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 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
870+ 43.96% |
$242K - $274K
|
2.85K
$831K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
868+ 27.56% |
$241K - $274K
|
4.02K
$1.17M
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
854New |
$238K - $269K
|
854
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
842New |
$234K - $266K
|
842
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
840+ 2.27% |
$234K - $265K
|
37.8K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
821New |
$228K - $259K
|
821
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
805New |
$224K - $254K
|
805
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
800New |
$223K - $252K
|
800
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
800New |
$223K - $252K
|
800
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
791New |
$220K - $249K
|
791
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
790New |
$220K - $249K
|
790
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
781+ 29.85% |
$217K - $246K
|
3.4K
$990K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
759New |
$211K - $239K
|
759
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
747New |
$208K - $236K
|
747
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
740New |
$206K - $233K
|
740
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
737+ 10.72% |
$205K - $232K
|
7.61K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
735New |
$204K - $232K
|
735
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
733New |
$204K - $231K
|
733
$214K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
733+ 11.04% |
$204K - $231K
|
7.37K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
723+ 36.46% |
$201K - $228K
|
2.71K
$789K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
723New |
$201K - $228K
|
723
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
720New |
$200K - $227K
|
720
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
702+ 24.38% |
$195K - $221K
|
3.58K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
700New |
$195K - $221K
|
700
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
695New |
$193K - $219K
|
695
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
691+ 80.54% |
$192K - $218K
|
1.55K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
677+ 3.88% |
$188K - $213K
|
18.1K
$5.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
668+ 10.17% |
$186K - $211K
|
7.24K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
660+ 21.51% |
$184K - $208K
|
3.73K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
658+ 40.59% |
$183K - $208K
|
2.28K
$664K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
619+ 1.07% |
$172K - $195K
|
58.6K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
613+ 14.3% |
$171K - $193K
|
4.9K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
602New |
$167K - $190K
|
602
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
600+ 65.65% |
$167K - $189K
|
1.51K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
584+ 7.61% |
$162K - $184K
|
8.26K
$2.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
584+ 5.72% |
$162K - $184K
|
10.8K
$3.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
572New |
$159K - $180K
|
572
$167K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
570New |
$159K - $180K
|
570
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
561+ 22.68% |
$156K - $177K
|
3.03K
$885K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
559+ 4.31% |
$156K - $176K
|
13.5K
$3.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
556+ 6.31% |
$155K - $175K
|
9.37K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
539+ 3.75% |
$150K - $170K
|
14.9K
$4.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
525+ 1.62% |
$146K - $166K
|
32.8K
$9.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
522+ 9.3% |
$145K - $165K
|
6.13K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
520+ 6.22% |
$145K - $164K
|
8.89K
$2.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
518+ 0.28% |
$144K - $163K
|
185K
$54.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
511+ 3.32% |
$142K - $161K
|
15.9K
$4.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
505+ 664.47% |
$140K - $159K
|
581
$169K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
492+ 2.27% |
$137K - $155K
|
22.2K
$6.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
478+ 4.56% |
$133K - $151K
|
11K
$3.19M
|