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 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-148- 26.1% |
$36.3K - $39.8K
|
419
$109K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
84New |
$20.6K - $22.6K
|
84
$21.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-8- 0.41% |
$1.96K - $2.15K
|
1.93K
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35- 87.5% |
$8.59K - $9.4K
|
5
$1.31K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5- 1.27% |
$1.23K - $1.34K
|
388
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.64KNew |
$2.36M - $2.59M
|
9.64K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-3.86K- 19.23% |
$947K - $1.04M
|
16.2K
$4.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 19.01% |
$24.5K - $26.9K
|
426
$111K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13.7KNew |
$3.37M - $3.69M
|
13.7K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-96- 27.43% |
$23.5K - $25.8K
|
254
$66.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-100- 7.66% |
$24.5K - $26.9K
|
1.21K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.05KNew |
$994K - $1.09M
|
4.05K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
282+ 2.46% |
$69.2K - $75.8K
|
11.7K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-2- 0.14% |
$491 - $537
|
1.42K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
203+ 20.14% |
$49.8K - $54.5K
|
1.21K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
75New |
$18.4K - $20.2K
|
75
$19.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.12K- 12.84% |
$1.99M - $2.18M
|
55.1K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.04% |
$245 - $269
|
2.38K
$620K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-35- 3.1% |
$8.59K - $9.4K
|
1.09K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-21- 55.26% |
$5.15K - $5.64K
|
17
$4.44K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-282- 11.42% |
$69.2K - $75.8K
|
2.19K
$572K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-210- 2.83% |
$51.5K - $56.4K
|
7.21K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-110- 3.67% |
$27K - $29.6K
|
2.89K
$754K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-344- 39.45% |
$84.4K - $92.4K
|
528
$138K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
50.6K+ 11.86% |
$12.4M - $13.6M
|
477K
$125M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-802- 53.36% |
$197K - $215K
|
701
$183K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
295+ 11.5% |
$72.4K - $79.3K
|
2.86K
$747K
|
|
|
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
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
103KNew |
$25.3M - $27.7M
|
103K
$26.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.26K- 76.32% |
$309K - $339K
|
391
$102K
|
|
|
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
$98.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-14- 1.29% |
$3.43K - $3.76K
|
1.07K
$279K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-55- 4.14% |
$13.5K - $14.8K
|
1.28K
$333K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.04KNew |
$500K - $547K
|
2.04K
$532K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-74- 7.54% |
$18.2K - $19.9K
|
908
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 9.02% |
$2.94K - $3.22K
|
121
$31.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-15- 3.71% |
$3.68K - $4.03K
|
389
$102K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-816- 89.97% |
$200K - $219K
|
91
$23.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
49+ 544.44% |
$12K - $13.2K
|
58
$15.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
52+ 6.78% |
$12.8K - $14K
|
819
$214K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-27- 13.57% |
$6.62K - $7.25K
|
172
$44.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
14+ 0.67% |
$3.43K - $3.76K
|
2.09K
$547K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-61- 7.39% |
$15K - $16.4K
|
764
$200K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 10.58% |
$2.7K - $2.96K
|
115
$30K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-4- 0.45% |
$981 - $1.07K
|
878
$229K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-76- 95.0% |
$18.6K - $20.4K
|
4
$1.04K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
9+ 0.08% |
$2.21K - $2.42K
|
11.5K
$3M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-7- 0.09% |
$1.72K - $1.88K
|
7.5K
$1.96M
|