Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-560- 76.19% |
$123K - $136K
|
175
$52.6K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-445- 33.21% |
$97.8K - $108K
|
895
$269K
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-254- 7.55% |
$55.8K - $61.6K
|
3.11K
$935K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-45- 15.15% |
$9.89K - $10.9K
|
252
$75.8K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-33- 0.04% |
$7.25K - $8.01K
|
87.6K
$26.3M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-25- 1.11% |
$5.5K - $6.07K
|
2.24K
$672K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-19- 1.27% |
$4.18K - $4.61K
|
1.48K
$444K
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-18- 94.74% |
$3.96K - $4.37K
|
1
$301
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-15- 0.79% |
$3.3K - $3.64K
|
1.87K
$564K
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-12- 0.48% |
$2.64K - $2.91K
|
2.48K
$744K
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6- 0.21% |
$1.32K - $1.46K
|
2.87K
$862K
|
|
Q1 2023 | |||||||
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-43.6K- 56.87% |
$9.26M - $10.7M
|
33K
$9.94M
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.82K- 57.51% |
$386K - $445K
|
1.34K
$403K
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-1K- 0.5% |
$213K - $245K
|
200K
$60.1M
|
|
Apr 14, 2023
Q1 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-819- 47.48% |
$174K - $201K
|
906
$272K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-684- 7.52% |
$145K - $168K
|
8.41K
$2.53M
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-673- 42.35% |
$143K - $165K
|
916
$275K
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-500- 4.43% |
$106K - $123K
|
10.8K
$3.25M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-420- 14.96% |
$89.3K - $103K
|
2.39K
$718K
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-275- 21.91% |
$58.4K - $67.4K
|
980
$295K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-272- 18.69% |
$57.8K - $66.6K
|
1.18K
$356K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-212- 14.81% |
$45.1K - $51.9K
|
1.22K
$367K
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-210- 22.73% |
$44.6K - $51.5K
|
714
$215K
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-190- 7.76% |
$40.4K - $46.6K
|
2.26K
$680K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-164- 68.62% |
$34.9K - $40.2K
|
75
$22.6K
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-120- 68.57% |
$25.5K - $29.4K
|
55
$16.5K
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-93- 4.97% |
$19.8K - $22.8K
|
1.78K
$535K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-70- 11.95% |
$14.9K - $17.2K
|
516
$155K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-52- 2.3% |
$11.1K - $12.7K
|
2.21K
$664K
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-51- 2.58% |
$10.8K - $12.5K
|
1.92K
$578K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-22- 30.56% |
$4.68K - $5.39K
|
50
$15K
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-7- 2.49% |
$1.49K - $1.72K
|
274
$82.4K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 3.37% |
$638 - $735
|
86
$25.9K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Arbiter Partners Capital Management LLC
New York, NY |
SELL
|
PUT |
-45.3K- 60.89% |
$9.32M - $10.5M
|
29.1K
$8.75M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-2.47K- 41.93% |
$508K - $570K
|
3.42K
$1.03M
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.15K- 68.33% |
$442K - $496K
|
994
$299K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-221- 67.17% |
$45.5K - $51.1K
|
108
$32.5K
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-131- 3.59% |
$27K - $30.3K
|
3.51K
$1.06M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-100- 8.58% |
$20.6K - $23.1K
|
1.07K
$321K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-66- 4.98% |
$13.6K - $15.2K
|
1.26K
$379K
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-57- 3.14% |
$11.7K - $13.2K
|
1.76K
$529K
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-54- 0.83% |
$11.1K - $12.5K
|
6.45K
$1.94M
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-49- 2.24% |
$10.1K - $11.3K
|
2.14K
$644K
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-43- 3.25% |
$8.85K - $9.93K
|
1.28K
$385K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-37- 0.03% |
$7.62K - $8.55K
|
135K
$40.6M
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7- 0.39% |
$1.44K - $1.62K
|
1.8K
$540K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-7- 1.28% |
$1.44K - $1.62K
|
540
$162K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-1- 0.61% |
$206 - $231
|
162
$48.7K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-19.8K- 88.56% |
$4.01M - $4.91M
|
2.56K
$768K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-7.9K- 16.83% |
$1.6M - $1.96M
|
39K
$11.7M
|