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 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
116+ 10.16% |
$29.7K - $33.6K
|
1.26K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
113+ 8.27% |
$29K - $32.7K
|
1.48K
$431K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
112+ 0.19% |
$28.7K - $32.5K
|
59.1K
$17.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
111+ 11.97% |
$28.5K - $32.2K
|
1.04K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
110New |
$28.2K - $31.9K
|
110
$32.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
108+ 1.66% |
$27.7K - $31.3K
|
6.63K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
108+ 2.26% |
$27.7K - $31.3K
|
4.88K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
100New |
$25.6K - $29K
|
100
$29.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
100+ 3.37% |
$25.6K - $29K
|
3.07K
$895K
|
|
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
93+ 3.71% |
$23.8K - $26.9K
|
2.6K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
91New |
$23.3K - $26.4K
|
91
$26.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
89+ 4.73% |
$22.8K - $25.8K
|
1.97K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
88+ 1.48% |
$22.6K - $25.5K
|
6.02K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
88+ 1.47% |
$22.6K - $25.5K
|
6.08K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
86+ 1.1% |
$22.1K - $24.9K
|
7.87K
$2.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
85+ 1.43% |
$21.8K - $24.6K
|
6.02K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
80+ 5.3% |
$20.5K - $23.2K
|
1.59K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
79+ 8.55% |
$20.3K - $22.9K
|
1K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
78+ 48.15% |
$20K - $22.6K
|
240
$70K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
77+ 3.14% |
$19.7K - $22.3K
|
2.53K
$738K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
74New |
$19K - $21.4K
|
74
$21.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
74+ 4.94% |
$19K - $21.4K
|
1.57K
$458K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
73+ 2.19% |
$18.7K - $21.2K
|
3.41K
$994K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
72+ 100.0% |
$18.5K - $20.9K
|
144
$42K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
70+ 4.69% |
$17.9K - $20.3K
|
1.56K
$455K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
70+ 1.57% |
$17.9K - $20.3K
|
4.53K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
70+ 7.0% |
$17.9K - $20.3K
|
1.07K
$312K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
69+ 1.21% |
$17.7K - $20K
|
5.76K
$1.68M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
69+ 10.87% |
$17.7K - $20K
|
704
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
68+ 1.15% |
$17.4K - $19.7K
|
5.98K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
67New |
$17.2K - $19.4K
|
67
$19.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
66+ 1.8% |
$16.9K - $19.1K
|
3.73K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
63+ 4.65% |
$16.2K - $18.3K
|
1.42K
$413K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
62+ 7.6% |
$15.9K - $18K
|
878
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
59+ 0.67% |
$15.1K - $17.1K
|
8.81K
$2.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
57+ 2.93% |
$14.6K - $16.5K
|
2K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
55+ 3.38% |
$14.1K - $15.9K
|
1.68K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
51+ 17.0% |
$13.1K - $14.8K
|
351
$102K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
50+ 4.11% |
$12.8K - $14.5K
|
1.27K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
49+ 3.68% |
$12.6K - $14.2K
|
1.38K
$402K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
48+ 2.75% |
$12.3K - $13.9K
|
1.8K
$523K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
48New |
$12.3K - $13.9K
|
48
$14K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
46+ 1.78% |
$11.8K - $13.3K
|
2.63K
$766K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
45+ 30.0% |
$11.5K - $13K
|
195
$56.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
43+ 4.97% |
$11K - $12.5K
|
909
$265K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
43+ 3.01% |
$11K - $12.5K
|
1.47K
$429K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
43+ 4.78% |
$11K - $12.5K
|
943
$275K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
42+ 1.64% |
$10.8K - $12.2K
|
2.6K
$758K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
41+ 1.37% |
$10.5K - $11.9K
|
3.04K
$887K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
41New |
$10.5K - $11.9K
|
41
$12K
|