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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-152- 25.0% |
$31K - $39.2K
|
456
$141K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.2KNew |
$244K - $309K
|
1.2K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-28.7K- 35.66% |
$5.86M - $7.4M
|
51.8K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$204 - $258
|
4.41K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
255New |
$52K - $65.7K
|
255
$79K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
10+ 1.05% |
$2.04K - $2.58K
|
960
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-266- 86.36% |
$54.3K - $68.5K
|
42
$13K
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
1.45KNew |
$295K - $372K
|
1.45K
$448K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-51- 3.51% |
$10.4K - $13.1K
|
1.4K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
110New |
$22.4K - $28.3K
|
110
$34.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-58- 7.21% |
$11.8K - $14.9K
|
746
$231K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
26New |
$5.31K - $6.7K
|
26
$8.05K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
876New |
$179K - $226K
|
876
$271K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.1KNew |
$225K - $284K
|
1.1K
$342K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.56K+ 2.92% |
$318K - $402K
|
54.9K
$17M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
11+ 1.03% |
$2.24K - $2.83K
|
1.08K
$333K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
839New |
$171K - $216K
|
839
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-2- 0.14% |
$408 - $515
|
1.39K
$429K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-12- 41.38% |
$2.45K - $3.09K
|
17
$5.27K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-540- 14.06% |
$110K - $139K
|
3.3K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
304New |
$62K - $78.3K
|
304
$94.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-151- 29.55% |
$30.8K - $38.9K
|
360
$112K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-20- 29.41% |
$4.08K - $5.15K
|
48
$14.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
33New |
$6.73K - $8.5K
|
33
$10.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100- 56.82% |
$20.4K - $25.8K
|
76
$23.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
917New |
$187K - $236K
|
917
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 66.67% |
$408 - $515
|
1
$310
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
1.88KNew |
$384K - $484K
|
1.88K
$583K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$2.45K - $3.09K
|
12
$3.72K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
121New |
$24.7K - $31.2K
|
121
$37.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
900New |
$184K - $232K
|
900
$279K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.73KNew |
$352K - $445K
|
1.73K
$535K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
26+ 1.7% |
$5.31K - $6.7K
|
1.56K
$482K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
232New |
$47.3K - $59.8K
|
232
$71.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-914- 15.99% |
$187K - $235K
|
4.8K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$204 - $258
|
200
$62K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
821New |
$168K - $211K
|
821
$254K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
449+ 19.56% |
$91.6K - $116K
|
2.75K
$850K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.26KNew |
$460K - $581K
|
2.26K
$699K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
425+ 1250.0% |
$86.7K - $109K
|
459
$142K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-408- 4.61% |
$83.3K - $105K
|
8.45K
$2.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-363- 11.86% |
$74.1K - $93.5K
|
2.7K
$836K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
30New |
$6.12K - $7.73K
|
30
$9.29K
|
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
BUY
|
- |
9.18KNew |
$1.87M - $2.36M
|
9.18K
$2.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1- 0.53% |
$204 - $258
|
189
$58.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-378- 24.0% |
$77.1K - $97.4K
|
1.2K
$371K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-56- 5.01% |
$11.4K - $14.4K
|
1.06K
$329K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
888New |
$181K - $229K
|
888
$275K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-518- 37.0% |
$106K - $133K
|
882
$273K
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
16KNew |
$3.27M - $4.13M
|
16K
$4.97M
|