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 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-206- 5.89% |
$57.3K - $65K
|
3.29K
$977K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-207- 1.06% |
$57.6K - $65.3K
|
19.3K
$5.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-285- 23.93% |
$79.3K - $89.9K
|
906
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-301- 4.47% |
$83.7K - $94.9K
|
6.43K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-356- 3.46% |
$99K - $112K
|
9.94K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-360- 0.95% |
$100K - $114K
|
37.7K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-366- 26.11% |
$102K - $115K
|
1.04K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-371- 5.95% |
$103K - $117K
|
5.86K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-459- 1.0% |
$128K - $145K
|
45.4K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-560- 2.62% |
$156K - $177K
|
20.8K
$6.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-568- 2.72% |
$158K - $179K
|
20.3K
$6.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-575- 12.95% |
$160K - $181K
|
3.87K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-576- 20.23% |
$160K - $182K
|
2.27K
$674K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-615- 2.53% |
$171K - $194K
|
23.7K
$7.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-632- 10.99% |
$176K - $199K
|
5.12K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-662- 9.38% |
$184K - $209K
|
6.4K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-675- 37.03% |
$188K - $213K
|
1.15K
$341K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-676- 10.22% |
$188K - $213K
|
5.94K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-677- 2.93% |
$188K - $213K
|
22.4K
$6.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-695- 2.26% |
$193K - $219K
|
30.1K
$8.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-755- 13.58% |
$210K - $238K
|
4.81K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-815- 2.86% |
$227K - $257K
|
27.6K
$8.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-828- 3.21% |
$230K - $261K
|
25K
$7.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-942- 1.78% |
$262K - $297K
|
52.1K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-961- 5.9% |
$267K - $303K
|
15.3K
$4.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1K- 3.37% |
$278K - $316K
|
28.7K
$8.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.4K- 37.44% |
$389K - $441K
|
2.34K
$694K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.63K- 11.45% |
$452K - $513K
|
12.6K
$3.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.64K- 2.05% |
$456K - $517K
|
78.5K
$23.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.81K- 2.58% |
$503K - $570K
|
68.2K
$20.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.08K- 12.56% |
$579K - $656K
|
14.5K
$4.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.24K- 2.19% |
$623K - $706K
|
100K
$29.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.27K- 99.91% |
$911K - $1.03M
|
3
$891
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-3.86K- 0.69% |
$1.07M - $1.22M
|
552K
$164M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-4.47K- 53.85% |
$1.24M - $1.41M
|
3.83K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-7.47K- 21.27% |
$2.08M - $2.36M
|
27.7K
$8.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.5K- 48.72% |
$2.93M - $3.32M
|
11.1K
$3.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-11.4K- 76.9% |
$3.17M - $3.59M
|
3.42K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-51.1K- 33.55% |
$14.2M - $16.1M
|
101K
$30M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-77.2K- 93.08% |
$21.5M - $24.3M
|
5.74K
$1.7M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-258K- 99.64% |
$71.8M - $81.4M
|
921
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-349K- 99.65% |
$97M - $110M
|
1.22K
$361K
|