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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
840+ 2.27% |
$234K - $265K
|
37.8K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.35K- 3.02% |
$2.04M - $2.32M
|
236K
$69.8M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-656- 10.89% |
$182K - $207K
|
5.37K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.55K+ 6.75% |
$1.26M - $1.43M
|
71.9K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.2KNew |
$4.22M - $4.78M
|
15.2K
$4.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.18K+ 6.81% |
$1.16M - $1.32M
|
65.6K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.67K+ 3.71% |
$744K - $843K
|
74.8K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
255New |
$70.9K - $80.4K
|
255
$75.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76New |
$21.1K - $24K
|
76
$22.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
56New |
$15.6K - $17.7K
|
56
$16.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
3.92KNew |
$1.09M - $1.24M
|
3.92K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
14.7KNew |
$4.1M - $4.65M
|
14.7K
$4.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-2.97K- 5.22% |
$827K - $938K
|
54K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
305+ 1.3% |
$84.8K - $96.2K
|
23.8K
$7.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-328- 3.35% |
$91.2K - $103K
|
9.46K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-7- 0.6% |
$1.95K - $2.21K
|
1.16K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-294- 1.21% |
$81.8K - $92.7K
|
24K
$7.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5+ 0.02% |
$1.39K - $1.58K
|
26.3K
$7.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-102- 1.3% |
$28.4K - $32.2K
|
7.72K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.28K+ 1.55% |
$1.19M - $1.35M
|
281K
$83M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-68- 2.84% |
$18.9K - $21.4K
|
2.32K
$687K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.47KNew |
$409K - $464K
|
1.47K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
124+ 3.27% |
$34.5K - $39.1K
|
3.91K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-5- 12.2% |
$1.39K - $1.58K
|
36
$10.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
58.5K+ 11.81% |
$16.3M - $18.5M
|
554K
$164M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-689- 1.77% |
$192K - $217K
|
38.3K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
130+ 23.9% |
$36.2K - $41K
|
674
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.5K- 11.26% |
$4.03M - $4.57M
|
114K
$33.7M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-32Closed |
$8.9K - $10.1K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17New |
$4.73K - $5.36K
|
17
$5.02K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.05% |
$278 - $315
|
1.92K
$567K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
733New |
$204K - $231K
|
733
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-72- 0.6% |
$20K - $22.7K
|
11.9K
$3.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-38- 1.75% |
$10.6K - $12K
|
2.13K
$630K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-56.7K- 45.88% |
$15.8M - $17.9M
|
66.9K
$19.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
539+ 3.75% |
$150K - $170K
|
14.9K
$4.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.15K- 4.2% |
$320K - $363K
|
26.3K
$7.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
525+ 1.62% |
$146K - $166K
|
32.8K
$9.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-54.7K- 96.6% |
$15.2M - $17.2M
|
1.92K
$569K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
420+ 14.38% |
$117K - $132K
|
3.34K
$987K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
113K+ 164.52% |
$31.5M - $35.7M
|
182K
$53.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-3.2K- 6.4% |
$890K - $1.01M
|
46.8K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
19New |
$5.29K - $5.99K
|
19
$5.62K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
996+ 5.12% |
$277K - $314K
|
20.5K
$6.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-177K- 40.06% |
$49.1M - $55.7M
|
264K
$78.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
5New |
$1.39K - $1.58K
|
5
$1.48K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-51- 26.84% |
$14.2K - $16.1K
|
139
$41.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-733- 29.45% |
$204K - $231K
|
1.76K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
34+ 0.74% |
$9.46K - $10.7K
|
4.6K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
44.9K+ 109.12% |
$12.5M - $14.2M
|
86.1K
$25.4M
|