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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
717New |
$184K - $208K
|
717
$191K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1KNew |
$256K - $290K
|
1K
$266K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2New |
$513 - $580
|
2
$533
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-37- 1.64% |
$9.49K - $10.7K
|
2.22K
$591K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1- 1.3% |
$256 - $290
|
76
$20.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.1K- 51.72% |
$282K - $319K
|
1.03K
$273K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
519New |
$133K - $150K
|
519
$138K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
38+ 2.5% |
$9.74K - $11K
|
1.56K
$414K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
970+ 165.25% |
$249K - $281K
|
1.56K
$415K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-8.31K- 52.05% |
$2.13M - $2.41M
|
7.65K
$2.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-8.25K- 75.92% |
$2.12M - $2.39M
|
2.62K
$697K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-15- 1.32% |
$3.85K - $4.35K
|
1.12K
$298K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4- 0.2% |
$1.03K - $1.16K
|
2K
$533K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-251- 13.91% |
$64.4K - $72.7K
|
1.55K
$414K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-40- 0.67% |
$10.3K - $11.6K
|
5.97K
$1.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-877- 80.38% |
$225K - $254K
|
214
$57K
|
|
|
Nov 05, 2024
Q3 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
2.2KNew |
$564K - $638K
|
2.2K
$586K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-485- 48.5% |
$124K - $141K
|
515
$137K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-111- 9.42% |
$28.5K - $32.2K
|
1.07K
$284K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-314- 3.58% |
$80.5K - $91K
|
8.46K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-19- 0.82% |
$4.87K - $5.51K
|
2.3K
$613K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-33- 2.21% |
$8.46K - $9.56K
|
1.46K
$389K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
434+ 303.5% |
$111K - $126K
|
577
$154K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
118New |
$30.3K - $34.2K
|
118
$31.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$256 - $290
|
1
$266
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
190+ 4.71% |
$48.7K - $55.1K
|
4.22K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-12- 12.9% |
$3.08K - $3.48K
|
81
$21.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
48+ 2.75% |
$12.3K - $13.9K
|
1.8K
$478K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
715New |
$183K - $207K
|
715
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
965New |
$247K - $280K
|
965
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-140- 16.17% |
$35.9K - $40.6K
|
726
$193K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-3- 0.08% |
$769 - $869
|
3.64K
$969K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-294- 2.18% |
$75.4K - $85.2K
|
13.2K
$3.51M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-37- 8.73% |
$9.49K - $10.7K
|
387
$103K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-23- 2.82% |
$5.9K - $6.66K
|
794
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
908New |
$233K - $263K
|
908
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-40- 9.41% |
$10.3K - $11.6K
|
385
$103K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-58- 0.31% |
$14.9K - $16.8K
|
18.4K
$4.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 1.71% |
$513 - $580
|
115
$30.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-15- 1.11% |
$3.85K - $4.35K
|
1.34K
$355K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
780New |
$200K - $226K
|
780
$208K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
154+ 59.92% |
$39.5K - $44.6K
|
411
$109K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
2.17K+ 262.32% |
$557K - $629K
|
3K
$799K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3- 0.34% |
$769 - $869
|
892
$238K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
24New |
$6.15K - $6.95K
|
24
$6.39K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.07% |
$256 - $290
|
1.54K
$409K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 0.09% |
$25.6K - $29K
|
105K
$28.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
200+ 1.16% |
$51.3K - $58K
|
17.5K
$4.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
150New |
$38.5K - $43.5K
|
150
$39.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-85- 1.27% |
$21.8K - $24.6K
|
6.61K
$1.76M
|