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 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
75New |
$18.4K - $20.2K
|
75
$21.8K
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
73+ 0.49% |
$17.9K - $19.6K
|
15.1K
$4.39M
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
65+ 1.1% |
$15.9K - $17.5K
|
5.97K
$1.73M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
65New |
$15.9K - $17.5K
|
65
$18.9K
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
55+ 5.09% |
$13.5K - $14.8K
|
1.14K
$330K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
52+ 0.46% |
$12.8K - $14K
|
11.5K
$3.33M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
52+ 6.78% |
$12.8K - $14K
|
819
$238K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
51+ 212.5% |
$12.5K - $13.7K
|
75
$21.8K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
50New |
$12.3K - $13.4K
|
50
$14.5K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
49+ 544.44% |
$12K - $13.2K
|
58
$16.9K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
42+ 19.53% |
$10.3K - $11.3K
|
257
$74.7K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
41New |
$10.1K - $11K
|
41
$11.9K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
38New |
$9.32K - $10.2K
|
38
$11K
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
33+ 0.94% |
$8.09K - $8.87K
|
3.53K
$1.03M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
33+ 0.14% |
$8.09K - $8.87K
|
23K
$6.67M
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
33+ 2.26% |
$8.09K - $8.87K
|
1.49K
$434K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30+ 0.38% |
$7.36K - $8.06K
|
7.97K
$2.32M
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
30+ 0.37% |
$7.36K - $8.06K
|
8.24K
$2.4M
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
29+ 100.0% |
$7.11K - $7.79K
|
58
$16.9K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
28+ 77.78% |
$6.87K - $7.52K
|
64
$18.6K
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
28+ 3.5% |
$6.87K - $7.52K
|
827
$240K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26+ 1.86% |
$6.38K - $6.99K
|
1.42K
$414K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
24+ 0.24% |
$5.89K - $6.45K
|
10.2K
$2.95M
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
23+ 1.63% |
$5.64K - $6.18K
|
1.43K
$416K
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
20+ 1.34% |
$4.91K - $5.37K
|
1.52K
$441K
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
15+ 1.15% |
$3.68K - $4.03K
|
1.32K
$384K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
14+ 0.67% |
$3.43K - $3.76K
|
2.09K
$608K
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13+ 0.35% |
$3.19K - $3.49K
|
3.7K
$1.07M
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
12New |
$2.94K - $3.22K
|
12
$3.49K
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
11+ 0.19% |
$2.7K - $2.96K
|
5.77K
$1.68M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11+ 0.13% |
$2.7K - $2.96K
|
8.45K
$2.46M
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 10.58% |
$2.7K - $2.96K
|
115
$33.4K
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
10+ 0.45% |
$2.45K - $2.69K
|
2.26K
$656K
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
10+ 1.31% |
$2.45K - $2.69K
|
775
$225K
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9+ 0.1% |
$2.21K - $2.42K
|
8.75K
$2.54M
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
9+ 0.08% |
$2.21K - $2.42K
|
11.5K
$3.33M
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
9+ 0.02% |
$2.21K - $2.42K
|
36.2K
$10.5M
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7+ 0.1% |
$1.72K - $1.88K
|
7.09K
$2.06M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6+ 0.3% |
$1.47K - $1.61K
|
2.01K
$583K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.26% |
$1.47K - $1.61K
|
2.32K
$673K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6+ 0.74% |
$1.47K - $1.61K
|
817
$237K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5+ 0.48% |
$1.23K - $1.34K
|
1.04K
$302K
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
4+ 0.16% |
$981 - $1.07K
|
2.55K
$740K
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.16% |
$736 - $806
|
1.84K
$534K
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$736 - $806
|
9.86K
$2.87M
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2+ 0.16% |
$491 - $537
|
1.24K
$361K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2+ 0.05% |
$491 - $537
|
4.17K
$1.21M
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.08% |
$491 - $537
|
2.55K
$741K
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.17% |
$491 - $537
|
1.2K
$349K
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.06% |
$245 - $269
|
1.6K
$465K
|