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 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
954+ 2.07% |
$265K - $301K
|
47K
$13.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
951+ 47.24% |
$265K - $300K
|
2.96K
$880K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
906+ 0.82% |
$252K - $286K
|
112K
$33.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
870+ 43.96% |
$242K - $274K
|
2.85K
$846K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
842New |
$234K - $266K
|
842
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
821New |
$228K - $259K
|
821
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
805New |
$224K - $254K
|
805
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
781+ 29.85% |
$217K - $246K
|
3.4K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
737+ 10.72% |
$205K - $232K
|
7.61K
$2.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
733+ 11.04% |
$204K - $231K
|
7.37K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
723New |
$201K - $228K
|
723
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
720New |
$200K - $227K
|
720
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
702+ 24.38% |
$195K - $221K
|
3.58K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
700New |
$195K - $221K
|
700
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
695New |
$193K - $219K
|
695
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
668+ 10.17% |
$186K - $211K
|
7.24K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
660+ 21.51% |
$184K - $208K
|
3.73K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
602New |
$167K - $190K
|
602
$179K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
584+ 5.72% |
$162K - $184K
|
10.8K
$3.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
559+ 4.31% |
$156K - $176K
|
13.5K
$4.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
520+ 6.22% |
$145K - $164K
|
8.89K
$2.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
518+ 0.28% |
$144K - $163K
|
185K
$55M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
492+ 2.27% |
$137K - $155K
|
22.2K
$6.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
478+ 4.56% |
$133K - $151K
|
11K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
475+ 32.51% |
$132K - $150K
|
1.94K
$575K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
471+ 9.65% |
$131K - $149K
|
5.35K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
453New |
$126K - $143K
|
453
$135K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
438+ 4.47% |
$122K - $138K
|
10.2K
$3.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
410New |
$114K - $129K
|
410
$122K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
391+ 10.25% |
$109K - $123K
|
4.21K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
326+ 20.78% |
$90.7K - $103K
|
1.9K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
302+ 6.94% |
$84K - $95.2K
|
4.66K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
298+ 5.81% |
$82.9K - $94K
|
5.42K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
286+ 22.34% |
$79.6K - $90.2K
|
1.57K
$465K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
275New |
$76.5K - $86.7K
|
275
$81.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
264+ 4.06% |
$73.4K - $83.3K
|
6.76K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
259+ 4.82% |
$72.1K - $81.7K
|
5.63K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
242+ 5.26% |
$67.3K - $76.3K
|
4.84K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
235+ 15.11% |
$65.4K - $74.1K
|
1.79K
$531K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
225+ 189.08% |
$62.6K - $71K
|
344
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
221+ 20.67% |
$61.5K - $69.7K
|
1.29K
$383K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
207+ 5.82% |
$57.6K - $65.3K
|
3.77K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
200+ 23.42% |
$55.6K - $63.1K
|
1.05K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
196+ 5.38% |
$54.5K - $61.8K
|
3.84K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
189New |
$52.6K - $59.6K
|
189
$56.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
170+ 75.89% |
$47.3K - $53.6K
|
394
$117K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
165+ 6.28% |
$45.9K - $52K
|
2.79K
$829K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
163+ 18.56% |
$45.3K - $51.4K
|
1.04K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
154New |
$42.8K - $48.6K
|
154
$45.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
142New |
$39.5K - $44.8K
|
142
$42.2K
|