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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-28- 1.6% |
$7.13K - $8.48K
|
1.72K
$444K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-26- 2.5% |
$6.62K - $7.88K
|
1.02K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
589+ 61.55% |
$150K - $178K
|
1.55K
$398K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.8K+ 112.8% |
$458K - $545K
|
3.39K
$874K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.25K+ 108200.0% |
$826K - $983K
|
3.25K
$837K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
530+ 2.75% |
$135K - $161K
|
19.8K
$5.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-43- 4.56% |
$10.9K - $13K
|
900
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
838+ 26.36% |
$213K - $254K
|
4.02K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-270- 13.61% |
$68.7K - $81.8K
|
1.71K
$442K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
4+ 0.02% |
$1.02K - $1.21K
|
18.6K
$4.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-34- 0.63% |
$8.66K - $10.3K
|
5.4K
$1.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-93- 0.89% |
$23.7K - $28.2K
|
10.3K
$2.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-71- 1.73% |
$18.1K - $21.5K
|
4.02K
$1.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
5+ 0.61% |
$1.27K - $1.51K
|
824
$212K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-246- 3.1% |
$62.6K - $74.5K
|
7.7K
$1.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
581+ 358.64% |
$148K - $176K
|
743
$191K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-494- 2.08% |
$126K - $150K
|
23.2K
$5.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-50- 4.26% |
$12.7K - $15.1K
|
1.13K
$290K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
3+ 0.12% |
$764 - $909
|
2.49K
$642K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-160- 1.48% |
$40.7K - $48.5K
|
10.6K
$2.74M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
39.7K+ 25453.21% |
$10.1M - $12M
|
39.9K
$10.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-150- 1.47% |
$38.2K - $45.4K
|
10.1K
$2.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
333+ 21.74% |
$84.8K - $101K
|
1.87K
$480K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
499+ 1.8% |
$127K - $151K
|
28.2K
$7.25M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
106+ 115.22% |
$27K - $32.1K
|
198
$51K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-23.1K- 95.37% |
$5.89M - $7.01M
|
1.12K
$289K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-100- 10.29% |
$25.5K - $30.3K
|
872
$225K
|
|
| Q4 2024 | |||||||
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
854New |
$238K - $269K
|
854
$220K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-482K- 97.73% |
$134M - $152M
|
11.2K
$2.88M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.24KNew |
$345K - $391K
|
1.24K
$320K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
39.7KNew |
$11M - $12.5M
|
39.7K
$10.2M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.74K+ 2.01% |
$1.04M - $1.18M
|
189K
$48.7M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
341+ 10.12% |
$94.9K - $108K
|
3.71K
$956K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.7KNew |
$473K - $536K
|
1.7K
$438K
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
5.96KNew |
$1.66M - $1.88M
|
5.96K
$1.54M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
51New |
$14.2K - $16.1K
|
51
$13.1K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.6KNew |
$722K - $819K
|
2.6K
$669K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-356- 3.46% |
$99K - $112K
|
9.94K
$2.56M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
46New |
$12.8K - $14.5K
|
46
$11.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
9New |
$2.5K - $2.84K
|
9
$2.32K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.17K- 4.37% |
$324K - $368K
|
25.5K
$6.58M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-383- 8.61% |
$107K - $121K
|
4.06K
$1.05M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
106+ 2.61% |
$29.5K - $33.4K
|
4.17K
$1.07M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-204K- 99.65% |
$56.8M - $64.4M
|
712
$183K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
25New |
$6.95K - $7.88K
|
25
$6.44K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.9K- 17.76% |
$806K - $914K
|
13.4K
$3.46M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-38- 1.25% |
$10.6K - $12K
|
3.01K
$774K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.81KNew |
$504K - $572K
|
1.81K
$467K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-51- 0.92% |
$14.2K - $16.1K
|
5.51K
$1.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
868+ 27.56% |
$241K - $274K
|
4.02K
$1.04M
|
|