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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1.33K- 0.85% |
$325K - $356K
|
154K
$44.8M
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
14+ 0.67% |
$3.43K - $3.76K
|
2.09K
$608K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-114- 90.48% |
$28K - $30.6K
|
12
$3.49K
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-61- 7.39% |
$15K - $16.4K
|
764
$222K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 10.58% |
$2.7K - $2.96K
|
115
$33.4K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
784+ 15.39% |
$192K - $211K
|
5.88K
$1.71M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21- 11.73% |
$5.15K - $5.64K
|
158
$45.9K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
13.6K+ 54.45% |
$3.34M - $3.66M
|
38.7K
$11.2M
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
111+ 10.4% |
$27.2K - $29.8K
|
1.18K
$342K
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
250+ 16.08% |
$61.3K - $67.2K
|
1.81K
$524K
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
4+ 0.16% |
$981 - $1.07K
|
2.55K
$740K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.5K+ 188.32% |
$3.06M - $3.35M
|
19.1K
$5.54M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
801New |
$196K - $215K
|
801
$233K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-62- 3.95% |
$15.2K - $16.7K
|
1.51K
$438K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.89K+ 1.29% |
$1.45M - $1.58M
|
463K
$135M
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-224- 2.16% |
$54.9K - $60.2K
|
10.2K
$2.95M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
121+ 9.81% |
$29.7K - $32.5K
|
1.36K
$394K
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
15+ 1.15% |
$3.68K - $4.03K
|
1.32K
$384K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.09K- 63.17% |
$267K - $293K
|
635
$185K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
101+ 6.81% |
$24.8K - $27.1K
|
1.59K
$461K
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-4- 0.45% |
$981 - $1.07K
|
878
$255K
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-76- 95.0% |
$18.6K - $20.4K
|
4
$1.16K
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-62- 0.7% |
$15.2K - $16.7K
|
8.77K
$2.55M
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-70- 5.73% |
$17.2K - $18.8K
|
1.15K
$335K
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-28- 0.25% |
$6.87K - $7.52K
|
11.1K
$3.22M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-420- 25.66% |
$103K - $113K
|
1.22K
$354K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
716+ 19.56% |
$176K - $192K
|
4.38K
$1.27M
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
121+ 0.17% |
$29.7K - $32.5K
|
70.4K
$20.4M
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
17.6K+ 2.09% |
$4.31M - $4.72M
|
858K
$249M
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
9+ 0.08% |
$2.21K - $2.42K
|
11.5K
$3.33M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-27- 0.2% |
$6.62K - $7.25K
|
13.4K
$3.91M
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 3.69% |
$339K - $372K
|
38.8K
$11.3M
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-7- 0.09% |
$1.72K - $1.88K
|
7.5K
$2.18M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
725+ 49.66% |
$178K - $195K
|
2.19K
$635K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
118+ 2.88% |
$28.9K - $31.7K
|
4.22K
$1.23M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-222- 0.78% |
$54.5K - $59.7K
|
28.2K
$8.19M
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.4K- 16.39% |
$344K - $377K
|
7.15K
$2.08M
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
575+ 3.61% |
$141K - $155K
|
16.5K
$4.8M
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-25- 1.03% |
$6.13K - $6.72K
|
2.4K
$696K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-239- 46.23% |
$58.6K - $64.2K
|
278
$80.8K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.07K- 15.96% |
$998K - $1.09M
|
21.4K
$6.23M
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
29+ 100.0% |
$7.11K - $7.79K
|
58
$16.9K
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.09KNew |
$267K - $292K
|
1.09K
$316K
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.17K- 72.4% |
$533K - $584K
|
828
$241K
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13+ 0.35% |
$3.19K - $3.49K
|
3.7K
$1.07M
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-35- 0.3% |
$8.59K - $9.4K
|
11.7K
$3.39M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.26% |
$1.47K - $1.61K
|
2.32K
$673K
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$245 - $269
|
2.33K
$677K
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1+ 0.12% |
$245 - $269
|
863
$251K
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-1.1K- 9.87% |
$270K - $296K
|
10.1K
$2.92M
|