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 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.03KNew |
$230K - $294K
|
1.03K
$321K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-309- 27.2% |
$69.3K - $88.3K
|
827
$259K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-92- 3.71% |
$20.6K - $26.3K
|
2.39K
$748K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-290- 9.81% |
$65K - $82.9K
|
2.67K
$834K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
152+ 4.68% |
$34.1K - $43.5K
|
3.4K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-32- 6.97% |
$7.17K - $9.15K
|
427
$134K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
30+ 0.29% |
$6.72K - $8.58K
|
10.3K
$3.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-473- 30.6% |
$106K - $135K
|
1.07K
$336K
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
8+ 0.03% |
$1.79K - $2.29K
|
25.9K
$8.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-53- 5.86% |
$11.9K - $15.2K
|
852
$267K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-2- 0.05% |
$448 - $572
|
4.02K
$1.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
40+ 121.21% |
$8.97K - $11.4K
|
73
$22.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-290- 1.31% |
$65K - $82.9K
|
21.9K
$6.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-69- 2.07% |
$15.5K - $19.7K
|
3.27K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
424+ 22.73% |
$95K - $121K
|
2.29K
$716K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
775New |
$174K - $222K
|
775
$242K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-16- 0.55% |
$3.59K - $4.57K
|
2.88K
$900K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-7- 0.79% |
$1.57K - $2K
|
883
$276K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-328- 20.14% |
$73.5K - $93.8K
|
1.3K
$407K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-5- 0.03% |
$1.12K - $1.43K
|
18.6K
$5.82M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-463- 2.34% |
$104K - $132K
|
19.3K
$6.05M
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-269- 23.21% |
$68.5K - $81.5K
|
890
$278K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
23.7KNew |
$6.03M - $7.17M
|
23.7K
$7.4M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
26New |
$6.62K - $7.88K
|
26
$8.13K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-328- 10.41% |
$83.5K - $99.4K
|
2.82K
$883K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
962New |
$245K - $291K
|
962
$301K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.25K- 56.49% |
$318K - $378K
|
962
$301K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-15- 60.0% |
$3.82K - $4.54K
|
10
$3.13K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.57% |
$255 - $303
|
175
$54.8K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
220New |
$56K - $66.6K
|
220
$68.8K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.2K- 73.82% |
$2.85M - $3.39M
|
3.97K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-372- 19.25% |
$94.7K - $113K
|
1.56K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.8K- 1.57% |
$457K - $544K
|
112K
$35.1M
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-6.49K- 29.11% |
$1.65M - $1.97M
|
15.8K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-252- 20.52% |
$64.2K - $76.3K
|
976
$305K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
435+ 28.96% |
$111K - $132K
|
1.94K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-794- 41.44% |
$202K - $241K
|
1.12K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-919- 0.9% |
$234K - $278K
|
101K
$31.7M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-35- 2.76% |
$8.91K - $10.6K
|
1.24K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.9KNew |
$3.55M - $4.22M
|
13.9K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.51K- 6.05% |
$384K - $457K
|
23.4K
$7.32M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-15- 29.41% |
$3.82K - $4.54K
|
36
$11.3K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
800New |
$204K - $242K
|
800
$250K
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-600- 22.69% |
$153K - $182K
|
2.04K
$640K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.44K- 41.22% |
$367K - $437K
|
2.06K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.71K- 15.78% |
$1.2M - $1.43M
|
25.1K
$7.86M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-19- 1.28% |
$4.84K - $5.76K
|
1.46K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-49- 3.55% |
$12.5K - $14.8K
|
1.33K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
30.1KNew |
$7.67M - $9.12M
|
30.1K
$9.42M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.65K- 23.06% |
$419K - $499K
|
5.49K
$1.72M
|
|