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 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-93- 11.7% |
$20.8K - $26.6K
|
702
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-79- 2.88% |
$17.7K - $22.6K
|
2.67K
$834K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-16- 0.98% |
$3.59K - $4.57K
|
1.62K
$506K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.11K- 43.73% |
$472K - $602K
|
2.71K
$848K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1- 11.11% |
$224 - $286
|
8
$2.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.54K- 70.86% |
$1.69M - $2.15M
|
3.1K
$970K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.78KNew |
$1.07M - $1.37M
|
4.78K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-180- 9.63% |
$40.3K - $51.5K
|
1.69K
$529K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.51K- 19.44% |
$1.01M - $1.29M
|
18.7K
$5.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
66+ 42.31% |
$14.8K - $18.9K
|
222
$69.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-77- 54.23% |
$17.3K - $22K
|
65
$20.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.09KNew |
$245K - $313K
|
1.09K
$342K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1+ 0.05% |
$224 - $286
|
1.92K
$600K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-190- 4.27% |
$42.6K - $54.3K
|
4.26K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
935New |
$210K - $267K
|
935
$293K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-253- 1.25% |
$56.7K - $72.3K
|
20K
$6.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
365+ 46.38% |
$81.8K - $104K
|
1.15K
$360K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-330- 5.32% |
$74K - $94.3K
|
5.87K
$1.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-96- 9.46% |
$21.5K - $27.4K
|
919
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-20- 50.0% |
$4.48K - $5.72K
|
20
$6.26K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.07K+ 17.7% |
$239K - $305K
|
7.09K
$2.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-40- 1.1% |
$8.97K - $11.4K
|
3.61K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-110- 3.9% |
$24.7K - $31.4K
|
2.71K
$848K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
56New |
$12.6K - $16K
|
56
$17.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 13.04% |
$3.36K - $4.29K
|
100
$31.3K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-22- 2.24% |
$4.93K - $6.29K
|
958
$300K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-336- 24.91% |
$75.3K - $96K
|
1.01K
$317K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-210- 23.0% |
$47.1K - $60K
|
703
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.01K- 16.5% |
$227K - $290K
|
5.13K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
148+ 22.66% |
$33.2K - $42.3K
|
801
$251K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5- 0.09% |
$1.12K - $1.43K
|
5.39K
$1.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.07% |
$224 - $286
|
1.47K
$461K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8- 0.25% |
$1.79K - $2.29K
|
3.24K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
772New |
$173K - $221K
|
772
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.12K- 27.87% |
$699K - $892K
|
8.07K
$2.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-707- 7.03% |
$158K - $202K
|
9.35K
$2.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-191- 11.46% |
$42.8K - $54.6K
|
1.48K
$461K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.17K+ 0.65% |
$262K - $335K
|
182K
$56.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.19% |
$224 - $286
|
514
$161K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-19- 0.83% |
$4.26K - $5.43K
|
2.26K
$708K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
538+ 2.09% |
$121K - $154K
|
26.3K
$8.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-974- 16.45% |
$218K - $278K
|
4.95K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-50- 3.89% |
$11.2K - $14.3K
|
1.24K
$387K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-124- 15.05% |
$27.8K - $35.4K
|
700
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
108+ 3.08% |
$24.2K - $30.9K
|
3.62K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
6+ 0.55% |
$1.34K - $1.72K
|
1.1K
$344K
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-250- 19.23% |
$56K - $71.5K
|
1.05K
$329K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-643- 18.96% |
$144K - $184K
|
2.75K
$860K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
762New |
$171K - $218K
|
762
$238K
|