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
|
Clear Investment Research, LLC
|
BUY
|
- |
36+ 2.35% |
$9.23K - $10.4K
|
1.57K
$464K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
36+ 1.65% |
$9.23K - $10.4K
|
2.22K
$658K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 1.47% |
$8.72K - $9.85K
|
2.35K
$696K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
32New |
$8.2K - $9.27K
|
32
$9.47K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
32+ 0.39% |
$8.2K - $9.27K
|
8.32K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
30+ 1.09% |
$7.69K - $8.69K
|
2.79K
$827K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
26+ 216.67% |
$6.67K - $7.53K
|
38
$11.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 11.11% |
$6.41K - $7.24K
|
250
$74K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
24New |
$6.15K - $6.95K
|
24
$7.11K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
23+ 1.12% |
$5.9K - $6.66K
|
2.08K
$614K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
21+ 0.85% |
$5.38K - $6.09K
|
2.49K
$737K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
20+ 0.58% |
$5.13K - $5.8K
|
3.47K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
20+ 0.15% |
$5.13K - $5.8K
|
13K
$3.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
19+ 10.16% |
$4.87K - $5.51K
|
206
$61K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
18+ 1.68% |
$4.62K - $5.22K
|
1.09K
$323K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17+ 0.57% |
$4.36K - $4.93K
|
2.99K
$885K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16+ 69.57% |
$4.1K - $4.64K
|
39
$11.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15+ 0.39% |
$3.85K - $4.35K
|
3.87K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12+ 0.05% |
$3.08K - $3.48K
|
24.3K
$7.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10+ 0.87% |
$2.56K - $2.9K
|
1.16K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
10+ 1.04% |
$2.56K - $2.9K
|
970
$287K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10+ 0.02% |
$2.56K - $2.9K
|
47.7K
$14.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.17% |
$2.31K - $2.61K
|
5.28K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8New |
$2.05K - $2.32K
|
8
$2.37K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8+ 18.18% |
$2.05K - $2.32K
|
52
$15.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
8+ 2.22% |
$2.05K - $2.32K
|
369
$109K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7+ 0.55% |
$1.79K - $2.03K
|
1.27K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
7+ 0.8% |
$1.79K - $2.03K
|
877
$260K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.18% |
$1.79K - $2.03K
|
3.83K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
6+ 0.16% |
$1.54K - $1.74K
|
3.7K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$1.54K - $1.74K
|
3.39K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
5+ 0.42% |
$1.28K - $1.45K
|
1.19K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.29% |
$1.28K - $1.45K
|
1.72K
$509K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
4+ 0.08% |
$1.03K - $1.16K
|
5.06K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4+ 0.39% |
$1.03K - $1.16K
|
1.02K
$301K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
4+ 3.2% |
$1.03K - $1.16K
|
129
$38.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
4New |
$1.03K - $1.16K
|
4
$1.18K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
4+ 0.16% |
$1.03K - $1.16K
|
2.55K
$755K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.16% |
$1.03K - $1.16K
|
2.46K
$728K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4+ 0.16% |
$1.03K - $1.16K
|
2.44K
$723K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.43% |
$1.03K - $1.16K
|
926
$274K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.21% |
$769 - $869
|
1.42K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.16% |
$769 - $869
|
1.84K
$545K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3+ 0.27% |
$769 - $869
|
1.1K
$327K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
3+ 0.21% |
$769 - $869
|
1.44K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2+ 0.03% |
$513 - $580
|
5.77K
$1.71M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.37% |
$513 - $580
|
542
$160K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2+ 0.12% |
$513 - $580
|
1.6K
$475K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2New |
$513 - $580
|
2
$592
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 2.47% |
$513 - $580
|
83
$24.6K
|