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 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-54- 1.21% |
$13.2K - $14.5K
|
4.42K
$1.37M
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-50- 6.24% |
$12K - $13.5K
|
751
$233K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6New |
$1.44K - $1.62K
|
6
$1.86K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
596New |
$143K - $161K
|
596
$185K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
399+ 12.88% |
$95.6K - $108K
|
3.5K
$1.08M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
106+ 424.0% |
$25.4K - $28.7K
|
131
$40.6K
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-5.5K- 21.74% |
$1.32M - $1.49M
|
19.8K
$6.13M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.27K+ 119.74% |
$305K - $345K
|
2.34K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10New |
$2.4K - $2.71K
|
10
$3.1K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-127- 13.82% |
$30.4K - $34.4K
|
792
$245K
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-526- 45.0% |
$126K - $142K
|
643
$199K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30New |
$7.19K - $8.12K
|
30
$9.29K
|
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
17.5KNew |
$4.19M - $4.74M
|
17.5K
$5.42M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
887New |
$212K - $240K
|
887
$275K
|
|
|
May 15, 2024
Q1 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
13.5KNew |
$3.22M - $3.64M
|
13.5K
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10- 20.0% |
$2.4K - $2.71K
|
40
$12.4K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.39KNew |
$332K - $376K
|
1.39K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4- 0.3% |
$958 - $1.08K
|
1.34K
$414K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-607- 41.52% |
$145K - $164K
|
855
$265K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
20New |
$4.79K - $5.42K
|
20
$6.2K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
839+ 51.95% |
$201K - $227K
|
2.45K
$760K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
235New |
$56.3K - $63.6K
|
235
$72.8K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-114- 3.83% |
$27.3K - $30.9K
|
2.86K
$887K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.79K- 3.69% |
$1.39M - $1.57M
|
151K
$46.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.55K+ 12.51% |
$1.57M - $1.77M
|
58.9K
$18.2M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
280New |
$67.1K - $75.8K
|
280
$86.7K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
753New |
$180K - $204K
|
753
$233K
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-11.5K- 12.72% |
$2.75M - $3.1M
|
78.7K
$24.4M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
255New |
$61.1K - $69.1K
|
255
$79K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4New |
$958 - $1.08K
|
4
$1.24K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-25- 2.05% |
$5.99K - $6.77K
|
1.2K
$370K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.21KNew |
$289K - $326K
|
1.21K
$373K
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-2.17K- 23.52% |
$519K - $586K
|
7.04K
$2.18M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-100- 10.42% |
$24K - $27.1K
|
860
$266K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.9KNew |
$455K - $514K
|
1.9K
$588K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
897New |
$215K - $243K
|
897
$278K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
9.82KNew |
$2.35M - $2.66M
|
9.82K
$3.04M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-954- 45.06% |
$228K - $258K
|
1.16K
$360K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
813+ 141.39% |
$195K - $220K
|
1.39K
$430K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-4- 6.25% |
$958 - $1.08K
|
60
$18.6K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-249- 5.2% |
$59.6K - $67.4K
|
4.54K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-5.58K- 46.92% |
$1.34M - $1.51M
|
6.32K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
209+ 21.75% |
$50.1K - $56.6K
|
1.17K
$362K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6+ 4.48% |
$1.44K - $1.62K
|
140
$43.4K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.51KNew |
$361K - $408K
|
1.51K
$467K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.6KNew |
$384K - $434K
|
1.6K
$497K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
125+ 10.87% |
$29.9K - $33.9K
|
1.28K
$395K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
16New |
$3.83K - $4.33K
|
16
$4.96K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
740+ 12.99% |
$177K - $200K
|
6.44K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1- 0.09% |
$240 - $271
|
1.17K
$362K
|
|