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 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
34+ 12.36% |
$7K - $7.86K
|
309
$82.3K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
1.4KNew |
$288K - $324K
|
1.4K
$373K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
966New |
$199K - $223K
|
966
$257K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-2.47K- 41.93% |
$508K - $570K
|
3.42K
$910K
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
3.06KNew |
$630K - $707K
|
3.06K
$815K
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
2.19KNew |
$451K - $506K
|
2.19K
$583K
|
|
Feb 14, 2023
Q4 2022
|
Arbiter Partners Capital Management LLC
New York, NY |
SELL
|
PUT |
-45.3K- 60.89% |
$9.32M - $10.5M
|
29.1K
$7.75M
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
1.28KNew |
$263K - $296K
|
1.28K
$341K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
87New |
$17.9K - $20.1K
|
87
$23.2K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
938New |
$193K - $217K
|
938
$250K
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
1.17KNew |
$241K - $270K
|
1.17K
$311K
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-43- 3.25% |
$8.85K - $9.93K
|
1.28K
$341K
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
960New |
$198K - $222K
|
960
$256K
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-54- 0.83% |
$11.1K - $12.5K
|
6.45K
$1.72M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
27+ 100.0% |
$5.56K - $6.24K
|
54
$14.4K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$206 - $231
|
1
$266
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-221- 67.17% |
$45.5K - $51.1K
|
108
$28.8K
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
926New |
$191K - $214K
|
926
$247K
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
7.73KNew |
$1.59M - $1.79M
|
7.73K
$2.06M
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-57- 3.14% |
$11.7K - $13.2K
|
1.76K
$469K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.56KNew |
$734K - $823K
|
3.56K
$949K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
33New |
$6.79K - $7.62K
|
33
$8.79K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
300New |
$61.8K - $69.3K
|
300
$79.9K
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
1.28KNew |
$263K - $295K
|
1.28K
$340K
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
12.4K+ 6200.0% |
$2.55M - $2.86M
|
12.6K
$3.36M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-37- 0.03% |
$7.62K - $8.55K
|
135K
$36M
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
170New |
$35K - $39.3K
|
170
$45.3K
|
|
Feb 03, 2023
Q4 2022
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
102KNew |
$21.1M - $23.6M
|
102K
$27.2M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
287New |
$59.1K - $66.3K
|
287
$76.4K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
76+ 38.38% |
$15.6K - $17.6K
|
274
$73K
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-49- 2.24% |
$10.1K - $11.3K
|
2.14K
$570K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
21.3KNew |
$4.39M - $4.93M
|
21.3K
$5.68M
|
|
Jan 31, 2023
Q4 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
135KNew |
$27.8M - $31.2M
|
135K
$35.9M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
973New |
$200K - $225K
|
973
$259K
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
30KNew |
$6.18M - $6.93M
|
30K
$7.99M
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
6+ 0.14% |
$1.24K - $1.39K
|
4.24K
$1.13M
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.08KNew |
$222K - $250K
|
1.08K
$288K
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-131- 3.59% |
$27K - $30.3K
|
3.51K
$935K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
480New |
$98.8K - $111K
|
480
$128K
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.69KNew |
$347K - $389K
|
1.69K
$449K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-1- 0.61% |
$206 - $231
|
162
$43.1K
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
544+ 51.18% |
$112K - $126K
|
1.61K
$428K
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
BUY
|
- |
2.18KNew |
$449K - $504K
|
2.18K
$581K
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3+ 0.15% |
$618 - $693
|
1.96K
$521K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
265New |
$54.5K - $61.2K
|
265
$70.6K
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
157+ 11.62% |
$32.3K - $36.3K
|
1.51K
$402K
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.15K- 68.33% |
$442K - $496K
|
994
$265K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
566New |
$117K - $131K
|
566
$151K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-100- 8.58% |
$20.6K - $23.1K
|
1.07K
$284K
|