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
|
Fifth Third Bancorp
|
SELL
|
- |
-942- 1.78% |
$262K - $297K
|
52.1K
$15.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-961- 5.9% |
$267K - $303K
|
15.3K
$4.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1K- 3.37% |
$278K - $316K
|
28.7K
$8.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 1.56% |
$285K - $323K
|
64.8K
$18.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.07K- 0.7% |
$298K - $338K
|
152K
$44.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.15K- 4.2% |
$320K - $363K
|
26.3K
$7.66M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.17K- 4.37% |
$324K - $368K
|
25.5K
$7.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.4K- 37.44% |
$389K - $441K
|
2.34K
$681K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.53K- 17.1% |
$425K - $482K
|
7.4K
$2.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.63K- 11.45% |
$452K - $513K
|
12.6K
$3.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.63K- 47.38% |
$453K - $514K
|
1.81K
$528K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.64K- 2.05% |
$456K - $517K
|
78.5K
$22.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.8K- 3.49% |
$500K - $567K
|
49.8K
$14.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.81K- 2.58% |
$503K - $570K
|
68.2K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.83K- 1.16% |
$509K - $576K
|
156K
$45.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.96K- 2.2% |
$545K - $618K
|
87.1K
$25.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.02K- 23.31% |
$561K - $636K
|
6.64K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.08K- 12.56% |
$579K - $656K
|
14.5K
$4.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.24K- 2.19% |
$623K - $706K
|
100K
$29.2M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.27K- 7.4% |
$631K - $716K
|
28.4K
$8.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.55K- 3.93% |
$708K - $803K
|
62.2K
$18.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.7K- 4.5% |
$751K - $852K
|
57.3K
$16.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.9K- 17.76% |
$806K - $914K
|
13.4K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-2.97K- 5.22% |
$827K - $938K
|
54K
$15.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-3.2K- 6.4% |
$890K - $1.01M
|
46.8K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.27K- 99.91% |
$911K - $1.03M
|
3
$875
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-3.86K- 0.69% |
$1.07M - $1.22M
|
552K
$161M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-4.38K- 98.38% |
$1.22M - $1.38M
|
72
$21K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-4.43K- 22.04% |
$1.23M - $1.4M
|
15.7K
$4.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-4.47K- 53.85% |
$1.24M - $1.41M
|
3.83K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.63K- 2.32% |
$1.29M - $1.46M
|
195K
$56.9M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.84K- 68.0% |
$1.35M - $1.53M
|
2.28K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.87K- 83.93% |
$1.36M - $1.54M
|
933
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.96K- 5.08% |
$1.38M - $1.56M
|
92.6K
$27M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.24K- 2.91% |
$1.46M - $1.65M
|
175K
$51M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.35K- 3.02% |
$2.04M - $2.32M
|
236K
$68.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-7.47K- 21.27% |
$2.08M - $2.36M
|
27.7K
$8.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.04K- 5.46% |
$2.24M - $2.54M
|
139K
$40.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.06K- 1.59% |
$2.24M - $2.54M
|
498K
$145M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.76K- 2.04% |
$2.44M - $2.76M
|
420K
$122M
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-9.3K- 21.73% |
$2.59M - $2.93M
|
33.5K
$9.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.2K- 0.4% |
$2.83M - $3.21M
|
2.55M
$742M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.5K- 48.72% |
$2.93M - $3.32M
|
11.1K
$3.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-11.4K- 76.9% |
$3.17M - $3.59M
|
3.42K
$998K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-12.6K- 7.19% |
$3.5M - $3.97M
|
163K
$47.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.9K- 1.24% |
$3.86M - $4.38M
|
1.1M
$322M
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-14.5K- 11.26% |
$4.03M - $4.57M
|
114K
$33.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.5K- 11.26% |
$4.03M - $4.57M
|
114K
$33.3M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-14.6K- 80.73% |
$4.07M - $4.62M
|
3.5K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-14.9K- 95.41% |
$4.14M - $4.69M
|
716
$209K
|