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 |
---|---|---|---|---|---|---|---|
Oct 23, 2020
Q3 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-6Closed |
$1.22K - $1.39K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.31KNew |
$471K - $533K
|
2.31K
$715K
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-499Closed |
$102K - $115K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
American National Bank
|
SELL
|
- |
-68Closed |
$13.9K - $15.7K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.05% |
$146 - $214
|
2.03K
$628K
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-74Closed |
$10.8K - $15.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-534Closed |
$77.8K - $114K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-42Closed |
$6.12K - $8.97K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Zimmer Partners, LP
New York, NY |
SELL
|
CALL |
-100KClosed |
$14.6M - $21.4M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
219New |
$31.9K - $46.8K
|
219
$67.8K
|
|
Aug 11, 2020
Q2 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-6.82KClosed |
$993K - $1.46M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-23Closed |
$3.35K - $4.91K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-46- 15.59% |
$6.7K - $9.83K
|
249
$77.1K
|
|
Aug 05, 2020
Q2 2020
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.05KClosed |
$299K - $438K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-5KClosed |
$728K - $1.07M
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.51KClosed |
$657K - $963K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.4KClosed |
$1.66M - $2.44M
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Regent Investment Management LLC
|
BUY
|
- |
1.25KNew |
$182K - $267K
|
1.25K
$387K
|
|
Jul 29, 2020
Q2 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-1.67KClosed |
$243K - $357K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-228Closed |
$33.2K - $48.7K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.45KClosed |
$211K - $310K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Segment Wealth Management, LLC
|
SELL
|
- |
-13.9KClosed |
$2.02M - $2.97M
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-699Closed |
$102K - $149K
|
0
$0
|
|
Jul 01, 2020
Q2 2020
|
Cox Capital Mgt LLC
|
SELL
|
- |
-200Closed |
$29.1K - $42.7K
|
0
$0
|
|
Q1 2020 | |||||||
Nov 14, 2024
Q1 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.65KClosed |
$223K - $371K
|
0
$0
|
|
Jun 05, 2020
Q1 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-1.09KClosed |
$148K - $245K
|
0
$0
|
|
May 28, 2020
Q1 2020
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-23.5KClosed |
$3.19M - $5.29M
|
0
$0
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-23Closed |
$3.12K - $5.18K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-1KClosed |
$136K - $225K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-8.3KClosed |
$1.12M - $1.87M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Td Asset Management Inc
|
SELL
|
- |
-6.3KClosed |
$854K - $1.42M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-25.6KClosed |
$3.47M - $5.76M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-5.06KClosed |
$686K - $1.14M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-7.09KClosed |
$961K - $1.6M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-47Closed |
$6.37K - $10.6K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-19Closed |
$2.58K - $4.28K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-6.35KClosed |
$860K - $1.43M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-41.9KClosed |
$5.68M - $9.44M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-31Closed |
$4.2K - $6.98K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Ckw Financial Group
|
SELL
|
- |
-10Closed |
$1.36K - $2.25K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-33Closed |
$4.47K - $7.43K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.96KClosed |
$402K - $668K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.06KClosed |
$143K - $238K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-52Closed |
$7.05K - $11.7K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.55KClosed |
$752K - $1.25M
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-1.7KClosed |
$231K - $383K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.22KClosed |
$166K - $275K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Investors Research Corp
|
BUY
|
- |
33New |
$4.47K - $7.43K
|
33
$10.2K
|
|
May 05, 2020
Q1 2020
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.8KClosed |
$244K - $405K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1KClosed |
$136K - $226K
|
0
$0
|