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 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8- 0.86% |
$2.23K - $2.52K
|
922
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-9- 1.69% |
$2.5K - $2.84K
|
524
$139K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-9- 3.91% |
$2.5K - $2.84K
|
221
$58.6K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-9- 0.93% |
$2.5K - $2.84K
|
957
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-10- 0.16% |
$2.78K - $3.15K
|
6.35K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-10- 0.78% |
$2.78K - $3.15K
|
1.26K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-11- 5.34% |
$3.06K - $3.47K
|
195
$51.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-12- 0.05% |
$3.34K - $3.78K
|
22.5K
$5.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-12- 2.36% |
$3.34K - $3.78K
|
497
$132K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-12- 0.72% |
$3.34K - $3.78K
|
1.67K
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-13- 1.83% |
$3.62K - $4.1K
|
697
$185K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-14- 0.26% |
$3.89K - $4.42K
|
5.43K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 0.6% |
$3.89K - $4.42K
|
2.34K
$620K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.6% |
$4.17K - $4.73K
|
2.48K
$657K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-16- 1.27% |
$4.45K - $5.05K
|
1.24K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-16- 1.17% |
$4.45K - $5.05K
|
1.35K
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-16- 19.28% |
$4.45K - $5.05K
|
67
$17.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-17- 15.45% |
$4.73K - $5.36K
|
93
$24.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-18- 51.43% |
$5.01K - $5.68K
|
17
$4.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18- 2.78% |
$5.01K - $5.68K
|
629
$167K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-19- 1.21% |
$5.29K - $5.99K
|
1.55K
$411K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-21- 1.55% |
$5.84K - $6.62K
|
1.34K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-21- 0.62% |
$5.84K - $6.62K
|
3.37K
$895K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-28- 1.78% |
$7.79K - $8.83K
|
1.54K
$409K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-30- 3.26% |
$8.35K - $9.46K
|
890
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-30- 0.31% |
$8.35K - $9.46K
|
9.79K
$2.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-31- 0.91% |
$8.62K - $9.78K
|
3.38K
$897K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-32- 84.21% |
$8.9K - $10.1K
|
6
$1.59K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-32- 2.41% |
$8.9K - $10.1K
|
1.3K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-32- 1.07% |
$8.9K - $10.1K
|
2.96K
$785K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-32Closed |
$8.9K - $10.1K
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-33- 0.11% |
$9.18K - $10.4K
|
28.7K
$7.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-33- 44.0% |
$9.18K - $10.4K
|
42
$11.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-34- 1.89% |
$9.46K - $10.7K
|
1.76K
$467K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-35- 3.61% |
$9.74K - $11K
|
935
$248K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-35- 2.21% |
$9.74K - $11K
|
1.55K
$412K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-38- 1.25% |
$10.6K - $12K
|
3.01K
$798K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-38- 0.55% |
$10.6K - $12K
|
6.81K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-38- 5.01% |
$10.6K - $12K
|
720
$191K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-38- 13.15% |
$10.6K - $12K
|
251
$66.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-38- 1.75% |
$10.6K - $12K
|
2.13K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-39- 3.08% |
$10.8K - $12.3K
|
1.23K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-39- 0.86% |
$10.8K - $12.3K
|
4.49K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.46% |
$11.1K - $12.6K
|
8.64K
$2.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-41- 3.59% |
$11.4K - $12.9K
|
1.1K
$292K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-41- 40.59% |
$11.4K - $12.9K
|
60
$15.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-42- 0.21% |
$11.7K - $13.2K
|
19.7K
$5.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-42- 2.08% |
$11.7K - $13.2K
|
1.98K
$526K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-43- 0.52% |
$12K - $13.6K
|
8.21K
$2.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-44- 2.2% |
$12.2K - $13.9K
|
1.96K
$519K
|