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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6+ 0.1% |
$1.44K - $1.62K
|
6.1K
$1.77M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5+ 1.38% |
$1.2K - $1.35K
|
367
$107K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4New |
$958 - $1.08K
|
4
$1.16K
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.19% |
$240 - $271
|
540
$157K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.03% |
$240 - $271
|
3.67K
$1.06M
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$240 - $271
|
4.7K
$1.37M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
104KNew |
$21.2M - $26.8M
|
104K
$30.2M
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
104KNew |
$21.2M - $26.8M
|
104K
$30.2M
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
95.1KNew |
$19.4M - $24.5M
|
95.1K
$27.6M
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
86.4K+ 3683.16% |
$17.6M - $22.2M
|
88.7K
$25.8M
|
|
Feb 13, 2024
Q4 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
43.1KNew |
$8.8M - $11.1M
|
43.1K
$12.5M
|
|
Feb 14, 2024
Q4 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
22.8KNew |
$4.65M - $5.87M
|
22.8K
$6.63M
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
16KNew |
$3.27M - $4.13M
|
16K
$4.66M
|
|
Feb 13, 2024
Q4 2023
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
13.9KNew |
$2.84M - $3.58M
|
13.9K
$4.04M
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
12.8KNew |
$2.61M - $3.3M
|
12.8K
$3.72M
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
11.8KNew |
$2.41M - $3.04M
|
11.8K
$3.43M
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.88KNew |
$2.02M - $2.55M
|
9.88K
$2.87M
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
BUY
|
- |
9.18KNew |
$1.87M - $2.36M
|
9.18K
$2.67M
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8.19KNew |
$1.67M - $2.11M
|
8.19K
$2.38M
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
7.63K+ 300.67% |
$1.56M - $1.97M
|
10.2K
$2.95M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.45KNew |
$1.32M - $1.66M
|
6.45K
$1.88M
|
|
Feb 14, 2024
Q4 2023
|
First Light Asset Management, LLC
Edina, MN |
BUY
|
- |
5.93KNew |
$1.21M - $1.53M
|
5.93K
$1.72M
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.48KNew |
$1.12M - $1.41M
|
5.48K
$1.59M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
4.2KNew |
$857K - $1.08M
|
4.2K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
3.9KNew |
$796K - $1M
|
3.9K
$1.13M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.84KNew |
$784K - $989K
|
3.84K
$1.12M
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.52KNew |
$719K - $907K
|
3.52K
$1.02M
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$653K - $824K
|
3.2K
$930K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.58K+ 47.35% |
$526K - $664K
|
8.02K
$2.33M
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.44KNew |
$498K - $629K
|
2.44K
$710K
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.26KNew |
$460K - $581K
|
2.26K
$656K
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
2.24KNew |
$458K - $578K
|
2.24K
$652K
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
1.88KNew |
$384K - $484K
|
1.88K
$547K
|
|
Feb 14, 2024
Q4 2023
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
1.8KNew |
$368K - $464K
|
1.8K
$524K
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.74KNew |
$354K - $447K
|
1.74K
$504K
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.73KNew |
$352K - $445K
|
1.73K
$502K
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.72KNew |
$350K - $442K
|
1.72K
$499K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.56K+ 2.92% |
$318K - $402K
|
54.9K
$16M
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.48KNew |
$302K - $381K
|
1.48K
$430K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.45KNew |
$296K - $373K
|
1.45K
$421K
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
1.45KNew |
$295K - $372K
|
1.45K
$420K
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.3KNew |
$266K - $335K
|
1.3K
$378K
|
|
Feb 14, 2024
Q4 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
1.23KNew |
$250K - $316K
|
1.23K
$356K
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.2KNew |
$244K - $309K
|
1.2K
$348K
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.1KNew |
$225K - $284K
|
1.1K
$320K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.1K+ 72.66% |
$224K - $283K
|
2.61K
$760K
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.09KNew |
$223K - $281K
|
1.09K
$317K
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
1.04KNew |
$212K - $267K
|
1.04K
$302K
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
917New |
$187K - $236K
|
917
$266K
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
900New |
$184K - $232K
|
900
$262K
|