Purchases and Sales Made in Q4 2023 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-402- 7.09% |
$82K - $104K
|
5.27K
$1.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-408- 4.61% |
$83.3K - $105K
|
8.45K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-426- 21.59% |
$86.9K - $110K
|
1.55K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-457- 1.55% |
$93.3K - $118K
|
29K
$8.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-471- 11.14% |
$96.1K - $121K
|
3.76K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-499- 15.92% |
$102K - $129K
|
2.64K
$780K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-507- 20.87% |
$103K - $131K
|
1.92K
$569K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-515- 0.61% |
$105K - $133K
|
84.5K
$25M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-518- 37.0% |
$106K - $133K
|
882
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-540- 14.06% |
$110K - $139K
|
3.3K
$977K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-550- 14.3% |
$112K - $142K
|
3.3K
$976K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-566- 8.54% |
$116K - $146K
|
6.06K
$1.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-580- 23.42% |
$118K - $149K
|
1.9K
$561K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-587- 17.39% |
$120K - $151K
|
2.79K
$826K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-694- 10.07% |
$142K - $179K
|
6.2K
$1.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-742- 8.89% |
$151K - $191K
|
7.6K
$2.25M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-750- 7.05% |
$153K - $193K
|
9.89K
$2.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-750- 7.05% |
$153K - $193K
|
9.89K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-752- 2.26% |
$153K - $194K
|
32.6K
$9.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-791- 4.36% |
$161K - $204K
|
17.4K
$5.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-827- 0.92% |
$169K - $213K
|
88.8K
$26.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-914- 15.99% |
$187K - $235K
|
4.8K
$1.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-914- 15.99% |
$187K - $235K
|
4.8K
$1.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-960- 32.47% |
$196K - $247K
|
2K
$591K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-967- 49.62% |
$197K - $249K
|
982
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.05K- 18.47% |
$214K - $270K
|
4.63K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.13K- 2.0% |
$231K - $292K
|
55.7K
$16.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.18K- 2.05% |
$240K - $303K
|
56.3K
$16.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.19K- 44.15% |
$242K - $305K
|
1.5K
$444K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.19K- 11.93% |
$243K - $307K
|
8.81K
$2.61M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.23K- 1.59% |
$252K - $318K
|
76.2K
$22.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.25K- 49.64% |
$255K - $322K
|
1.27K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.26K- 6.06% |
$257K - $324K
|
19.5K
$5.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.3K- 3.15% |
$265K - $335K
|
39.9K
$11.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.34K- 26.47% |
$274K - $346K
|
3.73K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.39K- 1.81% |
$283K - $357K
|
75.2K
$22.3M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.39K- 4.09% |
$284K - $359K
|
32.6K
$9.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.4K- 4.32% |
$285K - $359K
|
30.9K
$9.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1.64K- 1.04% |
$334K - $422K
|
156K
$46.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.65K- 25.89% |
$336K - $424K
|
4.71K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.67K- 1.27% |
$340K - $430K
|
130K
$38.4M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.85K- 1.89% |
$377K - $476K
|
95.7K
$28.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.85K- 1.89% |
$377K - $476K
|
95.7K
$28.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.89K- 16.85% |
$386K - $487K
|
9.32K
$2.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.92K- 56.46% |
$392K - $495K
|
1.48K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.98K- 57.43% |
$404K - $509K
|
1.47K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.31K- 59.04% |
$471K - $594K
|
1.6K
$474K
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-2.33K- 11.14% |
$475K - $599K
|
18.6K
$5.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.33K- 7.66% |
$475K - $600K
|
28.1K
$8.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.36K- 0.72% |
$481K - $607K
|
324K
$95.9M
|