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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2021
Q2 2021
|
Monument Capital Management
|
SELL
|
- |
-8.52KClosed |
$2.38M - $2.67M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-54Closed |
$15.1K - $16.9K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-15.3KClosed |
$4.26M - $4.79M
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
James Investment Research Inc
|
SELL
|
- |
-13Closed |
$3.62K - $4.07K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-14Closed |
$3.9K - $4.39K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-8Closed |
$2.23K - $2.51K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.62KClosed |
$1.57M - $1.76M
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.73K- 82.48% |
$482K - $541K
|
367
$109K
|
|
|
Jul 19, 2021
Q2 2021
|
Pacific Wealth Management
|
SELL
|
- |
-790Closed |
$220K - $248K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.34KClosed |
$651K - $732K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-7- 0.06% |
$1.95K - $2.19K
|
10.9K
$3.22M
|
|
|
Jul 07, 2021
Q2 2021
|
Arlington Partners LLC
|
SELL
|
- |
-130Closed |
$36.2K - $40.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.02KNew |
$287K - $342K
|
1.02K
$300K
|
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-148- 26.86% |
$41.8K - $49.8K
|
403
$119K
|
|
|
May 24, 2021
Q1 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-14.2KClosed |
$4.01M - $4.78M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.5KClosed |
$424K - $505K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-961Closed |
$271K - $324K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.77KClosed |
$499K - $594K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-42Closed |
$11.9K - $14.1K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-287Closed |
$81.1K - $96.6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-127Closed |
$35.9K - $42.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-139KClosed |
$39.2M - $46.7M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.04KClosed |
$293K - $349K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-350Closed |
$98.9K - $118K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.42KClosed |
$401K - $478K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2Closed |
$565 - $673
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-102Closed |
$28.8K - $34.3K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-27Closed |
$7.63K - $9.09K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-167Closed |
$47.2K - $56.2K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-10Closed |
$2.83K - $3.37K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.05KClosed |
$297K - $354K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-481Closed |
$136K - $162K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Affiance Financial, LLC
|
BUY
|
- |
37New |
$10.5K - $12.5K
|
37
$11K
|
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
16New |
$4.52K - $5.39K
|
16
$4.74K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-49Closed |
$13.8K - $16.5K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.04KClosed |
$293K - $349K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$11.2K - $14.7K
|
0
$0
|
|
|
Mar 04, 2021
Q4 2020
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.54KNew |
$566K - $747K
|
2.54K
$750K
|
|
|
Feb 17, 2021
Q4 2020
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
PUT |
-31.2KClosed |
$6.96M - $9.2M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-301Closed |
$67.2K - $88.8K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-118Closed |
$26.3K - $34.8K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-9.6KClosed |
$2.14M - $2.83M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
SELL
|
- |
-25.8KClosed |
$5.75M - $7.59M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.29KClosed |
$289K - $381K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.31KClosed |
$293K - $387K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
25New |
$5.58K - $7.37K
|
25
$7.4K
|
|
|
Feb 11, 2021
Q4 2020
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.34KNew |
$299K - $395K
|
1.34K
$397K
|
|
|
Feb 10, 2021
Q4 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-50- 1.64% |
$11.2K - $14.7K
|
3K
$888K
|
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
BUY
|
- |
20New |
$4.46K - $5.9K
|
20
$5.92K
|
|
|
Feb 05, 2021
Q4 2020
|
Element Wealth, LLC
|
BUY
|
- |
690New |
$154K - $203K
|
690
$204K
|
|