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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-55- 2.41% |
$13.5K - $14.8K
|
2.23K
$647K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
49+ 544.44% |
$12K - $13.2K
|
58
$16.9K
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-4.41K- 6.78% |
$1.08M - $1.19M
|
60.7K
$17.6M
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-7- 0.3% |
$1.72K - $1.88K
|
2.32K
$674K
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-30- 3.01% |
$7.36K - $8.06K
|
967
$281K
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.08% |
$491 - $537
|
2.55K
$741K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
86+ 0.7% |
$21.1K - $23.1K
|
12.4K
$3.61M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11- 0.07% |
$2.7K - $2.96K
|
16.3K
$4.75M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24K+ 13.61% |
$305K - $334K
|
10.4K
$3.02M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.78K- 10.23% |
$682K - $748K
|
24.4K
$7.09M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-27- 1.34% |
$6.62K - $7.25K
|
1.99K
$577K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-217- 33.8% |
$53.2K - $58.3K
|
425
$123K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.45K- 16.36% |
$355K - $389K
|
7.4K
$2.15M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10- 0.7% |
$2.45K - $2.69K
|
1.42K
$412K
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
231+ 17.05% |
$56.7K - $62.1K
|
1.59K
$461K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-38- 16.89% |
$9.32K - $10.2K
|
187
$54.3K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.53K+ 191.03% |
$621K - $681K
|
3.86K
$1.12M
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-5.72K- 4.61% |
$1.4M - $1.54M
|
118K
$34.3M
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
603+ 8.75% |
$148K - $162K
|
7.5K
$2.18M
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-110- 0.69% |
$27K - $29.6K
|
15.8K
$4.6M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.57K- 9.02% |
$385K - $422K
|
15.8K
$4.6M
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
303+ 3.25% |
$74.3K - $81.4K
|
9.63K
$2.8M
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
522+ 11.7% |
$128K - $140K
|
4.98K
$1.45M
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
42+ 19.53% |
$10.3K - $11.3K
|
257
$74.7K
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1KNew |
$245K - $269K
|
1K
$291K
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
33+ 2.26% |
$8.09K - $8.87K
|
1.49K
$434K
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.74K- 63.85% |
$426K - $467K
|
984
$286K
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-7- 0.12% |
$1.72K - $1.88K
|
5.77K
$1.68M
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-19- 0.15% |
$4.66K - $5.11K
|
13K
$3.78M
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-49- 1.42% |
$12K - $13.2K
|
3.41K
$989K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-425- 3.17% |
$104K - $114K
|
13K
$3.77M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.2KNew |
$4.23M - $4.63M
|
17.2K
$5.01M
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-9.93K- 63.73% |
$2.44M - $2.67M
|
5.65K
$1.64M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
634+ 10.84% |
$156K - $170K
|
6.48K
$1.88M
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-34- 1.16% |
$8.34K - $9.14K
|
2.89K
$839K
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-530- 76.59% |
$130K - $142K
|
162
$47.1K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
25.5K+ 1.83% |
$6.26M - $6.86M
|
1.42M
$414M
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
73+ 0.49% |
$17.9K - $19.6K
|
15.1K
$4.39M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-340- 16.56% |
$83.4K - $91.4K
|
1.71K
$498K
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
135+ 0.3% |
$33.1K - $36.3K
|
45.1K
$13.1M
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-211- 7.63% |
$51.8K - $56.7K
|
2.56K
$743K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
423+ 3.62% |
$104K - $114K
|
12.1K
$3.52M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
52+ 6.78% |
$12.8K - $14K
|
819
$238K
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-218- 6.88% |
$53.5K - $58.6K
|
2.95K
$857K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-27- 13.57% |
$6.62K - $7.25K
|
172
$50K
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
83+ 6.41% |
$20.4K - $22.3K
|
1.38K
$400K
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-380- 29.53% |
$93.2K - $102K
|
907
$264K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-94- 6.49% |
$23.1K - $25.3K
|
1.36K
$394K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-525- 11.52% |
$129K - $141K
|
4.03K
$1.17M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.3K- 0.99% |
$1.05M - $1.15M
|
429K
$125M
|