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 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-200Closed |
$44.6K - $59K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.45KClosed |
$323K - $427K
|
0
$0
|
|
Jan 07, 2021
Q4 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-67Closed |
$15K - $19.8K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-13- 0.7% |
$2.65K - $3K
|
1.83K
$541K
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-67Closed |
$13.7K - $15.5K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-129Closed |
$26.3K - $29.8K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.1KClosed |
$225K - $254K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-116Closed |
$23.7K - $26.8K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-103Closed |
$21K - $23.8K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-530Closed |
$108K - $122K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Arrow Financial Corp
|
SELL
|
- |
-775Closed |
$158K - $179K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
PUT |
8.6KNew |
$1.75M - $1.99M
|
8.6K
$2.54M
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-175Closed |
$35.7K - $40.4K
|
0
$0
|
|
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
$682K
|
|
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
$599K
|
|
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
$64.7K
|
|
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
$73.6K
|
|
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
$369K
|
|
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
|
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
|