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 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-94- 2.75% |
$24.1K - $27.2K
|
3.33K
$1.03M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-534- 20.88% |
$137K - $155K
|
2.02K
$627K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
4New |
$1.03K - $1.16K
|
4
$1.24K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-403- 6.05% |
$103K - $117K
|
6.26K
$1.94M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-29- 0.78% |
$7.44K - $8.4K
|
3.67K
$1.14M
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
21+ 0.85% |
$5.38K - $6.09K
|
2.49K
$772K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-133- 12.2% |
$34.1K - $38.5K
|
957
$296K
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3- 0.2% |
$769 - $869
|
1.5K
$464K
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-31- 0.62% |
$7.95K - $8.98K
|
4.99K
$1.55M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
85+ 1.43% |
$21.8K - $24.6K
|
6.02K
$1.86M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
236+ 17.47% |
$60.5K - $68.4K
|
1.59K
$492K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-41- 1.68% |
$10.5K - $11.9K
|
2.4K
$743K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 1.1% |
$256 - $290
|
92
$28.5K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
725New |
$186K - $210K
|
725
$225K
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-213- 5.74% |
$54.6K - $61.7K
|
3.5K
$1.08M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-417- 7.39% |
$107K - $121K
|
5.23K
$1.62M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-8- 0.02% |
$2.05K - $2.32K
|
35.1K
$10.9M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-35- 0.18% |
$8.97K - $10.1K
|
19.5K
$6.03M
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.21% |
$1.54K - $1.74K
|
2.82K
$872K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
402+ 7.13% |
$103K - $116K
|
6.04K
$1.87M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-118- 5.01% |
$30.3K - $34.2K
|
2.24K
$693K
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-7- 0.1% |
$1.79K - $2.03K
|
6.75K
$2.09M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.44K+ 15.44% |
$368K - $416K
|
10.7K
$3.33M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-188- 10.08% |
$48.2K - $54.5K
|
1.68K
$520K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-85- 8.31% |
$21.8K - $24.6K
|
938
$291K
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-83- 8.4% |
$21.3K - $24.1K
|
905
$280K
|
|
Q2 2024 | |||||||
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-273- 6.58% |
$67K - $73.4K
|
3.88K
$1.2M
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-482- 5.22% |
$118K - $130K
|
8.75K
$2.71M
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
84New |
$20.6K - $22.6K
|
84
$26K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.63K- 24.53% |
$399K - $437K
|
5K
$1.55M
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-38- 1.25% |
$9.32K - $10.2K
|
3K
$930K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.04% |
$245 - $269
|
2.74K
$849K
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-8- 0.41% |
$1.96K - $2.15K
|
1.93K
$598K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35- 87.5% |
$8.59K - $9.4K
|
5
$1.55K
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5- 1.27% |
$1.23K - $1.34K
|
388
$120K
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.64KNew |
$2.36M - $2.59M
|
9.64K
$2.99M
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-3.86K- 19.23% |
$947K - $1.04M
|
16.2K
$5.02M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 19.01% |
$24.5K - $26.9K
|
426
$132K
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13.7KNew |
$3.37M - $3.69M
|
13.7K
$4.25M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-96- 27.43% |
$23.5K - $25.8K
|
254
$78.7K
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-100- 7.66% |
$24.5K - $26.9K
|
1.21K
$373K
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.87K+ 74.65% |
$459K - $503K
|
4.38K
$1.36M
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.05KNew |
$994K - $1.09M
|
4.05K
$1.25M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
52+ 0.46% |
$12.8K - $14K
|
11.5K
$3.55M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
95+ 4.37% |
$23.3K - $25.5K
|
2.27K
$702K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
282+ 2.46% |
$69.2K - $75.8K
|
11.7K
$3.63M
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-2- 0.14% |
$491 - $537
|
1.42K
$440K
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
91+ 3.7% |
$22.3K - $24.5K
|
2.55K
$790K
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
203+ 20.14% |
$49.8K - $54.5K
|
1.21K
$375K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.42K+ 4.19% |
$348K - $381K
|
35.3K
$10.9M
|