Purchases and Sales Made in Q4 2024 in Ishares Russell 2000 Gwt ETF (IWO)

IWO Quotes by TradingView

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 14, 2025 Q4 2024
Churchill Management Corp

BUY
 -
681K
+ 1423.93%
$190M - $215M
729K $219M
Jan 17, 2025 Q4 2024
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
40.8K
New
$11.4M - $12.9M
40.8K $12.3M
Jan 23, 2025 Q4 2024
Hantz Financial Services, Inc.

BUY
 -
27.3K
+ 47.77%
$7.59M - $8.6M
84.3K $25.4M
Jan 15, 2025 Q4 2024
Kera Capital Partners, Inc.

Sacramento, CA
BUY
 -
24.3K
New
$6.75M - $7.65M
24.3K $7.29M
Jan 14, 2025 Q4 2024
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
20.1K
New
$5.6M - $6.35M
20.1K $6.05M
Jan 22, 2025 Q4 2024
Foundations Investment Advisors, LLC

BUY
 -
19.5K
+ 1376.81%
$5.43M - $6.16M
21K $6.3M
Jan 08, 2025 Q4 2024
Inves Trust

Oklahoma City, OK
BUY
 -
18.6K
New
$5.18M - $5.87M
18.6K $5.6M
Jan 17, 2025 Q4 2024
Finley Financial, LLC

Las Vegas, NV
BUY
 -
14.1K
New
$3.92M - $4.44M
14.1K $4.24M
Jan 23, 2025 Q4 2024
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
9.75K
New
$2.71M - $3.08M
9.75K $2.93M
Jan 17, 2025 Q4 2024
Xml Financial, LLC

BUY
 -
7.95K
+ 39.16%
$2.21M - $2.51M
28.2K $8.49M
Jan 17, 2025 Q4 2024
Riverbridge Partners LLC

BUY
 -
4.29K
+ 63.19%
$1.19M - $1.35M
11.1K $3.33M
Jan 15, 2025 Q4 2024
Oak Ridge Investments LLC

BUY
 -
4.17K
New
$1.16M - $1.32M
4.17K $1.25M
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
3.26K
+ 30.35%
$907K - $1.03M
14K $4.21M
Jan 15, 2025 Q4 2024
Procyon Advisors, LLC

BUY
 -
2.77K
New
$771K - $874K
2.77K $833K
Jan 15, 2025 Q4 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.77K
+ 196.1%
$770K - $873K
4.18K $1.26M
Jan 24, 2025 Q4 2024
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
2.77K
New
$769K - $872K
2.77K $832K
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
2.51K
+ 12.29%
$699K - $793K
23K $6.91M
Jan 21, 2025 Q4 2024
Flagship Private Wealth, LLC

BUY
 -
2.26K
+ 32.86%
$629K - $713K
9.14K $2.75M
Jan 24, 2025 Q4 2024
Spire Wealth Management

BUY
 -
2.01K
+ 184.68%
$560K - $635K
3.1K $933K
Jan 15, 2025 Q4 2024
Merit Financial Group, LLC

BUY
 -
2K
+ 169.18%
$556K - $630K
3.18K $956K
Jan 17, 2025 Q4 2024
Dakota Wealth Management

BUY
 -
1.87K
+ 31.04%
$520K - $590K
7.9K $2.38M
Jan 24, 2025 Q4 2024
Jp Wealth Management, Inc.

Mt. Pleasant, SC
BUY
 -
1.85K
New
$514K - $582K
1.85K $555K
Jan 16, 2025 Q4 2024
Annex Advisory Services, LLC

BUY
 -
1.76K
New
$490K - $556K
1.76K $530K
Jan 16, 2025 Q4 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
1.54K
New
$427K - $484K
1.54K $462K
Jan 14, 2025 Q4 2024
Carnegie Capital Asset Management, LLC

BUY
 -
1.43K
+ 15.56%
$398K - $451K
10.6K $3.19M
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1.39K
New
$387K - $438K
1.39K $418K
Jan 16, 2025 Q4 2024
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
1.32K
+ 51.94%
$366K - $415K
3.85K $1.16M
Jan 21, 2025 Q4 2024
Lex Aurum Advisors, LLC

BUY
 -
1.28K
New
$356K - $403K
1.28K $385K
Jan 23, 2025 Q4 2024
Caprock Group, Inc.

BUY
 -
1.02K
New
$284K - $322K
1.02K $307K
Jan 24, 2025 Q4 2024
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
957
New
$266K - $302K
957 $288K
Jan 13, 2025 Q4 2024
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
951
+ 47.24%
$265K - $300K
2.96K $891K
Jan 24, 2025 Q4 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
821
New
$228K - $259K
821 $247K
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
805
New
$224K - $254K
805 $242K
Jan 13, 2025 Q4 2024
Brookstone Capital Management

BUY
 -
781
+ 29.85%
$217K - $246K
3.4K $1.02M
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
737
+ 10.72%
$205K - $232K
7.61K $2.29M
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
733
+ 11.04%
$204K - $231K
7.37K $2.22M
Jan 22, 2025 Q4 2024
Mount Yale Investment Advisors, LLC

BUY
 -
720
New
$200K - $227K
720 $217K
Jan 24, 2025 Q4 2024
Davenport & CO LLC

BUY
 -
700
New
$195K - $221K
700 $211K
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
660
+ 21.51%
$184K - $208K
3.73K $1.12M
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
602
New
$167K - $190K
602 $181K
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

BUY
 -
584
+ 5.72%
$162K - $184K
10.8K $3.25M
Jan 15, 2025 Q4 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
520
+ 6.22%
$145K - $164K
8.89K $2.67M
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
518
+ 0.28%
$144K - $163K
185K $55.8M
Jan 17, 2025 Q4 2024
Echo45 Advisors LLC

BUY
 -
478
+ 4.56%
$133K - $151K
11K $3.29M
Jan 22, 2025 Q4 2024
Nvest Financial, LLC

BUY
 -
475
+ 32.51%
$132K - $150K
1.94K $582K
Jan 24, 2025 Q4 2024
Chicago Capital, LLC

BUY
 -
471
+ 9.65%
$131K - $149K
5.35K $1.61M
Jan 23, 2025 Q4 2024
Fifth Third Securities, Inc.

BUY
 -
438
+ 4.47%
$122K - $138K
10.2K $3.08M
Jan 23, 2025 Q4 2024
Clear Creek Financial Management, LLC

BUY
 -
391
+ 10.25%
$109K - $123K
4.21K $1.27M
Jan 24, 2025 Q4 2024
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
326
+ 20.78%
$90.7K - $103K
1.9K $570K

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