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 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
328+ 31.0% |
$73.5K - $93.8K
|
1.39K
$434K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-25- 1.96% |
$5.6K - $7.15K
|
1.25K
$391K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-116K- 41.69% |
$26.1M - $33.2M
|
163K
$50.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-849- 33.23% |
$190K - $243K
|
1.71K
$534K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
920New |
$206K - $263K
|
920
$288K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 22.37% |
$2.54M - $3.23M
|
61.9K
$19.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.19K- 8.22% |
$267K - $340K
|
13.3K
$4.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-14- 48.28% |
$3.14K - $4K
|
15
$4.69K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-175- 2.8% |
$39.2K - $50K
|
6.08K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-730- 10.3% |
$164K - $209K
|
6.36K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
780+ 3.86% |
$175K - $223K
|
21K
$6.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-79- 5.63% |
$17.7K - $22.6K
|
1.32K
$414K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.04KNew |
$233K - $297K
|
1.04K
$325K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-75- 0.87% |
$16.8K - $21.4K
|
8.52K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.44K+ 6.87% |
$771K - $983K
|
53.5K
$16.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.14KNew |
$256K - $327K
|
1.14K
$358K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-5- 0.11% |
$1.12K - $1.43K
|
4.42K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-58- 50.88% |
$13K - $16.6K
|
56
$17.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.22K- 3.03% |
$272K - $347K
|
38.9K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
763New |
$171K - $218K
|
763
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.29KNew |
$289K - $368K
|
1.29K
$403K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.92K+ 47.87% |
$431K - $550K
|
5.94K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-585- 20.01% |
$131K - $167K
|
2.34K
$731K
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
2.67K+ 3.83% |
$598K - $762K
|
72.3K
$22.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-374- 15.34% |
$83.8K - $107K
|
2.06K
$646K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-7.68K- 78.65% |
$1.72M - $2.2M
|
2.09K
$652K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-39- 4.26% |
$8.74K - $11.1K
|
876
$274K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-2- 0.17% |
$448 - $572
|
1.17K
$366K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.65K+ 16.52% |
$1.04M - $1.33M
|
32.8K
$10.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
360+ 1.25% |
$80.7K - $103K
|
29.1K
$9.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-58- 2.88% |
$13K - $16.6K
|
1.95K
$611K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-97- 0.68% |
$21.7K - $27.7K
|
14.1K
$4.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-979- 54.63% |
$219K - $280K
|
813
$254K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-624- 25.18% |
$140K - $178K
|
1.85K
$580K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-15- 5.23% |
$3.36K - $4.29K
|
272
$85.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
2+ 0.14% |
$448 - $572
|
1.45K
$454K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.1K- 70.38% |
$471K - $600K
|
884
$277K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-50- 8.9% |
$11.2K - $14.3K
|
512
$160K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.68K- 2.73% |
$824K - $1.05M
|
131K
$41M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-635- 4.01% |
$142K - $182K
|
15.2K
$4.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.19% |
$3.59K - $4.57K
|
8.46K
$2.65M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
65New |
$14.6K - $18.6K
|
65
$20.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-148- 7.51% |
$33.2K - $42.3K
|
1.82K
$570K
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-12.2K- 2.24% |
$2.74M - $3.49M
|
532K
$167M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
786New |
$176K - $225K
|
786
$246K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
96+ 5.79% |
$21.5K - $27.4K
|
1.75K
$549K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-425- 29.89% |
$95.3K - $121K
|
997
$312K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.27K- 18.36% |
$957K - $1.22M
|
19K
$5.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-500- 4.63% |
$112K - $143K
|
10.3K
$3.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1+ 0.14% |
$224 - $286
|
737
$231K
|