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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-25- 1.03% |
$6.13K - $6.72K
|
2.4K
$626K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-239- 46.23% |
$58.6K - $64.2K
|
278
$72.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
29+ 100.0% |
$7.11K - $7.79K
|
58
$15.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-8.09K- 89.46% |
$1.98M - $2.17M
|
953
$249K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-100- 5.82% |
$24.5K - $26.9K
|
1.62K
$423K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-180- 16.62% |
$44.2K - $48.4K
|
903
$236K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
50New |
$12.3K - $13.4K
|
50
$13.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-5- 0.3% |
$1.23K - $1.34K
|
1.67K
$435K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-8- 12.9% |
$1.96K - $2.15K
|
54
$14.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-50- 4.26% |
$12.3K - $13.4K
|
1.13K
$294K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
30+ 0.37% |
$7.36K - $8.06K
|
8.24K
$2.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
329+ 132.66% |
$80.7K - $88.4K
|
577
$151K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150+ 306.12% |
$36.8K - $40.3K
|
199
$52K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-19- 0.19% |
$4.66K - $5.11K
|
10.2K
$2.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-20- 8.16% |
$4.91K - $5.37K
|
225
$58.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.3KNew |
$319K - $349K
|
1.3K
$340K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-170- 56.29% |
$41.7K - $45.7K
|
132
$34.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.51KNew |
$861K - $943K
|
3.51K
$917K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9- 0.88% |
$2.21K - $2.42K
|
1.01K
$264K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-34- 47.89% |
$8.34K - $9.14K
|
37
$9.67K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.22KNew |
$789K - $864K
|
3.22K
$840K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-75- 50.0% |
$18.4K - $20.2K
|
75
$19.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.17% |
$491 - $537
|
1.2K
$314K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2- 0.04% |
$491 - $537
|
4.84K
$1.26M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
38New |
$9.32K - $10.2K
|
38
$9.93K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-14- 22.22% |
$3.43K - $3.76K
|
49
$12.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-97- 96.04% |
$23.8K - $26.1K
|
4
$1.04K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
41New |
$10.1K - $11K
|
41
$10.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
10+ 1.31% |
$2.45K - $2.69K
|
775
$202K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-54- 1.21% |
$13.2K - $14.5K
|
4.42K
$1.15M
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-50- 6.24% |
$12K - $13.5K
|
751
$196K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6New |
$1.44K - $1.62K
|
6
$1.57K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
399+ 12.88% |
$95.6K - $108K
|
3.5K
$913K
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-5.5K- 21.74% |
$1.32M - $1.49M
|
19.8K
$5.17M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.27K+ 119.74% |
$305K - $345K
|
2.34K
$611K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10New |
$2.4K - $2.71K
|
10
$2.61K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-127- 13.82% |
$30.4K - $34.4K
|
792
$207K
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-526- 45.0% |
$126K - $142K
|
643
$168K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30New |
$7.19K - $8.12K
|
30
$7.84K
|
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
17.5KNew |
$4.19M - $4.74M
|
17.5K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
887New |
$212K - $240K
|
887
$232K
|
|
|
May 15, 2024
Q1 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
13.5KNew |
$3.22M - $3.64M
|
13.5K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10- 20.0% |
$2.4K - $2.71K
|
40
$10.4K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4- 0.3% |
$958 - $1.08K
|
1.34K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-607- 41.52% |
$145K - $164K
|
855
$223K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
20New |
$4.79K - $5.42K
|
20
$5.22K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
839+ 51.95% |
$201K - $227K
|
2.45K
$641K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.79K- 3.69% |
$1.39M - $1.57M
|
151K
$39.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.55K+ 12.51% |
$1.57M - $1.77M
|
58.9K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
280New |
$67.1K - $75.8K
|
280
$73.1K
|
|