+ 1.23% |
$72.8K - $82.3K
|
23.5K
$6.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
278+ 6.67% |
$71.3K - $80.6K
|
4.45K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
276+ 1.02% |
$70.8K - $80K
|
27.4K
$8.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
265New |
$67.9K - $76.8K
|
265
$78.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
260+ 8.62% |
$66.7K - $75.3K
|
3.28K
$970K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
260+ 406.25% |
$66.7K - $75.3K
|
324
$95.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
255+ 0.67% |
$65.4K - $73.9K
|
38.1K
$11.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
236+ 17.47% |
$60.5K - $68.4K
|
1.59K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
225+ 5.14% |
$57.7K - $65.2K
|
4.6K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
223+ 6.35% |
$57.2K - $64.6K
|
3.73K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
221+ 18.71% |
$56.7K - $64K
|
1.4K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
220+ 2.74% |
$56.4K - $63.8K
|
8.24K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
219+ 2.54% |
$56.2K - $63.5K
|
8.84K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
204+ 2.88% |
$52.3K - $59.1K
|
7.28K
$2.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
200+ 17.39% |
$51.3K - $58K
|
1.35K
$400K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
200+ 1.16% |
$51.3K - $58K
|
17.5K
$5.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
200+ 20.62% |
$51.3K - $58K
|
1.17K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
200+ 1.35% |
$51.3K - $58K
|
15K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
197+ 226.44% |
$50.5K - $57.1K
|
284
$84.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
190+ 4.71% |
$48.7K - $55.1K
|
4.22K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
186+ 186.0% |
$47.7K - $53.9K
|
286
$84.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
185+ 7.8% |
$47.4K - $53.6K
|
2.56K
$757K
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
180+ 18.99% |
$46.2K - $52.2K
|
1.13K
$334K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
177+ 0.83% |
$45.4K - $51.3K
|
21.6K
$6.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
174+ 5.9% |
$44.6K - $50.4K
|
3.12K
$925K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
157+ 1.63% |
$40.3K - $45.5K
|
9.79K
$2.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
154+ 59.92% |
$39.5K - $44.6K
|
411
$122K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
150New |
$38.5K - $43.5K
|
150
$44.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
142+ 2.53% |
$36.4K - $41.1K
|
5.75K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
141+ 3.2% |
$36.2K - $40.9K
|
4.55K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
139+ 35.28% |
$35.6K - $40.3K
|
533
$158K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
135+ 3.14% |
$34.6K - $39.1K
|
4.44K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
134+ 17.59% |
$34.4K - $38.8K
|
896
$265K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
129+ 1.27% |
$33.1K - $37.4K
|
10.3K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
121New |
$31K - $35.1K
|
121
$35.8K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
120+ 12.2% |
$30.8K - $34.8K
|
1.1K
$327K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
118New |
$30.3K - $34.2K
|
118
$34.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
116+ 10.16% |
$29.7K - $33.6K
|
1.26K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
113+ 8.27% |
$29K - $32.7K
|
1.48K
$438K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
112+ 0.19% |
$28.7K - $32.5K
|
59.1K
$17.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
111+ 11.97% |
$28.5K - $32.2K
|
1.04K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
110New |
$28.2K - $31.9K
|
110
$32.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
108+ 2.26% |
$27.7K - $31.3K
|
4.88K
$1.45M
|