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 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
95New |
$22.8K - $25.7K
|
95
$29.4K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
19+ 0.07% |
$4.55K - $5.15K
|
26.3K
$8.16M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12+ 1.47% |
$2.87K - $3.25K
|
831
$257K
|
|
| Q4 2023 | |||||||
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.88KNew |
$2.02M - $2.55M
|
9.88K
$3.06M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
886New |
$181K - $228K
|
886
$274K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9New |
$1.84K - $2.32K
|
9
$2.79K
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
11.8KNew |
$2.41M - $3.04M
|
11.8K
$3.66M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
15New |
$3.06K - $3.86K
|
15
$4.65K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
44New |
$8.98K - $11.3K
|
44
$13.6K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8New |
$1.63K - $2.06K
|
8
$2.48K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-35- 1.12% |
$7.14K - $9.01K
|
3.08K
$955K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22New |
$4.49K - $5.67K
|
22
$6.82K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
850New |
$173K - $219K
|
850
$263K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.74KNew |
$354K - $447K
|
1.74K
$537K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
1.04KNew |
$212K - $267K
|
1.04K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
104KNew |
$21.2M - $26.8M
|
104K
$32.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
104KNew |
$21.2M - $26.8M
|
104K
$32.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
1.8KNew |
$368K - $464K
|
1.8K
$559K
|
|
|
Feb 14, 2024
Q4 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
22.8KNew |
$4.65M - $5.87M
|
22.8K
$7.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
3.9KNew |
$796K - $1M
|
3.9K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
858New |
$175K - $221K
|
858
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
2.24KNew |
$458K - $578K
|
2.24K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-1.1K- 57.89% |
$224K - $283K
|
800
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.44KNew |
$498K - $629K
|
2.44K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
43New |
$8.78K - $11.1K
|
43
$13.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
98New |
$20K - $25.2K
|
98
$30.4K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-20- 0.63% |
$4.08K - $5.15K
|
3.13K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
First Light Asset Management, LLC
Edina, MN |
BUY
|
- |
5.93KNew |
$1.21M - $1.53M
|
5.93K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
12.8KNew |
$2.61M - $3.3M
|
12.8K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
1.23KNew |
$250K - $316K
|
1.23K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
152+ 14.93% |
$31K - $39.2K
|
1.17K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
32New |
$6.53K - $8.24K
|
32
$9.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.48KNew |
$302K - $381K
|
1.48K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
13.9KNew |
$2.84M - $3.58M
|
13.9K
$4.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.09KNew |
$223K - $281K
|
1.09K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.3KNew |
$266K - $335K
|
1.3K
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-60- 1.35% |
$12.2K - $15.5K
|
4.39K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-360- 28.66% |
$73.5K - $92.7K
|
896
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-26- 1.57% |
$5.31K - $6.7K
|
1.63K
$505K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
520New |
$106K - $134K
|
520
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.45KNew |
$1.32M - $1.66M
|
6.45K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.52KNew |
$719K - $907K
|
3.52K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
485+ 1.16% |
$99K - $125K
|
42.1K
$13M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.72KNew |
$350K - $442K
|
1.72K
$532K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.45KNew |
$296K - $373K
|
1.45K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
155New |
$31.6K - $39.9K
|
155
$48K
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
835New |
$170K - $215K
|
835
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.84KNew |
$784K - $989K
|
3.84K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$163K - $206K
|
800
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
2New |
$408 - $515
|
2
$620
|
|