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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.12K- 12.84% |
$1.99M - $2.18M
|
55.1K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.04% |
$245 - $269
|
2.38K
$703K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-35- 3.1% |
$8.59K - $9.4K
|
1.09K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-21- 55.26% |
$5.15K - $5.64K
|
17
$5.03K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-282- 11.42% |
$69.2K - $75.8K
|
2.19K
$648K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-210- 2.83% |
$51.5K - $56.4K
|
7.21K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-110- 3.67% |
$27K - $29.6K
|
2.89K
$854K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-344- 39.45% |
$84.4K - $92.4K
|
528
$156K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
50.6K+ 11.86% |
$12.4M - $13.6M
|
477K
$141M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-802- 53.36% |
$197K - $215K
|
701
$208K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
295+ 11.5% |
$72.4K - $79.3K
|
2.86K
$847K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10Closed |
$2.45K - $2.69K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.51K+ 537.67% |
$861K - $943K
|
4.16K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.6KNew |
$883K - $967K
|
3.6K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
103KNew |
$25.3M - $27.7M
|
103K
$30.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.26K- 76.32% |
$309K - $339K
|
391
$116K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
301+ 390.91% |
$73.8K - $80.9K
|
378
$112K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-14- 1.29% |
$3.43K - $3.76K
|
1.07K
$316K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-55- 4.14% |
$13.5K - $14.8K
|
1.28K
$377K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-177- 8.44% |
$43.4K - $47.6K
|
1.92K
$568K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.04KNew |
$500K - $547K
|
2.04K
$603K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-125- 14.01% |
$30.7K - $33.6K
|
767
$227K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-74- 7.54% |
$18.2K - $19.9K
|
908
$269K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 9.02% |
$2.94K - $3.22K
|
121
$35.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-15- 3.71% |
$3.68K - $4.03K
|
389
$115K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-816- 89.97% |
$200K - $219K
|
91
$26.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-98- 9.39% |
$24K - $26.3K
|
946
$280K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
49+ 544.44% |
$12K - $13.2K
|
58
$17.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
52+ 6.78% |
$12.8K - $14K
|
819
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-27- 13.57% |
$6.62K - $7.25K
|
172
$50.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
14+ 0.67% |
$3.43K - $3.76K
|
2.09K
$619K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-61- 7.39% |
$15K - $16.4K
|
764
$226K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 10.58% |
$2.7K - $2.96K
|
115
$34K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-4- 0.45% |
$981 - $1.07K
|
878
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-76- 95.0% |
$18.6K - $20.4K
|
4
$1.18K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
9+ 0.08% |
$2.21K - $2.42K
|
11.5K
$3.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-7- 0.09% |
$1.72K - $1.88K
|
7.5K
$2.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-25- 1.03% |
$6.13K - $6.72K
|
2.4K
$710K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-239- 46.23% |
$58.6K - $64.2K
|
278
$82.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
29+ 100.0% |
$7.11K - $7.79K
|
58
$17.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-8.09K- 89.46% |
$1.98M - $2.17M
|
953
$282K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-100- 5.82% |
$24.5K - $26.9K
|
1.62K
$479K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-180- 16.62% |
$44.2K - $48.4K
|
903
$267K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
50New |
$12.3K - $13.4K
|
50
$14.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-5- 0.3% |
$1.23K - $1.34K
|
1.67K
$493K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-8- 12.9% |
$1.96K - $2.15K
|
54
$16K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-50- 4.26% |
$12.3K - $13.4K
|
1.13K
$333K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
30+ 0.37% |
$7.36K - $8.06K
|
8.24K
$2.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
329+ 132.66% |
$80.7K - $88.4K
|
577
$171K
|