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 |
---|---|---|---|---|---|---|---|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
SELL
|
- |
-100- 11.24% |
$28K - $32.7K
|
790
$230K
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-744Closed |
$208K - $244K
|
0
$0
|
|
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
$702K
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-8- 3.02% |
$2.24K - $2.62K
|
257
$74.7K
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-85- 5.18% |
$23.8K - $27.8K
|
1.56K
$452K
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
185New |
$51.8K - $60.6K
|
185
$53.8K
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
SELL
|
- |
-450- 12.47% |
$126K - $147K
|
3.16K
$918K
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-728Closed |
$204K - $238K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 66.67% |
$1.12K - $1.31K
|
10
$2.91K
|
|
Q3 2021 | |||||||
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
7.82KNew |
$2.22M - $2.46M
|
7.82K
$2.27M
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-4.07KClosed |
$1.16M - $1.28M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-190Closed |
$54K - $59.7K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.18KClosed |
$335K - $370K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Nantahala Capital Management, LLC
New Canaan, CT |
SELL
|
PUT |
-300KClosed |
$85.3M - $94.2M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
20+ 4.43% |
$5.69K - $6.28K
|
471
$137K
|
|
Nov 15, 2021
Q3 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-13.6KClosed |
$3.88M - $4.28M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-2.71KClosed |
$772K - $852K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-10KClosed |
$2.85M - $3.15M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-521Closed |
$148K - $164K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-32KClosed |
$9.11M - $10.1M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-643Closed |
$183K - $202K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2New |
$569 - $628
|
2
$581
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-173Closed |
$49.2K - $54.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9New |
$2.56K - $2.83K
|
9
$2.62K
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-5Closed |
$1.42K - $1.57K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-35Closed |
$9.95K - $11K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-7.27KClosed |
$2.07M - $2.28M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-655Closed |
$186K - $206K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-100Closed |
$28.4K - $31.4K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-652Closed |
$185K - $205K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-729Closed |
$207K - $229K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-4Closed |
$1.14K - $1.26K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.14K- 99.56% |
$325K - $359K
|
5
$1.45K
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-585Closed |
$166K - $184K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.59KNew |
$736K - $812K
|
2.59K
$752K
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.01KClosed |
$857K - $946K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-143Closed |
$40.7K - $44.9K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2New |
$569 - $628
|
2
$581
|
|
Oct 15, 2021
Q3 2021
|
Sequent Asset Management, LLC
|
SELL
|
- |
-110- 0.43% |
$31.3K - $34.5K
|
25.6K
$7.45M
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-159Closed |
$45.2K - $49.9K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-34Closed |
$9.67K - $10.7K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.84KNew |
$523K - $578K
|
1.84K
$535K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-60- 45.11% |
$17.1K - $18.8K
|
73
$21.2K
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-75- 34.88% |
$21.3K - $23.6K
|
140
$40.7K
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.1KClosed |
$314K - $347K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-71Closed |
$20.2K - $22.3K
|
0
$0
|
|
Q2 2021 | |||||||
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.5KNew |
$976K - $1.1M
|
3.5K
$1.02M
|
|
Aug 16, 2021
Q2 2021
|
Hall Private Wealth Advisors
|
SELL
|
- |
-782Closed |
$218K - $245K
|
0
$0
|