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 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2K+ 7.73% |
$449K - $573K
|
27.9K
$8.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-1.07K- 18.25% |
$240K - $306K
|
4.79K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
16+ 0.53% |
$3.59K - $4.57K
|
3.06K
$957K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-12.7K- 8.7% |
$2.86M - $3.64M
|
134K
$41.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
103New |
$23.1K - $29.4K
|
103
$32.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
195+ 1.72% |
$43.7K - $55.7K
|
11.5K
$3.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
524New |
$117K - $150K
|
524
$164K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.01K+ 2.69% |
$675K - $861K
|
115K
$35.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-300- 12.63% |
$67.2K - $85.8K
|
2.08K
$649K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-23- 0.27% |
$5.16K - $6.57K
|
8.58K
$2.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
2.22KNew |
$498K - $635K
|
2.22K
$696K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
5.1K+ 10.4% |
$1.14M - $1.46M
|
54.1K
$16.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.4K+ 3.98% |
$313K - $399K
|
36.4K
$11.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7+ 0.43% |
$1.57K - $2K
|
1.64K
$512K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8New |
$1.79K - $2.29K
|
8
$2.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
40+ 1.28% |
$8.97K - $11.4K
|
3.18K
$994K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5- 0.22% |
$1.12K - $1.43K
|
2.3K
$719K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.05K- 59.82% |
$236K - $301K
|
708
$222K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-75- 10.3% |
$16.8K - $21.4K
|
653
$204K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-79- 1.18% |
$17.7K - $22.6K
|
6.59K
$2.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
22.4K+ 68.12% |
$5.02M - $6.4M
|
55.3K
$17.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.88KNew |
$645K - $822K
|
2.88K
$900K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 1.59% |
$253K - $323K
|
69.8K
$21.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4- 0.04% |
$897 - $1.14K
|
10.8K
$3.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
193+ 3.46% |
$43.3K - $55.2K
|
5.76K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.79KNew |
$849K - $1.08M
|
3.79K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.93K- 81.95% |
$1.33M - $1.69M
|
1.31K
$409K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-13- 13.54% |
$2.91K - $3.72K
|
83
$26K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-258- 6.87% |
$57.8K - $73.8K
|
3.5K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
114+ 3.15% |
$25.6K - $32.6K
|
3.73K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-15- 1.18% |
$3.36K - $4.29K
|
1.26K
$394K
|
|
|
Aug 11, 2025
Q2 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-350- 5.87% |
$78.5K - $100K
|
5.61K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
447+ 100.22% |
$100K - $128K
|
893
$279K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
100+ 12.5% |
$22.4K - $28.6K
|
900
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.81KNew |
$406K - $517K
|
1.81K
$566K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-20- 1.02% |
$4.48K - $5.72K
|
1.95K
$610K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-489- 9.77% |
$110K - $140K
|
4.52K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-37- 0.39% |
$8.29K - $10.6K
|
9.34K
$2.92M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.6K- 5.65% |
$359K - $458K
|
26.7K
$8.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-63- 1.64% |
$14.1K - $18K
|
3.79K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
332+ 9.99% |
$74.4K - $94.9K
|
3.66K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
829New |
$186K - $237K
|
829
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-572- 6.65% |
$128K - $164K
|
8.03K
$2.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.05K+ 38.35% |
$234K - $299K
|
3.77K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.2K- 2.44% |
$269K - $343K
|
48K
$15M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-11- 0.94% |
$2.47K - $3.14K
|
1.16K
$363K
|
|
|
Aug 08, 2025
Q2 2025
|
Times Square Capital Management, LLC
|
BUY
|
- |
85KNew |
$19.1M - $24.3M
|
85K
$26.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-40.5K- 6.26% |
$9.09M - $11.6M
|
607K
$190M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.08% |
$448 - $572
|
2.61K
$816K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
400+ 2.17% |
$89.7K - $114K
|
18.9K
$5.9M
|