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 |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1+ 0.52% |
$234 - $297
|
193
$57.2K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Weiss Asset Management LP
Boston, MA |
BUY
|
PUT |
200KNew |
$56M - $65.5M
|
200K
$59.3M
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
17.7KNew |
$4.95M - $5.79M
|
17.7K
$5.24M
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.3KNew |
$1.48M - $1.73M
|
5.3K
$1.57M
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.42KNew |
$677K - $791K
|
2.42K
$717K
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
993New |
$278K - $325K
|
993
$294K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
535New |
$150K - $175K
|
535
$159K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
200New |
$56K - $65.5K
|
200
$59.3K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
30New |
$8.4K - $9.82K
|
30
$8.9K
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
15New |
$4.2K - $4.91K
|
15
$4.45K
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9New |
$2.52K - $2.95K
|
9
$2.67K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 66.67% |
$1.12K - $1.31K
|
10
$2.97K
|
|
Q3 2021 | |||||||
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
7.82KNew |
$2.22M - $2.46M
|
7.82K
$2.32M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.59KNew |
$736K - $812K
|
2.59K
$767K
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.84KNew |
$523K - $578K
|
1.84K
$546K
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
20+ 4.43% |
$5.69K - $6.28K
|
471
$140K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9New |
$2.56K - $2.83K
|
9
$2.67K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2New |
$569 - $628
|
2
$593
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2New |
$569 - $628
|
2
$593
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
PUT |
224K+ 14900.0% |
$62.3M - $70M
|
225K
$66.7M
|
|
Aug 16, 2021
Q2 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
68KNew |
$19M - $21.3M
|
68K
$20.2M
|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.5KNew |
$976K - $1.1M
|
3.5K
$1.04M
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
83New |
$23.1K - $26K
|
83
$24.6K
|
|
Q1 2021 | |||||||
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.02KNew |
$287K - $342K
|
1.02K
$301K
|
|
Apr 21, 2021
Q1 2021
|
Affiance Financial, LLC
|
BUY
|
- |
37New |
$10.5K - $12.5K
|
37
$11K
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
16New |
$4.52K - $5.39K
|
16
$4.75K
|
|
Q4 2020 | |||||||
Mar 04, 2021
Q4 2020
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.54KNew |
$566K - $747K
|
2.54K
$752K
|
|
Feb 11, 2021
Q4 2020
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.34KNew |
$299K - $395K
|
1.34K
$397K
|
|
Feb 01, 2021
Q4 2020
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.08KNew |
$241K - $319K
|
1.08K
$321K
|
|
Jan 28, 2021
Q4 2020
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
800New |
$179K - $236K
|
800
$237K
|
|
Feb 05, 2021
Q4 2020
|
Element Wealth, LLC
|
BUY
|
- |
690New |
$154K - $203K
|
690
$205K
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
110New |
$24.5K - $32.4K
|
110
$32.6K
|
|
Jan 29, 2021
Q4 2020
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
27New |
$6.03K - $7.96K
|
27
$8.01K
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
25New |
$5.58K - $7.37K
|
25
$7.41K
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
BUY
|
- |
20New |
$4.46K - $5.9K
|
20
$5.93K
|
|
Jan 25, 2021
Q4 2020
|
Toth Financial Advisory Corp
|
BUY
|
- |
5New |
$1.12K - $1.47K
|
5
$1.48K
|
|
Q3 2020 | |||||||
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
PUT |
8.6KNew |
$1.75M - $1.99M
|
8.6K
$2.55M
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.31KNew |
$471K - $533K
|
2.31K
$685K
|
|
Q2 2020 | |||||||
Jul 29, 2020
Q2 2020
|
Regent Investment Management LLC
|
BUY
|
- |
1.25KNew |
$182K - $267K
|
1.25K
$371K
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
219New |
$31.9K - $46.8K
|
219
$64.9K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.05% |
$146 - $214
|
2.03K
$601K
|
|
Q1 2020 | |||||||
May 05, 2020
Q1 2020
|
Investors Research Corp
|
BUY
|
- |
33New |
$4.47K - $7.43K
|
33
$9.79K
|
|
Q4 2019 | |||||||
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
251New |
$46.8K - $54.3K
|
251
$74.4K
|
|
Q2 2019 | |||||||
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
812New |
$152K - $167K
|
812
$241K
|
|
Jul 16, 2019
Q2 2019
|
West Coast Financial LLC
|
BUY
|
- |
226+ 8.5% |
$42.3K - $46.6K
|
2.89K
$856K
|
|
Q1 2019 | |||||||
May 06, 2019
Q1 2019
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
3.17KNew |
$521K - $640K
|
3.17K
$940K
|
|
Oct 25, 2023
Q1 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.26KNew |
$371K - $456K
|
2.26K
$669K
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1.17KNew |
$192K - $236K
|
1.17K
$347K
|
|
May 10, 2019
Q1 2019
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
200New |
$32.9K - $40.4K
|
200
$59.3K
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
10KNew |
$1.56M - $2.12M
|
10K
$2.97M
|