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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-3.06K- 65.11% |
$686K - $875K
|
1.64K
$513K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-5.2K- 25.37% |
$1.17M - $1.49M
|
15.3K
$4.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
110+ 9.7% |
$24.7K - $31.4K
|
1.24K
$389K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
90+ 3.32% |
$20.2K - $25.7K
|
2.8K
$875K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
171+ 17.87% |
$38.3K - $48.9K
|
1.13K
$353K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
360+ 17.53% |
$80.7K - $103K
|
2.41K
$755K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
944New |
$212K - $270K
|
944
$295K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-24- 0.5% |
$5.38K - $6.86K
|
4.73K
$1.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.67K- 12.83% |
$822K - $1.05M
|
24.9K
$7.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-100- 8.29% |
$22.4K - $28.6K
|
1.11K
$346K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.24KNew |
$279K - $355K
|
1.24K
$389K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
750New |
$168K - $214K
|
750
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-420- 2.56% |
$94.1K - $120K
|
16K
$5M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-28- 2.1% |
$6.28K - $8K
|
1.31K
$409K
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
11+ 0.07% |
$2.47K - $3.14K
|
14.8K
$4.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-23- 0.71% |
$5.16K - $6.57K
|
3.23K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
726New |
$163K - $208K
|
726
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
32+ 533.33% |
$7.17K - $9.15K
|
38
$11.9K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
607+ 24.95% |
$136K - $174K
|
3.04K
$951K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.4K- 61.86% |
$1.66M - $2.12M
|
4.56K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-331- 1.99% |
$74.2K - $94.6K
|
16.3K
$5.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-296- 5.34% |
$66.4K - $84.6K
|
5.25K
$1.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
438+ 1.15% |
$98.2K - $125K
|
38.6K
$12.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-305- 37.98% |
$68.4K - $87.2K
|
498
$156K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
597+ 74.44% |
$134K - $171K
|
1.4K
$438K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.08K+ 49.43% |
$465K - $593K
|
6.27K
$1.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
213+ 2.82% |
$47.7K - $60.9K
|
7.78K
$2.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-107- 3.15% |
$24K - $30.6K
|
3.29K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.46KNew |
$328K - $418K
|
1.46K
$458K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
89+ 3.2% |
$20K - $25.4K
|
2.87K
$897K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
350New |
$78.5K - $100K
|
350
$110K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-77- 54.23% |
$17.3K - $22K
|
65
$20.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1New |
$224 - $286
|
1
$313
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46+ 1.29% |
$10.3K - $13.1K
|
3.6K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-492- 6.39% |
$110K - $141K
|
7.21K
$2.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
236+ 2.28% |
$52.9K - $67.5K
|
10.6K
$3.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-70- 3.86% |
$15.7K - $20K
|
1.74K
$545K
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3.6K+ 21.93% |
$806K - $1.03M
|
20K
$6.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-46- 2.72% |
$10.3K - $13.1K
|
1.65K
$515K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
47+ 3.67% |
$10.5K - $13.4K
|
1.33K
$415K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
17New |
$3.81K - $4.86K
|
17
$5.32K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
422+ 8.25% |
$94.6K - $121K
|
5.54K
$1.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-6- 0.21% |
$1.34K - $1.72K
|
2.82K
$881K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
300+ 0.33% |
$67.2K - $85.8K
|
90.7K
$28.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-136- 3.5% |
$30.5K - $38.9K
|
3.75K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-130- 58.82% |
$29.1K - $37.2K
|
91
$28.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-6- 0.48% |
$1.34K - $1.72K
|
1.25K
$392K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
687+ 19.03% |
$154K - $196K
|
4.3K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-236- 5.66% |
$52.9K - $67.5K
|
3.93K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-246- 4.37% |
$55.1K - $70.3K
|
5.39K
$1.69M
|