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, 2022
Q4 2021
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
PUT |
-100KClosed |
$28M - $32.7M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-2.13KClosed |
$597K - $698K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-325Closed |
$91K - $106K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-431Closed |
$121K - $141K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.3KNew |
$1.48M - $1.73M
|
5.3K
$1.57M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-43Closed |
$12K - $14.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7- 36.84% |
$1.96K - $2.29K
|
12
$3.55K
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-325Closed |
$91K - $106K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
993New |
$278K - $325K
|
993
$294K
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-5.1KClosed |
$1.43M - $1.67M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-201Closed |
$56.3K - $65.8K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.7K- 72.41% |
$756K - $884K
|
1.03K
$305K
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.86KClosed |
$520K - $608K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-950Closed |
$266K - $311K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-10.9KClosed |
$3.06M - $3.57M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-903Closed |
$253K - $296K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-10- 0.76% |
$2.8K - $3.27K
|
1.31K
$388K
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.2KClosed |
$337K - $394K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-256Closed |
$71.7K - $83.8K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-107Closed |
$30K - $35K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
30New |
$8.4K - $9.82K
|
30
$8.88K
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.8KClosed |
$503K - $589K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9New |
$2.52K - $2.95K
|
9
$2.66K
|
|
Feb 01, 2022
Q4 2021
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-9.1KClosed |
$2.55M - $2.98M
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
SELL
|
- |
-100- 11.24% |
$28K - $32.7K
|
790
$234K
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-747Closed |
$209K - $245K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-735Closed |
$206K - $241K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.42KNew |
$677K - $791K
|
2.42K
$715K
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-8- 3.02% |
$2.24K - $2.62K
|
257
$76.1K
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
SELL
|
- |
-450- 12.47% |
$126K - $147K
|
3.16K
$935K
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-728Closed |
$204K - $238K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 66.67% |
$1.12K - $1.31K
|
10
$2.96K
|
|
Q3 2021 | |||||||
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
7.82KNew |
$2.22M - $2.46M
|
7.82K
$2.32M
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-4.07KClosed |
$1.16M - $1.28M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-190Closed |
$54K - $59.7K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.18KClosed |
$335K - $370K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Nantahala Capital Management, LLC
New Canaan, CT |
SELL
|
PUT |
-300KClosed |
$85.3M - $94.2M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
20+ 4.43% |
$5.69K - $6.28K
|
471
$139K
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-2.71KClosed |
$772K - $852K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-10KClosed |
$2.85M - $3.15M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-521Closed |
$148K - $164K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-32KClosed |
$9.11M - $10.1M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-643Closed |
$183K - $202K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2New |
$569 - $628
|
2
$592
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-173Closed |
$49.2K - $54.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9New |
$2.56K - $2.83K
|
9
$2.66K
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-5Closed |
$1.42K - $1.57K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-35Closed |
$9.95K - $11K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-7.27KClosed |
$2.07M - $2.28M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-655Closed |
$186K - $206K
|
0
$0
|