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
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-28- 1.78% |
$7.79K - $8.83K
|
1.54K
$458K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-30- 0.31% |
$8.35K - $9.46K
|
9.79K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-30- 3.26% |
$8.35K - $9.46K
|
890
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-32- 84.21% |
$8.9K - $10.1K
|
6
$1.78K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-32- 2.41% |
$8.9K - $10.1K
|
1.3K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-33- 44.0% |
$9.18K - $10.4K
|
42
$12.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-34- 1.89% |
$9.46K - $10.7K
|
1.76K
$523K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-35- 3.61% |
$9.74K - $11K
|
935
$278K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-35- 2.21% |
$9.74K - $11K
|
1.55K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-38- 13.15% |
$10.6K - $12K
|
251
$74.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-38- 0.55% |
$10.6K - $12K
|
6.81K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-38- 5.01% |
$10.6K - $12K
|
720
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-39- 0.86% |
$10.8K - $12.3K
|
4.49K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.46% |
$11.1K - $12.6K
|
8.64K
$2.57M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-41- 40.59% |
$11.4K - $12.9K
|
60
$17.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-42- 2.08% |
$11.7K - $13.2K
|
1.98K
$588K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-43- 0.52% |
$12K - $13.6K
|
8.21K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-44- 2.2% |
$12.2K - $13.9K
|
1.96K
$581K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-45- 5.34% |
$12.5K - $14.2K
|
797
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-50- 3.95% |
$13.9K - $15.8K
|
1.22K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-59- 1.96% |
$16.4K - $18.6K
|
2.95K
$876K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-61- 0.58% |
$17K - $19.2K
|
10.4K
$3.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-62- 6.5% |
$17.2K - $19.6K
|
892
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-64- 0.27% |
$17.8K - $20.2K
|
23.2K
$6.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-67- 2.7% |
$18.6K - $21.1K
|
2.42K
$718K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-68- 1.36% |
$18.9K - $21.4K
|
4.92K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-72- 50.0% |
$20K - $22.7K
|
72
$21.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-75- 0.99% |
$20.9K - $23.7K
|
7.54K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-76- 0.42% |
$21.1K - $24K
|
17.9K
$5.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-78- 32.5% |
$21.7K - $24.6K
|
162
$48.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-80- 3.03% |
$22.3K - $25.2K
|
2.56K
$761K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-80- 5.64% |
$22.3K - $25.2K
|
1.34K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-81- 8.15% |
$22.5K - $25.5K
|
913
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-83- 0.6% |
$23.1K - $26.2K
|
13.8K
$4.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-91- 1.3% |
$25.3K - $28.7K
|
6.92K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-97- 3.1% |
$27K - $30.6K
|
3.03K
$899K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-107- 4.15% |
$29.8K - $33.7K
|
2.47K
$734K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-109- 2.35% |
$30.3K - $34.4K
|
4.53K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-116- 14.25% |
$32.3K - $36.6K
|
698
$207K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-119- 4.96% |
$33.1K - $37.5K
|
2.28K
$677K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-131- 4.95% |
$36.4K - $41.3K
|
2.51K
$746K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-133- 12.79% |
$37K - $41.9K
|
907
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-147- 40.05% |
$40.9K - $46.4K
|
220
$65.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-150- 16.54% |
$41.7K - $47.3K
|
757
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-164- 17.83% |
$45.6K - $51.7K
|
756
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-173- 3.23% |
$48.1K - $54.6K
|
5.18K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-175- 24.51% |
$48.7K - $55.2K
|
539
$160K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-181- 8.15% |
$50.4K - $57.1K
|
2.04K
$606K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-183- 3.25% |
$50.9K - $57.7K
|
5.45K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-196- 3.87% |
$54.5K - $61.8K
|
4.86K
$1.44M
|