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 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-1.34K- 0.87% |
$300K - $382K
|
153K
$47.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-81- 2.72% |
$18.2K - $23.2K
|
2.9K
$908K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-61- 2.66% |
$13.7K - $17.4K
|
2.23K
$697K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-10- 0.37% |
$2.24K - $2.86K
|
2.7K
$843K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.17K- 35.3% |
$262K - $334K
|
2.14K
$670K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
7.4KNew |
$1.66M - $2.12M
|
7.4K
$2.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 0.13% |
$448 - $572
|
1.58K
$495K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-89- 3.22% |
$20K - $25.4K
|
2.67K
$837K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-34- 0.26% |
$7.62K - $9.72K
|
13.1K
$4.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-4.64K- 7.61% |
$1.04M - $1.33M
|
56.3K
$17.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-5.88K- 77.27% |
$1.32M - $1.68M
|
1.73K
$541K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-301- 2.52% |
$67.5K - $86K
|
11.7K
$3.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1.87K- 51.84% |
$419K - $534K
|
1.74K
$543K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.09% |
$224 - $286
|
1.05K
$330K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7- 0.29% |
$1.57K - $2K
|
2.44K
$764K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-6- 0.88% |
$1.34K - $1.72K
|
675
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-385- 2.64% |
$86.3K - $110K
|
14.2K
$4.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-8.87K- 20.77% |
$1.99M - $2.54M
|
33.8K
$10.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-67- 2.69% |
$15K - $19.2K
|
2.42K
$757K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-424- 6.48% |
$95K - $121K
|
6.12K
$1.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-15- 0.73% |
$3.36K - $4.29K
|
2.03K
$634K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
95New |
$21.3K - $27.2K
|
95
$29.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
369+ 85.61% |
$82.7K - $105K
|
800
$250K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
750New |
$168K - $214K
|
750
$235K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-740- 11.58% |
$166K - $212K
|
5.65K
$1.77M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
9New |
$2.02K - $2.57K
|
9
$2.82K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-545- 2.97% |
$122K - $156K
|
17.8K
$5.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-195- 16.32% |
$43.7K - $55.7K
|
1K
$313K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
106+ 67.52% |
$23.8K - $30.3K
|
263
$82.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-140- 3.92% |
$31.4K - $40K
|
3.43K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-13- 1.36% |
$2.91K - $3.72K
|
945
$296K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
508+ 8.49% |
$114K - $145K
|
6.49K
$2.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
107+ 5.25% |
$24K - $30.6K
|
2.14K
$671K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
91+ 0.9% |
$20.4K - $26K
|
10.2K
$3.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.39K- 17.81% |
$761K - $970K
|
15.7K
$4.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.03K- 2.89% |
$455K - $581K
|
68.4K
$21.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
743New |
$167K - $212K
|
743
$232K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.32KNew |
$519K - $662K
|
2.32K
$724K
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
1K+ 100200.0% |
$225K - $286K
|
1K
$314K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-318- 3.42% |
$71.3K - $90.9K
|
8.97K
$2.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.3K- 2.62% |
$6.35M - $8.1M
|
1.05M
$329M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
821+ 32.3% |
$184K - $235K
|
3.36K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-546- 2.01% |
$122K - $156K
|
26.7K
$8.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-19- 32.76% |
$4.26K - $5.43K
|
39
$12.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-41- 1.74% |
$9.19K - $11.7K
|
2.31K
$724K
|
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-777- 2.55% |
$174K - $222K
|
29.7K
$9.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-455- 1.88% |
$102K - $130K
|
23.8K
$7.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
245+ 0.64% |
$54.9K - $70K
|
38.5K
$12M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-51- 0.81% |
$11.4K - $14.6K
|
6.23K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-8- 0.88% |
$1.79K - $2.29K
|
900
$282K
|