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 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
55+ 20.45% |
$12.3K - $15.7K
|
324
$101K
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.3K- 50.15% |
$291K - $371K
|
1.29K
$403K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-3- 0.04% |
$672 - $858
|
7.2K
$2.25M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25K- 4.88% |
$5.61M - $7.16M
|
488K
$153M
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-19- 0.07% |
$4.26K - $5.43K
|
26.9K
$8.42M
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1+ 0.08% |
$224 - $286
|
1.21K
$378K
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-578- 5.27% |
$130K - $165K
|
10.4K
$3.25M
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-115- 2.13% |
$25.8K - $32.9K
|
5.28K
$1.65M
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.62K+ 75.19% |
$362K - $462K
|
3.76K
$1.18M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.5K- 6.05% |
$336K - $429K
|
23.3K
$7.28M
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
718New |
$161K - $205K
|
718
$225K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-753- 5.67% |
$169K - $215K
|
12.5K
$3.92M
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-817- 7.77% |
$183K - $234K
|
9.7K
$3.04M
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$224 - $286
|
2.44K
$762K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.75K+ 5.41% |
$2.19M - $2.79M
|
190K
$59.4M
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-131- 7.6% |
$29.4K - $37.4K
|
1.59K
$498K
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.03K- 15.71% |
$455K - $580K
|
10.9K
$3.41M
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
135+ 13.18% |
$30.3K - $38.6K
|
1.16K
$363K
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
51+ 3.9% |
$11.4K - $14.6K
|
1.36K
$425K
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
199+ 8.22% |
$44.6K - $56.9K
|
2.62K
$820K
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-128K- 8.5% |
$28.6M - $36.5M
|
1.38M
$430M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-186- 2.93% |
$41.7K - $53.2K
|
6.16K
$1.93M
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.84K- 70.45% |
$635K - $810K
|
1.19K
$372K
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-150- 8.24% |
$33.6K - $42.9K
|
1.67K
$522K
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-15.1K- 73.15% |
$3.39M - $4.32M
|
5.55K
$1.74M
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32New |
$7.17K - $9.15K
|
32
$10K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.8K- 2.33% |
$404K - $516K
|
75.7K
$23.7M
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-315- 4.42% |
$70.6K - $90K
|
6.81K
$2.13M
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1+ 0.07% |
$224 - $286
|
1.49K
$466K
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6- 0.18% |
$1.34K - $1.72K
|
3.34K
$1.05M
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11+ 1.89% |
$2.47K - $3.14K
|
592
$185K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-238- 2.97% |
$53.4K - $68K
|
7.79K
$2.44M
|
|
Aug 05, 2025
Q2 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
18+ 1.49% |
$4.03K - $5.15K
|
1.23K
$385K
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12.8K+ 1.44% |
$2.86M - $3.65M
|
901K
$282M
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
549+ 15.95% |
$123K - $157K
|
3.99K
$1.25M
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 6.09% |
$1.57K - $2K
|
122
$38.2K
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.1% |
$224 - $286
|
986
$308K
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-173- 7.15% |
$38.8K - $49.5K
|
2.25K
$703K
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-268- 75.07% |
$60.1K - $76.6K
|
89
$27.8K
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-128- 8.39% |
$28.7K - $36.6K
|
1.4K
$437K
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-81- 2.15% |
$18.2K - $23.2K
|
3.69K
$1.16M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.56K- 3.01% |
$349K - $445K
|
50.2K
$15.7M
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
865+ 3.51% |
$194K - $247K
|
25.5K
$7.99M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5- 0.4% |
$1.12K - $1.43K
|
1.23K
$385K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
59+ 1.04% |
$13.2K - $16.9K
|
5.74K
$1.8M
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
131+ 14.15% |
$29.4K - $37.4K
|
1.06K
$331K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
20+ 0.89% |
$4.48K - $5.72K
|
2.27K
$710K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
666+ 24.16% |
$149K - $190K
|
3.42K
$1.07M
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-344- 0.43% |
$77.1K - $98.3K
|
79.4K
$24.8M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.18K- 33.47% |
$264K - $337K
|
2.34K
$733K
|