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 |
---|---|---|---|---|---|---|---|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
21New |
$4.32K - $4.85K
|
21
$6.1K
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
16New |
$3.29K - $3.7K
|
16
$4.65K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
15New |
$3.09K - $3.47K
|
15
$4.36K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
6+ 0.14% |
$1.24K - $1.39K
|
4.24K
$1.23M
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5New |
$1.03K - $1.16K
|
5
$1.45K
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3+ 0.15% |
$618 - $693
|
1.96K
$569K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$206 - $231
|
1
$291
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
163KNew |
$33.1M - $40.5M
|
163K
$47.4M
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
25KNew |
$5.07M - $6.21M
|
25K
$7.26M
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.9KNew |
$2.01M - $2.46M
|
9.9K
$2.88M
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
9.51KNew |
$1.93M - $2.36M
|
9.51K
$2.76M
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
7.14K+ 56.68% |
$1.45M - $1.77M
|
19.7K
$5.73M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
5.84K+ 45.57% |
$1.19M - $1.45M
|
18.7K
$5.42M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
5.81K+ 25.6% |
$1.18M - $1.44M
|
28.5K
$8.28M
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.26KNew |
$1.07M - $1.31M
|
5.26K
$1.53M
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.43KNew |
$899K - $1.1M
|
4.43K
$1.29M
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$744K - $911K
|
3.67K
$1.07M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.82KNew |
$572K - $701K
|
2.82K
$819K
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.07KNew |
$216K - $265K
|
1.07K
$309K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
832New |
$169K - $207K
|
832
$242K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
CALL |
800New |
$162K - $199K
|
800
$232K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
588New |
$119K - $146K
|
588
$171K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
581+ 7.75% |
$118K - $144K
|
8.08K
$2.35M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$81.2K - $99.4K
|
400
$116K
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
300New |
$60.9K - $74.5K
|
300
$87.2K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
268+ 1.17% |
$54.4K - $66.6K
|
23.2K
$6.74M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
265+ 15.63% |
$53.8K - $65.8K
|
1.96K
$570K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
116New |
$23.5K - $28.8K
|
116
$33.7K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
98New |
$19.9K - $24.3K
|
98
$28.5K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
88New |
$17.9K - $21.9K
|
88
$25.6K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
63New |
$12.8K - $15.7K
|
63
$18.3K
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
59New |
$12K - $14.7K
|
59
$17.1K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
45New |
$9.13K - $11.2K
|
45
$13.1K
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
35New |
$7.1K - $8.7K
|
35
$10.2K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
19New |
$3.86K - $4.72K
|
19
$5.52K
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
16New |
$3.25K - $3.97K
|
16
$4.65K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
14New |
$2.84K - $3.48K
|
14
$4.07K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
12New |
$2.44K - $2.98K
|
12
$3.49K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10New |
$2.03K - $2.48K
|
10
$2.91K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
7New |
$1.42K - $1.74K
|
7
$2.03K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6New |
$1.22K - $1.49K
|
6
$1.74K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
3New |
$609 - $745
|
3
$872
|
|
Q2 2022 | |||||||
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
200KNew |
$38.8M - $52.2M
|
200K
$58.1M
|
|
Aug 15, 2022
Q2 2022
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
BUY
|
- |
62KNew |
$12M - $16.2M
|
62K
$18M
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
PUT |
17.5KNew |
$3.4M - $4.57M
|
17.5K
$5.08M
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.77KNew |
$732K - $984K
|
3.77K
$1.1M
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.05KNew |
$593K - $797K
|
3.05K
$887K
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
1.92KNew |
$372K - $501K
|
1.92K
$557K
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.78KNew |
$345K - $464K
|
1.78K
$516K
|