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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
312New |
$74.7K - $84.5K
|
312
$90.7K
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
9.82KNew |
$2.35M - $2.66M
|
9.82K
$2.85M
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-74- 3.05% |
$17.7K - $20K
|
2.36K
$685K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6- 0.38% |
$1.44K - $1.62K
|
1.58K
$458K
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-954- 45.06% |
$228K - $258K
|
1.16K
$338K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
813+ 141.39% |
$195K - $220K
|
1.39K
$403K
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
134+ 2.41% |
$32.1K - $36.3K
|
5.69K
$1.65M
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-4- 6.25% |
$958 - $1.08K
|
60
$17.4K
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
739New |
$177K - $200K
|
739
$215K
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
116+ 12.12% |
$27.8K - $31.4K
|
1.07K
$312K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-249- 5.2% |
$59.6K - $67.4K
|
4.54K
$1.32M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
697+ 268.08% |
$167K - $189K
|
957
$278K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-5.58K- 46.92% |
$1.34M - $1.51M
|
6.32K
$1.84M
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
209+ 21.75% |
$50.1K - $56.6K
|
1.17K
$340K
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-40- 4.11% |
$9.58K - $10.8K
|
934
$271K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6+ 4.48% |
$1.44K - $1.62K
|
140
$40.7K
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.51KNew |
$361K - $408K
|
1.51K
$438K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.6KNew |
$384K - $434K
|
1.6K
$466K
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
125+ 10.87% |
$29.9K - $33.9K
|
1.28K
$370K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
16New |
$3.83K - $4.33K
|
16
$4.65K
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
740+ 12.99% |
$177K - $200K
|
6.44K
$1.87M
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6- 0.49% |
$1.44K - $1.62K
|
1.21K
$351K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
72New |
$17.2K - $19.5K
|
72
$20.9K
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1- 0.09% |
$240 - $271
|
1.17K
$340K
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.42KNew |
$339K - $383K
|
1.42K
$411K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
28New |
$6.71K - $7.58K
|
28
$8.14K
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
106KNew |
$25.4M - $28.7M
|
106K
$30.8M
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 4.0% |
$479 - $542
|
48
$13.9K
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.19% |
$240 - $271
|
540
$157K
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.09KNew |
$261K - $295K
|
1.09K
$317K
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
45+ 2.34% |
$10.8K - $12.2K
|
1.97K
$571K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.25K+ 20.43% |
$299K - $338K
|
7.35K
$2.14M
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
427New |
$102K - $116K
|
427
$124K
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-110- 8.49% |
$26.3K - $29.8K
|
1.19K
$345K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
115+ 4.95% |
$27.5K - $31.1K
|
2.44K
$708K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-417- 1.03% |
$99.9K - $113K
|
39.9K
$11.6M
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-173- 3.01% |
$41.4K - $46.8K
|
5.57K
$1.62M
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6+ 0.62% |
$1.44K - $1.62K
|
967
$281K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
576+ 39.02% |
$138K - $156K
|
2.05K
$596K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.05KNew |
$252K - $285K
|
1.05K
$306K
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-21- 1.53% |
$5.03K - $5.69K
|
1.35K
$392K
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-95- 10.03% |
$22.8K - $25.7K
|
852
$248K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-34- 6.01% |
$8.14K - $9.21K
|
532
$155K
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16New |
$3.83K - $4.33K
|
16
$4.65K
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
35+ 0.2% |
$8.38K - $9.48K
|
17.5K
$5.07M
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-24- 1.74% |
$5.75K - $6.5K
|
1.36K
$394K
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1- 0.06% |
$240 - $271
|
1.69K
$492K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.03% |
$240 - $271
|
3.67K
$1.06M
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
928New |
$222K - $251K
|
928
$270K
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-392- 33.45% |
$93.9K - $106K
|
780
$227K
|