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 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
250+ 26.91% |
$55K - $60.7K
|
1.18K
$369K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-45- 15.15% |
$9.89K - $10.9K
|
252
$78.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
8+ 88.89% |
$1.76K - $1.94K
|
17
$5.32K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
40+ 1.79% |
$8.79K - $9.71K
|
2.28K
$713K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-445- 33.21% |
$97.8K - $108K
|
895
$280K
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-12- 0.48% |
$2.64K - $2.91K
|
2.48K
$774K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$879 - $971
|
4
$1.25K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-15- 0.79% |
$3.3K - $3.64K
|
1.87K
$586K
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
68New |
$14.5K - $16.7K
|
68
$21.3K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-164- 68.62% |
$34.9K - $40.2K
|
75
$23.5K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
40+ 333.33% |
$8.5K - $9.8K
|
52
$16.3K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-1K- 0.5% |
$213K - $245K
|
200K
$62.6M
|
|
|
May 15, 2023
Q1 2023
|
Precept Management LLC
Dallas, TX |
BUY
|
- |
2KNew |
$425K - $490K
|
2K
$626K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
825New |
$175K - $202K
|
825
$258K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-120- 68.57% |
$25.5K - $29.4K
|
55
$17.2K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.12KNew |
$239K - $275K
|
1.12K
$352K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.82K- 57.51% |
$386K - $445K
|
1.34K
$420K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-70- 11.95% |
$14.9K - $17.2K
|
516
$161K
|
|
|
May 12, 2023
Q1 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.89K+ 57.92% |
$401K - $462K
|
5.15K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
18New |
$3.83K - $4.41K
|
18
$5.63K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
281KNew |
$59.7M - $68.8M
|
281K
$87.9M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-51- 2.58% |
$10.8K - $12.5K
|
1.92K
$601K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-93- 4.97% |
$19.8K - $22.8K
|
1.78K
$557K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.85K+ 18.08% |
$1.46M - $1.68M
|
44.7K
$14M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.2KNew |
$468K - $539K
|
2.2K
$688K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
909New |
$193K - $223K
|
909
$284K
|
|
|
May 05, 2023
Q1 2023
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
215+ 22.51% |
$45.7K - $52.7K
|
1.17K
$366K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-420- 14.96% |
$89.3K - $103K
|
2.39K
$747K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
287+ 7.18% |
$61K - $70.3K
|
4.28K
$1.34M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 3.37% |
$638 - $735
|
86
$26.9K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
557+ 66.55% |
$118K - $136K
|
1.39K
$436K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-212- 14.81% |
$45.1K - $51.9K
|
1.22K
$381K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-22- 30.56% |
$4.68K - $5.39K
|
50
$15.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
69.8KNew |
$14.8M - $17.1M
|
69.8K
$21.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.26KNew |
$268K - $308K
|
1.26K
$394K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-684- 7.52% |
$145K - $168K
|
8.41K
$2.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-7- 2.49% |
$1.49K - $1.72K
|
274
$85.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-43.6K- 56.87% |
$9.26M - $10.7M
|
33K
$10.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1.02KNew |
$217K - $250K
|
1.02K
$319K
|
|
|
Apr 14, 2023
Q1 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-819- 47.48% |
$174K - $201K
|
906
$283K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
3+ 0.22% |
$638 - $735
|
1.37K
$430K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
903New |
$192K - $221K
|
903
$283K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
951New |
$202K - $233K
|
951
$298K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-52- 2.3% |
$11.1K - $12.7K
|
2.21K
$691K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-275- 21.91% |
$58.4K - $67.4K
|
980
$307K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3New |
$638 - $735
|
3
$939
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$42.5K - $49K
|
200
$62.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
80+ 0.85% |
$17K - $19.6K
|
9.52K
$2.98M
|
|
| Q4 2022 | |||||||
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5New |
$1.03K - $1.16K
|
5
$1.56K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.33KNew |
$274K - $307K
|
1.33K
$416K
|
|