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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
78+ 7.07% |
$21.7K - $24.6K
|
1.18K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
77New |
$21.4K - $24.3K
|
77
$22.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
77+ 3.94% |
$21.4K - $24.3K
|
2.03K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76New |
$21.1K - $24K
|
76
$22.2K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
76+ 9.0% |
$21.1K - $24K
|
920
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
74+ 1.93% |
$20.6K - $23.3K
|
3.91K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
73+ 0.93% |
$20.3K - $23K
|
7.95K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
70New |
$19.5K - $22.1K
|
70
$20.4K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
70New |
$19.5K - $22.1K
|
70
$20.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
67+ 3.0% |
$18.6K - $21.1K
|
2.3K
$672K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
66+ 5.2% |
$18.4K - $20.8K
|
1.34K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
65New |
$18.1K - $20.5K
|
65
$19K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
64+ 0.79% |
$17.8K - $20.2K
|
8.18K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
62+ 1.04% |
$17.2K - $19.6K
|
6.05K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
61+ 3.07% |
$17K - $19.2K
|
2.05K
$597K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
61+ 64.21% |
$17K - $19.2K
|
156
$45.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
61+ 3.3% |
$17K - $19.2K
|
1.91K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
61+ 3.8% |
$17K - $19.2K
|
1.67K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
61+ 7.12% |
$17K - $19.2K
|
918
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
60+ 5.81% |
$16.7K - $18.9K
|
1.09K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
58+ 3.93% |
$16.1K - $18.3K
|
1.53K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
56New |
$15.6K - $17.7K
|
56
$16.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
56+ 2.21% |
$15.6K - $17.7K
|
2.6K
$757K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
53+ 7.53% |
$14.7K - $16.7K
|
757
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
52+ 3.37% |
$14.5K - $16.4K
|
1.59K
$465K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
51New |
$14.2K - $16.1K
|
51
$14.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
48New |
$13.4K - $15.1K
|
48
$14K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
46New |
$12.8K - $14.5K
|
46
$13.4K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
45New |
$12.5K - $14.2K
|
45
$13.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
43+ 0.75% |
$12K - $13.6K
|
5.8K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
42+ 1.13% |
$11.7K - $13.2K
|
3.74K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
41New |
$11.4K - $12.9K
|
41
$12K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
41+ 1.33% |
$11.4K - $12.9K
|
3.13K
$913K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
40+ 0.67% |
$11.1K - $12.6K
|
6.01K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
40+ 1.68% |
$11.1K - $12.6K
|
2.42K
$704K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
40New |
$11.1K - $12.6K
|
40
$11.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
39New |
$10.8K - $12.3K
|
39
$11.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
39+ 0.3% |
$10.8K - $12.3K
|
13.1K
$3.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
39+ 3.1% |
$10.8K - $12.3K
|
1.3K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
38+ 1.9% |
$10.6K - $12K
|
2.04K
$594K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
35+ 1.14% |
$9.74K - $11K
|
3.1K
$902K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34+ 3.62% |
$9.46K - $10.7K
|
972
$283K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
34+ 0.74% |
$9.46K - $10.7K
|
4.6K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
34+ 0.25% |
$9.46K - $10.7K
|
13.5K
$3.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
34New |
$9.46K - $10.7K
|
34
$9.91K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
33+ 0.5% |
$9.18K - $10.4K
|
6.6K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
31New |
$8.62K - $9.78K
|
31
$9.04K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
30+ 1.59% |
$8.35K - $9.46K
|
1.92K
$560K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
29+ 2.63% |
$8.07K - $9.15K
|
1.13K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
29+ 0.64% |
$8.07K - $9.15K
|
4.58K
$1.33M
|