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 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
354+ 12.55% |
$86.8K - $95.1K
|
3.17K
$922K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
331+ 5.69% |
$81.2K - $88.9K
|
6.15K
$1.79M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
329+ 132.66% |
$80.7K - $88.4K
|
577
$168K
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
324+ 1.73% |
$79.5K - $87.1K
|
19.1K
$5.54M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
322+ 0.12% |
$79K - $86.5K
|
273K
$79.2M
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
321+ 2.44% |
$78.7K - $86.3K
|
13.5K
$3.92M
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
303+ 3.25% |
$74.3K - $81.4K
|
9.63K
$2.8M
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
301+ 390.91% |
$73.8K - $80.9K
|
378
$110K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
295+ 11.5% |
$72.4K - $79.3K
|
2.86K
$831K
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
284+ 93.73% |
$69.7K - $76.3K
|
587
$171K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
282+ 2.46% |
$69.2K - $75.8K
|
11.7K
$3.41M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
267+ 5.95% |
$65.5K - $71.7K
|
4.75K
$1.38M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
256+ 6.32% |
$62.8K - $68.8K
|
4.31K
$1.25M
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
250+ 16.08% |
$61.3K - $67.2K
|
1.81K
$524K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
242+ 0.7% |
$59.4K - $65K
|
34.6K
$10M
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
231+ 17.05% |
$56.7K - $62.1K
|
1.59K
$461K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
223+ 0.28% |
$54.7K - $59.9K
|
80.6K
$23.4M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
221+ 0.07% |
$54.2K - $59.4K
|
333K
$96.8M
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
220+ 3.91% |
$54K - $59.1K
|
5.85K
$1.7M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
214+ 1.37% |
$52.5K - $57.5K
|
15.9K
$4.62M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
211+ 5.76% |
$51.8K - $56.7K
|
3.87K
$1.13M
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
209+ 5.49% |
$51.3K - $56.2K
|
4.02K
$1.17M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
207+ 0.93% |
$50.8K - $55.6K
|
22.6K
$6.55M
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
203+ 20.14% |
$49.8K - $54.5K
|
1.21K
$352K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
185+ 2.28% |
$45.4K - $49.7K
|
8.29K
$2.41M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
183+ 6.99% |
$44.9K - $49.2K
|
2.8K
$814K
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
175+ 5.09% |
$42.9K - $47K
|
3.61K
$1.05M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
171+ 3.65% |
$41.9K - $45.9K
|
4.86K
$1.41M
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
167+ 17.13% |
$41K - $44.9K
|
1.14K
$332K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150+ 306.12% |
$36.8K - $40.3K
|
199
$57.8K
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
135+ 0.3% |
$33.1K - $36.3K
|
45.1K
$13.1M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
130+ 9.4% |
$31.9K - $34.9K
|
1.51K
$440K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
121+ 9.81% |
$29.7K - $32.5K
|
1.36K
$394K
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
121+ 0.17% |
$29.7K - $32.5K
|
70.4K
$20.4M
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
119+ 8.23% |
$29.2K - $32K
|
1.57K
$455K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
118+ 2.88% |
$28.9K - $31.7K
|
4.22K
$1.23M
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
111+ 10.4% |
$27.2K - $29.8K
|
1.18K
$342K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
109+ 2.51% |
$26.7K - $29.3K
|
4.46K
$1.29M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
101+ 6.81% |
$24.8K - $27.1K
|
1.59K
$461K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
95+ 4.37% |
$23.3K - $25.5K
|
2.27K
$659K
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
93+ 4.17% |
$22.8K - $25K
|
2.32K
$675K
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
91+ 3.7% |
$22.3K - $24.5K
|
2.55K
$741K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
89+ 3.61% |
$21.8K - $23.9K
|
2.56K
$743K
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
88+ 2.71% |
$21.6K - $23.6K
|
3.34K
$970K
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
87New |
$21.3K - $23.4K
|
87
$25.3K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
87+ 290.0% |
$21.3K - $23.4K
|
117
$34K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
86+ 0.7% |
$21.1K - $23.1K
|
12.4K
$3.61M
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
84New |
$20.6K - $22.6K
|
84
$24.4K
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
84+ 0.14% |
$20.6K - $22.6K
|
59K
$17.1M
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
83+ 6.41% |
$20.4K - $22.3K
|
1.38K
$400K
|