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 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 140.0% |
$3.1K - $3.56K
|
24
$7.1K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
14K+ 813.7% |
$3.1M - $3.56M
|
15.7K
$4.65M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-526K- 99.75% |
$116M - $134M
|
1.3K
$383K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.29KNew |
$284K - $326K
|
1.29K
$380K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
169New |
$37.4K - $42.9K
|
169
$50K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
123New |
$27.2K - $31.2K
|
123
$36.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
90New |
$19.9K - $22.9K
|
90
$26.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
902New |
$200K - $229K
|
902
$267K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28+ 14.66% |
$6.19K - $7.11K
|
219
$64.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
91New |
$20.1K - $23.1K
|
91
$26.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-922- 34.07% |
$204K - $234K
|
1.78K
$527K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
6New |
$1.33K - $1.52K
|
6
$1.77K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
37New |
$8.19K - $9.4K
|
37
$10.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-280- 21.44% |
$61.9K - $71.1K
|
1.03K
$303K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.45% |
$1.11K - $1.27K
|
1.12K
$330K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
1.22K+ 74.63% |
$269K - $309K
|
2.85K
$843K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
127New |
$28.1K - $32.3K
|
127
$37.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-15- 9.38% |
$3.32K - $3.81K
|
145
$42.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-100- 26.53% |
$22.1K - $25.4K
|
277
$81.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3New |
$664 - $762
|
3
$887
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
5New |
$1.11K - $1.27K
|
5
$1.48K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$66.4K - $76.2K
|
300
$88.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
33+ 1.59% |
$7.3K - $8.38K
|
2.12K
$625K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-45- 3.8% |
$9.89K - $10.9K
|
1.14K
$336K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.11KNew |
$243K - $269K
|
1.11K
$327K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
500KNew |
$110M - $121M
|
500K
$148M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-384K- 97.98% |
$84.4M - $93.1M
|
7.92K
$2.34M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
868New |
$191K - $211K
|
868
$257K
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-1.37KClosed |
$301K - $332K
|
0
$0
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.01KClosed |
$222K - $245K
|
0
$0
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-560- 76.19% |
$123K - $136K
|
175
$51.7K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
330New |
$72.5K - $80.1K
|
330
$97.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Lynwood Capital Management Inc.
|
BUY
|
- |
1KNew |
$220K - $243K
|
1K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
945New |
$208K - $229K
|
945
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6- 0.21% |
$1.32K - $1.46K
|
2.87K
$847K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-18- 94.74% |
$3.96K - $4.37K
|
1
$296
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
544New |
$120K - $132K
|
544
$161K
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
17.5KNew |
$3.85M - $4.25M
|
17.5K
$5.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-9.8K- 26.92% |
$2.15M - $2.38M
|
26.6K
$7.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.1K- 56.26% |
$680K - $751K
|
2.41K
$711K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.48KNew |
$1.21M - $1.33M
|
5.48K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
727+ 71.98% |
$160K - $176K
|
1.74K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
40New |
$8.79K - $9.71K
|
40
$11.8K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-25- 1.11% |
$5.5K - $6.07K
|
2.24K
$661K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$22K - $24.3K
|
100
$29.6K
|
|
|
Aug 11, 2023
Q2 2023
|
New Legacy Group, LLC
|
BUY
|
- |
862New |
$189K - $209K
|
862
$255K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-19- 1.27% |
$4.18K - $4.61K
|
1.48K
$437K
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.56KNew |
$343K - $378K
|
1.56K
$461K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-626- 2.14% |
$138K - $152K
|
28.7K
$8.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10New |
$2.2K - $2.43K
|
10
$2.96K
|
|