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
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 1.32% |
$245 - $269
|
77
$22.4K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.09% |
$245 - $269
|
1.13K
$328K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.04% |
$245 - $269
|
2.74K
$797K
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.04% |
$245 - $269
|
2.38K
$690K
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$245 - $269
|
795
$231K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.08% |
$245 - $269
|
1.27K
$368K
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$245 - $269
|
2.33K
$677K
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1+ 0.12% |
$245 - $269
|
863
$251K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.09% |
$245 - $269
|
1.05K
$306K
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.17% |
$245 - $269
|
595
$173K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.11% |
$245 - $269
|
926
$269K
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$245 - $269
|
2.82K
$819K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
106KNew |
$25.4M - $28.7M
|
106K
$30.8M
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
17.5KNew |
$4.19M - $4.74M
|
17.5K
$5.08M
|
|
May 15, 2024
Q1 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
13.5KNew |
$3.22M - $3.64M
|
13.5K
$3.91M
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
9.82KNew |
$2.35M - $2.66M
|
9.82K
$2.85M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.55K+ 12.51% |
$1.57M - $1.77M
|
58.9K
$17.1M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
4.37K+ 245.67% |
$1.05M - $1.18M
|
6.15K
$1.79M
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.08K+ 14.35% |
$498K - $563K
|
16.6K
$4.82M
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.96KNew |
$470K - $531K
|
1.96K
$570K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.9KNew |
$455K - $514K
|
1.9K
$552K
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.9KNew |
$455K - $514K
|
1.9K
$552K
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.69KNew |
$405K - $457K
|
1.69K
$491K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.6KNew |
$384K - $434K
|
1.6K
$466K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.55KNew |
$371K - $420K
|
1.55K
$450K
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.51KNew |
$361K - $408K
|
1.51K
$438K
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.42KNew |
$339K - $383K
|
1.42K
$411K
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.39KNew |
$332K - $376K
|
1.39K
$403K
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.39K+ 2.1% |
$332K - $375K
|
67.3K
$19.6M
|
|
Apr 15, 2024
Q1 2024
|
Legato Capital Management LLC
|
BUY
|
- |
1.37KNew |
$327K - $370K
|
1.37K
$397K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
1.28K+ 66.34% |
$307K - $347K
|
3.21K
$933K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.27K+ 119.74% |
$305K - $345K
|
2.34K
$679K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.25K+ 20.43% |
$299K - $338K
|
7.35K
$2.14M
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.21KNew |
$289K - $326K
|
1.21K
$350K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.1K+ 3.31% |
$263K - $298K
|
34.3K
$9.97M
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.09KNew |
$261K - $295K
|
1.09K
$317K
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.09KNew |
$261K - $295K
|
1.09K
$317K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.05KNew |
$252K - $285K
|
1.05K
$306K
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
943New |
$226K - $255K
|
943
$274K
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
928New |
$222K - $251K
|
928
$270K
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
897New |
$215K - $243K
|
897
$261K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
887New |
$212K - $240K
|
887
$258K
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
866New |
$207K - $235K
|
866
$252K
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
839+ 51.95% |
$201K - $227K
|
2.45K
$713K
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
829New |
$199K - $224K
|
829
$241K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
813+ 141.39% |
$195K - $220K
|
1.39K
$403K
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
800New |
$192K - $217K
|
800
$232K
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
784New |
$188K - $212K
|
784
$228K
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
773New |
$185K - $209K
|
773
$225K
|