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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-273- 84.26% |
$75.9K - $86.1K
|
51
$14.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-275- 3.6% |
$76.5K - $86.7K
|
7.37K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-285- 23.93% |
$79.3K - $89.9K
|
906
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-290- 9.33% |
$80.7K - $91.5K
|
2.82K
$822K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-294- 1.21% |
$81.8K - $92.7K
|
24K
$7M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-297- 16.65% |
$82.6K - $93.7K
|
1.49K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-301- 4.47% |
$83.7K - $94.9K
|
6.43K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-322- 5.33% |
$89.6K - $102K
|
5.72K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-328- 3.35% |
$91.2K - $103K
|
9.46K
$2.76M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-356- 3.46% |
$99K - $112K
|
9.94K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-356- 3.46% |
$99K - $112K
|
9.94K
$2.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-360- 0.95% |
$100K - $114K
|
37.7K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-366- 26.11% |
$102K - $115K
|
1.04K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-371- 5.95% |
$103K - $117K
|
5.86K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-379- 1.08% |
$105K - $120K
|
34.7K
$10.1M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-383- 8.61% |
$107K - $121K
|
4.06K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-388- 6.7% |
$108K - $122K
|
5.41K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-395- 2.63% |
$110K - $125K
|
14.6K
$4.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-426- 15.21% |
$119K - $134K
|
2.37K
$692K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-450- 3.52% |
$125K - $142K
|
12.3K
$3.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-459- 1.0% |
$128K - $145K
|
45.4K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-483- 24.67% |
$134K - $152K
|
1.48K
$430K
|
|
|
Apr 01, 2025
Q4 2024
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-503- 1.91% |
$140K - $159K
|
25.8K
$7.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-540- 4.05% |
$150K - $170K
|
12.8K
$3.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-560- 2.62% |
$156K - $177K
|
20.8K
$6.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-568- 2.72% |
$158K - $179K
|
20.3K
$5.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-575- 12.95% |
$160K - $181K
|
3.87K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-576- 20.23% |
$160K - $182K
|
2.27K
$662K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-579- 36.88% |
$161K - $183K
|
991
$289K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-581- 78.2% |
$162K - $183K
|
162
$47.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-610- 27.59% |
$170K - $192K
|
1.6K
$467K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-615- 2.53% |
$171K - $194K
|
23.7K
$6.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-632- 10.99% |
$176K - $199K
|
5.12K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-634- 56.21% |
$176K - $200K
|
494
$144K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-649- 0.32% |
$181K - $205K
|
202K
$58.9M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-656- 10.89% |
$182K - $207K
|
5.37K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-662- 9.38% |
$184K - $209K
|
6.4K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-674- 2.29% |
$188K - $213K
|
28.8K
$8.4M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-675- 37.03% |
$188K - $213K
|
1.15K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-676- 10.22% |
$188K - $213K
|
5.94K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-677- 2.93% |
$188K - $213K
|
22.4K
$6.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-689- 1.77% |
$192K - $217K
|
38.3K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-695- 2.26% |
$193K - $219K
|
30.1K
$8.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-700- 1.06% |
$195K - $221K
|
65.4K
$19.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-733- 29.45% |
$204K - $231K
|
1.76K
$512K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-755- 13.58% |
$210K - $238K
|
4.81K
$1.4M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-806Closed |
$224K - $254K
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-815- 2.86% |
$227K - $257K
|
27.6K
$8.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-820- 4.69% |
$228K - $259K
|
16.7K
$4.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-828- 3.21% |
$230K - $261K
|
25K
$7.29M
|