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 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
917New |
$187K - $236K
|
917
$287K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 66.67% |
$408 - $515
|
1
$313
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
1.88KNew |
$384K - $484K
|
1.88K
$589K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
121New |
$24.7K - $31.2K
|
121
$37.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.73KNew |
$352K - $445K
|
1.73K
$540K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
232New |
$47.3K - $59.8K
|
232
$72.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-914- 15.99% |
$187K - $235K
|
4.8K
$1.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$204 - $258
|
200
$62.6K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
821New |
$168K - $211K
|
821
$257K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
449+ 19.56% |
$91.6K - $116K
|
2.75K
$859K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.26KNew |
$460K - $581K
|
2.26K
$706K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-408- 4.61% |
$83.3K - $105K
|
8.45K
$2.64M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
30New |
$6.12K - $7.73K
|
30
$9.39K
|
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
BUY
|
- |
9.18KNew |
$1.87M - $2.36M
|
9.18K
$2.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1- 0.53% |
$204 - $258
|
189
$59.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-378- 24.0% |
$77.1K - $97.4K
|
1.2K
$375K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
888New |
$181K - $229K
|
888
$278K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-518- 37.0% |
$106K - $133K
|
882
$276K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.1K+ 72.66% |
$224K - $283K
|
2.61K
$818K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
95+ 10.06% |
$19.4K - $24.5K
|
1.04K
$325K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
80New |
$16.3K - $20.6K
|
80
$25K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-92- 5.79% |
$18.8K - $23.7K
|
1.5K
$468K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
125+ 1.4% |
$25.5K - $32.2K
|
9.05K
$2.83M
|
|
| Q3 2023 | |||||||
|
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
$2.19K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
12.6K+ 2256.73% |
$2.78M - $3.19M
|
13.1K
$4.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
141New |
$31.2K - $35.8K
|
141
$44.1K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
39New |
$8.63K - $9.91K
|
39
$12.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
44+ 1.59% |
$9.73K - $11.2K
|
2.81K
$879K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
146New |
$32.3K - $37.1K
|
146
$45.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-608- 13.18% |
$135K - $154K
|
4K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
276New |
$61.1K - $70.1K
|
276
$86.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.68KNew |
$372K - $428K
|
1.68K
$527K
|
|
|
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
$339K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11+ 1.02% |
$2.43K - $2.79K
|
1.09K
$340K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-225- 1.6% |
$49.8K - $57.2K
|
13.8K
$4.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$443K - $509K
|
2K
$627K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
64New |
$14.2K - $16.3K
|
64
$20K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.72KNew |
$601K - $690K
|
2.72K
$849K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.63K- 3.27% |
$1.24M - $1.43M
|
166K
$52.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
568KNew |
$126M - $144M
|
568K
$178M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
121+ 302.5% |
$26.8K - $30.7K
|
161
$50.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 140.0% |
$3.1K - $3.56K
|
24
$7.51K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
14K+ 813.7% |
$3.1M - $3.56M
|
15.7K
$4.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-526K- 99.75% |
$116M - $134M
|
1.3K
$405K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.29KNew |
$284K - $326K
|
1.29K
$402K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
169New |
$37.4K - $42.9K
|
169
$52.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
123New |
$27.2K - $31.2K
|
123
$38.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
90New |
$19.9K - $22.9K
|
90
$28.2K
|
|