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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.23K- 8.8% |
$949K - $1.21M
|
43.9K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-40.1K- 21.63% |
$8.99M - $11.5M
|
145K
$45.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.44K+ 21.63% |
$771K - $983K
|
19.3K
$6.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-991- 10.19% |
$222K - $283K
|
8.73K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1+ 0.12% |
$224 - $286
|
844
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-32- 1.78% |
$7.17K - $9.15K
|
1.76K
$551K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4- 0.51% |
$897 - $1.14K
|
787
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.46K+ 1.8% |
$327K - $417K
|
82.4K
$25.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-21- 1.96% |
$4.71K - $6K
|
1.05K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-58- 0.79% |
$13K - $16.6K
|
7.28K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.5K+ 4.94% |
$3.02M - $3.85M
|
286K
$89.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-944- 4.21% |
$212K - $270K
|
21.5K
$6.73M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.43K+ 69.29% |
$769K - $980K
|
8.38K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.59KNew |
$1.48M - $1.88M
|
6.59K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.85K- 13.65% |
$863K - $1.1M
|
24.4K
$7.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-308- 23.88% |
$69K - $88K
|
982
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-21- 2.26% |
$4.71K - $6K
|
908
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-111- 2.34% |
$24.9K - $31.7K
|
4.64K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
873New |
$196K - $250K
|
873
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$224 - $286
|
11.7K
$3.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2- 0.05% |
$448 - $572
|
3.9K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
2+ 0.16% |
$448 - $572
|
1.22K
$381K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.91K+ 25.35% |
$2M - $2.55M
|
44.1K
$13.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-11- 5.64% |
$2.47K - $3.14K
|
184
$57.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.04K+ 12.18% |
$457K - $583K
|
18.8K
$5.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
47.1K+ 2.9% |
$10.6M - $13.5M
|
1.67M
$523M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-8.53K- 24.29% |
$1.91M - $2.44M
|
26.6K
$8.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
543+ 10.46% |
$122K - $155K
|
5.74K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-249- 1.05% |
$55.8K - $71.2K
|
23.6K
$7.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5- 1.29% |
$1.12K - $1.43K
|
383
$120K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-77- 11.18% |
$17.3K - $22K
|
612
$191K
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3+ 0.12% |
$672 - $858
|
2.57K
$803K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.68K+ 0.9% |
$1.05M - $1.34M
|
525K
$164M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
20.7K+ 203.58% |
$4.64M - $5.92M
|
30.9K
$9.66M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
123+ 3.32% |
$27.6K - $35.2K
|
3.83K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-694- 93.41% |
$156K - $198K
|
49
$15.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
68+ 10.71% |
$15.2K - $19.4K
|
703
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-111- 4.0% |
$24.9K - $31.7K
|
2.67K
$834K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 16.04% |
$290K - $369K
|
9.35K
$2.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-512- 34.45% |
$115K - $146K
|
974
$305K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1- 0.1% |
$224 - $286
|
1.02K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-159- 3.73% |
$35.6K - $45.5K
|
4.1K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
363K+ 27615.16% |
$81.3M - $104M
|
364K
$114M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.09K- 24.39% |
$1.37M - $1.74M
|
18.9K
$5.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
22+ 40.74% |
$4.93K - $6.29K
|
76
$23.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-126- 45.32% |
$28.2K - $36K
|
152
$47.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.58K- 96.93% |
$354K - $452K
|
50
$15.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-739- 24.52% |
$166K - $211K
|
2.28K
$712K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-23- 2.13% |
$5.16K - $6.57K
|
1.06K
$331K
|