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 |
---|---|---|---|---|---|---|---|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-656- 9.8% |
$168K - $190K
|
6.04K
$1.82M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-644- 2.29% |
$165K - $187K
|
27.5K
$8.28M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-612- 4.3% |
$157K - $177K
|
13.6K
$4.09M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-588- 11.73% |
$151K - $170K
|
4.42K
$1.33M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-565- 3.28% |
$145K - $164K
|
16.7K
$5.01M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-549- 37.5% |
$141K - $159K
|
915
$275K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-534- 20.88% |
$137K - $155K
|
2.02K
$608K
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-507- 3.21% |
$130K - $147K
|
15.3K
$4.6M
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-485- 48.5% |
$124K - $141K
|
515
$155K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-482- 1.77% |
$124K - $140K
|
26.7K
$8.03M
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-463- 12.81% |
$119K - $134K
|
3.15K
$947K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-441- 3.41% |
$113K - $128K
|
12.5K
$3.76M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-417- 7.39% |
$107K - $121K
|
5.23K
$1.57M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-407- 12.82% |
$104K - $118K
|
2.77K
$832K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-407- 1.03% |
$104K - $118K
|
39K
$11.7M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-403- 6.05% |
$103K - $117K
|
6.26K
$1.88M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-391- 5.29% |
$100K - $113K
|
7.01K
$2.11M
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-381- 12.13% |
$97.7K - $110K
|
2.76K
$830K
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-374- 20.53% |
$95.9K - $108K
|
1.45K
$435K
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-372- 0.08% |
$95.4K - $108K
|
441K
$133M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-353- 2.23% |
$90.5K - $102K
|
15.5K
$4.66M
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-346- 0.49% |
$88.7K - $100K
|
70K
$21.1M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-342- 1.92% |
$87.7K - $99.1K
|
17.5K
$5.25M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-342- 43.73% |
$87.7K - $99.1K
|
440
$132K
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-339- 3.06% |
$86.9K - $98.2K
|
10.7K
$3.23M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-337- 3.99% |
$86.4K - $97.7K
|
8.12K
$2.44M
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-314- 3.58% |
$80.5K - $91K
|
8.46K
$2.54M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-295- 11.77% |
$75.6K - $85.5K
|
2.21K
$665K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-294- 2.18% |
$75.4K - $85.2K
|
13.2K
$3.96M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-292- 36.64% |
$74.9K - $84.6K
|
505
$152K
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-270- 1.13% |
$69.2K - $78.2K
|
23.6K
$7.08M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-268- 7.59% |
$68.7K - $77.7K
|
3.26K
$981K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-261- 0.14% |
$66.9K - $75.6K
|
180K
$54.1M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-251- 13.91% |
$64.4K - $72.7K
|
1.55K
$467K
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-249- 1.4% |
$63.8K - $72.2K
|
17.5K
$5.26M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-242- 11.66% |
$62K - $70.1K
|
1.83K
$552K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-236- 7.39% |
$60.5K - $68.4K
|
2.96K
$890K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-224- 8.31% |
$57.4K - $64.9K
|
2.47K
$744K
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-215- 23.07% |
$55.1K - $62.3K
|
717
$216K
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-206- 0.46% |
$52.8K - $59.7K
|
44.9K
$13.5M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-205- 4.23% |
$52.6K - $59.4K
|
4.64K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-203- 1.56% |
$52K - $58.8K
|
12.8K
$3.84M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-202- 4.85% |
$51.8K - $58.5K
|
3.97K
$1.19M
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-194- 3.37% |
$49.7K - $56.2K
|
5.56K
$1.67M
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-185- 3.4% |
$47.4K - $53.6K
|
5.25K
$1.58M
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-177- 4.31% |
$45.4K - $51.3K
|
3.93K
$1.18M
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-166- 0.56% |
$42.6K - $48.1K
|
29.5K
$8.87M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-165- 12.43% |
$42.3K - $47.8K
|
1.16K
$349K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-146- 1.2% |
$37.4K - $42.3K
|
12K
$3.62M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-146- 0.88% |
$37.4K - $42.3K
|
16.4K
$4.92M
|