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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
918+ 69.6% |
$202K - $223K
|
2.24K
$650K
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
868New |
$191K - $211K
|
868
$252K
|
|
Aug 11, 2023
Q2 2023
|
New Legacy Group, LLC
|
BUY
|
- |
862New |
$189K - $209K
|
862
$250K
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
727+ 71.98% |
$160K - $176K
|
1.74K
$505K
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
544New |
$120K - $132K
|
544
$158K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
330New |
$72.5K - $80.1K
|
330
$95.9K
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
250+ 26.91% |
$55K - $60.7K
|
1.18K
$343K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
233+ 26.3% |
$51.2K - $56.5K
|
1.12K
$325K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
191New |
$42K - $46.3K
|
191
$55.5K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$22K - $24.3K
|
100
$29.1K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
70New |
$15.4K - $17K
|
70
$20.3K
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
40New |
$8.79K - $9.71K
|
40
$11.6K
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
40+ 1.79% |
$8.79K - $9.71K
|
2.28K
$662K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
21+ 1.24% |
$4.62K - $5.1K
|
1.71K
$498K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20New |
$4.4K - $4.85K
|
20
$5.81K
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10New |
$2.2K - $2.43K
|
10
$2.91K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
8+ 88.89% |
$1.76K - $1.94K
|
17
$4.94K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
6+ 0.62% |
$1.32K - $1.46K
|
970
$282K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$879 - $971
|
4
$1.16K
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.72% |
$220 - $243
|
140
$40.7K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.86% |
$220 - $243
|
117
$34K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
281KNew |
$59.7M - $68.8M
|
281K
$81.7M
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
69.8KNew |
$14.8M - $17.1M
|
69.8K
$20.3M
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.85K+ 18.08% |
$1.46M - $1.68M
|
44.7K
$13M
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.2KNew |
$468K - $539K
|
2.2K
$639K
|
|
May 15, 2023
Q1 2023
|
Precept Management LLC
Dallas, TX |
BUY
|
- |
2KNew |
$425K - $490K
|
2K
$581K
|
|
May 12, 2023
Q1 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.89K+ 57.92% |
$401K - $462K
|
5.15K
$1.49M
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
1.47KNew |
$313K - $360K
|
1.47K
$427K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.26KNew |
$268K - $308K
|
1.26K
$366K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.12KNew |
$239K - $275K
|
1.12K
$327K
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1.02KNew |
$217K - $250K
|
1.02K
$296K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
951New |
$202K - $233K
|
951
$276K
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
920New |
$196K - $225K
|
920
$267K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
909New |
$193K - $223K
|
909
$264K
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
903New |
$192K - $221K
|
903
$262K
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
869+ 49.91% |
$185K - $213K
|
2.61K
$758K
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
825New |
$175K - $202K
|
825
$240K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
557+ 66.55% |
$118K - $136K
|
1.39K
$405K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
287+ 7.18% |
$61K - $70.3K
|
4.28K
$1.24M
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
279+ 0.27% |
$59.3K - $68.4K
|
106K
$30.7M
|
|
May 05, 2023
Q1 2023
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
215+ 22.51% |
$45.7K - $52.7K
|
1.17K
$340K
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$42.5K - $49K
|
200
$58.1K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
80+ 0.85% |
$17K - $19.6K
|
9.52K
$2.77M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
68New |
$14.5K - $16.7K
|
68
$19.8K
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
59New |
$12.5K - $14.5K
|
59
$17.1K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
50+ 30.3% |
$10.6K - $12.3K
|
215
$62.5K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
40+ 333.33% |
$8.5K - $9.8K
|
52
$15.1K
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
23+ 11.27% |
$4.89K - $5.64K
|
227
$66K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
18New |
$3.83K - $4.41K
|
18
$5.23K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
3+ 0.22% |
$638 - $735
|
1.37K
$399K
|