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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9New |
$1.84K - $2.32K
|
9
$2.82K
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
11.8KNew |
$2.41M - $3.04M
|
11.8K
$3.69M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
15New |
$3.06K - $3.86K
|
15
$4.69K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
44New |
$8.98K - $11.3K
|
44
$13.8K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8New |
$1.63K - $2.06K
|
8
$2.5K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-35- 1.12% |
$7.14K - $9.01K
|
3.08K
$965K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
850New |
$173K - $219K
|
850
$266K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.74KNew |
$354K - $447K
|
1.74K
$543K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
1.04KNew |
$212K - $267K
|
1.04K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
104KNew |
$21.2M - $26.8M
|
104K
$32.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
104KNew |
$21.2M - $26.8M
|
104K
$32.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
22.8KNew |
$4.65M - $5.87M
|
22.8K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
858New |
$175K - $221K
|
858
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
2.24KNew |
$458K - $578K
|
2.24K
$702K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-1.1K- 57.89% |
$224K - $283K
|
800
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
43New |
$8.78K - $11.1K
|
43
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
98New |
$20K - $25.2K
|
98
$30.7K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-20- 0.63% |
$4.08K - $5.15K
|
3.13K
$980K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
12.8KNew |
$2.61M - $3.3M
|
12.8K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
152+ 14.93% |
$31K - $39.2K
|
1.17K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
32New |
$6.53K - $8.24K
|
32
$10K
|
|
|
Feb 13, 2024
Q4 2023
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
13.9KNew |
$2.84M - $3.58M
|
13.9K
$4.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.09KNew |
$223K - $281K
|
1.09K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-60- 1.35% |
$12.2K - $15.5K
|
4.39K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-360- 28.66% |
$73.5K - $92.7K
|
896
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
520New |
$106K - $134K
|
520
$163K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.72KNew |
$350K - $442K
|
1.72K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.45KNew |
$296K - $373K
|
1.45K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
155New |
$31.6K - $39.9K
|
155
$48.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
835New |
$170K - $215K
|
835
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.84KNew |
$784K - $989K
|
3.84K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$163K - $206K
|
800
$250K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
2New |
$408 - $515
|
2
$626
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-152- 25.0% |
$31K - $39.2K
|
456
$143K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.2KNew |
$244K - $309K
|
1.2K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-28.7K- 35.66% |
$5.86M - $7.4M
|
51.8K
$16.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
10+ 1.05% |
$2.04K - $2.58K
|
960
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-266- 86.36% |
$54.3K - $68.5K
|
42
$13.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-51- 3.51% |
$10.4K - $13.1K
|
1.4K
$438K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
110New |
$22.4K - $28.3K
|
110
$34.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
26New |
$5.31K - $6.7K
|
26
$8.13K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
876New |
$179K - $226K
|
876
$274K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.1KNew |
$225K - $284K
|
1.1K
$345K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.56K+ 2.92% |
$318K - $402K
|
54.9K
$17.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
11+ 1.03% |
$2.24K - $2.83K
|
1.08K
$337K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
839New |
$171K - $216K
|
839
$262K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-12- 41.38% |
$2.45K - $3.09K
|
17
$5.32K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
304New |
$62K - $78.3K
|
304
$95.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-20- 29.41% |
$4.08K - $5.15K
|
48
$15K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
33New |
$6.73K - $8.5K
|
33
$10.3K
|