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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
832New |
$169K - $207K
|
832
$258K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-248- 6.44% |
$50.3K - $61.6K
|
3.61K
$1.12M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
5.81K+ 25.6% |
$1.18M - $1.44M
|
28.5K
$8.82M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
3New |
$609 - $745
|
3
$929
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
59New |
$12K - $14.7K
|
59
$18.3K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
63New |
$12.8K - $15.7K
|
63
$19.5K
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 14.63% |
$2.44K - $2.98K
|
70
$21.7K
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.9KNew |
$2.01M - $2.46M
|
9.9K
$3.07M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.82KNew |
$572K - $701K
|
2.82K
$874K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
268+ 1.17% |
$54.4K - $66.6K
|
23.2K
$7.18M
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-57- 4.84% |
$11.6K - $14.2K
|
1.12K
$347K
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-160- 3.02% |
$32.5K - $39.7K
|
5.14K
$1.59M
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
19New |
$3.86K - $4.72K
|
19
$5.89K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-16- 11.35% |
$3.25K - $3.97K
|
125
$38.7K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
14New |
$2.84K - $3.48K
|
14
$4.34K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-674- 2.24% |
$137K - $167K
|
29.4K
$9.12M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
5.84K+ 45.57% |
$1.19M - $1.45M
|
18.7K
$5.78M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-7.9K- 16.83% |
$1.6M - $1.96M
|
39K
$12.1M
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6New |
$1.22K - $1.49K
|
6
$1.86K
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
300New |
$60.9K - $74.5K
|
300
$92.9K
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-25- 31.65% |
$5.07K - $6.21K
|
54
$16.7K
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
16New |
$3.25K - $3.97K
|
16
$4.96K
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-852- 32.57% |
$173K - $212K
|
1.76K
$546K
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$744K - $911K
|
3.67K
$1.14M
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-1- 0.03% |
$203 - $248
|
3.4K
$1.05M
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-620- 24.08% |
$126K - $154K
|
1.96K
$606K
|
|
Q2 2022 | |||||||
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8- 34.78% |
$1.55K - $2.09K
|
15
$4.65K
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
200KNew |
$38.8M - $52.2M
|
200K
$62M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
183New |
$35.5K - $47.8K
|
183
$56.7K
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-823Closed |
$160K - $215K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-7Closed |
$1.36K - $1.83K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-291Closed |
$56.5K - $76K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-8Closed |
$1.55K - $2.09K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Luxor Capital Group, LP
New York, NY |
SELL
|
PUT |
-75KClosed |
$14.6M - $19.6M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Precept Management LLC
Dallas, TX |
SELL
|
PUT |
-10KClosed |
$1.94M - $2.61M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.1KNew |
$214K - $287K
|
1.1K
$341K
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-64Closed |
$12.4K - $16.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
944New |
$183K - $247K
|
944
$292K
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.5KClosed |
$290K - $390K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-4.54KClosed |
$882K - $1.19M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
PUT |
-200KClosed |
$38.8M - $52.2M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.77KNew |
$732K - $984K
|
3.77K
$1.17M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-162Closed |
$31.5K - $42.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.24K- 55.76% |
$241K - $324K
|
984
$305K
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.45KClosed |
$281K - $378K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.25KClosed |
$436K - $586K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-191Closed |
$37.1K - $49.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-28Closed |
$5.44K - $7.31K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-843Closed |
$164K - $220K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
BUY
|
- |
62KNew |
$12M - $16.2M
|
62K
$19.2M
|