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 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10New |
$2.2K - $2.43K
|
10
$3.01K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
8+ 88.89% |
$1.76K - $1.94K
|
17
$5.12K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$879 - $971
|
4
$1.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.72% |
$220 - $243
|
140
$42.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.86% |
$220 - $243
|
117
$35.2K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
281KNew |
$59.7M - $68.8M
|
281K
$84.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
69.8KNew |
$14.8M - $17.1M
|
69.8K
$21M
|
|
|
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
$13.5M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.2KNew |
$468K - $539K
|
2.2K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Precept Management LLC
Dallas, TX |
BUY
|
- |
2KNew |
$425K - $490K
|
2K
$602K
|
|
|
May 12, 2023
Q1 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.89K+ 57.92% |
$401K - $462K
|
5.15K
$1.55M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
1.47KNew |
$313K - $360K
|
1.47K
$443K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.26KNew |
$268K - $308K
|
1.26K
$379K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.12KNew |
$239K - $275K
|
1.12K
$339K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1.02KNew |
$217K - $250K
|
1.02K
$307K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
951New |
$202K - $233K
|
951
$286K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
909New |
$193K - $223K
|
909
$274K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
903New |
$192K - $221K
|
903
$272K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
825New |
$175K - $202K
|
825
$248K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
557+ 66.55% |
$118K - $136K
|
1.39K
$420K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
287+ 7.18% |
$61K - $70.3K
|
4.28K
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
215+ 22.51% |
$45.7K - $52.7K
|
1.17K
$352K
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$42.5K - $49K
|
200
$60.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
80+ 0.85% |
$17K - $19.6K
|
9.52K
$2.87M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
68New |
$14.5K - $16.7K
|
68
$20.5K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
59New |
$12.5K - $14.5K
|
59
$17.8K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
40+ 333.33% |
$8.5K - $9.8K
|
52
$15.7K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
18New |
$3.83K - $4.41K
|
18
$5.42K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
3+ 0.22% |
$638 - $735
|
1.37K
$414K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3New |
$638 - $735
|
3
$904
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
135KNew |
$27.8M - $31.2M
|
135K
$40.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
102KNew |
$21.1M - $23.6M
|
102K
$30.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
30KNew |
$6.18M - $6.93M
|
30K
$9.04M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
21.3KNew |
$4.39M - $4.93M
|
21.3K
$6.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
21.3KNew |
$4.39M - $4.93M
|
21.3K
$6.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
12.4K+ 6200.0% |
$2.55M - $2.86M
|
12.6K
$3.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
7.73KNew |
$1.59M - $1.79M
|
7.73K
$2.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.56KNew |
$734K - $823K
|
3.56K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
3.06KNew |
$630K - $707K
|
3.06K
$921K
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
2.19KNew |
$451K - $506K
|
2.19K
$660K
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
BUY
|
- |
2.18KNew |
$449K - $504K
|
2.18K
$658K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.69KNew |
$347K - $389K
|
1.69K
$508K
|
|
|
Feb 10, 2023
Q4 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.67KNew |
$344K - $386K
|
1.67K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.45K+ 4145.71% |
$299K - $335K
|
1.49K
$448K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.4KNew |
$288K - $324K
|
1.4K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
1.4KNew |
$288K - $324K
|
1.4K
$422K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.33KNew |
$274K - $307K
|
1.33K
$401K
|
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
BUY
|
- |
1.3KNew |
$268K - $300K
|
1.3K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
1.28KNew |
$263K - $296K
|
1.28K
$386K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
1.28KNew |
$263K - $295K
|
1.28K
$385K
|
|