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 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-8- 0.77% |
$2.05K - $2.32K
|
1.03K
$305K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-8- 0.05% |
$2.05K - $2.32K
|
16.6K
$4.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-8- 0.02% |
$2.05K - $2.32K
|
35.1K
$10.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-9- 0.29% |
$2.31K - $2.61K
|
3.06K
$906K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.13% |
$2.31K - $2.61K
|
6.73K
$1.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-9- 0.48% |
$2.31K - $2.61K
|
1.87K
$553K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10- 0.87% |
$2.56K - $2.9K
|
1.14K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-10- 0.59% |
$2.56K - $2.9K
|
1.7K
$502K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-10- 0.63% |
$2.56K - $2.9K
|
1.57K
$465K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-10- 1.17% |
$2.56K - $2.9K
|
842
$249K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 25.0% |
$2.56K - $2.9K
|
30
$8.88K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-10- 0.17% |
$2.56K - $2.9K
|
5.88K
$1.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-11- 0.83% |
$2.82K - $3.19K
|
1.31K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-11- 1.0% |
$2.82K - $3.19K
|
1.09K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-11- 11.83% |
$2.82K - $3.19K
|
82
$24.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-12- 0.45% |
$3.08K - $3.48K
|
2.64K
$783K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-12- 0.47% |
$3.08K - $3.48K
|
2.54K
$752K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.43% |
$3.08K - $3.48K
|
2.78K
$823K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-12- 12.9% |
$3.08K - $3.48K
|
81
$24K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-14- 0.71% |
$3.59K - $4.06K
|
1.96K
$579K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-14- 0.41% |
$3.59K - $4.06K
|
3.39K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-14- 4.62% |
$3.59K - $4.06K
|
289
$85.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-15- 1.32% |
$3.85K - $4.35K
|
1.12K
$332K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-15- 1.11% |
$3.85K - $4.35K
|
1.34K
$395K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-15- 0.25% |
$3.85K - $4.35K
|
6.01K
$1.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-16- 32.0% |
$4.1K - $4.64K
|
34
$10.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-17- 0.41% |
$4.36K - $4.93K
|
4.12K
$1.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-17- 0.39% |
$4.36K - $4.93K
|
4.35K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-17- 1.32% |
$4.36K - $4.93K
|
1.27K
$375K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-18- 7.26% |
$4.62K - $5.22K
|
230
$68.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-19- 0.5% |
$4.87K - $5.51K
|
3.78K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-19- 0.82% |
$4.87K - $5.51K
|
2.3K
$682K
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-20Closed |
$5.13K - $5.8K
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 1.97% |
$5.13K - $5.8K
|
994
$294K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 3.24% |
$5.13K - $5.8K
|
598
$177K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-20- 0.37% |
$5.13K - $5.8K
|
5.45K
$1.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-21- 1.04% |
$5.38K - $6.09K
|
2K
$593K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-23- 1.74% |
$5.9K - $6.66K
|
1.3K
$384K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-23- 2.82% |
$5.9K - $6.66K
|
794
$235K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-23- 0.38% |
$5.9K - $6.66K
|
6.03K
$1.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23- 1.03% |
$5.9K - $6.66K
|
2.2K
$652K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-24- 4.73% |
$6.15K - $6.95K
|
483
$143K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-25- 1.81% |
$6.41K - $7.24K
|
1.35K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-25- 11.63% |
$6.41K - $7.24K
|
190
$56.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-25- 0.1% |
$6.41K - $7.24K
|
24.3K
$7.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-29- 3.86% |
$7.44K - $8.4K
|
723
$214K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-29- 0.78% |
$7.44K - $8.4K
|
3.67K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-30- 0.43% |
$7.69K - $8.69K
|
6.87K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-30- 1.27% |
$7.69K - $8.69K
|
2.33K
$689K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-30- 0.78% |
$7.69K - $8.69K
|
3.8K
$1.13M
|