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 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-55- 18.33% |
$14.1K - $15.9K
|
245
$75.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-286- 2.72% |
$73.3K - $82.9K
|
10.2K
$3.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-183- 1.27% |
$46.9K - $53K
|
14.2K
$4.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-14- 4.62% |
$3.59K - $4.06K
|
289
$89.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$256 - $290
|
155
$48K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
750New |
$192K - $217K
|
750
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-112- 1.69% |
$28.7K - $32.5K
|
6.5K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 3.24% |
$5.13K - $5.8K
|
598
$185K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
40+ 3.28% |
$10.3K - $11.6K
|
1.26K
$390K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
930New |
$238K - $269K
|
930
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
68+ 1.15% |
$17.4K - $19.7K
|
5.98K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-100- 0.02% |
$25.6K - $29K
|
556K
$172M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-10- 0.17% |
$2.56K - $2.9K
|
5.88K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
57+ 2.93% |
$14.6K - $16.5K
|
2K
$620K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-125- 10.0% |
$32K - $36.2K
|
1.13K
$349K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-48- 1.84% |
$12.3K - $13.9K
|
2.57K
$795K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
336+ 3.55% |
$86.2K - $97.4K
|
9.81K
$3.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
759+ 26.31% |
$195K - $220K
|
3.64K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-261- 0.14% |
$66.9K - $75.6K
|
180K
$55.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.54KNew |
$395K - $447K
|
1.54K
$478K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
983+ 17.37% |
$252K - $285K
|
6.64K
$2.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-141- 0.67% |
$36.2K - $40.9K
|
20.9K
$6.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
3+ 0.21% |
$769 - $869
|
1.44K
$447K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
43+ 3.01% |
$11K - $12.5K
|
1.47K
$456K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
142+ 2.53% |
$36.4K - $41.1K
|
5.75K
$1.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-143- 2.6% |
$36.7K - $41.4K
|
5.35K
$1.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
738New |
$189K - $214K
|
738
$229K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-61- 6.01% |
$15.6K - $17.7K
|
954
$296K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
70+ 4.69% |
$17.9K - $20.3K
|
1.56K
$484K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
886+ 10.68% |
$227K - $257K
|
9.18K
$2.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-25- 0.1% |
$6.41K - $7.24K
|
24.3K
$7.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
180+ 18.99% |
$46.2K - $52.2K
|
1.13K
$349K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7- 0.52% |
$1.79K - $2.03K
|
1.33K
$412K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1- 0.91% |
$256 - $290
|
109
$33.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-55- 6.95% |
$14.1K - $15.9K
|
736
$228K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
720New |
$185K - $209K
|
720
$223K
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.01K- 4.85% |
$260K - $294K
|
19.9K
$6.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
431+ 41.84% |
$111K - $125K
|
1.46K
$453K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-84- 1.33% |
$21.5K - $24.3K
|
6.22K
$1.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-396- 13.03% |
$102K - $115K
|
2.64K
$819K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-17- 0.39% |
$4.36K - $4.93K
|
4.35K
$1.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-90- 6.19% |
$23.1K - $26.1K
|
1.37K
$423K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.04KNew |
$267K - $301K
|
1.04K
$322K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-933- 26.29% |
$239K - $270K
|
2.62K
$810K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-4- 8.89% |
$1.03K - $1.16K
|
41
$12.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-146- 0.88% |
$37.4K - $42.3K
|
16.4K
$5.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.43% |
$1.03K - $1.16K
|
926
$287K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.22KNew |
$314K - $355K
|
1.22K
$379K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-30- 0.78% |
$7.69K - $8.69K
|
3.8K
$1.18M
|