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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
482+ 20.79% |
$124K - $140K
|
2.8K
$830K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
446+ 31.52% |
$114K - $129K
|
1.86K
$552K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
442+ 7.97% |
$113K - $128K
|
5.99K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
439+ 2.76% |
$113K - $127K
|
16.3K
$4.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
434+ 303.5% |
$111K - $126K
|
577
$171K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
402+ 7.13% |
$103K - $116K
|
6.04K
$1.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
397+ 25.03% |
$102K - $115K
|
1.98K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
389+ 2.04% |
$99.7K - $113K
|
19.5K
$5.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
384+ 0.54% |
$98.5K - $111K
|
72.1K
$21.4M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
364+ 14.24% |
$93.3K - $105K
|
2.92K
$866K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
349+ 0.7% |
$89.5K - $101K
|
50.3K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
346+ 14.64% |
$88.7K - $100K
|
2.71K
$804K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
330+ 4.14% |
$84.6K - $95.6K
|
8.3K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
316+ 4.31% |
$81K - $91.6K
|
7.64K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
302+ 3.98% |
$77.4K - $87.5K
|
7.9K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
284+ 1.23% |
$72.8K - $82.3K
|
23.5K
$6.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
278+ 6.67% |
$71.3K - $80.6K
|
4.45K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
276+ 1.02% |
$70.8K - $80K
|
27.4K
$8.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
265New |
$67.9K - $76.8K
|
265
$78.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
260+ 406.25% |
$66.7K - $75.3K
|
324
$96.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
225+ 5.14% |
$57.7K - $65.2K
|
4.6K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
220+ 2.74% |
$56.4K - $63.8K
|
8.24K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
219+ 2.54% |
$56.2K - $63.5K
|
8.84K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
204+ 2.88% |
$52.3K - $59.1K
|
7.28K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
200+ 1.35% |
$51.3K - $58K
|
15K
$4.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
200+ 20.62% |
$51.3K - $58K
|
1.17K
$347K
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
200+ 17.39% |
$51.3K - $58K
|
1.35K
$400K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
200+ 1.16% |
$51.3K - $58K
|
17.5K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
197+ 226.44% |
$50.5K - $57.1K
|
284
$84.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
190+ 4.71% |
$48.7K - $55.1K
|
4.22K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
186+ 186.0% |
$47.7K - $53.9K
|
286
$84.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
185+ 7.8% |
$47.4K - $53.6K
|
2.56K
$758K
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
180+ 18.99% |
$46.2K - $52.2K
|
1.13K
$335K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
177+ 0.83% |
$45.4K - $51.3K
|
21.6K
$6.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
174+ 5.9% |
$44.6K - $50.4K
|
3.12K
$926K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
157+ 1.63% |
$40.3K - $45.5K
|
9.79K
$2.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
154+ 59.92% |
$39.5K - $44.6K
|
411
$122K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
150New |
$38.5K - $43.5K
|
150
$44.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
142+ 2.53% |
$36.4K - $41.1K
|
5.75K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
141+ 3.2% |
$36.2K - $40.9K
|
4.55K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
134+ 17.59% |
$34.4K - $38.8K
|
896
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
121New |
$31K - $35.1K
|
121
$35.9K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
120+ 12.2% |
$30.8K - $34.8K
|
1.1K
$327K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
118New |
$30.3K - $34.2K
|
118
$35K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
113+ 8.27% |
$29K - $32.7K
|
1.48K
$439K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
112+ 0.19% |
$28.7K - $32.5K
|
59.1K
$17.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
110New |
$28.2K - $31.9K
|
110
$32.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
108+ 1.66% |
$27.7K - $31.3K
|
6.63K
$1.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
100New |
$25.6K - $29K
|
100
$29.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
91New |
$23.3K - $26.4K
|
91
$27K
|