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 |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
69New |
$16.5K - $18.7K
|
69
$20K
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.39K+ 2.1% |
$332K - $375K
|
67.3K
$19.6M
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
943New |
$226K - $255K
|
943
$274K
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.69KNew |
$405K - $457K
|
1.69K
$491K
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$240 - $271
|
4.7K
$1.37M
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6+ 0.1% |
$1.44K - $1.62K
|
6.1K
$1.77M
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.8% |
$479 - $542
|
248
$72.1K
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-59- 28.23% |
$14.1K - $16K
|
150
$43.6K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
1.28K+ 66.34% |
$307K - $347K
|
3.21K
$933K
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
829New |
$199K - $224K
|
829
$241K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
29New |
$6.95K - $7.85K
|
29
$8.43K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-287- 66.74% |
$68.7K - $77.7K
|
143
$41.6K
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
769New |
$184K - $208K
|
769
$223K
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-96- 2.58% |
$23K - $26K
|
3.63K
$1.06M
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-180- 10.02% |
$43.1K - $48.7K
|
1.62K
$470K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
14New |
$3.35K - $3.79K
|
14
$4.07K
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
743New |
$178K - $201K
|
743
$216K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.55KNew |
$371K - $420K
|
1.55K
$450K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
240New |
$57.5K - $65K
|
240
$69.7K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
4.37K+ 245.67% |
$1.05M - $1.18M
|
6.15K
$1.79M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-25.3K- 99.61% |
$6.06M - $6.85M
|
100
$29.1K
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-168- 48.0% |
$40.2K - $45.5K
|
182
$52.9K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-325- 37.7% |
$77.8K - $88K
|
537
$156K
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
784New |
$188K - $212K
|
784
$228K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-300- 2.42% |
$71.9K - $81.2K
|
12.1K
$3.51M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8New |
$1.92K - $2.17K
|
8
$2.32K
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.82K- 63.63% |
$1.39M - $1.58M
|
3.33K
$967K
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 50.0% |
$2.63K - $2.98K
|
11
$3.2K
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
764New |
$183K - $207K
|
764
$222K
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.09KNew |
$261K - $295K
|
1.09K
$317K
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
773New |
$185K - $209K
|
773
$225K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-49- 17.95% |
$11.7K - $13.3K
|
224
$65.1K
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-6- 0.03% |
$1.44K - $1.62K
|
20.3K
$5.89M
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
767New |
$184K - $208K
|
767
$223K
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-66- 6.12% |
$15.8K - $17.9K
|
1.01K
$294K
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
800New |
$192K - $217K
|
800
$232K
|
|
Apr 15, 2024
Q1 2024
|
Legato Capital Management LLC
|
BUY
|
- |
1.37KNew |
$327K - $370K
|
1.37K
$397K
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.9KNew |
$455K - $514K
|
1.9K
$552K
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
10New |
$2.4K - $2.71K
|
10
$2.91K
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
200+ 24.57% |
$47.9K - $54.2K
|
1.01K
$295K
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-37- 2.92% |
$8.86K - $10K
|
1.23K
$358K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-9- 5.66% |
$2.16K - $2.44K
|
150
$43.6K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
95New |
$22.8K - $25.7K
|
95
$27.6K
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
19+ 0.07% |
$4.55K - $5.15K
|
26.3K
$7.65M
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12+ 1.47% |
$2.87K - $3.25K
|
831
$241K
|
|
Q4 2023 | |||||||
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
86.4K+ 3683.16% |
$17.6M - $22.2M
|
88.7K
$25.8M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
886New |
$181K - $228K
|
886
$257K
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9New |
$1.84K - $2.32K
|
9
$2.62K
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
11.8KNew |
$2.41M - $3.04M
|
11.8K
$3.43M
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
15New |
$3.06K - $3.86K
|
15
$4.36K
|