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 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.35% |
$1.39K - $1.58K
|
1.45K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4+ 0.39% |
$1.11K - $1.26K
|
1.04K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.38% |
$1.11K - $1.26K
|
1.06K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4New |
$1.11K - $1.26K
|
4
$1.17K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4+ 0.27% |
$1.11K - $1.26K
|
1.5K
$438K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3+ 0.29% |
$835 - $946
|
1.05K
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3+ 0.29% |
$835 - $946
|
1.04K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3+ 0.33% |
$835 - $946
|
918
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
3+ 0.3% |
$835 - $946
|
1K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3+ 0.36% |
$835 - $946
|
841
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3+ 0.4% |
$835 - $946
|
760
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3+ 0.24% |
$835 - $946
|
1.25K
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
3+ 0.41% |
$835 - $946
|
741
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.43% |
$835 - $946
|
703
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$556 - $631
|
945
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.14% |
$556 - $631
|
1.43K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.18% |
$556 - $631
|
1.13K
$330K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.21% |
$556 - $631
|
937
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
2+ 0.17% |
$556 - $631
|
1.21K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$556 - $631
|
2.82K
$823K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.39% |
$556 - $631
|
513
$150K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.35% |
$556 - $631
|
576
$168K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2+ 0.1% |
$556 - $631
|
1.92K
$559K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.34% |
$556 - $631
|
598
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.07% |
$556 - $631
|
2.89K
$843K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$278 - $315
|
1.06K
$310K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$278 - $315
|
4.7K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.04% |
$278 - $315
|
2.35K
$684K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.31% |
$278 - $315
|
324
$94.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.2% |
$278 - $315
|
491
$143K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$278 - $315
|
1
$292
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.18% |
$278 - $315
|
543
$158K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.1% |
$278 - $315
|
1.02K
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$278 - $315
|
1.17K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$278 - $315
|
771
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.35% |
$278 - $315
|
287
$83.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.76% |
$278 - $315
|
132
$38.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$278 - $315
|
797
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1New |
$278 - $315
|
1
$292
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$278 - $315
|
27.5K
$8.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.27% |
$278 - $315
|
369
$108K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 0.32% |
$278 - $315
|
310
$90.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$278 - $315
|
19.9K
$5.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.21% |
$278 - $315
|
482
$141K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.05% |
$278 - $315
|
1.92K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1- 0.04% |
$278 - $315
|
2.33K
$678K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$278 - $315
|
2.78K
$810K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2- 0.07% |
$556 - $631
|
2.7K
$786K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-2- 0.08% |
$556 - $631
|
2.49K
$726K
|