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 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-114- 0.75% |
$29.2K - $33K
|
15K
$4.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.27K- 21.17% |
$582K - $657K
|
8.45K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-33- 2.21% |
$8.46K - $9.56K
|
1.46K
$452K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.16% |
$1.03K - $1.16K
|
2.46K
$762K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.22K- 10.14% |
$826K - $934K
|
28.5K
$8.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
1.98KNew |
$507K - $573K
|
1.98K
$613K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.38K- 36.68% |
$610K - $689K
|
4.11K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 1.47% |
$8.72K - $9.85K
|
2.35K
$728K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-40- 1.0% |
$10.3K - $11.6K
|
3.95K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
838New |
$215K - $243K
|
838
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-42- 3.86% |
$10.8K - $12.2K
|
1.05K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.13KNew |
$1.31M - $1.49M
|
5.13K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-245- 3.45% |
$62.8K - $71K
|
6.85K
$2.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
434+ 303.5% |
$111K - $126K
|
577
$179K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
118New |
$30.3K - $34.2K
|
118
$36.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-25- 1.81% |
$6.41K - $7.24K
|
1.35K
$419K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
38+ 1.34% |
$9.74K - $11K
|
2.88K
$892K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$256 - $290
|
1
$310
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
7.18K+ 18.48% |
$1.84M - $2.08M
|
46K
$14.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16+ 69.57% |
$4.1K - $4.64K
|
39
$12.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.36K+ 538.32% |
$1.63M - $1.84M
|
7.55K
$2.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
42+ 1.64% |
$10.8K - $12.2K
|
2.6K
$805K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.22K+ 6.38% |
$312K - $352K
|
20.3K
$6.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.33K- 60.51% |
$1.11M - $1.25M
|
2.82K
$875K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.65% |
$9.49K - $10.7K
|
5.62K
$1.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
4+ 0.08% |
$1.03K - $1.16K
|
5.06K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
190+ 4.71% |
$48.7K - $55.1K
|
4.22K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-12- 12.9% |
$3.08K - $3.48K
|
81
$25.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.8K- 5.2% |
$460K - $520K
|
32.8K
$10.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
48+ 2.75% |
$12.3K - $13.9K
|
1.8K
$556K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
715New |
$183K - $207K
|
715
$221K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-391- 5.29% |
$100K - $113K
|
7.01K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
965New |
$247K - $280K
|
965
$299K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
23+ 1.12% |
$5.9K - $6.66K
|
2.08K
$643K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-140- 16.17% |
$35.9K - $40.6K
|
726
$225K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-3- 0.08% |
$769 - $869
|
3.64K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.48K- 0.96% |
$380K - $430K
|
153K
$47.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-295- 11.77% |
$75.6K - $85.5K
|
2.21K
$685K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-346- 0.49% |
$88.7K - $100K
|
70K
$21.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-242- 11.66% |
$62K - $70.1K
|
1.83K
$568K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1+ 0.12% |
$256 - $290
|
864
$268K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.09% |
$513 - $580
|
2.33K
$722K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.13KNew |
$289K - $326K
|
1.13K
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
858New |
$220K - $249K
|
858
$266K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-294- 2.18% |
$75.4K - $85.2K
|
13.2K
$4.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.62K- 40.07% |
$1.7M - $1.92M
|
9.9K
$3.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.89K+ 4.7% |
$998K - $1.13M
|
86.8K
$26.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
710New |
$182K - $206K
|
710
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-143- 2.0% |
$36.7K - $41.4K
|
7.01K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-226- 12.59% |
$57.9K - $65.5K
|
1.57K
$486K
|