Purchases and Sales Made in Q3 2023 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
808+ 6.47% |
$179K - $205K
|
13.3K
$3.93M
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
797+ 41.4% |
$176K - $202K
|
2.72K
$805K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
782+ 11.87% |
$173K - $199K
|
7.37K
$2.18M
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
763+ 4.83% |
$169K - $194K
|
16.6K
$4.89M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
744+ 9.29% |
$165K - $189K
|
8.76K
$2.59M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
738+ 1800.0% |
$163K - $187K
|
779
$230K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
700+ 5.8% |
$155K - $178K
|
12.8K
$3.77M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
699+ 62.52% |
$155K - $178K
|
1.82K
$537K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
693+ 16.0% |
$153K - $176K
|
5.02K
$1.49M
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
622+ 1.99% |
$138K - $158K
|
31.8K
$9.4M
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
615+ 1.98% |
$136K - $156K
|
31.7K
$9.36M
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
571+ 13.1% |
$126K - $145K
|
4.93K
$1.46M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
562+ 15.31% |
$124K - $143K
|
4.23K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
550+ 26.14% |
$122K - $140K
|
2.65K
$785K
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
521+ 4.63% |
$115K - $132K
|
11.8K
$3.48M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
513+ 1.82% |
$113K - $130K
|
28.7K
$8.48M
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
512+ 27.93% |
$113K - $130K
|
2.35K
$693K
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
508+ 3.74% |
$112K - $129K
|
14.1K
$4.16M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
493+ 0.87% |
$109K - $125K
|
57.5K
$17M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
493+ 1.55% |
$109K - $125K
|
32.3K
$9.54M
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
482New |
$107K - $122K
|
482
$143K
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
480+ 26.5% |
$106K - $122K
|
2.29K
$677K
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
466+ 10.14% |
$103K - $118K
|
5.06K
$1.5M
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
432+ 205.71% |
$95.6K - $110K
|
642
$190K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
424New |
$93.8K - $108K
|
424
$125K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
423+ 0.8% |
$93.6K - $107K
|
53.3K
$15.8M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
421+ 27.55% |
$93.1K - $107K
|
1.95K
$576K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
417+ 1.03% |
$92.3K - $106K
|
40.9K
$12.1M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
417+ 7.93% |
$92.3K - $106K
|
5.67K
$1.68M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
410+ 16.08% |
$90.7K - $104K
|
2.96K
$875K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
387+ 6.89% |
$85.6K - $98.3K
|
6.01K
$1.78M
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
385+ 0.86% |
$85.2K - $97.8K
|
45K
$13.3M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
380+ 7.13% |
$84.1K - $96.5K
|
5.71K
$1.69M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
379+ 5.09% |
$83.8K - $96.3K
|
7.83K
$2.31M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
370+ 3.03% |
$81.9K - $94K
|
12.6K
$3.72M
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
364+ 15.63% |
$80.5K - $92.5K
|
2.69K
$796K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
362+ 1.14% |
$80.1K - $92K
|
32.1K
$9.48M
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
362+ 1.14% |
$80.1K - $92K
|
32.1K
$9.48M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
339+ 10.2% |
$75K - $86.1K
|
3.66K
$1.08M
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
333+ 16.96% |
$73.7K - $84.6K
|
2.3K
$679K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
316+ 25.1% |
$69.9K - $80.3K
|
1.58K
$466K
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
310+ 0.92% |
$68.6K - $78.8K
|
34K
$10.1M
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$66.4K - $76.2K
|
300
$88.7K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
292+ 2.56% |
$64.6K - $74.2K
|
11.7K
$3.46M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
281+ 4.43% |
$62.2K - $71.4K
|
6.63K
$1.96M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
276New |
$61.1K - $70.1K
|
276
$81.6K
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
250+ 11.13% |
$55.3K - $63.5K
|
2.5K
$738K
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
245+ 69.21% |
$54.2K - $62.2K
|
599
$177K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
243+ 0.49% |
$53.8K - $61.7K
|
50.2K
$14.8M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
240+ 5.49% |
$53.1K - $61K
|
4.61K
$1.36M
|