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 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.1K+ 72.66% |
$224K - $283K
|
2.61K
$810K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
95+ 10.06% |
$19.4K - $24.5K
|
1.04K
$322K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
80New |
$16.3K - $20.6K
|
80
$24.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-92- 5.79% |
$18.8K - $23.7K
|
1.5K
$463K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
125+ 1.4% |
$25.5K - $32.2K
|
9.05K
$2.8M
|
|
| Q3 2023 | |||||||
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
57New |
$12.6K - $14.5K
|
57
$17.7K
|
|
|
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
$2.17K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
9New |
$1.99K - $2.29K
|
9
$2.79K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
12.6K+ 2256.73% |
$2.78M - $3.19M
|
13.1K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
141New |
$31.2K - $35.8K
|
141
$43.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 7.2% |
$242K - $278K
|
16.3K
$5.06M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
39New |
$8.63K - $9.91K
|
39
$12.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
44+ 1.59% |
$9.73K - $11.2K
|
2.81K
$870K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
146New |
$32.3K - $37.1K
|
146
$45.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-608- 13.18% |
$135K - $154K
|
4K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-137- 13.04% |
$30.3K - $34.8K
|
914
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.93K+ 61.16% |
$647K - $743K
|
7.71K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
276New |
$61.1K - $70.1K
|
276
$85.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.68KNew |
$372K - $428K
|
1.68K
$521K
|
|
|
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
$335K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11+ 1.02% |
$2.43K - $2.79K
|
1.09K
$337K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-225- 1.6% |
$49.8K - $57.2K
|
13.8K
$4.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$443K - $509K
|
2K
$621K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
64New |
$14.2K - $16.3K
|
64
$19.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-42- 3.99% |
$9.29K - $10.7K
|
1.01K
$313K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.72KNew |
$601K - $690K
|
2.72K
$841K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.63K- 3.27% |
$1.24M - $1.43M
|
166K
$51.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
568KNew |
$126M - $144M
|
568K
$176M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
121+ 302.5% |
$26.8K - $30.7K
|
161
$49.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 140.0% |
$3.1K - $3.56K
|
24
$7.43K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
14K+ 813.7% |
$3.1M - $3.56M
|
15.7K
$4.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-526K- 99.75% |
$116M - $134M
|
1.3K
$401K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.29KNew |
$284K - $326K
|
1.29K
$398K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
169New |
$37.4K - $42.9K
|
169
$52.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
123New |
$27.2K - $31.2K
|
123
$38.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
90New |
$19.9K - $22.9K
|
90
$27.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
902New |
$200K - $229K
|
902
$279K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-2.1K- 8.61% |
$465K - $533K
|
22.3K
$6.91M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28+ 14.66% |
$6.19K - $7.11K
|
219
$67.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
91New |
$20.1K - $23.1K
|
91
$28.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-922- 34.07% |
$204K - $234K
|
1.78K
$553K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
6New |
$1.33K - $1.52K
|
6
$1.86K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
37New |
$8.19K - $9.4K
|
37
$11.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-280- 21.44% |
$61.9K - $71.1K
|
1.03K
$318K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.45% |
$1.11K - $1.27K
|
1.12K
$346K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
1.22K+ 74.63% |
$269K - $309K
|
2.85K
$883K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
32+ 1.3% |
$7.08K - $8.13K
|
2.49K
$772K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
127New |
$28.1K - $32.3K
|
127
$39.3K
|
|