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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$42.5K - $49K
|
200
$62K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
80+ 0.85% |
$17K - $19.6K
|
9.52K
$2.95M
|
|
| Q4 2022 | |||||||
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5New |
$1.03K - $1.16K
|
5
$1.55K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7- 0.39% |
$1.44K - $1.62K
|
1.8K
$556K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.33KNew |
$274K - $307K
|
1.33K
$412K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
21.3KNew |
$4.39M - $4.93M
|
21.3K
$6.61M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
175New |
$36K - $40.4K
|
175
$54.2K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
21New |
$4.32K - $4.85K
|
21
$6.51K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
447New |
$92K - $103K
|
447
$138K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.4KNew |
$288K - $324K
|
1.4K
$434K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
41+ 82.0% |
$8.44K - $9.47K
|
91
$28.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.45K+ 4145.71% |
$299K - $335K
|
1.49K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
34+ 12.36% |
$7K - $7.86K
|
309
$95.7K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
1.4KNew |
$288K - $324K
|
1.4K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
966New |
$199K - $223K
|
966
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-2.47K- 41.93% |
$508K - $570K
|
3.42K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
3.06KNew |
$630K - $707K
|
3.06K
$948K
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
2.19KNew |
$451K - $506K
|
2.19K
$678K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbiter Partners Capital Management LLC
New York, NY |
SELL
|
PUT |
-45.3K- 60.89% |
$9.32M - $10.5M
|
29.1K
$9.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
1.28KNew |
$263K - $296K
|
1.28K
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
87New |
$17.9K - $20.1K
|
87
$27K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
938New |
$193K - $217K
|
938
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
1.17KNew |
$241K - $270K
|
1.17K
$362K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-43- 3.25% |
$8.85K - $9.93K
|
1.28K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
960New |
$198K - $222K
|
960
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-54- 0.83% |
$11.1K - $12.5K
|
6.45K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
27+ 100.0% |
$5.56K - $6.24K
|
54
$16.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$206 - $231
|
1
$310
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-221- 67.17% |
$45.5K - $51.1K
|
108
$33.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
926New |
$191K - $214K
|
926
$287K
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
7.73KNew |
$1.59M - $1.79M
|
7.73K
$2.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-57- 3.14% |
$11.7K - $13.2K
|
1.76K
$545K
|
|
|
Feb 10, 2023
Q4 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.67KNew |
$344K - $386K
|
1.67K
$517K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.56KNew |
$734K - $823K
|
3.56K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
33New |
$6.79K - $7.62K
|
33
$10.2K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
300New |
$61.8K - $69.3K
|
300
$92.9K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
1.28KNew |
$263K - $295K
|
1.28K
$396K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
12.4K+ 6200.0% |
$2.55M - $2.86M
|
12.6K
$3.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-37- 0.03% |
$7.62K - $8.55K
|
135K
$41.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
170New |
$35K - $39.3K
|
170
$52.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
102KNew |
$21.1M - $23.6M
|
102K
$31.7M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
287New |
$59.1K - $66.3K
|
287
$88.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
76+ 38.38% |
$15.6K - $17.6K
|
274
$84.9K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-49- 2.24% |
$10.1K - $11.3K
|
2.14K
$663K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
21.3KNew |
$4.39M - $4.93M
|
21.3K
$6.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
135KNew |
$27.8M - $31.2M
|
135K
$41.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
973New |
$200K - $225K
|
973
$301K
|
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
30KNew |
$6.18M - $6.93M
|
30K
$9.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
6+ 0.14% |
$1.24K - $1.39K
|
4.24K
$1.31M
|
|