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 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
805New |
$224K - $254K
|
805
$238K
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$1.67K - $1.89K
|
6
$1.78K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-30- 3.26% |
$8.35K - $9.46K
|
890
$263K
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-173- 3.23% |
$48.1K - $54.6K
|
5.18K
$1.53M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.77KNew |
$771K - $874K
|
2.77K
$820K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-662- 9.38% |
$184K - $209K
|
6.4K
$1.89M
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
520+ 6.22% |
$145K - $164K
|
8.89K
$2.63M
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-147- 40.05% |
$40.9K - $46.4K
|
220
$65.1K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2K+ 169.18% |
$556K - $630K
|
3.18K
$941K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-7- 0.41% |
$1.95K - $2.21K
|
1.69K
$500K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
12New |
$3.34K - $3.78K
|
12
$3.55K
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
3+ 0.3% |
$835 - $946
|
1K
$296K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$278 - $315
|
1
$296
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.4K- 37.44% |
$389K - $441K
|
2.34K
$692K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-181- 8.15% |
$50.4K - $57.1K
|
2.04K
$604K
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-133- 12.79% |
$37K - $41.9K
|
907
$269K
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-3.86K- 0.69% |
$1.07M - $1.22M
|
552K
$163M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3+ 0.29% |
$835 - $946
|
1.04K
$308K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1- 0.04% |
$278 - $315
|
2.33K
$689K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.51K+ 12.29% |
$699K - $793K
|
23K
$6.8M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-35- 3.61% |
$9.74K - $11K
|
935
$277K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.77K+ 196.1% |
$770K - $873K
|
4.18K
$1.24M
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
82+ 2.04% |
$22.8K - $25.9K
|
4.09K
$1.21M
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
4.17KNew |
$1.16M - $1.32M
|
4.17K
$1.23M
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
12+ 0.35% |
$3.34K - $3.78K
|
3.4K
$1.01M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
24.3KNew |
$6.75M - $7.65M
|
24.3K
$7.18M
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
20+ 2.67% |
$5.56K - $6.31K
|
770
$228K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-38- 5.01% |
$10.6K - $12K
|
720
$213K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
73+ 0.93% |
$20.3K - $23K
|
7.95K
$2.35M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.26K+ 30.35% |
$907K - $1.03M
|
14K
$4.14M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-80- 5.64% |
$22.3K - $25.2K
|
1.34K
$396K
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$278 - $315
|
19.9K
$5.89M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15+ 13.76% |
$4.17K - $4.73K
|
124
$36.7K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
20.1KNew |
$5.6M - $6.35M
|
20.1K
$5.96M
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
681K+ 1423.93% |
$190M - $215M
|
729K
$216M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
142New |
$39.5K - $44.8K
|
142
$42K
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-77.2K- 93.08% |
$21.5M - $24.3M
|
5.74K
$1.7M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
225+ 189.08% |
$62.6K - $71K
|
344
$102K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.43K+ 15.56% |
$398K - $451K
|
10.6K
$3.14M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-568- 2.72% |
$158K - $179K
|
20.3K
$6.01M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
52+ 3.37% |
$14.5K - $16.4K
|
1.59K
$472K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
781+ 29.85% |
$217K - $246K
|
3.4K
$1.01M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$556 - $631
|
945
$280K
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-81- 8.15% |
$22.5K - $25.5K
|
913
$270K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
951+ 47.24% |
$265K - $300K
|
2.96K
$877K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
170+ 75.89% |
$47.3K - $53.6K
|
394
$117K
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
154New |
$42.8K - $48.6K
|
154
$45.6K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
97+ 0.22% |
$27K - $30.6K
|
44.7K
$13.2M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
584+ 5.72% |
$162K - $184K
|
10.8K
$3.2M
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-11.4K- 76.9% |
$3.17M - $3.59M
|
3.42K
$1.01M
|