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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
43+ 3.01% |
$11K - $12.5K
|
1.47K
$427K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
41+ 2.08% |
$10.5K - $11.9K
|
2.01K
$584K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
40+ 3.28% |
$10.3K - $11.6K
|
1.26K
$366K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37+ 3.59% |
$9.49K - $10.7K
|
1.07K
$311K
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
21+ 0.85% |
$5.38K - $6.09K
|
2.49K
$724K
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
20+ 0.58% |
$5.13K - $5.8K
|
3.47K
$1.01M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
18+ 1.68% |
$4.62K - $5.22K
|
1.09K
$317K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17+ 0.57% |
$4.36K - $4.93K
|
2.99K
$869K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.17% |
$2.31K - $2.61K
|
5.28K
$1.53M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8+ 18.18% |
$2.05K - $2.32K
|
52
$15.1K
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.18% |
$1.79K - $2.03K
|
3.83K
$1.11M
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$1.54K - $1.74K
|
3.39K
$984K
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4+ 0.39% |
$1.03K - $1.16K
|
1.02K
$296K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
4+ 3.2% |
$1.03K - $1.16K
|
129
$37.5K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
4New |
$1.03K - $1.16K
|
4
$1.16K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.43% |
$1.03K - $1.16K
|
926
$269K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.21% |
$769 - $869
|
1.42K
$414K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
3+ 0.21% |
$769 - $869
|
1.44K
$419K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2+ 0.08% |
$513 - $580
|
2.49K
$722K
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2+ 0.1% |
$513 - $580
|
1.91K
$556K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.68% |
$256 - $290
|
149
$43.3K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$256 - $290
|
770
$224K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.17% |
$256 - $290
|
574
$167K
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$256 - $290
|
155
$45K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$256 - $290
|
511
$148K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 1.1% |
$256 - $290
|
92
$26.7K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
771K+ 28721.33% |
$189M - $207M
|
774K
$225M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
169K+ 5.29% |
$41.5M - $45.5M
|
3.37M
$980M
|
|
Aug 09, 2024
Q2 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
103KNew |
$25.3M - $27.7M
|
103K
$30M
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
87.6K+ 125.4% |
$21.5M - $23.5M
|
157K
$45.7M
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
82.9KNew |
$20.3M - $22.3M
|
82.9K
$24.1M
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
BUY
|
- |
77.8K+ 5.29% |
$19.1M - $20.9M
|
1.55M
$450M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.3K+ 3416450.0% |
$16.8M - $18.4M
|
68.3K
$19.9M
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
67.6K+ 188.69% |
$16.6M - $18.2M
|
103K
$30M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
63.5K+ 68.56% |
$15.6M - $17.1M
|
156K
$45.3M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
50.6K+ 11.86% |
$12.4M - $13.6M
|
477K
$139M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
46KNew |
$11.3M - $12.3M
|
46K
$13.4M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
39.3KNew |
$9.64M - $10.6M
|
39.3K
$11.4M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
28.9K+ 6.21% |
$7.08M - $7.76M
|
493K
$143M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
28.5K+ 15.88% |
$6.98M - $7.65M
|
208K
$60.4M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
25.5K+ 1.83% |
$6.26M - $6.86M
|
1.42M
$414M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23.2K+ 26.12% |
$5.69M - $6.23M
|
112K
$32.5M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
22.5KNew |
$5.52M - $6.05M
|
22.5K
$6.54M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20.9K+ 67.16% |
$5.12M - $5.61M
|
51.9K
$15.1M
|
|
Aug 14, 2024
Q2 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
19K+ 54.96% |
$4.66M - $5.11M
|
53.6K
$15.6M
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
17.6K+ 2.09% |
$4.31M - $4.72M
|
858K
$249M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.2KNew |
$4.23M - $4.63M
|
17.2K
$5.01M
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
16.3KNew |
$4.01M - $4.39M
|
16.3K
$4.75M
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
15.2KNew |
$3.74M - $4.09M
|
15.2K
$4.43M
|