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 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2- 0.02% |
$556 - $631
|
11.2K
$3.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-2- -0.0% |
$556 - $631
|
44.9K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3- 0.66% |
$835 - $946
|
454
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3- 0.02% |
$835 - $946
|
16.7K
$4.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4- 0.03% |
$1.11K - $1.26K
|
11.7K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-4- 0.49% |
$1.11K - $1.26K
|
814
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-4- 0.27% |
$1.11K - $1.26K
|
1.47K
$429K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-5- 0.01% |
$1.39K - $1.58K
|
35.2K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-5- 12.2% |
$1.39K - $1.58K
|
36
$10.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-5- 12.2% |
$1.39K - $1.58K
|
36
$10.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-5- 0.08% |
$1.39K - $1.58K
|
6K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6- 0.3% |
$1.67K - $1.89K
|
2.01K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-7- 0.6% |
$1.95K - $2.21K
|
1.16K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-7- 0.41% |
$1.95K - $2.21K
|
1.69K
$492K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8- 0.86% |
$2.23K - $2.52K
|
922
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-9- 1.69% |
$2.5K - $2.84K
|
524
$153K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-9- 3.91% |
$2.5K - $2.84K
|
221
$64.4K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-9- 0.93% |
$2.5K - $2.84K
|
957
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-10- 0.78% |
$2.78K - $3.15K
|
1.26K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-10- 0.16% |
$2.78K - $3.15K
|
6.35K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-11- 5.34% |
$3.06K - $3.47K
|
195
$56.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-12- 2.36% |
$3.34K - $3.78K
|
497
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-12- 0.05% |
$3.34K - $3.78K
|
22.5K
$6.55M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-12- 0.72% |
$3.34K - $3.78K
|
1.67K
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-13- 1.83% |
$3.62K - $4.1K
|
697
$203K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-14- 0.26% |
$3.89K - $4.42K
|
5.43K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 0.6% |
$3.89K - $4.42K
|
2.34K
$681K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.6% |
$4.17K - $4.73K
|
2.48K
$722K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-16- 1.27% |
$4.45K - $5.05K
|
1.24K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-16- 19.28% |
$4.45K - $5.05K
|
67
$19.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-16- 1.17% |
$4.45K - $5.05K
|
1.35K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-17- 15.45% |
$4.73K - $5.36K
|
93
$27.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18- 2.78% |
$5.01K - $5.68K
|
629
$183K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-18- 51.43% |
$5.01K - $5.68K
|
17
$4.96K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-19- 1.21% |
$5.29K - $5.99K
|
1.55K
$452K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-21- 1.55% |
$5.84K - $6.62K
|
1.34K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-21- 0.62% |
$5.84K - $6.62K
|
3.37K
$984K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-28- 1.78% |
$7.79K - $8.83K
|
1.54K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-30- 3.26% |
$8.35K - $9.46K
|
890
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-30- 0.31% |
$8.35K - $9.46K
|
9.79K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-31- 0.91% |
$8.62K - $9.78K
|
3.38K
$985K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-32- 84.21% |
$8.9K - $10.1K
|
6
$1.75K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-32- 2.41% |
$8.9K - $10.1K
|
1.3K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-32Closed |
$8.9K - $10.1K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-32- 1.07% |
$8.9K - $10.1K
|
2.96K
$863K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-33- 44.0% |
$9.18K - $10.4K
|
42
$12.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-33- 0.11% |
$9.18K - $10.4K
|
28.7K
$8.36M
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-34- 2.74% |
$9.46K - $10.7K
|
1.21K
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-34- 1.89% |
$9.46K - $10.7K
|
1.76K
$514K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-35- 2.21% |
$9.74K - $11K
|
1.55K
$452K
|