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 |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
427New |
$87.9K - $98.6K
|
427
$114K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
15New |
$3.09K - $3.47K
|
15
$3.99K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-66- 4.98% |
$13.6K - $15.2K
|
1.26K
$335K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
36New |
$7.41K - $8.32K
|
36
$9.59K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
130New |
$26.8K - $30K
|
130
$34.6K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
180New |
$37.1K - $41.6K
|
180
$47.9K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
94New |
$19.3K - $21.7K
|
94
$25K
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
BUY
|
- |
1.3KNew |
$268K - $300K
|
1.3K
$346K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-7- 1.28% |
$1.44K - $1.62K
|
540
$144K
|
|
Q3 2022 | |||||||
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.26KNew |
$1.07M - $1.31M
|
5.26K
$1.4M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.06K- 1.88% |
$215K - $264K
|
55.4K
$14.8M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
265+ 15.63% |
$53.8K - $65.8K
|
1.96K
$522K
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 22.73% |
$1.01K - $1.24K
|
17
$4.53K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
588New |
$119K - $146K
|
588
$157K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$81.2K - $99.4K
|
400
$107K
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-14- 20.29% |
$2.84K - $3.48K
|
55
$14.6K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-50- 3.91% |
$10.1K - $12.4K
|
1.23K
$327K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
CALL |
800New |
$162K - $199K
|
800
$213K
|
|
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
$3.2K
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
163KNew |
$33.1M - $40.5M
|
163K
$43.5M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
116New |
$23.5K - $28.8K
|
116
$30.9K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-301- 18.23% |
$61.1K - $74.8K
|
1.35K
$359K
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
7.14K+ 56.68% |
$1.45M - $1.77M
|
19.7K
$5.25M
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
45New |
$9.13K - $11.2K
|
45
$12K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10New |
$2.03K - $2.48K
|
10
$2.66K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
581+ 7.75% |
$118K - $144K
|
8.08K
$2.15M
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
9.51KNew |
$1.93M - $2.36M
|
9.51K
$2.53M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-110- 0.85% |
$22.3K - $27.3K
|
12.9K
$3.43M
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-1.28K- 22.17% |
$260K - $318K
|
4.5K
$1.2M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
98New |
$19.9K - $24.3K
|
98
$26.1K
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
25KNew |
$5.07M - $6.21M
|
25K
$6.66M
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.07KNew |
$216K - $265K
|
1.07K
$284K
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-19.8K- 88.56% |
$4.01M - $4.91M
|
2.56K
$680K
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.43KNew |
$899K - $1.1M
|
4.43K
$1.18M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
88New |
$17.9K - $21.9K
|
88
$23.4K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
832New |
$169K - $207K
|
832
$222K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-248- 6.44% |
$50.3K - $61.6K
|
3.61K
$960K
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
5.81K+ 25.6% |
$1.18M - $1.44M
|
28.5K
$7.58M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
3New |
$609 - $745
|
3
$799
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
59New |
$12K - $14.7K
|
59
$15.7K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
63New |
$12.8K - $15.7K
|
63
$16.8K
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 14.63% |
$2.44K - $2.98K
|
70
$18.6K
|
|
Nov 03, 2022
Q3 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.82KNew |
$572K - $701K
|
2.82K
$751K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
268+ 1.17% |
$54.4K - $66.6K
|
23.2K
$6.17M
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-57- 4.84% |
$11.6K - $14.2K
|
1.12K
$298K
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-160- 3.02% |
$32.5K - $39.7K
|
5.14K
$1.37M
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
19New |
$3.86K - $4.72K
|
19
$5.06K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
14New |
$2.84K - $3.48K
|
14
$3.73K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-674- 2.24% |
$137K - $167K
|
29.4K
$7.84M
|