Latest Institutional Transactions on Ishares Russell 2000 Gwt ETF (IWO)
This table provides information on the latest institutional transactions involving Ishares Russell 2000 Gwt ETF (IWO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.81K- 82.05% |
$1.23M - $1.39M
|
1.05K
$329K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.1KNew |
$5.93M - $6.7M
|
23.1K
$7.23M
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
1.03KNew |
$265K - $299K
|
1.03K
$323K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.51K+ 87.53% |
$643K - $726K
|
5.37K
$1.68M
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.26K- 8.31% |
$322K - $364K
|
13.9K
$4.34M
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-20Closed |
$5.13K - $5.8K
|
0
$0
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
32New |
$8.2K - $9.27K
|
32
$10K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 11.11% |
$6.41K - $7.24K
|
250
$78.2K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-656- 9.8% |
$168K - $190K
|
6.04K
$1.89M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-4- -0.0% |
$1.03K - $1.16K
|
429K
$134M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.87K+ 9.55% |
$1.51M - $1.7M
|
67.4K
$21.1M
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
735New |
$188K - $213K
|
735
$230K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
66+ 1.8% |
$16.9K - $19.1K
|
3.73K
$1.17M
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-11- 0.83% |
$2.82K - $3.19K
|
1.31K
$410K
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
3.79KNew |
$971K - $1.1M
|
3.79K
$1.18M
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
112+ 0.19% |
$28.7K - $32.5K
|
59.1K
$18.5M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-16- 32.0% |
$4.1K - $4.64K
|
34
$10.6K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
76.9K+ 74.36% |
$19.7M - $22.3M
|
180K
$56.4M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 0.32% |
$256 - $290
|
311
$97.3K
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2+ 0.12% |
$513 - $580
|
1.6K
$502K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.55K- 1.19% |
$398K - $449K
|
129K
$40.2M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
41New |
$10.5K - $11.9K
|
41
$12.8K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-342- 1.92% |
$87.7K - $99.1K
|
17.5K
$5.46M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
113+ 8.27% |
$29K - $32.7K
|
1.48K
$463K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1- -0.0% |
$256 - $290
|
22.5K
$7.03M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-21K- 40.38% |
$5.38M - $6.08M
|
31K
$9.68M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.45KNew |
$372K - $420K
|
1.45K
$453K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.28K+ 94.12% |
$328K - $371K
|
2.64K
$826K
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
755New |
$194K - $219K
|
755
$236K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
91New |
$23.3K - $26.4K
|
91
$28.5K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.91K- 3.81% |
$2.03M - $2.29M
|
200K
$62.5M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-441- 3.41% |
$113K - $128K
|
12.5K
$3.91M
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.04K+ 3.76% |
$268K - $303K
|
28.8K
$9.01M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.51% |
$256 - $290
|
196
$61.3K
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
800New |
$205K - $232K
|
800
$250K
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2+ 0.03% |
$513 - $580
|
5.77K
$1.8M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.74K+ 0.6% |
$702K - $793K
|
461K
$144M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-898- 1.48% |
$230K - $260K
|
59.7K
$18.7M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38- 2.12% |
$9.74K - $11K
|
1.75K
$548K
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-215- 23.07% |
$55.1K - $62.3K
|
717
$224K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
30+ 1.09% |
$7.69K - $8.69K
|
2.79K
$874K
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.07K+ 151.09% |
$531K - $600K
|
3.44K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-135K- 17.03% |
$34.5M - $39M
|
656K
$205M
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-6.26K- 20.06% |
$1.6M - $1.81M
|
24.9K
$7.8M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
680+ 8.98% |
$174K - $197K
|
8.26K
$2.58M
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
284+ 1.23% |
$72.8K - $82.3K
|
23.5K
$7.34M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
859+ 2.45% |
$220K - $249K
|
35.9K
$11.2M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5K- 66.77% |
$1.28M - $1.45M
|
2.49K
$778K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-407- 12.82% |
$104K - $118K
|
2.77K
$865K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.35K+ 410.47% |
$1.12M - $1.26M
|
5.41K
$1.69M
|