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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3- 0.37% |
$672 - $858
|
809
$253K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
17.6K+ 3.55% |
$3.94M - $5.02M
|
512K
$160M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.12K+ 77.73% |
$476K - $607K
|
4.85K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
430New |
$96.4K - $123K
|
430
$135K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
34+ 2.29% |
$7.62K - $9.72K
|
1.52K
$476K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-690- 4.09% |
$155K - $197K
|
16.2K
$5.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-120- 1.89% |
$26.9K - $34.3K
|
6.22K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.19% |
$672 - $858
|
1.57K
$490K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
51+ 0.76% |
$11.4K - $14.6K
|
6.8K
$2.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
697+ 6.18% |
$156K - $199K
|
12K
$3.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
42New |
$9.41K - $12K
|
42
$13.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 3.75% |
$15.7K - $20K
|
1.94K
$607K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
280+ 25.88% |
$62.8K - $80K
|
1.36K
$426K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.07% |
$224 - $286
|
1.39K
$433K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.72% |
$2.69K - $3.43K
|
1.68K
$524K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-399- 3.64% |
$89.4K - $114K
|
10.6K
$3.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-14.4K- 67.6% |
$3.23M - $4.12M
|
6.9K
$2.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.28K- 49.82% |
$287K - $366K
|
1.29K
$403K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-72- 1.53% |
$16.1K - $20.6K
|
4.63K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
113New |
$25.3K - $32.3K
|
113
$35.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.52K+ 8.43% |
$341K - $435K
|
19.6K
$6.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-58- 2.35% |
$13K - $16.6K
|
2.42K
$756K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-710- 49.07% |
$159K - $203K
|
737
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
18+ 0.52% |
$4.03K - $5.15K
|
3.5K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
37+ 2.86% |
$8.29K - $10.6K
|
1.33K
$416K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9- 1.09% |
$2.02K - $2.57K
|
817
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-2.91K- 5.9% |
$653K - $833K
|
46.5K
$14.5M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
1K+ 44.25% |
$224K - $286K
|
3.26K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.03% |
$224 - $286
|
3.03K
$947K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.31% |
$224 - $286
|
325
$102K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-119- 0.89% |
$26.7K - $34K
|
13.2K
$4.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
755New |
$169K - $216K
|
755
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-70.2K- 70.05% |
$15.7M - $20.1M
|
30K
$9.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-139- 0.31% |
$31.2K - $39.7K
|
44.7K
$14M
|
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
759New |
$170K - $217K
|
759
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
871New |
$195K - $249K
|
871
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-24- 3.22% |
$5.38K - $6.86K
|
722
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.47K- 52.98% |
$328K - $419K
|
1.3K
$407K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
28+ 4.85% |
$6.28K - $8K
|
605
$189K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-13- 0.78% |
$2.91K - $3.72K
|
1.66K
$519K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.25K- 59.34% |
$728K - $928K
|
2.23K
$696K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
772New |
$173K - $221K
|
772
$242K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
399+ 8.37% |
$89.4K - $114K
|
5.17K
$1.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
754+ 1.66% |
$169K - $216K
|
46.1K
$14.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
93+ 3.25% |
$20.8K - $26.6K
|
2.96K
$925K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.22KNew |
$273K - $348K
|
1.22K
$381K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
217+ 7.01% |
$48.6K - $62K
|
3.31K
$1.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
262+ 11.32% |
$58.7K - $74.9K
|
2.58K
$806K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-7- 0.1% |
$1.57K - $2K
|
7.3K
$2.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$224 - $286
|
1
$313
|