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
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 47.44% |
$2.81M - $3.54M
|
42.7K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
12.8KNew |
$2.61M - $3.3M
|
12.8K
$3.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.5K+ 16.92% |
$2.55M - $3.21M
|
86.2K
$25.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
12.3KNew |
$2.51M - $3.17M
|
12.3K
$3.64M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
11.8KNew |
$2.41M - $3.04M
|
11.8K
$3.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
11.8K+ 576.16% |
$2.4M - $3.03M
|
13.8K
$4.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6K+ 145.06% |
$2.37M - $3M
|
19.7K
$5.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.8K+ 11.16% |
$2.21M - $2.79M
|
108K
$32M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 6.48% |
$2.1M - $2.65M
|
169K
$49.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.88KNew |
$2.02M - $2.55M
|
9.88K
$2.93M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.88KNew |
$2.02M - $2.55M
|
9.88K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9.54KNew |
$1.95M - $2.46M
|
9.54K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9.34K+ 398.08% |
$1.91M - $2.41M
|
11.7K
$3.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
BUY
|
- |
9.18KNew |
$1.87M - $2.36M
|
9.18K
$2.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.95K+ 135.2% |
$1.83M - $2.3M
|
15.6K
$4.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
8.77KNew |
$1.79M - $2.26M
|
8.77K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.68K+ 151.26% |
$1.77M - $2.23M
|
14.4K
$4.27M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.51K+ 19.04% |
$1.74M - $2.19M
|
53.2K
$15.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
8.25KNew |
$1.68M - $2.12M
|
8.25K
$2.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8.19KNew |
$1.67M - $2.11M
|
8.19K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
8.04K+ 115.58% |
$1.64M - $2.07M
|
15K
$4.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
7.63K+ 300.67% |
$1.56M - $1.97M
|
10.2K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.44K+ 2.09% |
$1.52M - $1.92M
|
363K
$107M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7.17K+ 363.27% |
$1.46M - $1.85M
|
9.15K
$2.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7.09KNew |
$1.45M - $1.83M
|
7.09K
$2.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
6.66K+ 100.41% |
$1.36M - $1.71M
|
13.3K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
6.65KNew |
$1.36M - $1.71M
|
6.65K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.58K+ 1.44% |
$1.34M - $1.69M
|
463K
$137M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.45KNew |
$1.32M - $1.66M
|
6.45K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.37K+ 38.6% |
$1.3M - $1.64M
|
22.9K
$6.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.28K+ 3.02% |
$1.28M - $1.62M
|
214K
$63.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.27KNew |
$1.28M - $1.62M
|
6.27K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.11K+ 21.13% |
$1.25M - $1.57M
|
35.1K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
First Light Asset Management, LLC
Edina, MN |
BUY
|
- |
5.93KNew |
$1.21M - $1.53M
|
5.93K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
5.81K+ 5.19% |
$1.19M - $1.5M
|
118K
$34.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.64K+ 17.19% |
$1.15M - $1.45M
|
38.4K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.61KNew |
$1.14M - $1.44M
|
5.61K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.48KNew |
$1.12M - $1.41M
|
5.48K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.37K+ 42.05% |
$1.1M - $1.38M
|
18.1K
$5.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
5.3KNew |
$1.08M - $1.37M
|
5.3K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.28K+ 1.18% |
$1.08M - $1.36M
|
452K
$134M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
5.21KNew |
$1.06M - $1.34M
|
5.21K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.91K+ 385.62% |
$1M - $1.26M
|
6.18K
$1.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.72K+ 3.37% |
$964K - $1.22M
|
145K
$42.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.58K+ 12.93% |
$935K - $1.18M
|
40K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.56K+ 291.43% |
$930K - $1.17M
|
6.12K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.48KNew |
$914K - $1.15M
|
4.48K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.19K+ 0.51% |
$856K - $1.08M
|
822K
$243M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.16K+ 33.05% |
$848K - $1.07M
|
16.7K
$4.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
4.13K+ 5.57% |
$844K - $1.06M
|
78.4K
$23.2M
|