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 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-89- 0.55% |
$22.7K - $27K
|
16.1K
$5.05M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11+ 122.22% |
$2.8K - $3.33K
|
20
$6.26K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-234- 9.42% |
$59.6K - $70.9K
|
2.25K
$704K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-5- 0.13% |
$1.27K - $1.51K
|
3.91K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
444+ 5.84% |
$113K - $134K
|
8.05K
$2.52M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.14% |
$509 - $606
|
1.43K
$448K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-65- 2.71% |
$16.5K - $19.7K
|
2.33K
$730K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-40- 16.67% |
$10.2K - $12.1K
|
200
$62.6K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-72- 62.61% |
$18.3K - $21.8K
|
43
$13.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-14- 0.67% |
$3.56K - $4.24K
|
2.08K
$650K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-37- 3.61% |
$9.42K - $11.2K
|
987
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13+ 10.74% |
$3.31K - $3.94K
|
134
$41.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.43K- 50.5% |
$618K - $735K
|
2.38K
$744K
|
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1- 0.12% |
$255 - $303
|
841
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-516- 20.11% |
$131K - $156K
|
2.05K
$641K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 160.0% |
$2.04K - $2.42K
|
13
$4.07K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
63New |
$16K - $19.1K
|
63
$19.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
83New |
$21.1K - $25.1K
|
83
$26K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
32.7KNew |
$8.31M - $9.89M
|
32.7K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-359- 2.75% |
$91.4K - $109K
|
12.7K
$3.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-13- 48.15% |
$3.31K - $3.94K
|
14
$4.38K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-36- 3.93% |
$9.16K - $10.9K
|
880
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
701+ 87.95% |
$178K - $212K
|
1.5K
$469K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2+ 0.08% |
$509 - $606
|
2.53K
$791K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
282+ 161.14% |
$71.8K - $85.4K
|
457
$143K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
396New |
$101K - $120K
|
396
$124K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-46- 24.34% |
$11.7K - $13.9K
|
143
$44.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-30- 5.94% |
$7.64K - $9.09K
|
475
$149K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-189- 88.32% |
$48.1K - $57.3K
|
25
$7.82K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4- 7.41% |
$1.02K - $1.21K
|
50
$15.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-124- 8.4% |
$31.6K - $37.6K
|
1.35K
$423K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-20- 55.56% |
$5.09K - $6.06K
|
16
$5.01K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-46- 1.55% |
$11.7K - $13.9K
|
2.92K
$913K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-78- 19.8% |
$19.9K - $23.6K
|
316
$98.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-6- 0.44% |
$1.53K - $1.82K
|
1.36K
$424K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-24- 35.82% |
$6.11K - $7.27K
|
43
$13.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-630- 16.46% |
$160K - $191K
|
3.2K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-28- 68.29% |
$7.13K - $8.48K
|
13
$4.07K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-6- 2.39% |
$1.53K - $1.82K
|
245
$76.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$255 - $303
|
798
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
100+ 10.79% |
$25.5K - $30.3K
|
1.03K
$321K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 1.29% |
$1.02K - $1.21K
|
306
$95.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-40- 2.37% |
$10.2K - $12.1K
|
1.65K
$515K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-733- 47.08% |
$187K - $222K
|
824
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-25- 18.94% |
$6.36K - $7.57K
|
107
$33.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
154+ 18.53% |
$39.2K - $46.6K
|
985
$308K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
15New |
$3.82K - $4.54K
|
15
$4.69K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-188- 31.44% |
$47.9K - $56.9K
|
410
$128K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-37- 0.62% |
$9.42K - $11.2K
|
5.9K
$1.85M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
800New |
$204K - $242K
|
800
$250K
|