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 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
740+ 12.99% |
$177K - $200K
|
6.44K
$2.01M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1- 0.09% |
$240 - $271
|
1.17K
$366K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
28New |
$6.71K - $7.58K
|
28
$8.76K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
106KNew |
$25.4M - $28.7M
|
106K
$33.1M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 4.0% |
$479 - $542
|
48
$15K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.09KNew |
$261K - $295K
|
1.09K
$341K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.25K+ 20.43% |
$299K - $338K
|
7.35K
$2.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
427New |
$102K - $116K
|
427
$134K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-417- 1.03% |
$99.9K - $113K
|
39.9K
$12.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6+ 0.62% |
$1.44K - $1.62K
|
967
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.05KNew |
$252K - $285K
|
1.05K
$329K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-34- 6.01% |
$8.14K - $9.21K
|
532
$166K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16New |
$3.83K - $4.33K
|
16
$5K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-24- 1.74% |
$5.75K - $6.5K
|
1.36K
$424K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1- 0.06% |
$240 - $271
|
1.69K
$529K
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
928New |
$222K - $251K
|
928
$290K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-392- 33.45% |
$93.9K - $106K
|
780
$244K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
69New |
$16.5K - $18.7K
|
69
$21.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.39K+ 2.1% |
$332K - $375K
|
67.3K
$21.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
943New |
$226K - $255K
|
943
$295K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.69KNew |
$405K - $457K
|
1.69K
$528K
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$240 - $271
|
4.7K
$1.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-59- 28.23% |
$14.1K - $16K
|
150
$46.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
1.28K+ 66.34% |
$307K - $347K
|
3.21K
$1M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
829New |
$199K - $224K
|
829
$259K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
29New |
$6.95K - $7.85K
|
29
$9.07K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
769New |
$184K - $208K
|
769
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-96- 2.58% |
$23K - $26K
|
3.63K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-180- 10.02% |
$43.1K - $48.7K
|
1.62K
$505K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
14New |
$3.35K - $3.79K
|
14
$4.38K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.55KNew |
$371K - $420K
|
1.55K
$485K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
240New |
$57.5K - $65K
|
240
$75.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
4.37K+ 245.67% |
$1.05M - $1.18M
|
6.15K
$1.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-25.3K- 99.61% |
$6.06M - $6.85M
|
100
$31.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-168- 48.0% |
$40.2K - $45.5K
|
182
$56.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-325- 37.7% |
$77.8K - $88K
|
537
$168K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
784New |
$188K - $212K
|
784
$245K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8New |
$1.92K - $2.17K
|
8
$2.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.82K- 63.63% |
$1.39M - $1.58M
|
3.33K
$1.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 50.0% |
$2.63K - $2.98K
|
11
$3.44K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
764New |
$183K - $207K
|
764
$239K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
773New |
$185K - $209K
|
773
$242K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-49- 17.95% |
$11.7K - $13.3K
|
224
$70.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-6- 0.03% |
$1.44K - $1.62K
|
20.3K
$6.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
767New |
$184K - $208K
|
767
$240K
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
800New |
$192K - $217K
|
800
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Legato Capital Management LLC
|
BUY
|
- |
1.37KNew |
$327K - $370K
|
1.37K
$428K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.9KNew |
$455K - $514K
|
1.9K
$594K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
10New |
$2.4K - $2.71K
|
10
$3.13K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
200+ 24.57% |
$47.9K - $54.2K
|
1.01K
$317K
|