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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1- 0.09% |
$240 - $271
|
1.17K
$365K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
28New |
$6.71K - $7.58K
|
28
$8.74K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
106KNew |
$25.4M - $28.7M
|
106K
$33M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 4.0% |
$479 - $542
|
48
$15K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.09KNew |
$261K - $295K
|
1.09K
$341K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.25K+ 20.43% |
$299K - $338K
|
7.35K
$2.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
427New |
$102K - $116K
|
427
$133K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-417- 1.03% |
$99.9K - $113K
|
39.9K
$12.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.05KNew |
$252K - $285K
|
1.05K
$329K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16New |
$3.83K - $4.33K
|
16
$4.99K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1- 0.06% |
$240 - $271
|
1.69K
$528K
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
928New |
$222K - $251K
|
928
$290K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-392- 33.45% |
$93.9K - $106K
|
780
$243K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
69New |
$16.5K - $18.7K
|
69
$21.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.39K+ 2.1% |
$332K - $375K
|
67.3K
$21M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-59- 28.23% |
$14.1K - $16K
|
150
$46.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
29New |
$6.95K - $7.85K
|
29
$9.05K
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-96- 2.58% |
$23K - $26K
|
3.63K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.55KNew |
$371K - $420K
|
1.55K
$484K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
4.37K+ 245.67% |
$1.05M - $1.18M
|
6.15K
$1.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-25.3K- 99.61% |
$6.06M - $6.85M
|
100
$31.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-168- 48.0% |
$40.2K - $45.5K
|
182
$56.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
784New |
$188K - $212K
|
784
$245K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8New |
$1.92K - $2.17K
|
8
$2.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
764New |
$183K - $207K
|
764
$238K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
773New |
$185K - $209K
|
773
$241K
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
767New |
$184K - $208K
|
767
$239K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-9- 5.66% |
$2.16K - $2.44K
|
150
$46.8K
|
|
| Q4 2023 | |||||||
|
Jan 05, 2026
Q4 2023
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-9Closed |
$1.84K - $2.32K
|
0
$0
|
|
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
11New |
$2.24K - $2.83K
|
11
$3.43K
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.82KClosed |
$575K - $726K
|
0
$0
|
|
|
May 07, 2025
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
3.9KNew |
$796K - $1M
|
3.9K
$1.22M
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
51New |
$10.4K - $13.1K
|
51
$15.9K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
9New |
$1.84K - $2.32K
|
9
$2.81K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
886New |
$181K - $228K
|
886
$277K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9New |
$1.84K - $2.32K
|
9
$2.81K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
15New |
$3.06K - $3.86K
|
15
$4.68K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
44New |
$8.98K - $11.3K
|
44
$13.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8New |
$1.63K - $2.06K
|
8
$2.5K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-35- 1.12% |
$7.14K - $9.01K
|
3.08K
$963K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
850New |
$173K - $219K
|
850
$265K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.74KNew |
$354K - $447K
|
1.74K
$542K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
1.04KNew |
$212K - $267K
|
1.04K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
104KNew |
$21.2M - $26.8M
|
104K
$32.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
104KNew |
$21.2M - $26.8M
|
104K
$32.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
22.8KNew |
$4.65M - $5.87M
|
22.8K
$7.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
858New |
$175K - $221K
|
858
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
2.24KNew |
$458K - $578K
|
2.24K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-1.1K- 57.89% |
$224K - $283K
|
800
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
43New |
$8.78K - $11.1K
|
43
$13.4K
|
|