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 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
70+ 1.57% |
$17.9K - $20.3K
|
4.53K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.17K+ 1.39% |
$556K - $628K
|
158K
$49M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
519New |
$133K - $150K
|
519
$161K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-337- 3.99% |
$86.4K - $97.7K
|
8.12K
$2.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-43- 0.26% |
$11K - $12.5K
|
16.3K
$5.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
38+ 2.5% |
$9.74K - $11K
|
1.56K
$482K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15+ 0.39% |
$3.85K - $4.35K
|
3.87K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
757New |
$194K - $219K
|
757
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-52- 1.8% |
$13.3K - $15.1K
|
2.84K
$880K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
970+ 165.25% |
$249K - $281K
|
1.56K
$482K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.79K+ 6.66% |
$459K - $519K
|
28.7K
$8.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-75- 3.82% |
$19.2K - $21.7K
|
1.89K
$585K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-177- 4.31% |
$45.4K - $51.3K
|
3.93K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
19+ 10.16% |
$4.87K - $5.51K
|
206
$63.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-8.31K- 52.05% |
$2.13M - $2.41M
|
7.65K
$2.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-7- 0.17% |
$1.79K - $2.03K
|
4.01K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-8.25K- 75.92% |
$2.12M - $2.39M
|
2.62K
$810K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.09K- 1.36% |
$278K - $314K
|
78.4K
$24.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-15- 1.32% |
$3.85K - $4.35K
|
1.12K
$347K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-565- 3.28% |
$145K - $164K
|
16.7K
$5.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.6K+ 4.44% |
$12.2M - $13.8M
|
1.12M
$346M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4- 0.2% |
$1.03K - $1.16K
|
2K
$620K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-42- 0.33% |
$10.8K - $12.2K
|
12.8K
$3.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23- 1.03% |
$5.9K - $6.66K
|
2.2K
$683K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
63+ 4.65% |
$16.2K - $18.3K
|
1.42K
$439K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10- 0.87% |
$2.56K - $2.9K
|
1.14K
$354K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-251- 13.91% |
$64.4K - $72.7K
|
1.55K
$481K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
771New |
$198K - $223K
|
771
$239K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-15.7K- 50.45% |
$4.02M - $4.54M
|
15.4K
$4.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4+ 0.16% |
$1.03K - $1.16K
|
2.44K
$756K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.14% |
$256 - $290
|
700
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-40- 0.67% |
$10.3K - $11.6K
|
5.97K
$1.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-23.3K- 43.4% |
$5.96M - $6.74M
|
30.3K
$9.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-877- 80.38% |
$225K - $254K
|
214
$66.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
80+ 5.3% |
$20.5K - $23.2K
|
1.59K
$492K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
134+ 17.59% |
$34.4K - $38.8K
|
896
$278K
|
|
|
Nov 05, 2024
Q3 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
2.2KNew |
$564K - $638K
|
2.2K
$682K
|
|
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-19.8K- 29.86% |
$5.08M - $5.74M
|
46.5K
$14.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
73+ 2.19% |
$18.7K - $21.2K
|
3.41K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-758- 24.55% |
$194K - $220K
|
2.33K
$721K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.1K+ 18.51% |
$283K - $319K
|
7.06K
$2.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-93- 0.77% |
$23.8K - $26.9K
|
12K
$3.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-166- 0.56% |
$42.6K - $48.1K
|
29.5K
$9.13M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-485- 48.5% |
$124K - $141K
|
515
$160K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-111- 9.42% |
$28.5K - $32.2K
|
1.07K
$331K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-12- 0.45% |
$3.08K - $3.48K
|
2.64K
$819K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-314- 3.58% |
$80.5K - $91K
|
8.46K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-19- 0.82% |
$4.87K - $5.51K
|
2.3K
$714K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
70+ 7.0% |
$17.9K - $20.3K
|
1.07K
$331K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.42K+ 5.83% |
$365K - $412K
|
25.8K
$8M
|