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, 2022
Q2 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
150+ 0.32% |
$29.1K - $39.2K
|
46.9K
$14.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
118New |
$22.9K - $30.8K
|
118
$36.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
115New |
$22.3K - $30K
|
115
$36K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
82+ 0.41% |
$15.9K - $21.4K
|
20.1K
$6.29M
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
50New |
$9.71K - $13.1K
|
50
$15.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
38New |
$7.38K - $9.92K
|
38
$11.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
32New |
$6.21K - $8.36K
|
32
$10K
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
27New |
$5.24K - $7.05K
|
27
$8.45K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$2.91K - $3.92K
|
15
$4.69K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
6+ 0.16% |
$1.17K - $1.57K
|
3.71K
$1.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5New |
$971 - $1.31K
|
5
$1.56K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2New |
$388 - $522
|
2
$626
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
200KNew |
$46.8M - $59.3M
|
200K
$62.6M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
164KNew |
$38.4M - $48.7M
|
164K
$51.3M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
39.9KNew |
$9.35M - $11.8M
|
39.9K
$12.5M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
PUT |
39.3K+ 61.21% |
$9.2M - $11.7M
|
104K
$32.4M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
28.9KNew |
$6.77M - $8.57M
|
28.9K
$9.04M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
12.6KNew |
$2.95M - $3.74M
|
12.6K
$3.94M
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
9.63KNew |
$2.25M - $2.86M
|
9.63K
$3.01M
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.8KNew |
$421K - $534K
|
1.8K
$563K
|
|
|
Nov 08, 2023
Q1 2022
|
Eversept Partners, LP
New York, NY |
BUY
|
PUT |
1.7KNew |
$398K - $504K
|
1.7K
$532K
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
1.69KNew |
$397K - $503K
|
1.69K
$530K
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.54KNew |
$361K - $458K
|
1.54K
$483K
|
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.26KNew |
$295K - $374K
|
1.26K
$394K
|
|
|
May 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
226+ 0.94% |
$52.9K - $67K
|
24.2K
$7.57M
|
|
|
May 09, 2022
Q1 2022
|
Morris Capital Advisors, LLC
|
BUY
|
- |
39+ 3.57% |
$9.13K - $11.6K
|
1.13K
$354K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1+ 0.12% |
$234 - $297
|
832
$260K
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1+ 0.52% |
$234 - $297
|
193
$60.4K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Weiss Asset Management LP
Boston, MA |
BUY
|
PUT |
200KNew |
$56M - $65.5M
|
200K
$62.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
17.7KNew |
$4.95M - $5.79M
|
17.7K
$5.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.3KNew |
$1.48M - $1.73M
|
5.3K
$1.66M
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.42KNew |
$677K - $791K
|
2.42K
$756K
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
993New |
$278K - $325K
|
993
$311K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
535New |
$150K - $175K
|
535
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
200New |
$56K - $65.5K
|
200
$62.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
30New |
$8.4K - $9.82K
|
30
$9.39K
|
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
15New |
$4.2K - $4.91K
|
15
$4.69K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 66.67% |
$1.12K - $1.31K
|
10
$3.13K
|
|
| Q3 2021 | |||||||
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
7.82KNew |
$2.22M - $2.46M
|
7.82K
$2.45M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.59KNew |
$736K - $812K
|
2.59K
$809K
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.84KNew |
$523K - $578K
|
1.84K
$576K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9New |
$2.56K - $2.83K
|
9
$2.82K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2New |
$569 - $628
|
2
$626
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2New |
$569 - $628
|
2
$626
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
PUT |
224K+ 14900.0% |
$62.3M - $70M
|
225K
$70.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
68KNew |
$19M - $21.3M
|
68K
$21.3M
|
|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.5KNew |
$976K - $1.1M
|
3.5K
$1.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
83New |
$23.1K - $26K
|
83
$26K
|
|
| Q1 2021 | |||||||
|
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.02KNew |
$287K - $342K
|
1.02K
$318K
|
|
|
Apr 21, 2021
Q1 2021
|
Affiance Financial, LLC
|
BUY
|
- |
37New |
$10.5K - $12.5K
|
37
$11.6K
|
|