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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
26+ 1.7% |
$5.31K - $6.7K
|
1.56K
$452K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
232New |
$47.3K - $59.8K
|
232
$67.4K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-914- 15.99% |
$187K - $235K
|
4.8K
$1.4M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$204 - $258
|
200
$58.1K
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
821New |
$168K - $211K
|
821
$239K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-69- 42.59% |
$14.1K - $17.8K
|
93
$27K
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
449+ 19.56% |
$91.6K - $116K
|
2.75K
$798K
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.26KNew |
$460K - $581K
|
2.26K
$656K
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
425+ 1250.0% |
$86.7K - $109K
|
459
$133K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-408- 4.61% |
$83.3K - $105K
|
8.45K
$2.45M
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-363- 11.86% |
$74.1K - $93.5K
|
2.7K
$784K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
30New |
$6.12K - $7.73K
|
30
$8.72K
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
BUY
|
- |
9.18KNew |
$1.87M - $2.36M
|
9.18K
$2.67M
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1- 0.53% |
$204 - $258
|
189
$54.9K
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-378- 24.0% |
$77.1K - $97.4K
|
1.2K
$348K
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-56- 5.01% |
$11.4K - $14.4K
|
1.06K
$308K
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
888New |
$181K - $229K
|
888
$258K
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-248- 3.68% |
$50.6K - $63.9K
|
6.49K
$1.89M
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-518- 37.0% |
$106K - $133K
|
882
$256K
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
16KNew |
$3.27M - $4.13M
|
16K
$4.66M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.1K+ 72.66% |
$224K - $283K
|
2.61K
$760K
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
95+ 10.06% |
$19.4K - $24.5K
|
1.04K
$302K
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
80New |
$16.3K - $20.6K
|
80
$23.2K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-92- 5.79% |
$18.8K - $23.7K
|
1.5K
$435K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
125+ 1.4% |
$25.5K - $32.2K
|
9.05K
$2.63M
|
|
Q3 2023 | |||||||
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
57New |
$12.6K - $14.5K
|
57
$16.6K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7New |
$1.55K - $1.78K
|
7
$2.03K
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-15- 1.52% |
$3.32K - $3.81K
|
970
$282K
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
9New |
$1.99K - $2.29K
|
9
$2.62K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
12.6K+ 2256.73% |
$2.78M - $3.19M
|
13.1K
$3.81M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
141New |
$31.2K - $35.8K
|
141
$41K
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-355- 27.0% |
$78.5K - $90.2K
|
960
$279K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 7.2% |
$242K - $278K
|
16.3K
$4.74M
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-134- 2.01% |
$29.6K - $34K
|
6.52K
$1.89M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
39New |
$8.63K - $9.91K
|
39
$11.3K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
44+ 1.59% |
$9.73K - $11.2K
|
2.81K
$816K
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
146New |
$32.3K - $37.1K
|
146
$42.4K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-608- 13.18% |
$135K - $154K
|
4K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-137- 13.04% |
$30.3K - $34.8K
|
914
$266K
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.11KNew |
$246K - $282K
|
1.11K
$323K
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-47- 4.16% |
$10.4K - $11.9K
|
1.08K
$314K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.93K+ 61.16% |
$647K - $743K
|
7.71K
$2.24M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
276New |
$61.1K - $70.1K
|
276
$80.2K
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.68KNew |
$372K - $428K
|
1.68K
$489K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-393KClosed |
$87M - $99.9M
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-296- 21.46% |
$65.5K - $75.2K
|
1.08K
$315K
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11+ 1.02% |
$2.43K - $2.79K
|
1.09K
$316K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-225- 1.6% |
$49.8K - $57.2K
|
13.8K
$4.02M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$443K - $509K
|
2K
$582K
|