Purchases and Sales Made in Q4 2024 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
681K+ 1423.93% |
$190M - $215M
|
729K
$194M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
554KNew |
$154M - $175M
|
554K
$147M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
482K+ 4483.21% |
$134M - $152M
|
493K
$131M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
348K+ 22494.51% |
$96.9M - $110M
|
350K
$92.9M
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
277KNew |
$77M - $87.3M
|
277K
$73.4M
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
205KNew |
$57M - $64.7M
|
205K
$54.4M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134K+ 3.82% |
$37.2M - $42.1M
|
3.63M
$963M
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
113K+ 164.52% |
$31.5M - $35.7M
|
182K
$48.2M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
104K+ 14.27% |
$28.8M - $32.7M
|
829K
$220M
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
62.2K+ 823.95% |
$17.3M - $19.6M
|
69.7K
$18.5M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
58.5K+ 11.81% |
$16.3M - $18.5M
|
554K
$147M
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
57.5K+ 389.72% |
$16M - $18.1M
|
72.2K
$19.2M
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
51.8K+ 3.47% |
$14.4M - $16.3M
|
1.54M
$410M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.6K+ 9.54% |
$13M - $14.7M
|
535K
$142M
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
45K+ 2269.84% |
$12.5M - $14.2M
|
47K
$12.5M
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
44.9K+ 109.12% |
$12.5M - $14.2M
|
86.1K
$22.8M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
43.2K+ 9.37% |
$12M - $13.6M
|
504K
$134M
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
42.6KNew |
$11.8M - $13.4M
|
42.6K
$11.3M
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
40.8KNew |
$11.4M - $12.9M
|
40.8K
$10.8M
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
38.2KNew |
$10.6M - $12M
|
38.2K
$10.1M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
27.3K+ 47.77% |
$7.59M - $8.6M
|
84.3K
$22.4M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
27K+ 6.11% |
$7.52M - $8.53M
|
470K
$125M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
26.9K+ 20.48% |
$7.49M - $8.49M
|
158K
$42M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.8K+ 143.56% |
$6.91M - $7.83M
|
42.2K
$11.2M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.7K+ 134.26% |
$6.87M - $7.79M
|
43.1K
$11.4M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
24.3KNew |
$6.75M - $7.65M
|
24.3K
$6.43M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.2K+ 114.69% |
$6.73M - $7.63M
|
45.3K
$12M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
22.8K+ 15.48% |
$6.33M - $7.18M
|
170K
$45M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.2K+ 6.56% |
$6.19M - $7.01M
|
361K
$95.9M
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
20.5K+ 67.43% |
$5.69M - $6.45M
|
50.8K
$13.5M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.1K+ 18.72% |
$5.6M - $6.35M
|
128K
$33.9M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
20.1KNew |
$5.6M - $6.35M
|
20.1K
$5.34M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.5K+ 1376.81% |
$5.43M - $6.16M
|
21K
$5.56M
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
18.6KNew |
$5.18M - $5.87M
|
18.6K
$4.94M
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.5KNew |
$5.16M - $5.84M
|
18.5K
$4.92M
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
18.1K+ 6382.39% |
$5.04M - $5.72M
|
18.4K
$4.88M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.8K+ 46.83% |
$4.68M - $5.31M
|
52.8K
$14M
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 287.96% |
$4.5M - $5.1M
|
21.8K
$5.78M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
15.6K+ 269.86% |
$4.33M - $4.91M
|
21.3K
$5.66M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.2KNew |
$4.22M - $4.78M
|
15.2K
$4.02M
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
14.7KNew |
$4.1M - $4.65M
|
14.7K
$3.91M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.2K+ 113.47% |
$3.94M - $4.47M
|
26.7K
$7.08M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
14.1KNew |
$3.92M - $4.44M
|
14.1K
$3.74M
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14K+ 1.59% |
$3.89M - $4.41M
|
891K
$236M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13.6KNew |
$3.77M - $4.28M
|
13.6K
$3.6M
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
12.7K+ 51.05% |
$3.54M - $4.02M
|
37.7K
$10M
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
11.8K+ 511.53% |
$3.3M - $3.74M
|
14.2K
$3.76M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11.1KNew |
$3.08M - $3.49M
|
11.1K
$2.94M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.9K+ 386.26% |
$3.03M - $3.44M
|
13.7K
$3.64M
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
10.1KNew |
$2.82M - $3.19M
|
10.1K
$2.69M
|