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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-571Closed |
$111K - $149K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-50- 33.33% |
$9.71K - $13.1K
|
100
$31.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-37Closed |
$7.19K - $9.66K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$2.91K - $3.92K
|
15
$4.69K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
6+ 0.16% |
$1.17K - $1.57K
|
3.71K
$1.16M
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
27New |
$5.24K - $7.05K
|
27
$8.44K
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
BUY
|
- |
1.4K+ 113.88% |
$271K - $364K
|
2.62K
$819K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
690New |
$134K - $180K
|
690
$216K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
251New |
$48.7K - $65.5K
|
251
$78.5K
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.05KNew |
$593K - $797K
|
3.05K
$954K
|
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.78KNew |
$345K - $464K
|
1.78K
$555K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-828Closed |
$161K - $216K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
1.56KNew |
$302K - $407K
|
1.56K
$487K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.32KClosed |
$257K - $345K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Westpark Management, LLC
|
SELL
|
CALL |
-200Closed |
$38.8K - $52.2K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-123- 8.31% |
$23.9K - $32.1K
|
1.36K
$425K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.93KClosed |
$568K - $764K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.96KClosed |
$575K - $774K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-4.11KClosed |
$797K - $1.07M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-40Closed |
$7.77K - $10.4K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
1.05KNew |
$203K - $273K
|
1.05K
$327K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-359Closed |
$69.7K - $93.7K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-621- 19.93% |
$121K - $162K
|
2.5K
$780K
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-801Closed |
$156K - $209K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-38.8KClosed |
$9.09M - $11.5M
|
0
$0
|
|
|
Nov 08, 2023
Q1 2022
|
Eversept Partners, LP
New York, NY |
BUY
|
PUT |
1.7KNew |
$398K - $504K
|
1.7K
$532K
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.54KNew |
$361K - $458K
|
1.54K
$483K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-830Closed |
$194K - $246K
|
0
$0
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-966Closed |
$226K - $287K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-294Closed |
$68.8K - $87.2K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.26KNew |
$295K - $374K
|
1.26K
$394K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-25Closed |
$5.85K - $7.42K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-7.82K- 80.31% |
$1.83M - $2.32M
|
1.92K
$600K
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
1.69KNew |
$397K - $503K
|
1.69K
$530K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
12.6KNew |
$2.95M - $3.74M
|
12.6K
$3.94M
|
|
|
May 16, 2022
Q1 2022
|
Armor Advisors, L.L.C.
New York, NY |
SELL
|
PUT |
-115KClosed |
$26.9M - $34.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-5.01KClosed |
$1.17M - $1.49M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.16KClosed |
$270K - $343K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-604Closed |
$141K - $179K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-13.4KClosed |
$3.13M - $3.96M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-25.2KClosed |
$5.89M - $7.46M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.14KNew |
$267K - $339K
|
1.14K
$357K
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.1KClosed |
$725K - $919K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-244Closed |
$57.1K - $72.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
226+ 0.94% |
$52.9K - $67K
|
24.2K
$7.56M
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-794Closed |
$186K - $236K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1+ 0.12% |
$234 - $297
|
832
$260K
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-26Closed |
$6.09K - $7.71K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-9.21KClosed |
$2.16M - $2.73M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-3.48KClosed |
$814K - $1.03M
|
0
$0
|
|