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 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.46K- 0.54% |
$501K - $633K
|
453K
$134M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.93K- 38.13% |
$598K - $755K
|
4.76K
$1.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-3.03K- 62.6% |
$618K - $780K
|
1.81K
$536K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.05K- 13.22% |
$622K - $786K
|
20K
$5.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.08KClosed |
$628K - $792K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.26K- 63.16% |
$665K - $840K
|
1.9K
$563K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-3.49K- 3.35% |
$712K - $899K
|
101K
$29.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.55K- 13.09% |
$723K - $913K
|
23.5K
$6.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.64K- 31.87% |
$742K - $937K
|
7.78K
$2.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.65K- 12.73% |
$745K - $941K
|
25K
$7.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.76K- 22.25% |
$767K - $968K
|
13.1K
$3.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.09K- 20.54% |
$835K - $1.05M
|
15.8K
$4.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-4.21K- 68.53% |
$858K - $1.08M
|
1.93K
$572K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.75K- 35.74% |
$969K - $1.22M
|
8.54K
$2.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4.88K- 11.38% |
$996K - $1.26M
|
38K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.1K- 3.69% |
$1.04M - $1.31M
|
133K
$39.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-5.51K- 64.36% |
$1.13M - $1.42M
|
3.05K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.85K- 0.81% |
$1.19M - $1.51M
|
715K
$212M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.95K- 76.03% |
$1.21M - $1.53M
|
1.88K
$555K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.1K- 50.02% |
$1.25M - $1.57M
|
6.1K
$1.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-7.03K- 32.19% |
$1.43M - $1.81M
|
14.8K
$4.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.07K- 6.33% |
$1.44M - $1.82M
|
105K
$31M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.41K- 87.44% |
$1.51M - $1.91M
|
1.06K
$315K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.19K- 93.54% |
$1.67M - $2.11M
|
566
$168K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-10.4K- 0.77% |
$2.13M - $2.69M
|
1.34M
$398M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.6K- 12.4% |
$2.37M - $3M
|
82.2K
$24.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-12.8K- 26.56% |
$2.62M - $3.3M
|
35.5K
$10.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-12.9K- 10.69% |
$2.62M - $3.31M
|
107K
$31.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13.2K- 4.48% |
$2.69M - $3.39M
|
281K
$83.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16.1K- 49.34% |
$3.28M - $4.14M
|
16.5K
$4.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-16.7K- 9.75% |
$3.41M - $4.31M
|
155K
$45.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-23.2K- 92.37% |
$4.73M - $5.97M
|
1.91K
$567K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-25.6K- 6.99% |
$5.21M - $6.58M
|
340K
$101M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.6K- 76.0% |
$5.22M - $6.58M
|
8.07K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-27.4K- 92.91% |
$5.6M - $7.06M
|
2.09K
$620K
|
|
|
Feb 09, 2024
Q4 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-28.7K- 35.66% |
$5.86M - $7.4M
|
51.8K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.7K- 19.2% |
$6.47M - $8.16M
|
133K
$39.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36.4K- 82.49% |
$7.43M - $9.38M
|
7.73K
$2.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-40.5K- 98.95% |
$8.26M - $10.4M
|
430
$127K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-42.2K- 65.02% |
$8.62M - $10.9M
|
22.7K
$6.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.1K- 3.83% |
$9M - $11.4M
|
1.11M
$328M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-58.2K- 24.07% |
$11.9M - $15M
|
184K
$54.4M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-90.5K- 18.27% |
$18.5M - $23.3M
|
405K
$120M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-94.1K- 85.35% |
$19.2M - $24.2M
|
16.2K
$4.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-99.6K- 12.78% |
$20.3M - $25.7M
|
680K
$201M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-229K- 29.59% |
$46.6M - $58.9M
|
544K
$161M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-307K- 67.03% |
$62.7M - $79.1M
|
151K
$44.7M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-318K- 99.6% |
$64.8M - $81.8M
|
1.26K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-389K- 97.07% |
$79.3M - $100M
|
11.7K
$3.47M
|