Latest Institutional Transactions on Ishares Russell 2000 Gwt ETF (IWO)
This table provides information on the latest institutional transactions involving Ishares Russell 2000 Gwt ETF (IWO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
40.8KNew |
$11.4M - $12.9M
|
40.8K
$10.9M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
196+ 5.38% |
$54.5K - $61.8K
|
3.84K
$1.02M
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
478+ 4.56% |
$133K - $151K
|
11K
$2.92M
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-16- 1.17% |
$4.45K - $5.05K
|
1.35K
$359K
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
4.29K+ 63.19% |
$1.19M - $1.35M
|
11.1K
$2.95M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-50- 3.95% |
$13.9K - $15.8K
|
1.22K
$324K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27New |
$7.51K - $8.51K
|
27
$7.19K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
163+ 18.56% |
$45.3K - $51.4K
|
1.04K
$277K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
660+ 21.51% |
$184K - $208K
|
3.73K
$993K
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.32K+ 51.94% |
$366K - $415K
|
3.85K
$1.02M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.45KNew |
$1.24M - $1.4M
|
4.45K
$1.19M
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$278 - $315
|
4.7K
$1.25M
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.76KNew |
$490K - $556K
|
1.76K
$469K
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.35% |
$1.39K - $1.58K
|
1.45K
$386K
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-615- 2.53% |
$171K - $194K
|
23.7K
$6.31M
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
92+ 0.36% |
$25.6K - $29K
|
25.7K
$6.84M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-371- 5.95% |
$103K - $117K
|
5.86K
$1.56M
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.34% |
$556 - $631
|
598
$159K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.54KNew |
$427K - $484K
|
1.54K
$409K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34+ 3.62% |
$9.46K - $10.7K
|
972
$259K
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1K- 3.37% |
$278K - $316K
|
28.7K
$7.64M
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-38- 13.15% |
$10.6K - $12K
|
251
$66.8K
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
34New |
$9.46K - $10.7K
|
34
$9.05K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-207- 1.06% |
$57.6K - $65.3K
|
19.3K
$5.13M
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-116- 14.25% |
$32.3K - $36.6K
|
698
$186K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
14+ 0.4% |
$3.89K - $4.42K
|
3.49K
$928K
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-4- 0.49% |
$1.11K - $1.26K
|
814
$217K
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-206- 5.89% |
$57.3K - $65K
|
3.29K
$876K
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
38+ 1.9% |
$10.6K - $12K
|
2.04K
$543K
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-4.47K- 53.85% |
$1.24M - $1.41M
|
3.83K
$1.02M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
805New |
$224K - $254K
|
805
$214K
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$1.67K - $1.89K
|
6
$1.6K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-30- 3.26% |
$8.35K - $9.46K
|
890
$237K
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-173- 3.23% |
$48.1K - $54.6K
|
5.18K
$1.38M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.77KNew |
$771K - $874K
|
2.77K
$738K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-662- 9.38% |
$184K - $209K
|
6.4K
$1.7M
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
520+ 6.22% |
$145K - $164K
|
8.89K
$2.37M
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-147- 40.05% |
$40.9K - $46.4K
|
220
$58.6K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2K+ 169.18% |
$556K - $630K
|
3.18K
$846K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-7- 0.41% |
$1.95K - $2.21K
|
1.69K
$449K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
12New |
$3.34K - $3.78K
|
12
$3.2K
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
3+ 0.3% |
$835 - $946
|
1K
$267K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$278 - $315
|
1
$266
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.4K- 37.44% |
$389K - $441K
|
2.34K
$622K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-181- 8.15% |
$50.4K - $57.1K
|
2.04K
$543K
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-133- 12.79% |
$37K - $41.9K
|
907
$242K
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-3.86K- 0.69% |
$1.07M - $1.22M
|
552K
$147M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3+ 0.29% |
$835 - $946
|
1.04K
$277K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1- 0.04% |
$278 - $315
|
2.33K
$619K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.51K+ 12.29% |
$699K - $793K
|
23K
$6.12M
|