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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
689+ 11.72% |
$177K - $200K
|
6.57K
$2.03M
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-2.32K- 50.02% |
$594K - $672K
|
2.32K
$717K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
441+ 17.17% |
$113K - $128K
|
3.01K
$932K
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
24New |
$6.15K - $6.95K
|
24
$7.43K
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.17% |
$256 - $290
|
596
$185K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
489+ 309.49% |
$125K - $142K
|
647
$200K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.07% |
$256 - $290
|
1.54K
$476K
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 0.09% |
$25.6K - $29K
|
105K
$32.7M
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
200+ 1.16% |
$51.3K - $58K
|
17.5K
$5.42M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-21- 1.04% |
$5.38K - $6.09K
|
2K
$620K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
50+ 4.11% |
$12.8K - $14.5K
|
1.27K
$392K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
150New |
$38.5K - $43.5K
|
150
$46.5K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
756New |
$194K - $219K
|
756
$234K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-185- 3.4% |
$47.4K - $53.6K
|
5.25K
$1.63M
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
446+ 31.52% |
$114K - $129K
|
1.86K
$577K
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
414+ 4.11% |
$106K - $120K
|
10.5K
$3.25M
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-85- 1.27% |
$21.8K - $24.6K
|
6.61K
$2.05M
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$256 - $290
|
1.25K
$386K
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-253- 5.21% |
$64.9K - $73.3K
|
4.6K
$1.43M
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
BUY
|
- |
6.31K+ 319.0% |
$1.62M - $1.83M
|
8.29K
$2.57M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.43% |
$3.08K - $3.48K
|
2.78K
$861K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.28K+ 24.43% |
$842K - $952K
|
16.7K
$5.18M
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-9- 0.29% |
$2.31K - $2.61K
|
3.06K
$948K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
36+ 1.65% |
$9.23K - $10.4K
|
2.22K
$688K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-644- 2.29% |
$165K - $187K
|
27.5K
$8.53M
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.1KNew |
$283K - $320K
|
1.1K
$342K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-47- 1.79% |
$12.1K - $13.6K
|
2.58K
$799K
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-3.68K- 6.07% |
$944K - $1.07M
|
57K
$17.7M
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$256 - $290
|
1
$310
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
26+ 216.67% |
$6.67K - $7.53K
|
38
$11.8K
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.13K+ 99.56% |
$289K - $326K
|
2.26K
$699K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.19% |
$513 - $580
|
1.06K
$327K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
442+ 7.97% |
$113K - $128K
|
5.99K
$1.85M
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$256 - $290
|
796
$247K
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.39K+ 75.41% |
$355K - $402K
|
3.22K
$999K
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-40- 0.41% |
$10.3K - $11.6K
|
9.82K
$3.04M
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
72+ 100.0% |
$18.5K - $20.9K
|
144
$44.6K
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
731New |
$187K - $212K
|
731
$226K
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.13% |
$2.31K - $2.61K
|
6.73K
$2.08M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
278+ 6.67% |
$71.3K - $80.6K
|
4.45K
$1.38M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-37- 2.8% |
$9.49K - $10.7K
|
1.29K
$398K
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1- 0.1% |
$256 - $290
|
966
$299K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-23- 0.38% |
$5.9K - $6.66K
|
6.03K
$1.87M
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-206- 0.46% |
$52.8K - $59.7K
|
44.9K
$13.9M
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-986- 38.58% |
$253K - $286K
|
1.57K
$486K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 25.0% |
$2.56K - $2.9K
|
30
$9.29K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-8- 0.05% |
$2.05K - $2.32K
|
16.6K
$5.13M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-88- 2.41% |
$22.6K - $25.5K
|
3.56K
$1.1M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
707New |
$181K - $205K
|
707
$219K
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-137- 2.11% |
$35.1K - $39.7K
|
6.36K
$1.97M
|