Latest Institutional Purchases of Ishares Russell 2000 Gwt ETF (IWO)
This list provides information on the latest institutional transactions involving Ishares Russell 2000 Gwt ETF (IWO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
1.92KNew |
$372K - $501K
|
1.92K
$568K
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.78KNew |
$345K - $464K
|
1.78K
$525K
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
1.56KNew |
$302K - $407K
|
1.56K
$461K
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.48KNew |
$287K - $385K
|
1.48K
$437K
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
BUY
|
- |
1.4K+ 113.88% |
$271K - $364K
|
2.62K
$776K
|
|
Aug 10, 2022
Q2 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.19KNew |
$230K - $310K
|
1.19K
$351K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.1KNew |
$214K - $287K
|
1.1K
$326K
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.05KNew |
$204K - $274K
|
1.05K
$311K
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
1.05KNew |
$203K - $273K
|
1.05K
$310K
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
944New |
$183K - $247K
|
944
$279K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
902+ 10.71% |
$175K - $236K
|
9.33K
$2.76M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
690New |
$134K - $180K
|
690
$204K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
270New |
$52.4K - $70.5K
|
270
$79.9K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
251New |
$48.7K - $65.5K
|
251
$74.3K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
183New |
$35.5K - $47.8K
|
183
$54.2K
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
160+ 5.16% |
$31.1K - $41.8K
|
3.26K
$965K
|
|
Aug 10, 2022
Q2 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
150+ 0.32% |
$29.1K - $39.2K
|
46.9K
$13.9M
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
118New |
$22.9K - $30.8K
|
118
$34.9K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
115New |
$22.3K - $30K
|
115
$34K
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
82+ 0.41% |
$15.9K - $21.4K
|
20.1K
$5.95M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
50New |
$9.71K - $13.1K
|
50
$14.8K
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
38New |
$7.38K - $9.92K
|
38
$11.2K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
32New |
$6.21K - $8.36K
|
32
$9.47K
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
27New |
$5.24K - $7.05K
|
27
$7.99K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$2.91K - $3.92K
|
15
$4.44K
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
6+ 0.16% |
$1.17K - $1.57K
|
3.71K
$1.1M
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5New |
$971 - $1.31K
|
5
$1.48K
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2New |
$388 - $522
|
2
$592
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
200KNew |
$46.8M - $59.3M
|
200K
$59.2M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
164KNew |
$38.4M - $48.7M
|
164K
$48.6M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
39.9KNew |
$9.35M - $11.8M
|
39.9K
$11.8M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
PUT |
39.3K+ 61.21% |
$9.2M - $11.7M
|
104K
$30.6M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
28.9KNew |
$6.77M - $8.57M
|
28.9K
$8.56M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
12.6KNew |
$2.95M - $3.74M
|
12.6K
$3.73M
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
9.63KNew |
$2.25M - $2.86M
|
9.63K
$2.85M
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.8KNew |
$421K - $534K
|
1.8K
$533K
|
|
Nov 08, 2023
Q1 2022
|
Eversept Partners, LP
New York, NY |
BUY
|
PUT |
1.7KNew |
$398K - $504K
|
1.7K
$503K
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
1.69KNew |
$397K - $503K
|
1.69K
$502K
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.54KNew |
$361K - $458K
|
1.54K
$457K
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.26KNew |
$295K - $374K
|
1.26K
$373K
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.14KNew |
$267K - $339K
|
1.14K
$338K
|
|
May 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
226+ 0.94% |
$52.9K - $67K
|
24.2K
$7.16M
|
|
May 09, 2022
Q1 2022
|
Morris Capital Advisors, LLC
|
BUY
|
- |
39+ 3.57% |
$9.13K - $11.6K
|
1.13K
$335K
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1+ 0.12% |
$234 - $297
|
832
$246K
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1+ 0.52% |
$234 - $297
|
193
$57.1K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Weiss Asset Management LP
Boston, MA |
BUY
|
PUT |
200KNew |
$56M - $65.5M
|
200K
$59.2M
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
17.7KNew |
$4.95M - $5.79M
|
17.7K
$5.23M
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.3KNew |
$1.48M - $1.73M
|
5.3K
$1.57M
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.42KNew |
$677K - $791K
|
2.42K
$715K
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
993New |
$278K - $325K
|
993
$294K
|