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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
37+ 4.58% |
$9.49K - $10.7K
|
844
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
56.6KNew |
$14.5M - $16.4M
|
56.6K
$17.5M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
364+ 14.24% |
$93.3K - $105K
|
2.92K
$905K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
88+ 1.48% |
$22.6K - $25.5K
|
6.02K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
220+ 2.74% |
$56.4K - $63.8K
|
8.24K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
3.09KNew |
$791K - $894K
|
3.09K
$956K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-482- 1.77% |
$124K - $140K
|
26.7K
$8.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-270- 1.13% |
$69.2K - $78.2K
|
23.6K
$7.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.96KNew |
$502K - $567K
|
1.96K
$607K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.3KNew |
$1.36M - $1.54M
|
5.3K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
88+ 1.47% |
$22.6K - $25.5K
|
6.08K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-268- 7.59% |
$68.7K - $77.7K
|
3.26K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
389+ 2.04% |
$99.7K - $113K
|
19.5K
$6.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
219+ 2.54% |
$56.2K - $63.5K
|
8.84K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-236- 7.39% |
$60.5K - $68.4K
|
2.96K
$917K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.16% |
$769 - $869
|
1.84K
$571K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.02K+ 3403.33% |
$262K - $296K
|
1.05K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-15K- 44.95% |
$3.85M - $4.35M
|
18.4K
$5.7M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.04K- 3.28% |
$267K - $302K
|
30.7K
$9.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-84- 0.42% |
$21.5K - $24.3K
|
19.8K
$6.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-773K- 99.8% |
$198M - $224M
|
1.55K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-14- 0.71% |
$3.59K - $4.06K
|
1.96K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$256 - $290
|
920
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.77K+ 2.75% |
$453K - $512K
|
66.1K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-2.1K- 4.03% |
$538K - $609K
|
50K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
135+ 3.14% |
$34.6K - $39.1K
|
4.44K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$256 - $290
|
1.07K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-12- 0.47% |
$3.08K - $3.48K
|
2.54K
$787K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
533+ 555.21% |
$137K - $154K
|
629
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.55K+ 16.82% |
$397K - $449K
|
10.8K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
748New |
$192K - $217K
|
748
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
200+ 20.62% |
$51.3K - $58K
|
1.17K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-50- 4.62% |
$12.8K - $14.5K
|
1.03K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-63- 0.8% |
$16.2K - $18.3K
|
7.83K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4K+ 18.21% |
$1.03M - $1.16M
|
26K
$8.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.51K+ 1.72% |
$386K - $436K
|
89.1K
$27.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-32- 1.71% |
$8.2K - $9.27K
|
1.84K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.92K+ 18.55% |
$2.29M - $2.59M
|
57K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
78+ 48.15% |
$20K - $22.6K
|
240
$74.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
265New |
$67.9K - $76.8K
|
265
$82.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
526+ 7.75% |
$135K - $152K
|
7.31K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.09% |
$256 - $290
|
1.13K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
346+ 14.64% |
$88.7K - $100K
|
2.71K
$840K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-57- 4.51% |
$14.6K - $16.5K
|
1.21K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-353- 2.23% |
$90.5K - $102K
|
15.5K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.18KNew |
$1.07M - $1.21M
|
4.18K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.7K- 1.8% |
$692K - $782K
|
147K
$45.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
112KNew |
$28.6M - $32.3M
|
112K
$34.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
568+ 20.27% |
$146K - $165K
|
3.37K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
79+ 8.55% |
$20.3K - $22.9K
|
1K
$311K
|