Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-35- 1.12% |
$7.14K - $9.01K
|
3.08K
$965K
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-20- 0.63% |
$4.08K - $5.15K
|
3.13K
$980K
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-20- 29.41% |
$4.08K - $5.15K
|
48
$15K
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-12- 41.38% |
$2.45K - $3.09K
|
17
$5.32K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 66.67% |
$408 - $515
|
1
$313
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1- 0.53% |
$204 - $258
|
189
$59.1K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-526K- 99.75% |
$116M - $134M
|
1.3K
$405K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-393KClosed |
$87M - $99.9M
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.63K- 3.27% |
$1.24M - $1.43M
|
166K
$52.1M
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-922- 34.07% |
$204K - $234K
|
1.78K
$558K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-608- 13.18% |
$135K - $154K
|
4K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-296- 21.46% |
$65.5K - $75.2K
|
1.08K
$339K
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-280- 21.44% |
$61.9K - $71.1K
|
1.03K
$321K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-225- 1.6% |
$49.8K - $57.2K
|
13.8K
$4.32M
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-100- 26.53% |
$22.1K - $25.4K
|
277
$86.7K
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-15- 9.38% |
$3.32K - $3.81K
|
145
$45.4K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-384K- 97.98% |
$84.4M - $93.1M
|
7.92K
$2.48M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-143K- 9.45% |
$31.5M - $34.8M
|
1.37M
$430M
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-9.8K- 26.92% |
$2.15M - $2.38M
|
26.6K
$8.32M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.1K- 56.26% |
$680K - $751K
|
2.41K
$753K
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.44K- 38.67% |
$317K - $350K
|
2.29K
$716K
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-1.37KClosed |
$301K - $332K
|
0
$0
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.01KClosed |
$222K - $245K
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-626- 2.14% |
$138K - $152K
|
28.7K
$8.98M
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-560- 76.19% |
$123K - $136K
|
175
$54.8K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-445- 33.21% |
$97.8K - $108K
|
895
$280K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-45- 15.15% |
$9.89K - $10.9K
|
252
$78.8K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-33- 0.04% |
$7.25K - $8.01K
|
87.6K
$27.4M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-25- 1.11% |
$5.5K - $6.07K
|
2.24K
$700K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-19- 1.27% |
$4.18K - $4.61K
|
1.48K
$462K
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-18- 94.74% |
$3.96K - $4.37K
|
1
$313
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-15- 0.79% |
$3.3K - $3.64K
|
1.87K
$586K
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-12- 0.48% |
$2.64K - $2.91K
|
2.48K
$774K
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6- 0.21% |
$1.32K - $1.46K
|
2.87K
$897K
|
|
Q1 2023 | |||||||
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-43.6K- 56.87% |
$9.26M - $10.7M
|
33K
$10.3M
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.82K- 57.51% |
$386K - $445K
|
1.34K
$420K
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-1K- 0.5% |
$213K - $245K
|
200K
$62.6M
|
|
Apr 14, 2023
Q1 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-819- 47.48% |
$174K - $201K
|
906
$283K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-684- 7.52% |
$145K - $168K
|
8.41K
$2.63M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-420- 14.96% |
$89.3K - $103K
|
2.39K
$747K
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-275- 21.91% |
$58.4K - $67.4K
|
980
$307K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-212- 14.81% |
$45.1K - $51.9K
|
1.22K
$381K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-164- 68.62% |
$34.9K - $40.2K
|
75
$23.5K
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-120- 68.57% |
$25.5K - $29.4K
|
55
$17.2K
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-93- 4.97% |
$19.8K - $22.8K
|
1.78K
$557K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-70- 11.95% |
$14.9K - $17.2K
|
516
$161K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-52- 2.3% |
$11.1K - $12.7K
|
2.21K
$691K
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-51- 2.58% |
$10.8K - $12.5K
|
1.92K
$601K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-22- 30.56% |
$4.68K - $5.39K
|
50
$15.6K
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-7- 2.49% |
$1.49K - $1.72K
|
274
$85.7K
|