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 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
10.1KNew |
$2.82M - $3.19M
|
10.1K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9.75KNew |
$2.71M - $3.08M
|
9.75K
$2.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
9.19KNew |
$2.56M - $2.9M
|
9.19K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.08K+ 62.6% |
$2.53M - $2.86M
|
23.6K
$5.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.8KNew |
$2.45M - $2.78M
|
8.8K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
8.68KNew |
$2.41M - $2.74M
|
8.68K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.36K+ 687.34% |
$2.33M - $2.64M
|
9.57K
$2.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
7.95K+ 39.16% |
$2.21M - $2.51M
|
28.2K
$6.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.22K+ 86.97% |
$2.01M - $2.28M
|
15.5K
$3.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
7.14KNew |
$1.99M - $2.25M
|
7.14K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.97KNew |
$1.94M - $2.2M
|
6.97K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.65K+ 11.67% |
$1.85M - $2.1M
|
63.7K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.65K+ 1.41% |
$1.85M - $2.1M
|
477K
$115M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.1K+ 0.93% |
$1.7M - $1.92M
|
662K
$159M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.07KNew |
$1.69M - $1.91M
|
6.07K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
6.07KNew |
$1.69M - $1.91M
|
6.07K
$1.46M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
5.96KNew |
$1.66M - $1.88M
|
5.96K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
5.91K+ 275.59% |
$1.64M - $1.86M
|
8.05K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.91KNew |
$1.64M - $1.86M
|
5.91K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.68K+ 205.38% |
$1.58M - $1.79M
|
8.45K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.61K+ 13.1% |
$1.56M - $1.77M
|
48.4K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.52KNew |
$1.53M - $1.74M
|
5.52K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.14K+ 699.18% |
$1.43M - $1.62M
|
5.87K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.84K+ 7.21% |
$1.35M - $1.53M
|
72K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.8K+ 455.56% |
$1.33M - $1.51M
|
5.85K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.7K+ 5167.03% |
$1.31M - $1.48M
|
4.79K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.56KNew |
$1.27M - $1.44M
|
4.56K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.55K+ 6.75% |
$1.26M - $1.43M
|
71.9K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.46KNew |
$1.24M - $1.4M
|
4.46K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.45KNew |
$1.24M - $1.4M
|
4.45K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.31K+ 235.22% |
$1.2M - $1.36M
|
6.15K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
4.29K+ 63.19% |
$1.19M - $1.35M
|
11.1K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.28K+ 1.55% |
$1.19M - $1.35M
|
281K
$67.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.18K+ 6.81% |
$1.16M - $1.32M
|
65.6K
$15.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
4.17KNew |
$1.16M - $1.32M
|
4.17K
$1M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.13KNew |
$1.15M - $1.3M
|
4.13K
$994K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
3.92KNew |
$1.09M - $1.24M
|
3.92K
$943K
|
|
|
Feb 11, 2025
Q4 2024
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
3.82K+ 305.12% |
$1.06M - $1.2M
|
5.07K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.82KNew |
$1.06M - $1.2M
|
3.82K
$919K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.74K+ 2.01% |
$1.04M - $1.18M
|
189K
$45.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.63K+ 4.64% |
$1.01M - $1.15M
|
81.9K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.58KNew |
$996K - $1.13M
|
3.58K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
3.58KNew |
$995K - $1.13M
|
3.58K
$861K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.56KNew |
$989K - $1.12M
|
3.56K
$856K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.51K+ 3.55% |
$976K - $1.11M
|
102K
$24.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
3.45KNew |
$959K - $1.09M
|
3.45K
$830K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3.37K+ 10.29% |
$938K - $1.06M
|
36.1K
$8.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.34K+ 198.51% |
$928K - $1.05M
|
5.02K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.26K+ 30.35% |
$907K - $1.03M
|
14K
$3.37M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.25KNew |
$905K - $1.03M
|
3.25K
$784K
|