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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
14New |
$3.35K - $3.79K
|
14
$3.66K
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12+ 1.47% |
$2.87K - $3.25K
|
831
$217K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10New |
$2.4K - $2.71K
|
10
$2.61K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8New |
$1.92K - $2.17K
|
8
$2.09K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6New |
$1.44K - $1.62K
|
6
$1.57K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6+ 4.48% |
$1.44K - $1.62K
|
140
$36.6K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4New |
$958 - $1.08K
|
4
$1.04K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
104KNew |
$21.2M - $26.8M
|
104K
$27.2M
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
104KNew |
$21.2M - $26.8M
|
104K
$27.2M
|
|
Feb 14, 2024
Q4 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
22.8KNew |
$4.65M - $5.87M
|
22.8K
$5.96M
|
|
Feb 13, 2024
Q4 2023
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
13.9KNew |
$2.84M - $3.58M
|
13.9K
$3.63M
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
12.8KNew |
$2.61M - $3.3M
|
12.8K
$3.34M
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
11.8KNew |
$2.41M - $3.04M
|
11.8K
$3.09M
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
BUY
|
- |
9.18KNew |
$1.87M - $2.36M
|
9.18K
$2.4M
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
4.19K+ 41.4% |
$855K - $1.08M
|
14.3K
$3.74M
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
3.9KNew |
$796K - $1M
|
3.9K
$1.02M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.84KNew |
$784K - $989K
|
3.84K
$1M
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.26KNew |
$460K - $581K
|
2.26K
$589K
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
2.24KNew |
$458K - $578K
|
2.24K
$586K
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
1.88KNew |
$384K - $484K
|
1.88K
$491K
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.74KNew |
$354K - $447K
|
1.74K
$453K
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.73KNew |
$352K - $445K
|
1.73K
$451K
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.72KNew |
$350K - $442K
|
1.72K
$448K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.56K+ 2.92% |
$318K - $402K
|
54.9K
$14.3M
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.48KNew |
$302K - $381K
|
1.48K
$386K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.45KNew |
$296K - $373K
|
1.45K
$379K
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
1.36KNew |
$278K - $351K
|
1.36K
$356K
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.2KNew |
$244K - $309K
|
1.2K
$313K
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.1KNew |
$225K - $284K
|
1.1K
$288K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.1K+ 72.66% |
$224K - $283K
|
2.61K
$683K
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.09KNew |
$223K - $281K
|
1.09K
$285K
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
1.04KNew |
$212K - $267K
|
1.04K
$271K
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
917New |
$187K - $236K
|
917
$240K
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
900New |
$184K - $232K
|
900
$235K
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
888New |
$181K - $229K
|
888
$232K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
886New |
$181K - $228K
|
886
$231K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
876New |
$179K - $226K
|
876
$229K
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
858New |
$175K - $221K
|
858
$224K
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
850New |
$173K - $219K
|
850
$222K
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
839New |
$171K - $216K
|
839
$219K
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
835New |
$170K - $215K
|
835
$218K
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
821New |
$168K - $211K
|
821
$214K
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$163K - $206K
|
800
$209K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
520New |
$106K - $134K
|
520
$136K
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
449+ 19.56% |
$91.6K - $116K
|
2.75K
$717K
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
425+ 1250.0% |
$86.7K - $109K
|
459
$120K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
304New |
$62K - $78.3K
|
304
$79.4K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
232New |
$47.3K - $59.8K
|
232
$60.6K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
155New |
$31.6K - $39.9K
|
155
$40.5K
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
152+ 14.93% |
$31K - $39.2K
|
1.17K
$306K
|