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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
15+ 1.24% |
$3.82K - $4.54K
|
1.23K
$384K
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1K- 30.73% |
$255K - $303K
|
2.25K
$705K
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.86KNew |
$475K - $565K
|
1.86K
$583K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-150- 0.57% |
$38.2K - $45.4K
|
26.1K
$8.17M
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
2.9KNew |
$739K - $880K
|
2.9K
$909K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
214New |
$54.5K - $64.8K
|
214
$67K
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
414New |
$105K - $125K
|
414
$130K
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-3.2K- 76.64% |
$814K - $968K
|
974
$305K
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
100+ 0.71% |
$25.5K - $30.3K
|
14.2K
$4.44M
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-6- 0.51% |
$1.53K - $1.82K
|
1.16K
$364K
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.61K+ 27.32% |
$411K - $489K
|
7.52K
$2.35M
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-829- 96.51% |
$211K - $251K
|
30
$9.39K
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.1K- 6.72% |
$279K - $332K
|
15.2K
$4.76M
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.89KNew |
$2.52M - $3M
|
9.89K
$3.09M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3K- 21.87% |
$764K - $909K
|
10.7K
$3.35M
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5+ 0.62% |
$1.27K - $1.51K
|
818
$256K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$255 - $303
|
1
$313
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
570New |
$145K - $173K
|
570
$178K
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-200- 13.21% |
$50.9K - $60.6K
|
1.31K
$411K
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.2% |
$255 - $303
|
492
$154K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.2K+ 2.38% |
$3.35M - $3.99M
|
567K
$177M
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
80New |
$20.4K - $24.2K
|
80
$25K
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$255 - $303
|
4.41K
$1.38M
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
1.53KNew |
$389K - $463K
|
1.53K
$478K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
150New |
$38.2K - $45.4K
|
150
$46.9K
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
96+ 12.85% |
$24.4K - $29.1K
|
843
$264K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1+ 0.1% |
$255 - $303
|
973
$304K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.15K- 36.4% |
$294K - $349K
|
2.02K
$630K
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-89- 8.33% |
$22.7K - $27K
|
979
$306K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.27% |
$255 - $303
|
370
$116K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-24- 96.0% |
$6.11K - $7.27K
|
1
$313
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.13K+ 52.49% |
$287K - $342K
|
3.28K
$1.03M
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-50- 12.2% |
$12.7K - $15.1K
|
360
$113K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-610- 37.45% |
$155K - $185K
|
1.02K
$319K
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-58- 63.74% |
$14.8K - $17.6K
|
33
$10.3K
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7+ 0.27% |
$1.78K - $2.12K
|
2.6K
$814K
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-300- 6.1% |
$76.4K - $90.9K
|
4.62K
$1.44M
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
40+ 2.18% |
$10.2K - $12.1K
|
1.88K
$587K
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
4.4KNew |
$1.12M - $1.33M
|
4.4K
$1.38M
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-501- 40.14% |
$128K - $152K
|
747
$234K
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
1.02KNew |
$259K - $308K
|
1.02K
$319K
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-20- 27.78% |
$5.09K - $6.06K
|
52
$16.3K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
106+ 75.71% |
$27K - $32.1K
|
246
$77K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33.9K+ 5871.23% |
$8.62M - $10.3M
|
34.5K
$10.8M
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-24.5K- 85.31% |
$6.23M - $7.41M
|
4.21K
$1.32M
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
13New |
$3.31K - $3.94K
|
13
$4.07K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.04K- 24.5% |
$263K - $314K
|
3.19K
$998K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.17K- 19.85% |
$297K - $353K
|
4.71K
$1.47M
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.26KNew |
$575K - $685K
|
2.26K
$707K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-11- 0.95% |
$2.8K - $3.33K
|
1.15K
$360K
|