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 |
---|---|---|---|---|---|---|---|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-21.3KClosed |
$4.99M - $6.33M
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-77Closed |
$18K - $22.8K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-224- 71.34% |
$52.4K - $66.5K
|
90
$27.9K
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-15- 0.8% |
$3.51K - $4.45K
|
1.87K
$579K
|
|
Q4 2021 | |||||||
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
535New |
$150K - $175K
|
535
$166K
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-500Closed |
$140K - $164K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-750Closed |
$210K - $246K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-115Closed |
$32.2K - $37.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Weiss Asset Management LP
Boston, MA |
BUY
|
PUT |
200KNew |
$56M - $65.5M
|
200K
$62M
|
|
Feb 14, 2022
Q4 2021
|
Indaba Capital Management, L.P.
San Francisco, CA |
SELL
|
PUT |
-130KClosed |
$36.4M - $42.6M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-693Closed |
$194K - $227K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
15New |
$4.2K - $4.91K
|
15
$4.65K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
200New |
$56K - $65.5K
|
200
$62K
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-84Closed |
$23.5K - $27.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-223KClosed |
$62.5M - $73M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.43KClosed |
$400K - $467K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
PUT |
-800Closed |
$224K - $262K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
17.7KNew |
$4.95M - $5.79M
|
17.7K
$5.47M
|
|
Feb 14, 2022
Q4 2021
|
Cowen And Company, LLC
|
SELL
|
- |
-75KClosed |
$21M - $24.6M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
PUT |
-105KClosed |
$29.4M - $34.4M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-430Closed |
$120K - $141K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
PUT |
-75KClosed |
$21M - $24.6M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
PUT |
-100KClosed |
$28M - $32.7M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-2.13KClosed |
$597K - $698K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-325Closed |
$91K - $106K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-431Closed |
$121K - $141K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.3KNew |
$1.48M - $1.73M
|
5.3K
$1.64M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-43Closed |
$12K - $14.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7- 36.84% |
$1.96K - $2.29K
|
12
$3.72K
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-325Closed |
$91K - $106K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
993New |
$278K - $325K
|
993
$308K
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-5.1KClosed |
$1.43M - $1.67M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-201Closed |
$56.3K - $65.8K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.7K- 72.41% |
$756K - $884K
|
1.03K
$319K
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.86KClosed |
$520K - $608K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-950Closed |
$266K - $311K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-10.9KClosed |
$3.06M - $3.57M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-903Closed |
$253K - $296K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-10- 0.76% |
$2.8K - $3.27K
|
1.31K
$406K
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.2KClosed |
$337K - $394K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-256Closed |
$71.7K - $83.8K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-107Closed |
$30K - $35K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
30New |
$8.4K - $9.82K
|
30
$9.29K
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.8KClosed |
$503K - $589K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9New |
$2.52K - $2.95K
|
9
$2.79K
|
|
Feb 01, 2022
Q4 2021
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-9.1KClosed |
$2.55M - $2.98M
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
SELL
|
- |
-100- 11.24% |
$28K - $32.7K
|
790
$245K
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-747Closed |
$209K - $245K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-735Closed |
$206K - $241K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.42KNew |
$677K - $791K
|
2.42K
$748K
|