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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.36KNew |
$334K - $365K
|
1.36K
$395K
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.35K+ 5380.0% |
$330K - $361K
|
1.37K
$398K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.34K+ 1.96% |
$329K - $360K
|
69.8K
$20.3M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 3.96% |
$327K - $359K
|
35.1K
$10.2M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.3KNew |
$319K - $349K
|
1.3K
$378K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.27K+ 1.18% |
$312K - $341K
|
108K
$31.5M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24K+ 13.61% |
$305K - $334K
|
10.4K
$3.02M
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.22K+ 65.98% |
$299K - $328K
|
3.07K
$892K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.12K+ 1.14% |
$275K - $301K
|
99.8K
$29M
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.12K+ 32.62% |
$274K - $300K
|
4.54K
$1.32M
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.1KNew |
$270K - $296K
|
1.1K
$320K
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.09KNew |
$267K - $292K
|
1.09K
$316K
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1KNew |
$245K - $269K
|
1K
$291K
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
919New |
$225K - $247K
|
919
$267K
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
870New |
$213K - $234K
|
870
$253K
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
867+ 47.38% |
$213K - $233K
|
2.7K
$784K
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
858+ 0.66% |
$210K - $231K
|
131K
$38.1M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
841New |
$206K - $226K
|
841
$244K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
803+ 5.99% |
$197K - $216K
|
14.2K
$4.13M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
801New |
$196K - $215K
|
801
$233K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
796+ 3980.0% |
$195K - $214K
|
816
$237K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
784+ 15.39% |
$192K - $211K
|
5.88K
$1.71M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
753New |
$185K - $202K
|
753
$219K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
725+ 49.66% |
$178K - $195K
|
2.19K
$635K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
719+ 62.41% |
$176K - $193K
|
1.87K
$544K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
716+ 19.56% |
$176K - $192K
|
4.38K
$1.27M
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
706+ 9.97% |
$173K - $190K
|
7.79K
$2.26M
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
702+ 11.72% |
$172K - $189K
|
6.69K
$1.94M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
699New |
$171K - $188K
|
699
$203K
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
673+ 39.8% |
$165K - $181K
|
2.36K
$687K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
666+ 333.0% |
$163K - $179K
|
866
$252K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
664+ 10.24% |
$163K - $178K
|
7.15K
$2.08M
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
650+ 4.49% |
$159K - $175K
|
15.1K
$4.4M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
634+ 10.84% |
$156K - $170K
|
6.48K
$1.88M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
603+ 8.97% |
$148K - $162K
|
7.33K
$2.13M
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
603+ 8.75% |
$148K - $162K
|
7.5K
$2.18M
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
600+ 39.29% |
$147K - $161K
|
2.13K
$618K
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
575+ 3.61% |
$141K - $155K
|
16.5K
$4.8M
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
574+ 19.54% |
$141K - $154K
|
3.51K
$1.02M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
531+ 4.85% |
$130K - $143K
|
11.5K
$3.33M
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
522+ 11.7% |
$128K - $140K
|
4.98K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
485+ 94.17% |
$119K - $130K
|
1K
$291K
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
475+ 5.83% |
$117K - $128K
|
8.62K
$2.5M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
454+ 13.58% |
$111K - $122K
|
3.8K
$1.1M
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
454+ 21.83% |
$111K - $122K
|
2.53K
$736K
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
452+ 1.99% |
$111K - $121K
|
23.2K
$6.74M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
423+ 3.62% |
$104K - $114K
|
12.1K
$3.52M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
398+ 14.46% |
$97.6K - $107K
|
3.15K
$916K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
380+ 1.84% |
$93.2K - $102K
|
21K
$6.1M
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
361New |
$88.5K - $97K
|
361
$105K
|