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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.2KNew |
$820K - $927K
|
3.2K
$929K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.2K+ 20.37% |
$563K - $636K
|
13K
$3.77M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
20+ 0.58% |
$5.13K - $5.8K
|
3.47K
$1.01M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-15- 0.25% |
$3.85K - $4.35K
|
6.01K
$1.75M
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-38- 35.19% |
$9.74K - $11K
|
70
$20.3K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.81K+ 0.9% |
$465K - $525K
|
203K
$58.9M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
758New |
$194K - $220K
|
758
$220K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
4+ 3.2% |
$1.03K - $1.16K
|
129
$37.5K
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-235- 15.57% |
$60.3K - $68.1K
|
1.27K
$370K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8+ 18.18% |
$2.05K - $2.32K
|
52
$15.1K
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 1.97% |
$5.13K - $5.8K
|
994
$289K
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
759+ 27.13% |
$195K - $220K
|
3.56K
$1.03M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-205- 4.23% |
$52.6K - $59.4K
|
4.64K
$1.35M
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$1.54K - $1.74K
|
3.39K
$984K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.04KNew |
$266K - $301K
|
1.04K
$302K
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-10- 0.63% |
$2.56K - $2.9K
|
1.57K
$456K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37+ 3.59% |
$9.49K - $10.7K
|
1.07K
$311K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-61- 0.97% |
$15.6K - $17.7K
|
6.23K
$1.81M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
100+ 3.37% |
$25.6K - $29K
|
3.07K
$892K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-102- 3.19% |
$26.2K - $29.6K
|
3.09K
$898K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-9- 0.48% |
$2.31K - $2.61K
|
1.87K
$543K
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
89+ 4.73% |
$22.8K - $25.8K
|
1.97K
$572K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$256 - $290
|
511
$148K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-140- 39.33% |
$35.9K - $40.6K
|
216
$62.8K
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
77+ 3.14% |
$19.7K - $22.3K
|
2.53K
$736K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-10- 0.59% |
$2.56K - $2.9K
|
1.7K
$493K
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-618- 1.27% |
$158K - $179K
|
47.9K
$13.9M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-30- 1.27% |
$7.69K - $8.69K
|
2.33K
$676K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
260+ 8.62% |
$66.7K - $75.3K
|
3.28K
$952K
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
520+ 8.53% |
$133K - $151K
|
6.61K
$1.92M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.88K+ 10.14% |
$483K - $546K
|
20.5K
$5.94M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
18+ 1.68% |
$4.62K - $5.22K
|
1.09K
$317K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.74K+ 68.18% |
$446K - $504K
|
4.29K
$1.25M
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.43K- 17.38% |
$366K - $414K
|
6.78K
$1.97M
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-55- 18.33% |
$14.1K - $15.9K
|
245
$71.2K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-286- 2.72% |
$73.3K - $82.9K
|
10.2K
$2.97M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-183- 1.27% |
$46.9K - $53K
|
14.2K
$4.13M
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-14- 4.62% |
$3.59K - $4.06K
|
289
$84K
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$256 - $290
|
155
$45K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
750New |
$192K - $217K
|
750
$218K
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-112- 1.69% |
$28.7K - $32.5K
|
6.5K
$1.89M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 3.24% |
$5.13K - $5.8K
|
598
$174K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
40+ 3.28% |
$10.3K - $11.6K
|
1.26K
$366K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
930New |
$238K - $269K
|
930
$270K
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
68+ 1.15% |
$17.4K - $19.7K
|
5.98K
$1.74M
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-100- 0.02% |
$25.6K - $29K
|
556K
$161M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-10- 0.17% |
$2.56K - $2.9K
|
5.88K
$1.71M
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
57+ 2.93% |
$14.6K - $16.5K
|
2K
$581K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-125- 10.0% |
$32K - $36.2K
|
1.13K
$327K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-48- 1.84% |
$12.3K - $13.9K
|
2.57K
$746K
|