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 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-35- 3.61% |
$9.74K - $11K
|
935
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-38- 13.15% |
$10.6K - $12K
|
251
$73.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-38- 5.01% |
$10.6K - $12K
|
720
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-38- 1.75% |
$10.6K - $12K
|
2.13K
$621K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-38- 0.55% |
$10.6K - $12K
|
6.81K
$1.99M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-38- 1.25% |
$10.6K - $12K
|
3.01K
$876K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-39- 0.86% |
$10.8K - $12.3K
|
4.49K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-39- 3.08% |
$10.8K - $12.3K
|
1.23K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.46% |
$11.1K - $12.6K
|
8.64K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-41- 3.59% |
$11.4K - $12.9K
|
1.1K
$321K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-41- 40.59% |
$11.4K - $12.9K
|
60
$17.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-42- 0.21% |
$11.7K - $13.2K
|
19.7K
$5.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-42- 2.08% |
$11.7K - $13.2K
|
1.98K
$578K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-43- 0.52% |
$12K - $13.6K
|
8.21K
$2.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-44- 2.2% |
$12.2K - $13.9K
|
1.96K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-45- 5.21% |
$12.5K - $14.2K
|
819
$239K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-45- 5.34% |
$12.5K - $14.2K
|
797
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-48- 3.06% |
$13.4K - $15.1K
|
1.52K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-49- 1.28% |
$13.6K - $15.5K
|
3.78K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-50- 3.95% |
$13.9K - $15.8K
|
1.22K
$355K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-50- 4.66% |
$13.9K - $15.8K
|
1.02K
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-50- 1.47% |
$13.9K - $15.8K
|
3.34K
$974K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-51- 26.84% |
$14.2K - $16.1K
|
139
$40.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-51- 0.92% |
$14.2K - $16.1K
|
5.51K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-58- 0.47% |
$16.1K - $18.3K
|
12.2K
$3.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-58- 1.41% |
$16.1K - $18.3K
|
4.05K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-59- 1.96% |
$16.4K - $18.6K
|
2.95K
$860K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-61- 0.58% |
$17K - $19.2K
|
10.4K
$3.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-62- 6.5% |
$17.2K - $19.6K
|
892
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-62- 1.6% |
$17.2K - $19.6K
|
3.81K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-64- 0.27% |
$17.8K - $20.2K
|
23.2K
$6.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-64- 1.42% |
$17.8K - $20.2K
|
4.46K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-66- 0.65% |
$18.4K - $20.8K
|
10.1K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-67- 2.7% |
$18.6K - $21.1K
|
2.42K
$705K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-67- 2.63% |
$18.6K - $21.1K
|
2.48K
$724K
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-67- 4.15% |
$18.6K - $21.1K
|
1.55K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-68- 1.36% |
$18.9K - $21.4K
|
4.92K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-68- 2.84% |
$18.9K - $21.4K
|
2.32K
$677K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-70- 0.43% |
$19.5K - $22.1K
|
16.2K
$4.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-72- 0.6% |
$20K - $22.7K
|
11.9K
$3.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-72- 50.0% |
$20K - $22.7K
|
72
$21K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-75- 0.99% |
$20.9K - $23.7K
|
7.54K
$2.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-76- 0.42% |
$21.1K - $24K
|
17.9K
$5.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-76- 9.55% |
$21.1K - $24K
|
720
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-78- 1.97% |
$21.7K - $24.6K
|
3.89K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-78- 32.5% |
$21.7K - $24.6K
|
162
$47.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-80- 3.03% |
$22.3K - $25.2K
|
2.56K
$748K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-80- 5.64% |
$22.3K - $25.2K
|
1.34K
$390K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-80- 5.11% |
$22.3K - $25.2K
|
1.49K
$433K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-81- 8.15% |
$22.5K - $25.5K
|
913
$266K
|