Latest Institutional Purchases of Ishares Russell 2000 Gwt ETF (IWO)
This list provides information on the latest institutional transactions involving Ishares Russell 2000 Gwt ETF (IWO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
681K+ 1423.93% |
$190M - $215M
|
729K
$217M
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
62.2K+ 823.95% |
$17.3M - $19.6M
|
69.7K
$20.7M
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
45K+ 2269.84% |
$12.5M - $14.2M
|
47K
$14M
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
42.6KNew |
$11.8M - $13.4M
|
42.6K
$12.6M
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
40.8KNew |
$11.4M - $12.9M
|
40.8K
$12.1M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
27.3K+ 47.77% |
$7.59M - $8.6M
|
84.3K
$25M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
24.3KNew |
$6.75M - $7.65M
|
24.3K
$7.2M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
20.1KNew |
$5.6M - $6.35M
|
20.1K
$5.98M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.5K+ 1376.81% |
$5.43M - $6.16M
|
21K
$6.22M
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
18.6KNew |
$5.18M - $5.87M
|
18.6K
$5.52M
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.5KNew |
$5.16M - $5.84M
|
18.5K
$5.5M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
15.6K+ 269.86% |
$4.33M - $4.91M
|
21.3K
$6.34M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
14.1KNew |
$3.92M - $4.44M
|
14.1K
$4.18M
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14K+ 1.59% |
$3.89M - $4.41M
|
891K
$265M
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
11.8K+ 511.53% |
$3.3M - $3.74M
|
14.2K
$4.21M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9.75KNew |
$2.71M - $3.08M
|
9.75K
$2.9M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.8KNew |
$2.45M - $2.78M
|
8.8K
$2.61M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
7.95K+ 39.16% |
$2.21M - $2.51M
|
28.2K
$8.38M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.65K+ 1.41% |
$1.85M - $2.1M
|
477K
$142M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.61K+ 13.1% |
$1.56M - $1.77M
|
48.4K
$14.4M
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.14K+ 699.18% |
$1.43M - $1.62M
|
5.87K
$1.74M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.45KNew |
$1.24M - $1.4M
|
4.45K
$1.32M
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
4.29K+ 63.19% |
$1.19M - $1.35M
|
11.1K
$3.29M
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
4.17KNew |
$1.16M - $1.32M
|
4.17K
$1.24M
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.82KNew |
$1.06M - $1.2M
|
3.82K
$1.13M
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.56KNew |
$989K - $1.12M
|
3.56K
$1.06M
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
3.45KNew |
$959K - $1.09M
|
3.45K
$1.02M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.26K+ 30.35% |
$907K - $1.03M
|
14K
$4.16M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.19KNew |
$887K - $1.01M
|
3.19K
$947K
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.98KNew |
$829K - $939K
|
2.98K
$884K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.9K+ 23.8% |
$806K - $914K
|
15.1K
$4.47M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.77KNew |
$771K - $874K
|
2.77K
$823K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.77K+ 196.1% |
$770K - $873K
|
4.18K
$1.24M
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.77KNew |
$769K - $872K
|
2.77K
$821K
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.62KNew |
$727K - $825K
|
2.62K
$776K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.51K+ 12.29% |
$699K - $793K
|
23K
$6.82M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.26K+ 32.86% |
$629K - $713K
|
9.14K
$2.71M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.01K+ 184.68% |
$560K - $635K
|
3.1K
$921K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2K+ 169.18% |
$556K - $630K
|
3.18K
$944K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.89K+ 4.47% |
$525K - $595K
|
44.1K
$13.1M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.87K+ 31.04% |
$520K - $590K
|
7.9K
$2.35M
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
1.85KNew |
$514K - $582K
|
1.85K
$548K
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.76KNew |
$490K - $556K
|
1.76K
$523K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.73KNew |
$482K - $547K
|
1.73K
$515K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.54KNew |
$427K - $484K
|
1.54K
$456K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.43K+ 15.56% |
$398K - $451K
|
10.6K
$3.15M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.39KNew |
$387K - $438K
|
1.39K
$413K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.33K+ 0.96% |
$371K - $421K
|
140K
$41.6M
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.32K+ 51.94% |
$366K - $415K
|
3.85K
$1.14M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.28K+ 110.44% |
$356K - $404K
|
2.44K
$724K
|