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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
170New |
$35K - $39.3K
|
170
$50.3K
|
|
Feb 03, 2023
Q4 2022
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
102KNew |
$21.1M - $23.6M
|
102K
$30.3M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
287New |
$59.1K - $66.3K
|
287
$84.9K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
76+ 38.38% |
$15.6K - $17.6K
|
274
$81K
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-49- 2.24% |
$10.1K - $11.3K
|
2.14K
$633K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
21.3KNew |
$4.39M - $4.93M
|
21.3K
$6.31M
|
|
Jan 31, 2023
Q4 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
135KNew |
$27.8M - $31.2M
|
135K
$39.9M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
973New |
$200K - $225K
|
973
$288K
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
30KNew |
$6.18M - $6.93M
|
30K
$8.87M
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
6+ 0.14% |
$1.24K - $1.39K
|
4.24K
$1.25M
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.08KNew |
$222K - $250K
|
1.08K
$319K
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-131- 3.59% |
$27K - $30.3K
|
3.51K
$1.04M
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
480New |
$98.8K - $111K
|
480
$142K
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.69KNew |
$347K - $389K
|
1.69K
$498K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-1- 0.61% |
$206 - $231
|
162
$47.9K
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
544+ 51.18% |
$112K - $126K
|
1.61K
$475K
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
BUY
|
- |
2.18KNew |
$449K - $504K
|
2.18K
$645K
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3+ 0.15% |
$618 - $693
|
1.96K
$579K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
265New |
$54.5K - $61.2K
|
265
$78.4K
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
157+ 11.62% |
$32.3K - $36.3K
|
1.51K
$446K
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.15K- 68.33% |
$442K - $496K
|
994
$294K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
566New |
$117K - $131K
|
566
$167K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-100- 8.58% |
$20.6K - $23.1K
|
1.07K
$315K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
427New |
$87.9K - $98.6K
|
427
$126K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
15New |
$3.09K - $3.47K
|
15
$4.44K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-66- 4.98% |
$13.6K - $15.2K
|
1.26K
$372K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
36New |
$7.41K - $8.32K
|
36
$10.6K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
130New |
$26.8K - $30K
|
130
$38.4K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
180New |
$37.1K - $41.6K
|
180
$53.2K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
94New |
$19.3K - $21.7K
|
94
$27.8K
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
BUY
|
- |
1.3KNew |
$268K - $300K
|
1.3K
$384K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-7- 1.28% |
$1.44K - $1.62K
|
540
$160K
|
|
Q3 2022 | |||||||
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.26KNew |
$1.07M - $1.31M
|
5.26K
$1.55M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.06K- 1.88% |
$215K - $264K
|
55.4K
$16.4M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
265+ 15.63% |
$53.8K - $65.8K
|
1.96K
$580K
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 22.73% |
$1.01K - $1.24K
|
17
$5.03K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
588New |
$119K - $146K
|
588
$174K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$81.2K - $99.4K
|
400
$118K
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-14- 20.29% |
$2.84K - $3.48K
|
55
$16.3K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-50- 3.91% |
$10.1K - $12.4K
|
1.23K
$363K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
CALL |
800New |
$162K - $199K
|
800
$237K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.97KClosed |
$1.41M - $1.73M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
12New |
$2.44K - $2.98K
|
12
$3.55K
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
163KNew |
$33.1M - $40.5M
|
163K
$48.3M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
116New |
$23.5K - $28.8K
|
116
$34.3K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-301- 18.23% |
$61.1K - $74.8K
|
1.35K
$399K
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
7.14K+ 56.68% |
$1.45M - $1.77M
|
19.7K
$5.83M
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
45New |
$9.13K - $11.2K
|
45
$13.3K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10New |
$2.03K - $2.48K
|
10
$2.96K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
581+ 7.75% |
$118K - $144K
|
8.08K
$2.39M
|