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 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
200+ 4.54% |
$40.8K - $51.5K
|
4.6K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
196+ 0.73% |
$40K - $50.5K
|
27.1K
$8.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
196+ 4.35% |
$40K - $50.5K
|
4.7K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
196+ 3.19% |
$40K - $50.5K
|
6.34K
$1.88M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
193+ 1.81% |
$39.4K - $49.7K
|
10.9K
$3.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
192+ 18.68% |
$39.2K - $49.5K
|
1.22K
$361K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
191+ 34.48% |
$39K - $49.2K
|
745
$221K
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
BUY
|
- |
175+ 0.58% |
$35.7K - $45.1K
|
30.4K
$9.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
155New |
$31.6K - $39.9K
|
155
$45.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
153+ 1.49% |
$31.2K - $39.4K
|
10.4K
$3.09M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
152+ 7.47% |
$31K - $39.2K
|
2.19K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
152+ 14.93% |
$31K - $39.2K
|
1.17K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
148+ 56.06% |
$30.2K - $38.1K
|
412
$122K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
147+ 4.93% |
$30K - $37.9K
|
3.13K
$926K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
147+ 0.32% |
$30K - $37.9K
|
46.6K
$13.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
146+ 3.11% |
$29.8K - $37.6K
|
4.83K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
141+ 0.43% |
$28.8K - $36.3K
|
33.2K
$9.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
130+ 5.39% |
$26.5K - $33.5K
|
2.54K
$753K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
129+ 0.92% |
$26.3K - $33.2K
|
14.2K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
125+ 1.4% |
$25.5K - $32.2K
|
9.05K
$2.68M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
125+ 1.4% |
$25.5K - $32.2K
|
9.05K
$2.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
121New |
$24.7K - $31.2K
|
121
$35.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
118+ 9.74% |
$24.1K - $30.4K
|
1.33K
$394K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
115+ 5.83% |
$23.5K - $29.6K
|
2.09K
$618K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
110New |
$22.4K - $28.3K
|
110
$32.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
105+ 201.92% |
$21.4K - $27K
|
157
$46.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
102+ 10.13% |
$20.8K - $26.3K
|
1.11K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
98New |
$20K - $25.2K
|
98
$29K
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
97+ 0.13% |
$19.8K - $25K
|
75.1K
$22.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
95+ 10.06% |
$19.4K - $24.5K
|
1.04K
$308K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
90+ 34.62% |
$18.4K - $23.2K
|
350
$104K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
84+ 60.43% |
$17.1K - $21.6K
|
223
$66K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
81+ 2.23% |
$16.5K - $20.9K
|
3.71K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
80New |
$16.3K - $20.6K
|
80
$23.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
77+ 5.46% |
$15.7K - $19.8K
|
1.49K
$440K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
76New |
$15.5K - $19.6K
|
76
$22.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
75+ 0.78% |
$15.3K - $19.3K
|
9.66K
$2.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
71+ 1.29% |
$14.5K - $18.3K
|
5.56K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
67+ 335.0% |
$13.7K - $17.3K
|
87
$25.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
64+ 0.52% |
$13.1K - $16.5K
|
12.3K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
62+ 3.86% |
$12.7K - $16K
|
1.67K
$494K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
62+ 2.0% |
$12.7K - $16K
|
3.16K
$937K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
57+ 0.65% |
$11.6K - $14.7K
|
8.77K
$2.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
53+ 1.28% |
$10.8K - $13.7K
|
4.18K
$1.24M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50New |
$10.2K - $12.9K
|
50
$14.8K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 6.66% |
$10.2K - $12.9K
|
801
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 13.3% |
$10.2K - $12.9K
|
426
$126K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
49+ 2.85% |
$10K - $12.6K
|
1.77K
$524K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
45+ 0.67% |
$9.18K - $11.6K
|
6.74K
$1.99M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
44New |
$8.98K - $11.3K
|
44
$13K
|