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
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
557+ 2.42% |
$114K - $143K
|
23.6K
$6.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
520New |
$106K - $134K
|
520
$154K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
498+ 11.13% |
$102K - $128K
|
4.97K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
485+ 1.16% |
$99K - $125K
|
42.1K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
481+ 23.13% |
$98.2K - $124K
|
2.56K
$758K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
475+ 48.47% |
$96.9K - $122K
|
1.46K
$431K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
465+ 15.71% |
$94.9K - $120K
|
3.43K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
449+ 19.56% |
$91.6K - $116K
|
2.75K
$813K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
427+ 13.78% |
$87.1K - $110K
|
3.53K
$1.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
425+ 1250.0% |
$86.7K - $109K
|
459
$136K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
418+ 0.69% |
$85.3K - $108K
|
60.7K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
395+ 2.46% |
$80.6K - $102K
|
16.5K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
392+ 5.81% |
$80K - $101K
|
7.14K
$2.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
390+ 6.83% |
$79.6K - $100K
|
6.1K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
388+ 12.45% |
$79.2K - $99.9K
|
3.5K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
387+ 3.8% |
$79K - $99.7K
|
10.6K
$3.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
386+ 10.09% |
$78.8K - $99.4K
|
4.21K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
385+ 8.69% |
$78.6K - $99.2K
|
4.81K
$1.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
374+ 2.03% |
$76.3K - $96.3K
|
18.8K
$5.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
362New |
$73.9K - $93.2K
|
362
$107K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
358+ 27.31% |
$73.1K - $92.2K
|
1.67K
$494K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
350+ 34.65% |
$71.4K - $90.1K
|
1.36K
$403K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
345+ 13.95% |
$70.4K - $88.9K
|
2.82K
$835K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
332+ 36.73% |
$67.8K - $85.5K
|
1.24K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
327+ 0.54% |
$66.7K - $84.2K
|
61.1K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
321+ 23.36% |
$65.5K - $82.7K
|
1.7K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
312+ 56.83% |
$63.7K - $80.4K
|
861
$255K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
304New |
$62K - $78.3K
|
304
$90K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
303+ 15.55% |
$61.8K - $78K
|
2.25K
$667K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
300+ 4.62% |
$61.2K - $77.3K
|
6.8K
$2.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
289+ 9.87% |
$59K - $74.4K
|
3.22K
$953K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
286+ 22.83% |
$58.4K - $73.7K
|
1.54K
$456K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
284+ 168.05% |
$58K - $73.1K
|
453
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
281+ 71.5% |
$57.3K - $72.4K
|
674
$200K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
262+ 12.6% |
$53.5K - $67.5K
|
2.34K
$693K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
255New |
$52K - $65.7K
|
255
$75.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
250New |
$51K - $64.4K
|
250
$74K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
242+ 1.46% |
$49.4K - $62.3K
|
16.8K
$4.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
237+ 0.78% |
$48.4K - $61K
|
30.5K
$9.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
232New |
$47.3K - $59.8K
|
232
$68.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
227+ 1.31% |
$46.3K - $58.5K
|
17.5K
$5.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
226+ 16.68% |
$46.1K - $58.2K
|
1.58K
$468K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
217+ 11.31% |
$44.3K - $55.9K
|
2.14K
$632K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
214+ 8.49% |
$43.7K - $55.1K
|
2.74K
$810K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
214+ 131.29% |
$43.7K - $55.1K
|
377
$112K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
204+ 8.07% |
$41.6K - $52.5K
|
2.73K
$809K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
202+ 1.17% |
$41.2K - $52K
|
17.5K
$5.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
202+ 6.52% |
$41.2K - $52K
|
3.3K
$977K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
201+ 9.04% |
$41K - $51.8K
|
2.42K
$718K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
201+ 8.32% |
$41K - $51.8K
|
2.62K
$775K
|