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 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-107- 2.6% |
$24K - $30.6K
|
4.02K
$1.26M
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-600- 7.1% |
$134K - $172K
|
7.86K
$2.46M
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
145+ 18.47% |
$32.5K - $41.4K
|
930
$291K
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
100+ 8.89% |
$22.4K - $28.6K
|
1.23K
$383K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.6K- 10.99% |
$358K - $457K
|
12.9K
$4.05M
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-13.9K- 47.51% |
$3.12M - $3.98M
|
15.4K
$4.81M
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-95K- 96.84% |
$21.3M - $27.2M
|
3.1K
$970K
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-595- 5.58% |
$133K - $170K
|
10.1K
$3.15M
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
300+ 3.57% |
$67.2K - $85.8K
|
8.7K
$2.72M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
787+ 8.71% |
$176K - $225K
|
9.82K
$3.07M
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-19- 1.64% |
$4.26K - $5.43K
|
1.14K
$357K
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.9K- 21.11% |
$426K - $543K
|
7.1K
$2.22M
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
812New |
$182K - $232K
|
812
$254K
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-16.5K- 16.78% |
$3.69M - $4.71M
|
81.6K
$25.5M
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-290- 10.45% |
$65K - $82.9K
|
2.49K
$778K
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-125- 34.72% |
$28K - $35.7K
|
235
$73.5K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-29- 5.46% |
$6.5K - $8.29K
|
502
$157K
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.64K+ 12.05% |
$593K - $756K
|
24.6K
$7.69M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-719- 39.44% |
$161K - $206K
|
1.1K
$345K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-99- 1.87% |
$22.2K - $28.3K
|
5.19K
$1.62M
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.74K+ 3.82% |
$391K - $499K
|
47.4K
$14.8M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.57K- 8.23% |
$352K - $449K
|
17.5K
$5.49M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.3K- 5.57% |
$3.44M - $4.38M
|
260K
$81.2M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.51K- 3.48% |
$788K - $1M
|
97.5K
$30.5M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.24K- 1.25% |
$502K - $640K
|
176K
$55.2M
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-188- 13.17% |
$42.1K - $53.7K
|
1.24K
$388K
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.26K+ 18.67% |
$283K - $361K
|
8.02K
$2.51M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-111- 2.95% |
$24.9K - $31.7K
|
3.65K
$1.14M
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-67- 55.37% |
$15K - $19.2K
|
54
$16.9K
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-39- 1.61% |
$8.74K - $11.1K
|
2.38K
$746K
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
11.7KNew |
$2.62M - $3.34M
|
11.7K
$3.66M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.02K- 8.83% |
$452K - $576K
|
20.8K
$6.51M
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.02K+ 3.02% |
$1.57M - $2.01M
|
239K
$74.8M
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
18.3KNew |
$4.1M - $5.23M
|
18.3K
$5.73M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-227- 6.37% |
$50.9K - $64.9K
|
3.34K
$1.04M
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
382+ 31.89% |
$85.6K - $109K
|
1.58K
$494K
|
|
Aug 07, 2025
Q2 2025
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-9.9K- 34.74% |
$2.22M - $2.83M
|
18.6K
$5.82M
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
98+ 2.93% |
$22K - $28K
|
3.44K
$1.08M
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
769New |
$172K - $220K
|
769
$241K
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
93+ 6.33% |
$20.8K - $26.6K
|
1.56K
$489K
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-554- 44.79% |
$124K - $158K
|
683
$214K
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9+ 0.86% |
$2.02K - $2.57K
|
1.06K
$330K
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-14- 3.62% |
$3.14K - $4K
|
373
$117K
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-104- 3.07% |
$23.3K - $29.7K
|
3.28K
$1.03M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
383+ 10.22% |
$85.9K - $109K
|
4.13K
$1.29M
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-24- 3.14% |
$5.38K - $6.86K
|
741
$232K
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
756New |
$169K - $216K
|
756
$237K
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-40- 3.57% |
$8.97K - $11.4K
|
1.08K
$338K
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
53+ 1.57% |
$11.9K - $15.2K
|
3.43K
$1.07M
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.51KNew |
$338K - $432K
|
1.51K
$472K
|