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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-55- 4.14% |
$13.5K - $14.8K
|
1.28K
$370K
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-30- 1.92% |
$7.36K - $8.06K
|
1.53K
$445K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-748- 11.89% |
$183K - $201K
|
5.54K
$1.61M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26+ 1.86% |
$6.38K - $6.99K
|
1.42K
$414K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.34K+ 9.59% |
$820K - $898K
|
38.2K
$11.1M
|
|
Aug 08, 2024
Q2 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 27.11% |
$2.99M - $3.27M
|
32.8K
$9.52M
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-43- 0.84% |
$10.5K - $11.6K
|
5.06K
$1.47M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.2K+ 1.16% |
$3M - $3.29M
|
1.07M
$311M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-177- 8.44% |
$43.4K - $47.6K
|
1.92K
$558K
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.77K+ 69.19% |
$680K - $745K
|
6.78K
$1.97M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.7K- 8.7% |
$416K - $456K
|
17.8K
$5.17M
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-23- 1.25% |
$5.64K - $6.18K
|
1.82K
$530K
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.04KNew |
$500K - $547K
|
2.04K
$592K
|
|
Aug 07, 2024
Q2 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-257- 5.25% |
$63K - $69.1K
|
4.63K
$1.35M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-45.2K- 10.39% |
$11.1M - $12.1M
|
390K
$113M
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
175+ 5.09% |
$42.9K - $47K
|
3.61K
$1.05M
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-219- 2.0% |
$53.7K - $58.8K
|
10.7K
$3.11M
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-39.5K- 22.35% |
$9.68M - $10.6M
|
137K
$39.8M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.69K+ 22.41% |
$1.39M - $1.53M
|
31.1K
$9.03M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-258- 1.05% |
$63.3K - $69.3K
|
24.3K
$7.06M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.44KNew |
$1.33M - $1.46M
|
5.44K
$1.58M
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
858+ 0.66% |
$210K - $231K
|
131K
$38.1M
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
16.3KNew |
$4.01M - $4.39M
|
16.3K
$4.75M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-78- 4.84% |
$19.1K - $21K
|
1.53K
$446K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.71K- 8.18% |
$665K - $729K
|
30.5K
$8.85M
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-125- 14.01% |
$30.7K - $33.6K
|
767
$223K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.31K- 2.83% |
$567K - $622K
|
79.5K
$23.1M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.92K- 34.59% |
$1.45M - $1.59M
|
11.2K
$3.25M
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-62- 5.1% |
$15.2K - $16.7K
|
1.15K
$335K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-30- 27.03% |
$7.36K - $8.06K
|
81
$23.5K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-803- 0.76% |
$197K - $216K
|
105K
$30.5M
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-15K- 35.76% |
$3.68M - $4.03M
|
26.9K
$7.82M
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-225- 4.86% |
$55.2K - $60.5K
|
4.41K
$1.28M
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
65+ 1.1% |
$15.9K - $17.5K
|
5.97K
$1.73M
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-14- 0.62% |
$3.43K - $3.76K
|
2.23K
$649K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
771K+ 28721.33% |
$189M - $207M
|
774K
$225M
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-74- 7.54% |
$18.2K - $19.9K
|
908
$264K
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
28+ 3.5% |
$6.87K - $7.52K
|
827
$240K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 9.02% |
$2.94K - $3.22K
|
121
$35.2K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.08% |
$245 - $269
|
1.27K
$368K
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.22K+ 65.98% |
$299K - $328K
|
3.07K
$892K
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$736 - $806
|
9.86K
$2.87M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-15- 3.71% |
$3.68K - $4.03K
|
389
$113K
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$245 - $269
|
795
$231K
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-816- 89.97% |
$200K - $219K
|
91
$26.4K
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-265- 6.06% |
$65K - $71.2K
|
4.11K
$1.19M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-98- 9.39% |
$24K - $26.3K
|
946
$275K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
28.9K+ 6.21% |
$7.08M - $7.76M
|
493K
$143M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-22- 1.63% |
$5.4K - $5.91K
|
1.33K
$386K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.27K+ 1.18% |
$312K - $341K
|
108K
$31.5M
|