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 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2+ 0.1% |
$513 - $580
|
1.91K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.07% |
$513 - $580
|
2.89K
$855K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2+ 0.08% |
$513 - $580
|
2.49K
$736K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.19% |
$513 - $580
|
1.06K
$313K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2+ 0.15% |
$513 - $580
|
1.36K
$402K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.09% |
$513 - $580
|
2.33K
$690K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1+ 0.11% |
$256 - $290
|
935
$277K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.17% |
$256 - $290
|
596
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.09% |
$256 - $290
|
1.13K
$335K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.27% |
$256 - $290
|
368
$109K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$256 - $290
|
1
$296
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.17% |
$256 - $290
|
574
$170K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.2% |
$256 - $290
|
490
$145K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.07% |
$256 - $290
|
1.43K
$422K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1New |
$256 - $290
|
1
$296
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.07% |
$256 - $290
|
1.54K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$256 - $290
|
1.07K
$318K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.02% |
$256 - $290
|
5.61K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1+ 0.12% |
$256 - $290
|
864
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$256 - $290
|
920
$272K
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$256 - $290
|
1.25K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$256 - $290
|
796
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$256 - $290
|
770
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.51% |
$256 - $290
|
196
$58K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.68% |
$256 - $290
|
149
$44.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 1.1% |
$256 - $290
|
92
$27.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.06% |
$256 - $290
|
1.68K
$498K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.14% |
$256 - $290
|
700
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.58% |
$256 - $290
|
174
$51.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$256 - $290
|
1
$296
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$256 - $290
|
155
$45.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$256 - $290
|
511
$151K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1- -0.0% |
$256 - $290
|
22.5K
$6.66M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1- 0.1% |
$256 - $290
|
966
$286K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1- 0.91% |
$256 - $290
|
109
$32.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1- 1.3% |
$256 - $290
|
76
$22.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 0.32% |
$256 - $290
|
311
$92.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 1.71% |
$513 - $580
|
115
$34K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3- 0.34% |
$769 - $869
|
892
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-3- 0.08% |
$769 - $869
|
3.64K
$1.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3- 0.2% |
$769 - $869
|
1.5K
$443K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-4- 8.89% |
$1.03K - $1.16K
|
41
$12.1K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-4- -0.0% |
$1.03K - $1.16K
|
429K
$127M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4- 0.2% |
$1.03K - $1.16K
|
2K
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-6- 0.4% |
$1.54K - $1.74K
|
1.48K
$437K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.21% |
$1.54K - $1.74K
|
2.82K
$833K
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-7- 0.1% |
$1.79K - $2.03K
|
6.75K
$2M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7- 0.52% |
$1.79K - $2.03K
|
1.33K
$394K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-7- 0.17% |
$1.79K - $2.03K
|
4.01K
$1.19M
|