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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-29- 2.09% |
$7.38K - $8.78K
|
1.36K
$425K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-245- 63.64% |
$62.4K - $74.2K
|
140
$43.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-150- 0.14% |
$38.2K - $45.4K
|
105K
$32.9M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-1- 0.03% |
$255 - $303
|
2.98K
$932K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-61- 40.94% |
$15.5K - $18.5K
|
88
$27.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18+ 300.0% |
$4.58K - $5.45K
|
24
$7.51K
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-2.12K- 45.09% |
$540K - $642K
|
2.58K
$808K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-168- 11.6% |
$42.8K - $50.9K
|
1.28K
$400K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7- 0.77% |
$1.78K - $2.12K
|
900
$282K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-47- 2.31% |
$12K - $14.2K
|
1.99K
$623K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-59- 1.01% |
$15K - $17.9K
|
5.8K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-252- 19.7% |
$64.2K - $76.3K
|
1.03K
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-50Closed |
$12.7K - $15.1K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
54+ 4.35% |
$13.7K - $16.4K
|
1.3K
$405K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
870New |
$221K - $264K
|
870
$272K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-232- 46.68% |
$59.1K - $70.3K
|
265
$82.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-43- 4.56% |
$10.9K - $13K
|
900
$282K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-270- 13.61% |
$68.7K - $81.8K
|
1.71K
$536K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
106+ 115.22% |
$27K - $32.1K
|
198
$61.9K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-23.1K- 95.37% |
$5.89M - $7.01M
|
1.12K
$351K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-100- 10.29% |
$25.5K - $30.3K
|
872
$273K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.33K+ 68.39% |
$371K - $420K
|
3.28K
$1.03M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
774+ 1.99% |
$215K - $244K
|
39.7K
$12.4M
|
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
SELL
|
- |
-103- 7.04% |
$28.7K - $32.5K
|
1.36K
$426K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.84K- 68.0% |
$1.35M - $1.53M
|
2.28K
$713K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-806Closed |
$224K - $254K
|
0
$0
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
166New |
$46.2K - $52.3K
|
166
$51.9K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
854New |
$238K - $269K
|
854
$267K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
39.7KNew |
$11M - $12.5M
|
39.7K
$12.4M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.7KNew |
$473K - $536K
|
1.7K
$532K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
51New |
$14.2K - $16.1K
|
51
$16K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
46New |
$12.8K - $14.5K
|
46
$14.4K
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-204K- 99.65% |
$56.8M - $64.4M
|
712
$223K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
25New |
$6.95K - $7.88K
|
25
$7.82K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
2.5KNew |
$695K - $788K
|
2.5K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.16KNew |
$878K - $995K
|
3.16K
$987K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-17- 15.45% |
$4.73K - $5.36K
|
93
$29.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
3.58KNew |
$995K - $1.13M
|
3.58K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-112- 25.45% |
$31.2K - $35.3K
|
328
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
61+ 3.3% |
$17K - $19.2K
|
1.91K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
800New |
$223K - $252K
|
800
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
214+ 0.36% |
$59.5K - $67.5K
|
59.3K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.73K+ 119.31% |
$481K - $546K
|
3.18K
$995K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.38KNew |
$384K - $435K
|
1.38K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
691+ 80.54% |
$192K - $218K
|
1.55K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2K- 35.09% |
$556K - $631K
|
3.7K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
1.6KNew |
$445K - $505K
|
1.6K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
4.4KNew |
$1.22M - $1.39M
|
4.4K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
61+ 7.12% |
$17K - $19.2K
|
918
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
7New |
$1.95K - $2.21K
|
7
$2.19K
|
|