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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.48KNew |
$1.21M - $1.33M
|
5.48K
$1.59M
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
727+ 71.98% |
$160K - $176K
|
1.74K
$505K
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
918+ 69.6% |
$202K - $223K
|
2.24K
$650K
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
40New |
$8.79K - $9.71K
|
40
$11.6K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-25- 1.11% |
$5.5K - $6.07K
|
2.24K
$650K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$22K - $24.3K
|
100
$29.1K
|
|
Aug 11, 2023
Q2 2023
|
New Legacy Group, LLC
|
BUY
|
- |
862New |
$189K - $209K
|
862
$250K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-19- 1.27% |
$4.18K - $4.61K
|
1.48K
$429K
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.56KNew |
$343K - $378K
|
1.56K
$453K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-626- 2.14% |
$138K - $152K
|
28.7K
$8.34M
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10New |
$2.2K - $2.43K
|
10
$2.91K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
191New |
$42K - $46.3K
|
191
$55.5K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20New |
$4.4K - $4.85K
|
20
$5.81K
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.34KNew |
$295K - $325K
|
1.34K
$390K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-33- 0.04% |
$7.25K - $8.01K
|
87.6K
$25.4M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
233+ 26.3% |
$51.2K - $56.5K
|
1.12K
$325K
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-100- 1.64% |
$22K - $24.3K
|
6.01K
$1.75M
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.44K- 38.67% |
$317K - $350K
|
2.29K
$665K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
70New |
$15.4K - $17K
|
70
$20.3K
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
5.92KNew |
$1.3M - $1.44M
|
5.92K
$1.72M
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.72% |
$220 - $243
|
140
$40.7K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.2KNew |
$1.8M - $1.99M
|
8.2K
$2.38M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-143K- 9.45% |
$31.5M - $34.8M
|
1.37M
$399M
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
250+ 26.91% |
$55K - $60.7K
|
1.18K
$343K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-45- 15.15% |
$9.89K - $10.9K
|
252
$73.2K
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-254- 7.55% |
$55.8K - $61.6K
|
3.11K
$903K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
8+ 88.89% |
$1.76K - $1.94K
|
17
$4.94K
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
40+ 1.79% |
$8.79K - $9.71K
|
2.28K
$662K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-445- 33.21% |
$97.8K - $108K
|
895
$260K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.86% |
$220 - $243
|
117
$34K
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-12- 0.48% |
$2.64K - $2.91K
|
2.48K
$719K
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-54- 4.7% |
$11.9K - $13.1K
|
1.09K
$318K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
6+ 0.62% |
$1.32K - $1.46K
|
970
$282K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$879 - $971
|
4
$1.16K
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-15- 0.79% |
$3.3K - $3.64K
|
1.87K
$545K
|
|
Q1 2023 | |||||||
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
68New |
$14.5K - $16.7K
|
68
$19.8K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-164- 68.62% |
$34.9K - $40.2K
|
75
$21.8K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
40+ 333.33% |
$8.5K - $9.8K
|
52
$15.1K
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-1K- 0.5% |
$213K - $245K
|
200K
$58.1M
|
|
May 15, 2023
Q1 2023
|
Precept Management LLC
Dallas, TX |
BUY
|
- |
2KNew |
$425K - $490K
|
2K
$581K
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
23+ 11.27% |
$4.89K - $5.64K
|
227
$66K
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
825New |
$175K - $202K
|
825
$240K
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-120- 68.57% |
$25.5K - $29.4K
|
55
$16K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-272- 18.69% |
$57.8K - $66.6K
|
1.18K
$344K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.12KNew |
$239K - $275K
|
1.12K
$327K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.82K- 57.51% |
$386K - $445K
|
1.34K
$390K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-70- 11.95% |
$14.9K - $17.2K
|
516
$150K
|
|
May 12, 2023
Q1 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.89K+ 57.92% |
$401K - $462K
|
5.15K
$1.49M
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
18New |
$3.83K - $4.41K
|
18
$5.23K
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
59New |
$12.5K - $14.5K
|
59
$17.1K
|